sharepointmaven.com @gregoryzelfond
SHAREPOINTBEGINNER TRAINING
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
2-hour, FREE, on-demand session recording is
available at https://youtu.be/mSVC08zbQ7M
You can also visit my YouTube Channel:
https://www.youtube.com/c/sharepointmaven
Slides and Demo based off SharePoint Online,
however, similar functionality is available with
on-premises and older versions of SharePoint
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About Me
Gregory Zelfond
10+ years of experience with SharePoint
Huge SharePoint Advocate, blogger
Love to solve business problems using
code-free, out of the box SharePoint
configurations
Owner of SharePoint Maven
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK
THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint User Types
End User (works with content)– Uploads/edits/deletes files– Creates content (documents, tasks, events, etc.)– Shares content
Power User/Site Owner (works with site)– Manages site– Creates web parts– Edits pages– Manages security
Administrator (works with site collection)– Manages site collections– Manages global security & permissions– Manages advanced SharePoint features
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Agenda– SharePoint vs. OneDrive vs. Office 365
– SharePoint Components
– “How to” Training• Document Library
• Alerts
• Views
• Tasks
• Sharing
• Sync to Outlook
• Export to Excel
• Recycle Bin
– Q & A
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SHAREPOINT vs.
OFFICE 365 vs.
OneDrive
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Evolution of SharePoint
Born in 2001
Evolved as collaboration platform adopted by many large organizations
Required extensive server infrastructure for on-premise installations
Major versions: 2001, 2002, 2003, 2007, 2010, 2013 (current) and 2016 (planned)
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint & Office 365
In 2011, SharePoint got bundled with Office 365 Suite (Cloud)– MS Office– Outlook (Exchange)– Skype for Business– SharePoint– OneDrive
SharePoint can still be acquired as an on-premises solution
Since SharePoint Online doesn’t require infrastructure investments by organizations, it’s become affordable
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
OneDrive or SharePoint?
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SHAREPOINT
ELEMENTS
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Basic SharePoint Elements
Sites–Used to organize/separate content
Pages–Displays content on a site
Web Parts (Apps)–Building blocks of a page/site
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
iPhone® Analogy
SITE
PAGE
WEB PART
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Site Hierarchy Example
Homepage Site
HR Site
HR Subsite HR Subsite
IT Site
IT Subsite
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint Pages
Multiple pages per site can be created
Pages used to separate and present content
Determines look & feel of a site
Different (default) page layouts available
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Web Parts
Definition: Web Part is a modular and reusable component that can be placed into SharePoint Page to display certain content
Think of iPhone® “Apps” for SharePoint
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Most Common Web Parts
Document Library (list of documents)
Calendar (list of events)
Contact List (list of contacts)
Issues Tracking (list of Issues)
Tasks (list of tasks)
Announcements (list of announcements)
The concept of Lists & Libraries
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Document Library
Add a Document (via Upload button)
Add Multiple Documents (via Drag & Drop)– Limit of 100 files at a time (“classic” library only)
– Can’t drag and drop folders (“classic” library only)
Edit Document Properties + Bulk Edit (Quick Edit)– Bulk Edit works only with flat list view (not grouped)
Download a Document
Viewing a document without Download
Open in Windows Explorer– Works with Internet Explorer Browser only
– Doesn’t work well with really large document libraries
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Document Library, cont’d
Edit Documents– Edit using Office Online– Edit using Office Desktop
Version Control– Major versions
Concept of co-authoring (Word only) Concept of Check-in/Check-out Sync library to desktop (via OneDrive)
– No real benefit if you are using metadata– Known sync issues– Works only for 5,000 items or less (folders + files)
Searching for Documents
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Views
Create a View
Modify a View
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Alerts
Setup an alert on a list or a library
Setup an alert on individual document, item or folder
Modify an existing alert
Delete an alert
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Task Management
Task Module overview
Timeline feature
Sync SharePoint tasks with MS Project
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Sharing
Document/Item Sharing
Folder Sharing
Site sharing
Sharing with External Users
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Other Cool Stuff
Export lists to Excel
Sync Tasks, Calendar, Contacts to Outlook
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Recycle Bin
All documents, items, lists, libraries, sites go to Recycle Bin
Items can be restored up to 93 days!– User who deleted can restore
– SharePoint Admin on behalf of a user can restore too!
– No way to restore after 93 days!
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
“How To” Blog Posts
How to create SharePoint alerts
How to add SharePoint Tiles to your site
How to add a Video in SharePoint
How to create an Org Chart in SharePoint
How to create a SharePoint Project Site
4 ways to configure Document Library
Choosing between OneDrive for Business & SharePoint
How SharePoint Recycle Bin works
How to sync SharePoint with Outlook
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint Webinars
How to manage projects in SharePoint using out of the box features
How to build amazing Intranet Sites in SharePoint using out of the box features
How to improve SharePoint User Adoption – practical tips and industry best practices
How to manage migration to SharePoint
SharePoint hacks you can’t live without
[NEW] Project and Portfolio Management with Project Online
[NEW] Kick-Ass Project Collaboration with Office 365 Groups
LEARN MORE
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Need help with SharePoint?
SharePoint Site Configuration and Customization
Document Migration to SharePoint
SharePoint Implementation Strategy
SharePoint Training
SharePoint User Adoption
SharePoint Governance
SharePoint Project Management
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
THANK YOU!
Visit: sharepointmaven.com
Email: [email protected]
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions