Sharepoint Quick Start Guide

Sharepoint Quick Start Guide

Contents

Sharepoint Quick Start Guide

Create and Manage Sharepoint Blog

How do I create a blog?

Create a Post

Add Categories

Break Inheritance from the Parent Site for a Blog.

Create Unique Permissions for Lists and Libraries in a Blog

Change a Blog Post Layout

Create and Setup a List.

Create a List

Add an Existing Column to a View of the List

Create a New Column

Create a Public View

Edit a View

Share a List

Email a Link to a List

Setup an Alert

Follow a Document or Website in your Organization

Follow a Document

Find a Document

Follow a Website

Find a Website that you Follow

Introduction to Libraries

Find a Document Library

Create a Library

Add Files to Library

Rename Files in a Library

Delete Files in a Library

Versioning, Alerts or Co-Authoring

Create and Manage Sharepoint Blog^

You can create a SharePoint blog to quickly share ideas and information in an informal way.

How do I create a blog?

Create a Post

Add Categories

Break Inheritance from the Parent Site for a Blog

Create Unique Permissions for Lists and Libraries in a Blog

Change a Blog Post Layout

On the home page of your Sharepoint blog, under Blog Tools, select a post layout.

    1. Open your SharePoint site.
    2. On the Settings menu, click Site contents.
    3. Click new subsite.
    4. Enter a title, description, and URL. Under Select a template, select Blog
    5. Click OK.
    1. On the home page of the SharePoint blog, under Blog tools, click Create a post.
    2. Enter a title, and an optional description
    3. In the Category section, select as many categories as yu want the post to be associated to, and click Add.

    4. Enter a publish date
    5. Click Plublish
    1. On the home page of the SharePoint blog, under Blog tools, click Manage categories.
    2. Click new item.
    3. Type a category name, and click Save.
    1. Open your SharePoint blog.
    2. On the Settings menu, click Site settings
    3. Under Users and Permissions, click Site permissions.
    4. On the Permissions tab, click Stop Inheriting Permissions.
    5. Click Ok
    1. Open your SharePoint blog.
    2. On the Settings menu, click Site contents.
    3. Click on the ellipsis next to Posts and then click Settings
    4. On the Settings page, click Permissions for this list.
    5. On the Permissions tab, click Stop Inheriting Permissions.
    6. Click OK
    7. You can now add users and groups, and give them specific permissions. To do that, click Grant Permissions, on the ribbon.
    8. Enter a user or group name, or email address.
    9. Click Show Options, and then select a permission level from the dropdown.Then click Share.

Create and Setup a List^

A SharePoint list is a handy tool for sharing contacts, calendar appointments, tasks, or data with team members and site visitors, and provides the underlying structure for organizing information on your site. This course shows you how to create a list and set it up for your team to use.

Create a List

Add an Existing Column to a View of the List

Use instant messaging (IM) to touch base with your contacts right away.

Create a New Column

Create a Public View

Edit a View

Share a List

You can share a list only if you created the list or the site. If you didn't create the list or site, you can email a link to the list instead.

Email a Link to a List

Setup an Alert

    1. Click Settings > Add an app.
    2. Search for the list app you want to use and then click the name of the app to create the list. For example, search for “contacts” and then click the Contacts app.

    3. Type a name for the list in the Name box and then click Create.
    1. At the top of the list, click the ellipses (…), and then click Modify this View.
    2. Select the check box for the column you want to add and then click OK
    1. At the top of the list, click edit.
    2. Click the plus sign (+), and then select the column type from the list that appears.
    3. Give the column a name and set any other options as necessary.
    1. At the top of the list, click the ellipses (…), and then click Create View.
    2. Choose a view type or start from an existing view.
    3. On the Create View page, type a name for the view.
    4. Select the Create a Public View check box.
    5. Select the columns you want to appear, and use the position numbers to set the order of the columns
    6. Set the sorting, filter, and other options, and then click Save.
    1. At the top of the list, click the ellipses (…) and then click Modify this View
    2. Select or clear the columns you want and use the position numbers to set the order of the columns.
    3. Reset the sorting, filter, and other options, and then click Save.
    1. Click List > Shared With
    2. In the Shared With dialog box, click INVITE PEOPLE.
    3. Type the names of the people you want to share the list with and then click Share.
    1. Click List > Shared With
    2. Click Allow in the warning that pops up to allow your email program to open a new email message.
    3. A new email message opens with a link to the list included. Add people to the To line, finish the message, and send it.
    1. Click List > Alert Me > Set an alert on this list
    2. On the New Alert page, change the title for the alert if you want.
    3. In the Send Alerts section, enter the user names or email addresses of people you want alerts to be sent to
    4. Set other options in the Change Type, When to Send Alerts, and other sections, and then click OK.

Follow a Document or Website in your Organization^

Follow a document to see notifications in your newsfeed when someone updates the document or shares it with others, and to keep the document handy in a followed documents list. Follow a site to keep it accessible in a list of followed sites and to see site feed activity in your own newsfeed.

Note that the capabilities described here depend on whether your organization has set up and customized personal sites and profiles.

Follow a Document

Before you can follow a document, you need permission to access it. You’re granted this permission when another person shares the document with you. Typically, you can follow documents in a Shared with Everyone folder.

To follow a document:

Find a Document

Follow a Website

Find a Website that you Follow

    1. Browse to a document library on a SharePoint or Office 365 team site. To browse to your personal library, click OneDrive in the header.

    2. Click the library or folder that contains the document or other file you want to follow

    3. Click the ellipses (…) next to the document.
    4. Click Follow.

    Or, click Newsfeed in the header and then click the number for documents under I’m following. Your followed documents appear under Docs I’m following.

    1. Click OneDrive in the header from a SharePoint or Office 365 site.

    2. Click Followed Documents in the Quick launch on the left.
    1. Go to a SharePoint site that you want to follow.

    2. Click Follow in the top right of the page.

    3. If the site has a newsfeed, to stay up to date with site news, look for updates from the site feed in your own newsfeed.

    Click Sites in the header.

    Or, click Newsfeed in the header and then click the number for sitessites under I'm following

    Your followed sites appear under Sites I’m following.

    Introduction to Libraries^

    A document library is a place on a SharePoint site where you can share files, such as Word documents and Excel spreadsheets, with other people.

    Find a Document Library

    Create a Library

    Add Files to Library

    Rename Files in a Library

    Delete Files in a Library

    Versioning, Alerts or Co-Authoring

      1. If your department has a team site, look for Shared documents or a similar name, typically on the left side.
      2. Click the name of the library to open it.
      1. On the Settings menu, click Add an app.
      2. Click the library you want to add, in this case Document Library.
      3. Name the library, and then click Create.
      1. There are different ways to add files to a library, but the quickest way is to click the new document link.
      2. You can also add more than one document at a time, and even drag files from Windows Explorer.
      1. Click on the ellipses next to a file you want to rename, and then click the ellipses on the callout.
      2. Click Edit Properties.
      3. Rename the file in the Name field and click Save.
      1. Click on the ellipses next to a file you want to delete, and then click the ellipses on the callout.
      2. Click Delete.
      3. Click OK to confirm sending the file to the Recycle Bin.

      Libraries have other features to help you be more productive, such as:

      • Versioning enables you to track versions of files, so you can see a history of changes, and restore a version if you make a mistake.
      • Alerts let you know by mail or text if a file has been changed. You can set an alert for one file or a whole library, and control how often you get alerted.
      • Co-authoring enables you and other co-workers to edit files at the same time in certain Office programs, such as Word, PowerPoint, and Excel.