Upload
ivor-davies
View
279
Download
1
Tags:
Embed Size (px)
DESCRIPTION
SharePoint 2010 Team Site Overview - I use this presentation to give user groups / departments a high level overview of SharePoint 2010 Team Sites. There are no exercises in this presentation - just demonstrations on how things work!
Citation preview
SharePoint 2010
Team Site Overview
Presented by:
Ivor Davies
Lee Robson
4/7/2014 1
Introduction to SharePoint 2010 Team Sites
Working with Lists
Working with Libraries
Working with Discussion Boards
Team Site creation & maintenance
SharePoint Workspaces
Other SharePoint Goodies!
Session Agenda:
Central place for team information
Documents
Calendars
Issues
Discussions
Views
And more!
Empowerment of collaborative teams
Reduce the need for paper documents
Introduction to
SharePoint Team Sites
LCBO Team Site Example
Working with Lists
Everything in Team Sites are stored in Lists
A Document Library is just a special type of List that stores files
Rows of information separated into columns
Think a list of tasks, announcements, etc.
Lists
The List Ribbons
Accessing list items by clicking on them in the list to open
Edit from dialog, or check the box beside the item and click Edit Item in the ribbon
Delete list items similarly
Working with Lists
1. Locate the list
2. Click Add new item link below list, or use New Item
button in Items tab of Ribbon
3. Fill out Form
4. Click Save
Adding an Item to a List
Team calendar useful for tracking
Deadlines
Meetings
Upcoming events
Calendar
Hover over the date in the Calendar until the +Add link appears
Click the +Add link for that date
Fill out the New Item form
Click the Save button to save your new calendar item, or click the Cancel button to
discard your changes
Adding New Calendar Items
Time-based news items or headlines
Announcements
In the Announcements list,
click the Items tab in the
ribbon
Or click Add new announcement
below the list of Announcements
Click the New Item command
button
Fill out the New Item form
Click Save to save your new
announcement, or Cancel to
discard your changes
Adding a New Announcement
Tasks are assignable work items in SharePoint
Tasks
Click the New Item command
button in the Items tab in the
ribbon
Or click the Add new item link
below the list of Tasks
Fill out the New Item form
Click Save to save your new
task, or Cancel to discard your
changes
Adding New Tasks
Link URLs to important, relevant or handy sites (internal or external)
Links
Click Add New Link link below the list of links
Fill out form with URL, optional description (which will become the word(s)
clicked on), and Notes
Click Save
Adding Useful Links
Working with Libraries
The Library Ribbons
Lists of Files
Files uploaded into the Portal
Can be Office documents, .pdfs, images, videos, etc.
For Office documents, supports versioning and exclusive edit locks
Document Libraries
Uploading Documents
Uploading Multiple Documents
Allows you to essentially use Windows Explorer to drag-and-drop files into
a Document Library
Uploading Multiple Documents – Explorer View
Checking a File out allows you to lock the file to allow only you to edit it
Others can view a read-only copy of the file that was last checked-in
Check the file in to allow others to see the changes you have made or allow
them to edit it
Require Check Out may be enabled on a Library, which will force checkout
on a file when you edit it
File Checkout
Put check in box beside file in list
From ribbon Documents tab, select Check Out command button
File Check-Out
Manually by selecting the file and clicking the Check In command button in
the Documents tab of the ribbon
Automatically on when closing Word
Fill out dialog
File Check-In
When enabled, Document Libraries can keep track of file edits over time
Version History command button in Documents tab of ribbon
File Versioning
Check Out Edit Save
• Just Saves your Changes
• No one else can see those
changes yet
Check-In Draft/
Minor Version
• Everyone else can
now see your changes
Version History
From Version History Dialog can
View
Restore
Delete
Version History Actions
If you delete a document, the file goes to the Recycle Bin
Click Recycle Bin link below the Quick Launch
Select file
Restore Selection to move file back to source location
Delete Selection to move file to admin Recycle Bin
Files stay in Recycle Bin for 30 days before being automatically moved to
admin RB
Recycle Bin
Working with Discussion Boards
Newsgroup like discussion boards
Threaded topics useful for collaborative Q&A
Discussions
Click the New Item command
button in the Items tab in the
ribbon
Or click the Add new discussion
link below the list of Discussions
Fill out the New Item dialog
Click the Save button to save
your new discussion topic, or
click the Cancel button to
discard
Creating a New Discussion
After opening the discussion, locate the post you wish to reply to
Click the Reply button to the far right of the topic
Fill out your response in the Body of the New Item dialog
You can delete the included post you are replying to in your post body
Click the Save button in the New Item dialog to post your message, or click the
Cancel button to discard
Posting a Reply
Team Site Creation & Administration
Creating your own Team Site (or sub site)
Site Settings
Site Actions …..View All Site Content
All Lists and Libraries that are currently part of your site are listed
Click on the Create link to see what else is available.
Adding Lists and Libraries
SharePoint Can notify you via email when changes are made to a library or a list or site
Alerts
Working with Views
Alternate appearances for Lists and Libraries
Can sort, group, do aggregates, change column appearance, etc.
Can switch views from Browse tab of ribbon or from List/Library tab in ribbon
Can create from Library or List tab in ribbon, or from Settings page
Views
Standard View
Default List-like appearance
Datasheet View (for Lists)
Microsoft Access Datasheet View for List; allows in-place editing
Open with Explorer (for Libraries)
Windows Explorer Format for working with a Library; allows for a more familiar
file system experience and promotes easy drag-and-drop file upload
Built-In Views
SharePoint Workspaces
Within sites, you can set up workspaces where team members
can collaborate on a document or a special meeting.
From All Site Content…Create
Workspaces
To share a Team Site Calendar so others can view it in Outlook,
click on the Connect to Outlook icon on the Calendar Ribbon and
follow the prompts.
Team Calendars and Outlook
Other SharePoint Goodies!
Slide Library
Picture Library
Contacts
Other Goodies to try out
The key benefits of SharePoint 2010 Team Sites:
• Set schedules, track data and create custom sub sites
• Access SharePoint through your favorite internet browser
• Track and publish any metric related to your team
• Tap into the pulse of your team with faster results
SharePoint 2010 offers a better alternative to managing your work team
processes and communication. No more endless copies and attachments!
It can also tame the “Calendar Beast” when it comes to arranging meetings
and assigning tasks to your team members. And your team will spend more
time collaborating than sorting through email and copies of documents.
In closing…
To Request a Team SiteWhen filling out the form
you want the following:
Request Type: New Site
Site Type: Team Site
Resources available to you:
BrainStorm QuickHelp – http://officequickhelp
LCBO Content Manager Team Site – http://team.lcbo.com/sites/cms
Building a good SharePoint Team Site -
http://www.glynblogs.com/2010/10/building-a-good-sharepoint-team-site.html
SharePoint 2010 Team Sites - http://www.fpweb.net/sharepoint-
hosting/2010/features/end-user/sites/team-site/
LCBO Governance Site -
http://home.lcbo.com/governance/Pages/default.aspx
Thank You for attention & participation.