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.
