Sharepoint 2010 QRG
-
Upload
joshua-steinhouse -
Category
Documents
-
view
133 -
download
1
Transcript of Sharepoint 2010 QRG
SharePoint 2010, while consisting of many different facets, is, at its core, a website that team members of an
organization can access to find content relating to projects, company information, and other employees.
Adding documents or creating appointments is not only incredibly easy, but allows for a customized feel for
every user. Pages, Web Parts, and personalized graphics are just some of the different features that can be
added to a SharePoint 2010 site.
The SharePoint 2010 Menu uses the new standardized Ribbon arrangement introduced in the Microsoft Office Suite. This menu is very intuitive and user-friendly, with
the content in each tab being categorized by the associated category. For example, editing text on a page is as simple as going to the “Format Text” tab.
SharePoint 2010 allows users to add a variety of interactive tools to their site.
Pictures can be added to enhance a design, Tables and Lists can be added for
organization, and dynamic Web Parts can be placed on any page for users to
connect with the content on the site.
With the “Connect & Export” feature, any list of data can be exported to a
variety of Microsoft Office 2010 programs. Connecting a Calendar to Outlook
or an employee list to Excel is extremely efficient, which can help in faster
decision making.
SharePoint 2010 Search helps find the information needed to get jobs done SharePoint 2010’s Search feature is relevant, and refined to provide an experience that is highly personalized, efficient, and effective.
To search for something in SharePoint, simply type your keywords into the search box. To find more relevant results, use search syntax, such as AND or – (to exclude)
for specificity.
One of SharePoint 2010’s biggest assets is the ability to keep any user up to speed with what needs to get done. The Tasks list can easily keep track of important to-do
items, or just be a reminder for responsibilities to be taken care of.
To Add A Task, Go To The Task List… Click “Add New Item” And Fill In The Task Information… The Task Will Now Appear In The List!
Any file on a computer can be uploaded to a Library.
Navigate To The Library… Click the “Add Documents” Button… And Select Your Document From The Folder.
Once files have been uploaded to the Library, viewing the properties of it for recent changes or history is very easy.
Click On The Document… Go To The “Documents” Tab In The Ribbon… And Click the “View Properties” Button
When a document needs to be edited for content, a simple Check-Out process can be initiated to prevent others from making changes at the same time. Then the document
can be edited in whatever program it was created in, allowing for easy updates.
In the “Documents” tab, click the “Check-Out” Button… Then Click The “Edit Document” Button… Then Make Your Changes In Microsoft Word
SharePoint 2010 consists of two major components:
Libraries are content-oriented organizational tools that allow users to upload files into structured, easy to find categories, which can be shared across multiple SharePoint sites.
Lists are comprised of data directly added into SharePoint 2010,
whether it is an appointment using the Calendar feature, importing a set of data from Microsoft Excel, or creating tasks to follow up on at a later date.
With the “Alert” feature, any team member can have notifications sent
right to their inbox or smartphone. Alerts can be placed on any content
within SharePoint 2010, allowing for more efficiency for projects and
faster decision making.
To Add A New Alert, Click The “Alert Me” To Manage Or Edit Alerts, Choose The Button In The Ribbon “Manage My Alerts” Option In The Menu
The My Site set-up is extremely user-friendly, and can be
learned in minutes. Every MySite Home Page has the Activity
Stream, an up-to-the-minute flow of news, information, and
questions from other team members. Additionally, one of the
most beneficial MySite features is the Communities section,
where team members can join or be invited to groups based
on interests, projects, departments within the company, and
more.
The MySite Activity Stream is very similar many social networking platforms that
many users probably have some familiarity with. The premise is built upon the
idea of quick tidbits of information, using #hashtags or @targets. Users can post
messages about ideas and projects, or ask questions using either one of the
symbols to emphasize a topic or direct to another member.
#hashtags – by typing the hashtag symbol (#) in a post, it is turned into a “tag”, which allows other users that have an interest in that
topic to be notified that there is a post about it. The text that has been “hashed” turns blue so that members can see others who are
invested in hearing about that topic.
@Targets – by typing the target symbol (@), users can call attention to a particular team member or community, notifying the person
or group that they are being asked a question or something is being posted about them. This will allow members to communicate with
each other when working on projects or just collaborating ideas.
@ Targets: #Hashtags:
My Site is the new way companies are communicating and
collaborating through the SharePoint 2010 system. The My
Site arrangement is a set-up with which almost any user is
already familiar. When logging into SharePoint 2010, the
personalized My Site page is what is seen first, giving the user
all the information needed to connect with team members
and departments within the organization.
When any user account is created, the MySite design has a
Profile page meant for that user. Any information can be
added to this, which allows for other organization members to
have an insight into that user.
Each Profile Page can be customized to add a unique feel for
every user. For example, Profile Pictures, interests, and Notes
can be included in separate pages, to keep each user
organized, as well as update other members about that
individual.
From The Profile page, members can navigate to their
Communities, the SharePoint Site, and a host of other tools to
help connect with the company.
Colleagues are other members of a team, department, or organization that are also accessing SharePoint and My Site. Adding Colleagues to an account
is very simple and can be a fun way to keep in touch with or keep track of the latest news and ideas from team members and employees.
To Add A Colleague, Go To The Colleagues Tab… Then Click The “Add Colleague” Button… Find The Person Being Added & Click “OK”!
MySite Communities are a unique, collaborative way to communicate with a
department, organization, or project team. Communities can be created by users to
bring focus to a certain topic, and members can invite others to join a Community
with the click of a button. Additionally, any user can “follow” a Community,
meaning the latest news and updates will appear in that user’s Activity Stream.
To Follow A Community, Go To That Community’s Page… Then Click The “Follow Community” Button!