Ryan Clark

Need to create checklist items in SharePoint? Currently, there isn’t a direct way of doing that. However, there are some options for you to choose from. In this guide, I’ll show you how to create a checklist in SharePoint Online in different ways step-by-step. Let’s get started Checklist options in SharePoint Online If you want a functional checklist, the only way to do it as of now is to use other Microsoft apps and embed them on the homepage. There are other built-in methods (discussed in #3). But I can’t say they’re to everyone’s taste since they don’t technically work […]

Need to create a copy of an existing custom list? Fortunately, the process now is straightforward, unlike the classic way of duplicating a custom list in SharePoint Online. In this guide, I’ll show you how you can easily duplicate a custom list in SharePoint Online in three short steps. Let’s get started. The modern way of creating a list in SharePoint Online In the past, if you want to create a copy of a list, you have to do two steps: The problem with this is that the steps weren’t that friendly to new users. They also needed the user

Found the App Step in SharePoint Designer Workflow grayed out? The good news is that it’s quite easy to enable App Step in SharePoint. The only thing you need is the Workflow App ID. In this guide, I’ll show you how to enable App Step in SharePoint to elevate workflow permissions step-by-step. Let’s get started. What is App Step in SharePoint? Have you created a SharePoint 2013 workflow? If you did, then you must have encountered some problems when a user who started the workflow doesn’t have the right permissions. That’s understandable. With SharePoint 2013 workflow, the initiator must have

Have a lot of documents in your document libraries? Even if you have a large number of documents, management is easy if you properly organize those documents. In this article, I’ll share a few best practices I know when it comes to SharePoint document management. Let’s get started. Document management best practices in SharePoint To make the necessary changes to implement the practices below, you will need at least administrator access. 1. Tag documents with metadata Do you heavily use folders in your document library? Well, it makes sense since we’re all used to creating folders on our Windows machines.

Need to make someone a site collection administrator? There are at least three ways you can achieve this — all are relatively easy, with one being an arms reach only if you’re in SharePoint. In this guide, I’ll teach you how to make someone a site collection administrator step-by-step in three ways. Let’s get started. What does a SharePoint site collection administrator do? Every time you create a new site collection, there are three basic permission groups that the system creates: Site owners have full control over the site collection, including creating and configuring libraries, lists, and subsites. Site collection administrators are

Do you need to set up specific permissions on each item on a list? The good news is, it’s quite easy to do. In fact, you may have already seen the option or the setting that will allow you to do so. In this article, I will show you how to enable and configure item-level permissions in a SharePoint list. Let’s get started. What are permission levels in SharePoint? Consider the following cases: This is where item-level permissions come in. Permission levels basically pertain to how much access a user has to each item on a list (aka what they