Tulsa techfest awesomelysimplesharepointsolutions
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April Dunnam is a senior SharePoint consultant who provides simple solutions requiring little to no code. She shares 16 tips for creating awesomely simple SharePoint sites, including using promoted links and welcome messages to draw users in, filtering views by [Me] and [Today], integrating OneNote and OneDrive, and creating a search-driven company directory. She emphasizes keeping solutions simple by understanding user needs and starting with business processes.
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Tulsa techfest awesomelysimplesharepointsolutions
- 1. S Awesomely Simple SharePoint Solutions Little to No Code Required April Dunnam Lead SharePoint Consultant/Developer
- 2. About Me April Dunnam is a senior consultant at ThriveFast and Vice President of the Tulsa SharePoint User Group. April started her career as an IT Intern at Cherokee Casino. She was on rotation in the casino’s many IT departments when she was assigned to the Development Team. It was there she found her niche and a passion for development and began to focus her efforts on asp.net, c# and SharePoint. She went on to complete dual degrees in MIS and Marketing from NSU and worked her way up to SharePoint Developer at a telecom firm. April is an active blogger and routinely participates in professional conferences including School of Dev, Tulsa Tech Fest and SharePoint Saturdays. @aprildunnam www.sharepointsiren.co m www.thrivefast.com
- 3. S User Adoption – The Struggle is Real
- 4. Draw Users In S Typical User: “What’s in it for me?” S Draw them in with a few simple bells & whistles to make an inviting Home Page S Keep them coming by making it easy to access the information they need to do their day to day job S Create tools/functionality that increase productivity
- 5. Simplicity S KISS (Keep It Simple Stupid) S Develop understanding of your users and what they need to do S Start with business process
- 7. Tip #1 – Visual Navigation S “Build it and they will come”….make it easy to navigate and you’ll keep ‘em coming S Promoted Links List
- 8. Tip #2 - Welcome Message S Great way to customize the SharePoint User Experience S Pulls Logged in User’s Name and Time of Day for Custom Welcome Message S Free Web Part. Download here: http://www.amrein.com/apps/page.asp?Q=5834
- 9. Tip #3 - Weather S CELGO Weather C – Free App in SharePoint 2013 App Store S Can use to show weather at multiple company locations S Or insert jQuery script from any of the major weather websites (Yahoo Weather, Weather Channel, etc)
- 10. Tip #4 - Birthdays/Anniversaries S Showing Employee Birthdays/Anniversaries draws users in and encourages camaraderie. S $125 WebPart from Amrein: http://www.amrein.com/app s/page.asp?Q=5787 S Or S Free Apps in App Store
- 11. Tip #5 - Announcements Rotator S BrightBanner – Free Content Rotator App in App Store S Or create your own with jQuery/SPServices/Bootstrap
- 12. Tip #6 - Filtered Views S [Me] Filter S [Today] Filter
- 13. Tip #7 - Filtered Lookup Column S Consider this scenario: S You have a Jobs Lists with a Job Name field and Job Status that marks . S You have a Task List that you want to create a Lookup field that pulls all Active Jobs from the Jobs List S Create a new Calculated Column in the Jobs List called “ActiveTitle”. Insert the following formula and reference this calculated column in your lookup field
- 14. Tip #8 - Audience Targeting S Target WebParts/Content to specific groups of people S Ex: Show different announcements depending on current user’s department
- 15. Tip #9 - OneNote S Integrated in SharePoint 2013. Similar to Evernote S Capture operational/procedural/how-to information S Use instead of list or word document S Easy to organize and structure information S Embed images, others documents(pdfs, word, etc)
- 16. Tip #10 - OneDrive S Integrated in SharePoint 2013 S Sync folders on SharePoint to upload from your desktop S Ability to edit files offline; sync back to SharePoint when internet connection is established
- 17. Tip #11 - Hide “Recent” Heading S Insert following script inside the <!-- ME:</asp:ContentPlaceHolder>--><sharepoint:scriptblock runat="server"></sharepoint:scriptblock> block of your master page: S $(document).ready(function() { var recentLi= $("#ctl00_PlaceHo lderLeftNavBar_QuickLaunchNavigationManager div ul li").filter(function(index) { return $("span span", this)[0].inn erText == "Recent"; }); if (recentLi != undefined) { recentLi.hide( ); } });
- 18. Tip #12 - Disable Mobile View S Site Settings Site Features S De-Activate “Mobile Browser View” S Reasons to do this: S 1. Responsive design eliminates need for SP default mobile view S 2. Mobile View can be confusing to navigate
- 19. Tip #13 – Follow Content S New in SharePoint 2013 you can Follow: S Sites S People S Hashtags S Documents S View list of items you are following in your MySite S SharePoint 2013 Newsfeed App
- 20. Tip #14 – Default Calendar Events to All Day S Download jQuery.min and upload to SharePoint. S Insert Script Editor Webpart in New Form of Calendar. Put the following code in the script editor:
- 21. Tip #15 – Search-Driven Company Directory S Utilize Search Display Templates to create a Company Directory that pulls from SharePoint User Profiles S Reference: http://www.sharepointco nfig.com/2013/05/how- to-create-a-simple- sharepoint-2013- people-directory/
- 22. Tip #16 – Color Palette Tool • Easy Way to Create a Custom Theme for your SharePoint Site • Free! Brought to you by Microsoft • Download Here: http://www.microsoft.com/en-us/download/details.aspx?id=38182 • GUI Interface to Create SPColor File (Theme URL) • Live Preview of Changes • Save SPColor File and Upload to Theme Gallery • Site Settings Theme Gallery
Editor's Notes
- Adding an Announcements Rotator to your Home Page gives your Page a “pop” and keeps it fresh. You can consistently update the content to show the latest news/events. It’s a great way to engage your end users.
- Filtered Views are useful for creating custom dashboards for your users. For example, you can use the [Me] filter to show the current user’s tasks. And you can use the [Today] filter to show tasks which are due today or overdue. Additionally, filters and Managed Metadata can be used to overcome the List View Threshold limitations that occur in SharePoint Online sites.
- Lookup Columns are very useful. They allow you to pull information from a SharePoint List and use it as metadata. You can utilized a Calculated Column in your source list to create a custom filtered lookup column.
- Audience Targeting is an often under-utilized and over-looked feature in SharePoint. A good use-case for this is targeting company announcements. In this example, there is a Foremen Group in the company who have announcements that are only applicable to them. Using Audience Targeting, you can add the Foremen Announcements webpart to your home page and set it to display only to those in the Foremen Group.
- OneNote is a hidden gem in SharePoint. It is fully integrated in SharePoint 2013. In fact, when you create a SharePoint 2013 Team site it automatically comes with a OneNote Notebook.
- OneDrive is integrated in SharePoint 2013. It allows you to sync a local copy of any SharePoint Document Library to your desktop. This enables you to easily upload documents and to manage those documents offline and automatically sync them back up when you are online again.
- SharePoint 2013 Introduce a “Recent” Heading in the Quick Launch. This was intended to dynamically show the most recently created/edit lists or libraries, however, it tends to be more of a nuisance than a benefit. Fortunately there is a relatively easy way to hide it.
- SharePoint 2013 automatically re-directs mobile devices to a specialized Mobile view. This view is intended to simplify the user experience in mobile, however, many users still prefer the full desktop experience in mobile.
- SharePoint 2013 introduced the ability to Follow Content. Very similar to Twitter, where you can follow people and trending hashtags. In addition to following people and hashtags, you can also follow entire sites and documents. These items you are following show up in your SharePoint MySite so you can keep track of any changes/additions with items you are following. There is also a SharePoint Newsfeed App that you can download for Android, iOS and Windows phones which aggregates all of the items you are following.