This guide will share how to use SharePoint effectively with Tips, Tricks & Examples.
An intranet and document collaboration system for organizations to create, store, manage, and share information within their organization, making life easier!
SharePoint offers two options:
Learn more about setting up Information Architecture with a tool like SharePoint in our guide.
While there are many types of content, for the sake of this guide we’ll focus on Sites, Pages, and web parts.
A site (aka Site Collection) is a secured object in the SharePoint environment. This is where business areas can collaborate, store files, and work together on projects.
A team site is a private site used to collaborate with teams. They can connect to Microsoft Teams but it’s not a requirement. Learn how SharePoint helps organizations get the most out of Microsoft Teams.
A communication site is typically more open and allows you to share information with multiple viewers. Think of your company’s intranet home “page” or a department landing “page” so all employees can access the various resources.
Example of a Project Communication SharePoint Site
After building the site, apply a template to save time! Orchestry’s library of pre-built SharePoint templates has many business-first templates with zero coding and costly customizing.
Pages are like digital bulletin boards that let you share news, documents, pictures, and videos with your team. They are the surfaces that display your site content. Pages help make communication easy and fun!
Learn more about how you can drive SharePoint adoption with pages here.
Pro Tip – You can turn it into a page template for future use in that Pages library!
Lists are like smart little data organizers! They help keep track of contacts, tasks, issues, and more. Plus, it’s super convenient to share them with your team.
Web parts are how we add functionality to SharePoint pages and allow them to look and do amazing things! Examples include displaying news feeds and embedding videos.
Example of SharePoint Web Parts
Plan Your Structure: Take time to plan your site structure. Use site templates to save time when creating new sites and ensure consistency.
Organize with Lists and Document Libraries: Embrace the power of lists and libraries to keep your data organized and accessible. Learn more about Lists & Libraries here.
Customize Pages with Web Parts: Make your pages shine by leveraging web part functionality. These tools allow you to customize your pages with calendars, news feeds, and more.
Leverage OneDrive for Business: Take advantage of OneDrive for Business to store and access your personal files securely in the cloud.
Leverage Microsoft 365 Management Software: With management software, like Orchestry, you can automate the creation and control of SharePoint.
Snag our Buyers Guide to compare the different Microsoft 365 management software on the market!
Now that we've covered some best practices, let's delve into them. These tips will help you use SharePoint effectively!
Master Site Creation: Creating sites is a breeze! Whether it's a SharePoint team site or a communication site, you can set one up in no time. We recommend using templates to save time!
Discover Hub Sites: Get familiar with hub sites—they connect related sites and adapt to your changing needs.
Embrace Microsoft 365 Integration: SharePoint works well with other Microsoft 365 apps like Teams, Planner, and Power BI for enhanced collaboration.
Create Custom Views: Customize the way you see your data to fit your specific needs.
Master Document Versioning: Document versioning allows content managers to track changes and revisions.
Utilize Alerts and Notifications: Stay in the loop by setting up alerts and notifications for important updates.
SharePoint Page Example for Announcements
Example of an Orchestry SharePoint Site Template for onboarding
Example of Orchestry UX for setting up sites, channels, and projects.
Wondering how to leverage SharePoint for your business? We've got you covered:
Build Teams Connected Team Sites: By connecting team sites to Microsoft Teams, you can take collaboration to the next level. It's perfect for document collaboration, organized real-time discussions, and task management!
Develop Intranet Sites: Customize your intranet to reflect your brand, while keeping employees informed through an internal communication platform.
Streamline Workflows: Use automated workflows and simplify repetitive tasks, such as approval processes or document routing.
See how Orchestry helps with SharePoint automation!
Create Project Portals: Need a central hub for your projects? SharePoint offers project portals where you can store project-related documents, calendars, and updates, ensuring everyone stays on the same page.
Congratulations! You are now ready to conquer SharePoint like a pro!
So, go ahead and unlock the full potential of SharePoint for your business. Whether you're sharing documents, customizing pages with web parts, or tapping into unique permissions, SharePoint has got your back.
Most organizations are not using SharePoint to its full potential. Orchestry makes SharePoint simple. To see what Orchestry can do, view the feature sheet!