Sharepoint 2010 QRG

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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!

Transcript of Sharepoint 2010 QRG

Page 1: 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!

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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

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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.

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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!