Wednesday, November 29, 2023

8 Tips and Tricks to Help Get the Most out of SharePoint Online

The following are eight tips and tricks to help you get the most out of SharePoint Online:

Customize options

1. Customize the SharePoint Online experience.

  • Change the look and feel of the SharePoint Online site to match any branding.
  • Use different colors, fonts, and layouts to create a consistent and professional look on sites.
  • Add a logo and images to the sites.


SharePoint Online Lists

2. Use Lists to manage data.

  • Create lists to track information, such as tasks, contacts, and events.
  • Add custom views to filter and sort data, and one can attach files to list items.
  • Lists are a great way to keep track of important information and to collaborate.


SharePoint Online Document Libraries

3. Use Libraries to store and share documents.

  • Create libraries to store and share documents, such as Word documents, Excel spreadsheets, and PowerPoint presentations.
  • Add permissions to the libraries to control who can access and edit documents.
  • Libraries are a great way to keep documents organized and accessible to a team.


SharePoint Online Workflows

4. Use Workflows to automate tasks.

  • Create workflows to automate tasks, such as approving documents, sending notifications, and creating tasks.
  • Use simple workflows using SharePoint Designer or use the Power Automate app to create complex workflows.
  • Workflows can help to save time and improve efficiency.


SharePoint Online Pages

5. Use Pages to create dynamic content.

  • Create pages to share news, promote events, and provide resources.
  • Use web parts to add multimedia content, forms, and other interactive elements to the pages.
  • Pages are a great way to communicate with a team and to share information with.


SharePoint Online Alerts

6. Use Alerts to stay informed.

  • Create alerts to notify when new documents are added to a library, when tasks are assigned , or when changes are made to a page.
  • Customize alerts to receive notifications by email or text message.
  • Alerts can help stay up-to-date on important information.


SharePoint Online Mobile App

7. Use the SharePoint Mobile App to access sites from a mobile device.

  • Use the SharePoint Mobile App to access SharePoint sites from an iPhone, iPad, or Android device.
  • View and edit documents, manage tasks, and collaborate with others from a mobile device.
  • The SharePoint Mobile App is a great way to stay connected to SharePoint sites.


SharePoint Online Search 

8. Use Search to find information quickly.

  • Use the Search feature in SharePoint Online to find information quickly and easily.
  • Search for documents, people, and events.
  • Use filters and advanced search operators to narrow down search results.

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