Getting Started Managing a Collaboration Site Kendra Holly SharePoint Analyst June 13, 2015

Clean Out Template Content Remove unneeded items from Quick Launch o Remove the link to Site Pages Delete unneeded lists and libraries o Team Discussions can be deleted if not needed Remove all content from home page Add useful content to home page o Announcements o Project (or Team) Photo

Remove Site Pages from Quick Launch

Delete Unneeded Lists

Remove Discussions from Quick Launch

Remove Content from Home Page

Save the Page

Edit the Page

Insert a Web Part

Add Announcements

Save the Page

Set Alerts on Announcements

Add Photo to Home Page

Save the Page

Libraries Shared Documents o Can be used o Can be deleted Create new libraries named according to your needs Initial library name – short; no spaces or special characters o Initial name becomes URL o Library can later be renamed

Create New Document Library

Folders in Libraries Minimize nesting of folders Minimize length of folder names Every folder name in the path to a file becomes part of the file URL Long URL’s can break when inserted into s Deeply nested files can be difficult to remove from SharePoint at project close

Multiple Libraries Do not limit a large file structure to Shared Documents Consider using a different library for each “top- level” folders

List Templates Calendars Tasks Contacts

Create Meetings Calendar

Add Meeting to Calendar

Overlay Calendars

Tasks

Preconfigured Views of Tasks

Create Contacts List

Sync Contacts to Outlook

Copy Contacts from Outlook

Synched from Outlook

Contacts Grouped by Company

Custom Lists Lists where you define all of the columns Consider storing information in a SharePoint list rather than in a spreadsheet o Multiple people can modify simultaneously o Single source of the truth

Web Parts Views of lists or libraries Displayed in “boxes” on a page Multiple web parts on a page give people more information at a glance

Permissions Owners – full control, including permissions management Members – contribute Visitors – read-only Viewers – read only; files render in browser

Site Actions – Site Permissions

Click on Desired Group

New – Add Users

Address Book Icon for People Lookup

Lookup People to Add

May Un-check Welcome

Go Back to Site Permissions

Site Collection Administrators

Manage Access Requests

Site Settings Controls for managing the site and site collection Quick Launch Top Link Bar Site Theme

Site Settings

Quick Launch

Modify Quick Launch

Create Your Own Headings

Top Link Bar

Modify Top Link Bar

Top Link Bar Example

Site Theme

Preview Theme before Applying

Support Resources Internet Search o Search for what you want to do o Many online resources for free o Tutorials from Microsoft

Thank you!