Sunday, November 26, 2023

3 SharePoint Online Tips and Tricks with Graphics

The following are three SharePoint online tips and tricks with graphics:

1) Leverage the global navigation bar- 

The global navigation bar, located at the top of every SharePoint Online site, provides quick access to frequently used sites and resources within an organization.

Tips:

  • Prioritize frequently used sites: Place the most commonly accessed sites towards the beginning of the navigation.
  • Group sites logically: Organize sites into categories or departments to create a logical structure and improve discoverability.
  • Utilize clear labels: Use clear and concise labels for each site entry to provide easy identification and avoid confusion.
  • Maintain consistency: Ensure consistency in naming conventions and site labels across the navigation bar for a cohesive user experience.
  • 2) Employ site navigation menus - 

Site navigation menus, located on the left-hand side of SharePoint Online sites, provide structured navigation within individual sites. By effectively organizing and designing site navigation menus, one can guide users through the site's content in a clear and intuitive manner.

Tips:

  • Limit menu depth: Keep navigation menus shallow, ideally with no more than two levels, to avoid overwhelming users with too many options.
  • Prioritize content: Place the most important content items towards the top of the navigation menu to ensure users easily find key information.
  • Use descriptive labels: Employ clear and concise labels for each menu item to accurately represent the content it leads to.
  • Consider mega menus: Utilize mega menus, which expand on click to reveal a wider range of options, for sites with extensive content structures.

  • 3) Utilize search refiners - Search refiners provide a dynamic way to filter search results based on metadata, allowing users to refine their search and quickly narrow down to the information they need.

Tips:

  • Enable search refiners: Ensure search refiners are enabled for the SharePoint Online sites to provide this filtering functionality.
  • Customize refiner panels: Configure refiner panels to display relevant metadata fields that align with the content of the sites.
  • Position refiners strategically: Place refiner panels in a prominent location on the search results page to make them easily accessible.
  • Educate users on refiners: Train users on how to utilize search refiners effectively to enhance their search experience and improve the findability of content.

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