Modern SharePoint Content Management Training

1. Modern SharePoint
Content management
training
MODERN SITES CONTENT CREATION, UPDATING AND MANAGEMENT
TRAINING BY KAVERI VEERA BHARAT BHUSHAN

2. Agenda
 Modern Webparts Quick Overview
 News Modern Webpart
 News – Promote and Send by Email
 File Viewer Webpart
 Modern Library for Modern Sites
 Modern Lists for Modern Sites
 Calendar Options
 Shared Calendar for Team Sites
 Flows for Calendars and Documents Upload
 Create Links/Buttons to Documents

3. Text - To add content with Text. Promotes Anchor Tagging only for H1-H3 headings.
Image - To add a single image only.
File viewer - Works efficiently with Lists/Libraries Data Source for Smart Viewing/Analysis/Presentations.
Link - To add a single link to a Page, Video, or Image on the Internet only.
Embed - To embed Videos from YouTube or other sources using IFrame codes or direct links. Works efficiently
with Lists/Library Data Sources.
Highlighted content - To highlight Most Recent Documents/Content Hub wise, Site wise, Library wise and other
specifications.
Bing Maps - To display a Key location on a Map promoting Geographical presentation.
Button - To add a Button with a Label and linking promoting quick Navigation.
Call to action - To create a clickable Button with Text description promoting a Call to Action.
Code Snippet - To display code as text on the Modern page for others to use or learn.
Conversations - To display Yammer Group, User, Topic or Home Feed.
Countdown Timer - To display remaining time to display in Days, Hours, Mins, Sec etc for a particular Event
planned.
Divider - To divide the Modern Site page more effectively promoting Real Estate management.
Document library - To display a minified version of selected Library and make smart analysis of it.
Events - Promoting Calendar Activities management for Communication and Hub sites.
Group calendar - Promoting Calendar Activities management for Team sites.
Hero - To display 5 pieces of content in a highly visual layout in Tiles, Layers style.
Highlights - To display Yammer Conversation highlights or its legacy Embed Feed.
Image gallery - To spotlight all the favorite Images list in a Brick, Grid or Carousel style layout.
Kindle Instant Preview - To embed a Kindle Preview using IFrame coded Amazon Read Src code link.
List - To display a minified version of selected List and make smart analysis of it.
Modern WebParts Quick Overview

4. List properties - To display the List Properties in an Intelligent way for smart presentations.
Markdown - To add Text, Tables, Links and Images to the Modern Page.
Microsoft Forms - To organize Quizzes, Surveys, Polls to collect Responses or Show Results.
Microsoft PowerApps - To display a Customized PowerApps preview promoting smart usage.
News - To display Recent News as per the selected scope wise in different layouts promoting Modern Publishing options.
Office 365 video - To display Office 365 Portal Videos only promoting Modern Publishing and Presentation options.
Page properties - To display the Modern Page Properties promoting Modern Presentation options.
People - To display People's Profiles like Key Contacts, Leaders, Award Winners, Organization Members promoting Modern
Presentation options.
Power BI - To present Power BI reports generated from https://app.powerbi.com/ promoting Modern BI using Data Sets
from Local/OneDrive/ODFB/Team Sites only.
Quick chart - To quickly generate Pie/Bar Graphs for smart presentations from a Modern List.
Quick links - To quickly present multiple links to multiple pages external and internal with icons that includes images
promoting Modern Publishing.
Recent documents - To present all recent documents through the selected scope Hub/All sites/Within the Site etc.
Site activity - To quickly present all site related activities with number of items adjusted using a slider.
Sites - To present all Hub Sites/Frequent Sites used/Selected Sites in the Layouts like: Filmstrip/Grid/Compact etc.
Spacer - To make Spacing between Modern WebParts promoting effective space management on Modern Pages.
Stream - To quickly present the uploaded videos from https://web.microsoftstream.com by selecting the Source:- All of
Stream/Single Video/Channel.
Twitter - To quickly show Tweets from a User/Curated Collection with additional options to adjust Header, Dividers, Theme
color, Number of Tweets etc.
Weather - To display current weather conditions on the page for selected places in Fahrenheit/Celsius promoting smart
presentations.
World clock - To show the current time & date for the added locations across the globe with various date formats to select.
YouTube - To embed code or direct YouTube link for a Playlist/Single Video on the Page promoting Modern presentation.
Modern WebParts Quick Overview – 2

5. News Modern Webpart
 News is a Modern WebPart available to use on any Modern Site and their
Pages.
 Renaming the News Modern WebPart is supported by editing the features.
 News Feed can be personalized by restricting the scope of it: Hub
level/Selected Sites/This Site.
 Automatically updated in the News after a new Page/SubSite/Sites get
created after selecting it as Publish in the News section.

6. News Modern Webpart – 2
 Various display layouts like Top Story, List, Side by Side, Hub News, Carousel,
Titles etc. are readily available for selection and update the News
presentation.
 More options like Show Number of Views, Author, Published Date can be
quickly turned on.
 Audience Targeting can be quickly enabled.
 Adding/Removing a News item is quick and very user friendly. News can be
provided by Posts or by providing Links with quick reordering option
available.

7. News – Promote and Send by Email
Promote:
1. Click on Promote.
2. Add the page to your navigation if required.
3. You can also save Page as a Template to promote Reusability.
4. Check whether the page has been published to News. If not done republish it.
5. Email the page by following the below described steps.
6. Get the link and use it for quick sharing and promoting further.
Send by email:
1. When a news page has been created – you can select to send that page via email.
2. Click on Send by email.
3. Enter the address (or groups? need to check that one).
4. Add a customized message.

8. File Viewer Webpart
 File Viewer acts as an intelligent File Preview Modern WebPart.
 Once added on any Modern Site Page, the WebPart needs to be connected to
that List/Library as a Source and selecting the item/file.
 People can view the file in full details without leaving that Page, without
navigating to the Source location and downloading it, and without opening
that attachment.
 Can also control the Number of Pages it can present.

9. File Viewer Webpart – 2
 Can change the File for a different File Preview.
 File can’t be edited but only shown by selecting the Page number which has to
be shown first.
 Multiple files can’t be showcased using File Viewer. There are other Modern
WebParts like Recent Documents, Highlighted Content, etc. for showcasing
multiple files at a time.

10. Modern Library for Modern Sites
 Updated UI to create a Folder and Upload Files quickly with Drag and Drop.
 Uploads in Document Types & Links also can be added without adding Content
Type links.
 Multiple Uploads can be done without selecting Ctrl+Shift.
 Pin to top to add documents “above the fold”.
 Options to open a Document in a Library like Word, Word Online, etc.
 Direct creation of columns without navigating to Library Settings.

11. Modern Library for Modern Sites – 2
 Copy Link option available to generate quick links for the selected
file/document from the Library to share, email, or send to another location.
 Options to Sort, Filter, Group by only to the suitable columns without going to
the View.
 Group by records can be dragged and separated.
 Date Field Sorting options available to sort Older to Newer and vice versa.
 Filter through File type, Project Name, Year using the Slider.

12. Modern Library for Modern Sites – 3
 Selected document from the Library can be presented in a different way by
connecting with a File Viewer or List Properties WebPart.
 Tiles View helpful for interchanging the Group by documents and hence
editing the Metadata.
 Multiple files downloadable in a Zip file.

13. Modern Lists for Modern Sites
 New way of form filling; quickly editable without opening individual items.
 Click away Auto saving option.
 Easy Access to Item level details like history, version.
 Flow, PowerApps are new options shown only for Modern Experience.
 Quick changes can be done on Item Level Permissions Management.
 Advanced option takes you to Permission screen.

14. Modern Lists for Modern Sites – 2
 Views can be quickly editable and saved with a new name in the right corner.
 Make View Private new Feature in Modern List.
 Open the Details Pane to see the selected item’s Recent Activities, Preview,
History, File size, Permissions, etc.
 Copy Link: Quick URL generated to directly link to an item without the ID.
 Events is a special calendar-like list that can be enabled with New Experience
to have the Modern Options like PowerApps and Forms on a Standard List
View.

15.  Events WebPart is used for Calendar Activities pointing to the default
SharePoint Calendar on the Hub or Communication site.
 Adding/Updating an Event has Name of Event, When (with the ability to make
All day event), Where, Link, Category, and About this Event fields to fill in.
 Entering a location in Where displays a geographical map.
 Filmstrip & Compact Display Layouts available.
 If placed on a Hub or Communication site, there are different options for
source: “This site” means the current site (as opposed to “This site collection”),
but “All sites” and “Select sites” refer to other site collections, not subsites.
“Select sites” gives you a checklist of all site collections you have access to, so
you can select one or more of them.
Calendar Options

16.  Group Calendar WebPart is the Shared Calendar for all Team Sites.
 It is Outlook based and can be synced accordingly.
 Has options like Selecting the O365 Group and Number of Events to display
(slider from 1 to 10).
 Every Team Site comes with an inbuilt Office 365 Group.
 Office 365 Groups can be created from various options.
 Select an Office 365 group of the Team Site to Sync for displaying its calendar on your page.
Calendar Options – 2

17.  Group calendar restrictions:
 Upcoming & past events only from specific Office 365 group can be displayed but not
multiple groups.
 Already existing team site can be connected to Office 365 group, provided that is root site
collection and not a subsite.
 Already existing subsites cannot be connected to Office 365 group.
NOTE: Because BUNN has elected to use subsites on the My Team Spaces site (for
security trimming), the Group calendar is not the method to be used for sharing
team calendars on team sites.
Calendar Options – 3

18. Shared Calendar for Team Sites
 If your group already has a Shared Calendar, you can continue to use that OR
you can create a special Calendar list on the Team subsite under My Team
Spaces and Connect to Outlook.
 To create a Calendar:
1. Access Site Contents.
2. Click +New drop-down and select App.
3. Select Calendar.
4. Enter a name and click Create button.
 Once the Calendar is created, click Connect to Outlook in the ribbon.

19. flows for Calendars and Documents Upload
For Calendars:
 A new Standard View once created with New Experience enabled for a given
Events Calendar will have Modern Options like Flows and PowerApps
available.
 Lots of Flow Templates available for Calendar Items Creation, Updating,
Approval, Deleting, etc.
For Document Uploads:
 Modern Library automatically has Flow option available.
 Classic Library need to be Enabled New Experience in Advance Settings to
have the Flow options available.
 Lots of Flow Templates available for Document Uploading, Editing, Approving,
Deleting etc.

20. flows for Calendars and Documents Upload – 2
 MS Flows also known as ‘Power Automate’ now.
 Flows can be further tuned with more Triggers, Conditions & Actions as per
the requirements.
 Flows can be turned on once done with all the required development steps.
 A finished Flow can be shared across a Team/Group of members to term it as a
Team Flow.
 A copy of the finished Flow can be used as a New Template promoting
Reusability.

21. Create Links/Buttons to Documents
 Copy Link option gets a link for the Document selected in a Library.
 The link generated is a trimmed version by excluding the ID and other
description.
 Share Option also available to share it across multiple members in the form of
an email.
 Buttons can be quickly created with hyperlinking for navigation with a few
available default alignment options.

22. Create Links/Buttons to Documents – 2
Additional Options:
 Content Highlighting a simpler version of Content Search WebPart. Dynamically highlights
the Content Documents/Sites/ Pages/ Site Collection/ Document Library with lots of
Custom Query options, as well as Filtering, Sorting, and different Layout options
available.
 Recent Documents Modern WebPart helpful to present quickly and generate links for the
selected documents in a Library.
 Quick Links has different Layout Options too with links generated from OneDrive, Site
components like Site Pages/Libraries, Local Uploads, From a Link to a Site/Page/Doc/List/
Library/Email to with Mail to options.
 Sites will give an Overview display of all Sites. Options available for Scope restriction like
All Sites in the Hub, Frequent Sites for Current User, Selected sites with Filmstrip, Grid,
Compact Layouts. Number of Items can be tuned. Hiding it if nothing to show also can be
done.