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

5. 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

7. Remove Site Pages from Quick Launch

11. Delete Unneeded Lists

13. Remove Discussions from Quick Launch

19. Remove Content from Home Page

20. Save the Page

21. Edit the Page

22. Insert a Web Part

23. Add Announcements

24. Save the Page

25. Set Alerts on Announcements

27. Add Photo to Home Page

28. Save the Page

29. 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

30. Create New Document Library

32. 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 emails Deeply nested files can be difficult to remove from SharePoint at project close

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

37. List Templates Calendars Tasks Contacts

38. Create Meetings Calendar

39. Add Meeting to Calendar

40. Overlay Calendars

43. Tasks

44. Preconfigured Views of Tasks

45. Create Contacts List

46. Sync Contacts to Outlook

47. Copy Contacts from Outlook

48. Synched from Outlook

49. Contacts Grouped by Company

50. 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

54. 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

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

60. Site Actions – Site Permissions

61. Click on Desired Group

62. New – Add Users

63. Address Book Icon for People Lookup

64. Lookup People to Add

65. May Un-check Welcome Email

66. Go Back to Site Permissions

67. Site Collection Administrators

68. Manage Access Requests

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

70. Site Settings

71. Quick Launch

72. Modify Quick Launch

73. Create Your Own Headings

74. Top Link Bar

75. Modify Top Link Bar

76. Top Link Bar Example

77. Site Theme

79. Preview Theme before Applying

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

81. Thank you!