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 Tips and Tricks

Alerts
Instead of having to comb sites and workspaces for modifications on a regular basis, a user can set up alerts so that they are only notified of changes in the information of interest to them.  SharePoint alerts can be set to notify users of changes to documents, sites, lists (announcements, contacts, events, tasks, surveys, and links), individual items in the lists, news items, document libraries, and portal users. 
 
By selecting ACTIONS and then ALERT ME in any list or library, you will be taken to a New Alert screen where you can give the alert a specific title.  In version 3.0 not only can you set up alerts for yourself you can also send alerts to others.  The alerts are very customizable allowing you to be alerted when anything changes or just for particular changes.  You can also set the frequency of the alerts.  You can also set up alerts on individual items by selecting EDIT on the item and then ALERT ME.
Web Parts


Web parts allow the user to customize their site through a browser.  To add a web part to a site first select SITE ACTIONS and then EDIT PAGE.  Now you should see the Web Part Zones that are on the page; web parts can only be added to web part zones.  Then simply click Add a Web Part in the zone where you would like to put your web part.  A second window will appear allowing you to choose the web part you would like to insert.  You can choose to have data to be pulled from lists, libraries, or any other content on your site. 

Once you insert a web part select EDIT in the top right corner of the web part and then click MODIFY SHARED WEB PART.  This will bring up a toolbar on the right hand side of the browser.  The first section deals with the view, and if you have already created the view you would like to use then select it from the drop down menu, otherwise click EDIT THE CURRENT VIEW.  This will allow you to change the view for this web part only.  The next option in the Modify Shared Web Part toolbar is for the toolbar.  A full toolbar will give access to all of the options available for that list or library.  The next section is Appearance where you can edit the title and size of the web part.  The Chrome Type will allow you to hide the title and/or border, if you choose.  The Layout section can change alignment as well as what zone the part appears in.  The Advanced section has many miscellaneous options that offer even more customization.  When you are done select ok and you should return to the main screen with your updated web part.

Navigation – Top Link Bar and Quick Launch Bar
To customize the links on your site first select SITE ACTIONS and then SITE SETTINGS.  I will start by customizing the Top Link Bar.  Under the Look and Feel category select TOP LINK BAR.  You have the option to create a new link which will then appear as another tab on your top link bar, or you can change the order of the existing links.  The icon next to the existing links will allow you to edit the Web address and the title of the link.  Rather than typing an absolute web address (http://help.sharepointspace.com/default.aspx) for my home tab, I will use a relative web address (/default.aspx).  The same goes for my other tabs; ex. Training has a web address of ‘/training.aspx’.  Now to edit the quick launch bar, return to the Site Settings menu by selecting SITE ACTIONS and then SITE SETTINGS.  Under Look and Feel select QUICK LAUNCH.  Unlike the Top Link Bar, the Quick Launch has a second level of links.  The bold links are the Headings and creating a New Heading will add a link in the main section the same way as for the Top Link Bar.  Creating a New Link will allow you to create a link and select which Heading for it to appear under.  Again you have the ability to Change the Order of the links and headings.
Lists and Libraries

First click the SITE ACTIONS button at the top right of your screen and select CREATE.  You are then taken to the create page where you are given options as to what you want to create.  Many templates are available and as you hover over each selection a description appears above.

Each of the choices lead to a different screen that has different options based on your choice.  I’ll select a picture library for now.  Now name the library, as well as give it a description.  Then you are given the choice to display this library on the Quick Launch bar which allows for easy access.  The next option is new to Microsoft SharePoint Server 2007 and allows the library to receive e-mails.  You can assign the library its own e-mail and then mail it pictures which will be added automatically.  The last option on this page is to enable versioning; this means that every time a file is updated it gets a new version number.  When you are done, click CREATE.

After creating a list or library, most likely you will want to customize it.  We’ll start off by adding new columns.  From the list or library, select SETTINGS and then CREATE COLUMN.  This will allow you to add new fields of data for each item in the list or library.

First name the column, then you are given choices to decide what type of data you want stored in the column.  All choices have an option that will allow you to require that the column contains information, but each choice here brings about different options in the Additional Column Settings section down below.   For instance, if you select “Choice (menu to choose from)”, you are able to preset what can be in the column.  I labeled my column Department and for choices I filled in Marketing, Development, and Human Resources.  So, unless I “Allow ‘Fill-in’ choices” a person adding an item to this library can only select one of those three choices.  When you are done click OK and the column will have been added to the library.

The next way to customize your list or library is to create a view.  This will help to keep large lists or libraries organized.  First select SETTINGS and then CREATE VIEW.

You are then given five choices as to what type of view you would like to create; we will go with a Standard View.  There are eleven sections to edit for a standard view.

Name - First you will name the view, and then you have the option to make it the default view that will be seen every time the library is accessed. 

Audience - Then select whether the view is just for your use or for the public.

Columns – This section allows you to choose what columns should be shown, as well as the order they should appear in.

Sort – You can choose up to two columns that the view will sort in either ascending or descending order.

Filter – This will allow you to only have certain items shown when they meet your specifications.

Group By – This is useful for putting like documents together.  Collapsing the groups by default makes it easier to find the item you are looking for rather than scrolling through a long list.

Totals – This will display the total for any columns you select.

Style – Even more customization options, for instance, the Preview Pane will allow you to see all the details of the item when you scroll over it.

Folders – This lets you choose whether to view all items or navigate through folders.

Item Limit – This item is useful if you would like to display a limited number of files so it will take up less room visually.

Mobile – This option makes this view for mobile devices.

Adding New Users and Groups
First from the top right corner select Site Actions and then Site Settings.  From the next page select People and Groups from the Users and Permissions column.  To create a new user or group select New and choose Add Users or Add Group.  When adding users you are given then choice to add the new user(s) to an existing group and user those permissions or to set the permissions directly.  You can also select to have them recieve and e-mail welcoming them to the site.  If you choose to add a new group the options are a bit different.  You select the group's name, description, and who is the owner of the group.  Then there are other miscellaneous options such as permission levels and sending.  Also from the site settings page, you can sellect Site Collection Administratofs which will allow you to give users full control of the site.
Formulas and Functions
     You might have noticed when creating new colums for a list or library that one type of column is called "Calculated (calculations based on other columns)"  This can add a world of functionality if you know how to use it.  First off, here is a link to a list of functions provided by microsoft.  As an example, I had a contact list that included each employee's date of hire.  I created a view to show only the employees who had their anniversary this month.  I wanted to sort the view by the day of the month they were hired, so that regardless of the year, those hired on the 1st were first in the list and those on the 31st were last.  To do this I created a calculated column and set the formula to "=day([Date Hired])" so that the column resulted in only a number from 1 to 31.  Then all I had to do was sort the view by this calculated column.
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