Presentation is loading. Please wait.
1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation. All rights reserved. About SharePoint Team Sites Windows ® SharePoint ® Team Sites are an easy place for your team to share and manage information. Team Sites are created from templates and hosted on the corporate network. Use a Team Site to centralize and coordinate your team activities with document storage and collaboration features. Topics in This Guide Create a Team Site Upload Documents Check Out and Edit a Document Check In a Document Create an Alert for a Document Library Create a Document Library Turn on Version Control Add Content to Your Team Site Design the Layout of Your Pages Add New Pages to Your Team Site Add Links Add Members to Your Team Site
2 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation. All rights reserved. Create a Team Site Contact your SharePoint Administrator for details about the initial step in creating a Team site. On the New SharePoint Site page, complete the form, and then click Create. On the Template Selection page, click the Team Site template, and then click OK. 1 2 3 Upload Documents A Document Library is a collection of related documents. Your team site begins with a default document library, called Shared Documents. You can also create and name your own document libraries. Navigate to the document library. Click Upload Document. To upload a document, click Browse on the Upload Documents page. Select the file in the Choose file window, click Open, and then click Save and Close. 1 2 3 Check Out and Edit a Document Click Documents on the left-side menu. On the Documents and Lists page, click the Document Library you want to open. Locate the document that you want to check out. Point to the document, click the down arrow, and then click Check Out. To edit your checked-out document, click the arrow again, and then select Edit in [Software Application]. Check In a Document On the Check In page, select the appropriate option. 1 Locate the document that you want to check in. Point to the document, click the arrow, and then click Check In. 1 2 Enter any comments in the box under Check In comments, and then click OK. 3 2 Note Documents open in read-only mode if they are clicked open instead of being checked out.
3 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation. All rights reserved. Navigate to the Document Library. Under Actions, click Alert Me. On the New Alert page, next to Change Type, specify the type of alert you desire. On the New Alert page, next to Alert Frequency, specify how often you wish to receive alerts. Click OK to set the alert. Create an Alert for a Document Library To have an e-mail message automatically sent to you when a change is made to a Document Library, create an e-mail alert. 1 2 3 Create a Document Library Click Create. On the Create Page, Click Document Library. Fill out the form in the New Document Library page, and then click Create. 2 1 Click Change general settings. On the Shared Documents page, next to Document Versions, click Yes under Create a version each time you edit a file in this document library. Each version stored will contribute to the total space used against your storage quota. Click OK. Turn on Version Control Use Version Control to maintain multiple (previous and subsequent) versions of documents. Version control is off by default. To turn on version control: 1 2 3 4 Add Content to Your Team Site Customize your SharePoint site with Web Parts. Web Parts are moveable content containers that hold and display content on a SharePoint site. Web Parts can hold Document Libraries, a news source, and other content types. Web Parts are found in Web Part Galleries that are accessible from every SharePoint site. Click Modify Shared Page and point to Add Web Parts. 1 Click Site Settings. On the Site Settings page, under Customization, click Modify site content. On the Modify Site Content page, click Customize “Shared Documents”. 2 Click Add Web Parts, and then click Browse. You’ll see a list of available Galleries. Within that list, be sure the name of your site is highlighted (“Sample Team Site Gallery”, for example). In the Web Part List (underneath the Galleries list), select a Web Part and drag it to the appropriate column. Web Parts are listed 10 to a page so be sure to scroll to the bottom of the list, and then click Next for more choices, if desired. 3
4 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation. All rights reserved. When you have finished adding Web Parts, click the Close button on the Add Web Parts pane. 4 Notes To add Web Parts visible only to yourself, click Modify Shared Page, and then click Personal View. Any changes made in the Personal View will apply to you only. You can add the same Web Part more then once. For instance, if you want to host discussions on different pages of the site, drag the General Discussion Web Part to each page. You can even use multiple instances of a Web Part on the same page. Design the Layout of Your Pages Click Modify Shared Page. Click Design this Page. 1 2 Click Add Web Parts. Drag Web Parts by their title bars to new positions on the page. Click on a Web Part to see additional options. These options include Minimize, Close, Delete, Modify Shared Web Part, and Connections. Click on a Web Part to close it. To turn off Design view, click Modify Shared Page, and then click Design this Page again to clear the check mark. 3 4 5 Add New Pages to Your Team Site You may wish to organize your site by creating separate pages for different content. By organizing this content on separate pages, you can help team members better focus on particular projects and files. You can build Document Libraries, lists, discussion boards, and more on each of these new pages. On the New Web Part Page, type the name of your page, click a layout template, click a location to save your Web Part page, and then click Create. Click a Web Part and drag it on to the page. When you are finished, click close. 3 2 Click Create. On the Create page, in the Web Pages section, click Web Part Page. 1 1 Click Site Settings. Under Administration, click Manage Users. 2 3 Add Members to Your Team Site Once you have created your Team site, add your team members so they can access the site. Click Add Users. Use the Address Book or type their aliases in the User field. Separate the users with semicolons.
5 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation. All rights reserved. Notes Do not add Distribution Lists to your SharePoint site. Changes to the Distribution List in the Active Directory will not be made to the SharePoint site. Add users individually by their aliases, or use Security Groups. Do not allow access to general Active Directory groups like “Authenticated Users.” It is important to limit availability of sensitive data posted to your SharePoint site to only those who require it. Add Links Add links that your team members may find useful or interesting. 1 Click Add new link. Fill out the form on the Links: New Item page. Click Save and Close. Your new link is added to the link list. 2 3 Assign the access level by checking the appropriate box under Site Groups, and then click Next. Confirm the new users and compose a notification message (optional). When you are done, click Finish. 5 4
© 2023 SlidePlayer.com Inc.
All rights reserved.