Table of Contents:What to expect when using SharePoint?Create a Dedicated Project SiteAssigning User Permissions and Access LevelsCreate Document Libraries for File StorageVersion Control for DocumentsTasks and TimelinesImplementing Workflows and Automation Need SharePoint for project management? In this guide, I’ll show you how to use SharePoint for project management through its default features. Let’s get started. What to expect when using SharePoint? Although you can use SharePoint for many things, it has the right features and capabilities to help teams collaborate. Some of the things you can expect here include: For example, let’s say you’re managing a marketing campaign project. With […]

Table of Contents:The Modern SharePoint Search FunctionalityLevels of Search in SharePointDocument Library or List SearchSite-Level SearchHub-Level SearchSharePoint Home SearchAdvanced Search TechniquesUsing Search OperatorsWildcard SearchesExact Phrase SearchesExcluding KeywordsTroubleshooting Common Search Issues Not sure how to search in SharePoint? In this guide, let’s talk about how to search in SharePoint Online and some advanced search techniques. Let’s get started. The Modern SharePoint Search Functionality Let’s talk a little bit about how the search works first. Well, the modern SharePoint experience offers a more simplified search experience designed for efficiency. Here’s how it works: The experience in modern SharePoint differs significantly from its

Table of Contents:Why rename a site?How to Rename the SiteHow to Update the Site URLConsiderations When Renaming the Site Need to rename a site? In this guide, I will show you how you can quickly rename the site in SharePoint Online. Let’s get started. Why rename a site? Renaming a SharePoint site can be necessary for several reasons. Some examples include: The most common reason is that it helps align the site with current organizational goals or rebranding efforts. However, no matter how you change the site name, make sure the name is concise, intuitive, and aligned with its purpose.

Table of Contents:What is this SharePoint shortcut in OneDrive?How to Remove the Shortcut via OneDrive Web InterfaceHow to Remove the Shortcut via File ExplorerDisabling the Add Shortcut to OneDrive Feature Not happy with those SharePoint shortcuts? In this guide, I will show you how you can easily remove any SharePoint shortcut from OneDrive. Let’s get started. What is this SharePoint shortcut in OneDrive? Basically, a SharePoint shortcut in OneDrive is a linked folder that connects to a shared library or folder in SharePoint. You can enable this on a document library by hitting its icon in the command bar: It

Table of Contents:Why design your site?Option 1: Apply a Site TemplateOption 2: Change the LookOption 3: Site Branding (New)How about using them all? Want to design your site? In this guide, let’s explore the different ways you can design your SharePoint Online site. Let’s get started. Why design your site? As you know, designing your SharePoint site matters because it impacts usability and collaboration. Some reasons why you should put some effort into site design: A thoughtful site design helps users experience less confusion and more productivity. So in a way, it can help build trust in the platform and

Table of Contents:What’s the new forms feature?What’s the purpose of forms in SharePoint?How to Create New Forms in SharePointStep 1: Start the form creation processStep 2: Customize your formStep 3: Share the formManaging the Form Responses Want to create a form for your list? In this guide, I will show you how to easily create forms in SharePoint Online using the new forms feature. Let’s get started. What’s the new forms feature? You may have noticed the “Forms (New)” button in the command bar and wondered what that might be. Well, this one, in the spirit of the modern experience,

Table of Contents:Workflows in SharePoint OnlinePower Automate Flows in SharePointCreating a Workflow Using Power AutomateManaging and Monitoring Workflows Want to create a workflow in SharePoint? In this guide, I will show you how to create a workflow in SharePoint and what to do to create advanced workflows. Let’s get started. Workflows in SharePoint Online As you know, workflows in SharePoint Online help automate business processes and repetitive tasks. Some examples of workflows you can create include: There are also built-in workflow options that are a bit simpler, like creating a rule or setting up an alert for a list. However,

Table of Contents:Why duplicate a SharePoint list?How to Create a New List from an Existing ListStep 1: Create a new listStep 2: Choose “From existing list”Step 3: Select an existing listUsing Third-Party Tools Need to copy a list? In this guide, I will show you how to copy a list in SharePoint Online using different methods. Let’s get started. Why duplicate a SharePoint list? Duplicating a SharePoint list can save time and simplify workflows in many scenarios. Here are some common reasons why you might want to copy a list: Duplicating a list is especially important in cases where maintaining

Table of Contents:Private vs Public SitesLimitations Based on Site TypeMaking a SharePoint Site PublicWhat to Do With Communication Sites Want to make a site public? In this guide, I will show you how to easily make a site public, and what to do if the option isn’t there. Let’s get started. Private vs Public Sites Private and public SharePoint Online sites serve different purposes. For the basics, private sites are accessible only to approved members, while public sites can viewed by anyone with the link. Here’s a quick breakdown of some of their differences: That means if you want to