sharepoint tips and tricks you cannot live without
TRANSCRIPT
sharepointmaven.com @gregoryzelfond
SHAREPOINT HACKS YOUCANNOT LIVE WITHOUT
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
Webinar recording is available here
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
Agenda1. Quick Edit
2. Version Control
3. Edit documents online
4. List/Library search box
5. In-browser drag and drop
6. Security group sites permission lookup
7. Drop-down navigation
8. Enterprise Keywords
9. Managed Metadata
10. Metadata Navigation
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
1. Quick Edit
Business Benefit– Allows to bulk-edit metadata (many at once)
How to– Make sure you choose flat view (no grouping!)
– Library/List Tab > Quick Edit
– Drag cells just like in Excel
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2. Version Control
Business Benefit– Tracks history of changes to the document/item
How to– Library/List Tab > Library Settings > Versioning settings
– Enable Major Versions
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
3. Edit documents online
Business Benefit– Allows to edit documents in the browser without MS
Office (Word, Excel) installed on the computer
How to– Click on document
– Click on Edit in Word/Excel Online
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
4. List/Library Search Box
Business Benefit– Allows to quickly search for documents or items in a list
or a document library (not the whole site!)
– Search picks up metadata, file names, text within the documents!
How to– Reference this blog post for detailed instructions
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
5. In-browser Drag and Drop between folders and metadata groups
Business Benefit– No more Windows Explorer!!!
How to– Just drag and drop files and folders from one folder or
metadata grouping to another right inside the browser.
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
6. Security Group permission lookup
Business Benefit– Allows to quickly see what access particular security
group has to the whole site collection!
How to– Site Settings > Site Permissions
– Click on the security group
– Settings > View Group Permissions
Another reason to use security groups – this does not work with individual user permissions
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
7. Drop-down Navigation
Business Benefit– Allows to quickly create global drop-down navigation without
enabling Publishing features!
– Excellent user adoption technique – quickly get to any site
How to– Site Settings > Top Link Bar
– Drag and Drop submenus one under another, click Save
– Works best with non-IE browsers
– Special credit to Mike Smith and his blog post on this awesome technique!
– Reference this blog post for detailed instructions
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
8. Enterprise Keywords
Business Benefit– Allows for quick and easy utilization of metadata
– Improves search experience
– Gives you ideas on how to categorize documents (if you have no clue)
How to– Library/List Tab > Library Settings > Enterprise
Metadata and Keywords Settings
– Check the box, click OK
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
9. Managed Metadata
Business Benefit– Type-ahead functionality
– Ability to setup Metadata synonyms
How to– Site Settings > Term Store Management
– Create a column, select Managed Metadata radio button
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
10. Metadata Navigation
Business Benefit– Awesome user adoption/usability technique
– Provides amazing search experience for business users
– Partially mitigates 5,000 view item limit because it indexes those columns in the background
How to– Refer to this blog post for detailed instructions
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
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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