SPS Twin Cities Quick Wins To Jump Start Your SharePoint Implementation
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The determination of success vs failure for all projects is whether or not what you have implemented is being utilized by the users. Better well known as User Adoption!! However, many wonder what can I do to make sure I’m giving the users what they want, what they didn’t know they needed but will make their job easier and something I like to call the “Plus A Little” and\or the WOW Factor! Quick wins are identified as things that are quick to do, take very little time to implement (low cost), and have a HUGE impact within the organization. In this session we are going to explore & build out different features within your SharePoint (O365 & OnPrem) environment that will make your SharePoint implementation the Rock Star of all projects ever implemented. • Promoted Links • Corporate Directory • Global Navigation • Collaboration • Search • Automation • Social • Dashboards
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SPS Twin Cities Quick Wins To Jump Start Your SharePoint Implementation
- 1. Quick Wins to Jump Start Your SharePoint Implementation Stacy L. Deere-Strole
- 3. What is a Quick Win?
- 5. Agenda • Promoted Links • Corporate Directory • Global Navigation • Document Sets • Dashboards • Search
- 6. What is a Promoted Link? • Tile List Web Part • Out of the Box • User Adoption Builder • Navigation
- 8. Creating Promoted Link List
- 9. Select & Create App
- 10. New Promoted Link List
- 11. Upload Images Simple Drag & Drop
- 13. Create Link • Title: Enter Title • Background Image: Paste Image from Site Assets • Background Image Description: Optional • Description: Enter Description • Link Location: Enter Location Link is going too. • Link Description: Optional • Launch Behavior: Choose Option • Order: Enter Order of your link in the list.
- 14. Add Image
- 16. Choose Launch Behavior & Order Launch Behavior Options 1. In Page Navigation 2. Dialog 3. New Tab
- 17. Saved Link
- 18. Add Web Part
- 19. Select Web Part Select your area, Choose Insert Tab, select web part, add and Save.
- 20. Finished Product
- 21. Promoted Links SlideShare http://www.slideshare.net/stacydeere/s p-fest-chicago-promoted-links-you-get- this-one-for-free-56029296 It has free code to make them look pretty sweet!!!
- 23. Want to add more viewable fields? Sort Out of the Box Corporate Directory
- 24. By Default Full Name Title Department
- 26. Slightly Custom Corporate Directory! Template Includes: • Extension • Mobile Phone • Position • Location • Email Address
- 28. My Thank You Building a Corporate Directory in Under 10 Minutes
- 30. Want this too? • HTML & CSS File • Insert the .html file in – /catalogs/masterpage/Display Templates/Search • On People Search Page, Edit the Core Results Web Part • Change Default Template to People Item (Custom) • Upload .css file to the Style Library (Must have publishing enabled). • Site Settings, Look & Feel, Master Page, Alternate Stylesheet and attach .css file uploaded. http://en.share-gate.com/blog/corporate-directory-sharepoint-search
- 31. User Profile Slide Share • http://www.slideshare.net/stacydeere/ sp-fest-denver-taking-user-profiles-to- new-heights All the goodies you could ever want for your corporate directory and more!
- 34. Where am I & How Did I Get Here • Where are the bread crumbs? • Navigation changing from site to site? • Wording inconsistent from site to site? NEED A CHANGE??
- 35. Managed Metadata to the Rescue…
- 36. Create the following: • Group called Global Navigation • Term Set called Global Navigation
- 37. Right-Click the Global Navigation term set and create your Terms. These are will be the Global Navigation headings. (See example on the right) Right click a term such as “Departments” and enter in your departments. (See example below)
- 42. Global Navigation • Blog with controller will be out this coming week. – Check Twitter – Check Your Email – Check Stacy’s Blog
- 45. Document Sets Rock! • Create new multi-document work products quickly and easily by using the New Document command in a document library. • Capture a version history snapshot of the current properties and documents within the Document Set. • Start workflows on the entire document set or individual items within the Document Set to manage common tasks such as review and approval. • E-mail a link to the Document Set. • Use the Send To command to move or copy the Document Set to another location (the destination must be configured within Central Administration). • Manage permissions for the Document Set. • Specify the content types that are allowable within the document set (for example, document files, images, audio, or video). • You can map the default documents to the allowed content types. • Specify any shared metadata that you want synchronized to all documents in a set. • Customize a Welcome Page for a Document Set that displays in each instance of a work product created from a Document Set content type. This Welcome Page is a Web Part Page that can be set up to display project information or resources to help team members who are working on a Document Set (e.g., project timeline, links to resources, etc.). • Configure the workflows that you want to make available for the Document Set. You can use the standard Review or Approval workflows with Document Sets.
- 46. New Document Set By Default: only 3 properties will display but you do have options!
- 47. Bang for the Buck! From the Document Library 1. Library Settings Go to Advanced Settings and ensure “manage content types” is enabled. 2. Select your content type 3. Select Document Set settings 4. Find the Welcome Page section Add and Remove the fields that need to display
- 50. Document Set Presentation Liz Sundet Much To Do About Documents https://onedrive.live.com/redir?resid=E AA8187B739F5CC!195&authkey=!ALS Dvd1CGyXltvw&ithint=folder%2c
- 51. Search Web Parts
- 52. Site Directory
- 53. Add Search Results Web Part
- 54. Query for easy copypaste: (contentclass:STS_Web OR contentclass:STS_Site) Path:{SiteCollection.URL}
- 55. Select “OK” to save the query. You will be returned to the web part settings, expand “Settings” and enter in the “number of results per page” and selectdeselect options that displayed in the web part.