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SharePoint Navigation: A Step Towards Success

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Navigation can single handily destroy any SharePoint implementation. How you ask? If your users cannot easily find what they are looking for in 3 clicks or less they have lost focus and sometimes the drive to reuse the site. However, that is not the only issue that can occur with a navigation, one of the most popular ones I have been seeing lately is navigation that takes the users to another page or site then to another and another and another. I guess the good thing is they eventually get there but the bad news is now they are going to bookmark or make it a favorite so that they never have to click so many times to get back there. Sounds like a great solution for the users right? Actually, it’s the worst thing that can possibly happen to your SharePoint implementation. The basis of implementing SharePoint within an organization is collaboration and if the users are bookmarking sites then they are missing all the information the company is trying to share with their organization. The home page becomes obsolete, editors of the sites stop updating it and then collaboration only (hopefully) exists within the content sites and the company fails in communication.

In this session we will explore navigation best practices, how to clean up your existing navigation to make it more relevant, easy to use and turn it into the wow factor of your site. Last but not least some tips and tricks on how to get your users excited about SharePoint and your new navigation.

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SharePoint Navigation: A Step Towards Success

  1. 1. Navigation: A Step Towards Success in SharePoint Stacy L. Deere-Strole
  2. 2. sdeere@focalpointsolutions.co http://spmindmelt.focalpointsolutions.co http://www.focalpointsolutions.co
  3. 3. Agenda • What is Navigation? • Areas of Navigation in SharePoint • Different types of Navigation • You Be The Judge • Wrap-Up
  4. 4. What Is Navigation? That which facilitates movement from one Web page to another Web page.
  5. 5. Most Common
  6. 6. Areas of Navigation
  7. 7. Global Navigation
  8. 8. Global Navigation Example
  9. 9. Navigation Consistency
  10. 10. Global Navigation Controller • In the global-nav.js file, update the term set id on line 29 to that of your new term set id • Upload the attached files to the following locations (create the folders if they don’t exist). Make sure to check in and publish all files. • globalnav.css – (in Site Contents) /Style Library/GlobalNav/css/globalnav.css • global-nav.js – (in Site Contents) /Style Library/GlobalNav/js/global- nav.js • globalnav.css – (in Site Settings) Master Page Gallery • Navigate to Site Settings > Master Page (Under Look and Feel). Set the master page to default.master
  11. 11. Quick Links
  12. 12. Quick Links Example
  13. 13. Is that All?
  14. 14. The Rest of The Site!!
  15. 15. Types of Navigation
  16. 16. Promoted
  17. 17. What is a Promoted Link? • Tile List Web Part • Out of the Box • User Adoption Builder • Navigation
  18. 18. Getting Started
  19. 19. Where Do You Want To Go?
  20. 20. Creating Promoted Link List
  21. 21. Select & Create App
  22. 22. New Promoted Link List
  23. 23. Upload Images Simple Drag & Drop
  24. 24. Open Promoted Links
  25. 25. 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.
  26. 26. Add Image
  27. 27. Add Link Location
  28. 28. Choose Launch Behavior & Order Launch Behavior Options 1. In Page Navigation 2. Dialog 3. New Tab
  29. 29. Finished Link
  30. 30. Saved Link
  31. 31. Add Web Part
  32. 32. Select Web Part Select your area, Choose Insert Tab, select web part, add and Save.
  33. 33. Finished Product
  34. 34. Free Navigation Promoted jQuery CodePromoted Link Icons Promoted Links on SlideShare: Get It Here!!
  35. 35. Link Lists • Tile List Web Part • Out of the Box • User Adoption Builder • Navigation Con to Link List • All text based (Out of the Box)
  36. 36. You Be The Judge!!
  37. 37. 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
  38. 38. Recap of Things To Remember • Pictures Speak a 1000 Words • Use Icons or other objects to catch users eyes • Headings that Stand out (Short & Sweet) • Views are Navigation Too!! • User your words but at a minimum (Don’t be too wordy) Make the site your own!!
  39. 39. What Is Navigation? That which facilitates movement from one Web page to another Web page.
  40. 40. What is Navigation? Everything You Touch!!
  41. 41. @sldeere www.linkedin.com/in/stacydeere https://www.facebook.com/focalpointsolutions.co sdeere@focalpointsolutions.co BLOG: http://spmindmelt.focalpointsolutions.co COMPANY: http://focalpointsolutions.co

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