sharepoint tips and tricks you cannot live without

sharepointmaven.com @gregoryzelfond

SHAREPOINT HACKS YOUCANNOT LIVE WITHOUT

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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

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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

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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

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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

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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.

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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

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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

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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

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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

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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: greg@sharepointmaven.com

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