SharePoint Tutorial for Beginners, Developers, Administrators, End User

How to Save a Site as a Template in SharePoint 2016

Wed, 28 Feb 2018 06:01:00 +0100

To save time, you can make use of the template capabilities in SharePoint. You can save any SharePoint Site as a template and use it later to build additional Sites. You need to be the Site owner to be able to use this functionality.

From the Site that you want to save as a template, go to Site settings, select “Save site as template” under “Site Actions” heading, and enter your template details.

You can give the template a name, description, and chose whether to include the Site content as well. Including content allows you to create new Sites pre-populated with content. Please note that item security is not transferable to a template.

Once the template is created, it can be found inside solution gallery of your Site Collection.

This short video walks you through the process of saving a Site as a template.

To watch similar video tutorials within the context of your SharePoint environment, install VisualSP, the always available in-context help system. To see how it works, go to: VisualSP Contextual Help System.

Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP Help System.

VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.

Over the years, Asif has provided SharePoint consulting and training to major clients such as Department of Defense, NASA, Hersheys, Toshiba, State Farm, Federal Home Loan Bank, US Army and many more.

How to Connect a Discussion List to Microsoft Outlook in SharePoint 2016

Wed, 7 Feb 2018 07:21:00 +0100

If most of your daily tasks center around Microsoft Outlook, you may find it convenient to manage some of the SharePoint tasks right within your Outlook environment, including participating in a Discussion Board.

In addition to Tasks, Contacts, Calendars, and Libraries, you can synchronize Discussion Boards with Outlook. This gives you the ability to manage all your discussions without having to leave your inbox.

Once the connection is established, any new discussion threads from SharePoint will show up in Outlook, and vice versa. Common activities such as view, add, edit, and delete will fall in sync as well.

Watch the short video below to learn the steps.

To get access to similar video tutorials while completing the steps in SharePoint and Outlook, install VisualSP, the plug and play contextual help system. To see how it works, go to VisualSP Contextual Help System.

Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP Help System.

VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.

How to Create a Picture Library in SharePoint 2016

Mon, 18 Dec 2017 11:06:00 +0100

When you want to display pictures on your SharePoint site and share them with your team, the Picture Library feature will come in handy. The app gives you different ways to view and organize your pictures.

Enjoy more than the typical picture functionalities such as sorting and viewing:

Sort by picture, name, file size, or last modified;
Add more columns for additional metadata for your pictures;
View pictures as a list, as thumbnails, or in a slideshow;
Create your own custom view; and more.

Uploading pictures to the library is simple. Use Windows File Explorer to upload multiple files and folders or use drag and drop to upload fewer pictures.

When pictures are done uploading, you can share them with your team or add them to your site pages.

You also have the option to add your Picture Library link to the Quick Launch bar. This gives you direct easy access to the library.

The short video below explains how to create a Picture Library and how to upload your first pictures.

If you would like to watch video tutorials in their context within SharePoint and Office 365 interfaces, try VisualSP contextual help system. Check out a demo at: VisualSP Contextual Help System.

Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP Help System.

VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.

How To Create A Task List In SharePoint 2016

Tue, 31 Oct 2017 12:14:00 +0100

There are times you would want to run a project and monitor the completion progress. In SharePoint 2016, you can create a list of tasks and assign those tasks to different players in your team.

Any collaborative work that has a start and an end can be deployed and managed using the SharePoint Task App.

With a few clicks:

Create a project task list;
Add more tasks to the list;
Assign different resources to each task on the list;
Track the progress of each task;
Adjust tasks to adapt to your team productivity;
And more.

SharePoint 2016 also gives you the option to connect your existing task list to Project.

The steps are very intuitive: just add the app, configure the settings, and populate the list.

The video below demonstrates the steps.

If you would like to provide your team with SharePoint micro-training and accelerate adoption, check out VisualSP Contextual Help System.

Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP Help System.

VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.

How to Create a Blog Site in SharePoint 2016

Tue, 12 Sep 2017 08:41:00 +0200

If you want a place where you can quickly share information with your team, a SharePoint Blog Site will help you. You can use it as a hub that lists time-stamped posts and readers comments.

In most cases, the few customizations that the SharePoint Blog Site allows are enough for the purpose. For more complex needs, set up a Publishing Site instead.

Unlike Publishing Sites, Blog Sites are simple and easy to set up. They are ideal for small Sites that serve fewer contributors. There are good reasons why you may consider them a better option:

All templates are ready to be deployed and used;
Categories are quick to implement;
Although basic, the comment functionality is readily functional;
You can even publish content from your Microsoft Word document (Images are optimized and published automatically);

Most administrators make their Blog Site inherit permissions from the parent Site. But, you can configure unique custom permissions if you wish.

It's quick to set up a SharePoint Blog Site, the short video below explains how.

You may watch more video tutorials at: VisualSP.com

Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP Help System.

VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.

Setting Up a Discussion Board in SharePoint 2016

Mon, 14 Aug 2017 09:44:00 +0200

In every organization, team members need to share information and discuss topics. SharePoint 2016 makes this task easy and simple. All you need is to set up a discussion board and everyone will be able to start new discussions and participate in existing ones.

You can add multiple Discussion Boards on your Site, dedicating each for a different topic. This way, discussion threads stay focused on the topic.

There is no one single purpose for a Discussion Board; you can use one for various objectives. Anything that requires a harvesting of ideas from several participants will be well served by a well configured Discussion Board.

To create a Discussion Board, just go to Site Contents, click on “add an App”, select Discussion Board, and start the configuration process.

Once your newly created Discussion Board is added, everyone will be able to create a new discussion and reply to existing thoughts.

Watch this short video to see the steps.

To watch more video tutorials, go to: VisualSP.com

Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP Help System.

VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.