9 Agenda Views Pages Web Parts Navigation Office Wrap-Up.

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Presentation transcript:

9 Agenda Views Pages Web Parts Navigation Office Wrap-Up

Review Know– What you should already know Do – What you should already be able to do 10

Know: What is SharePoint? 11

Know: Inside NCDOT Website x 12 SharePoint site for NCDOT employees The “tabs” part of the site is open to all NCDOT Project and team sites are reserved for internal collaboration – you need specific permissions to access them

Know: Connect NCDOT Website 13 SharePoint site for business partners and NCDOT The “tabs” part of the site is public Project and team sites are reserved for internal & external collaboration – you need specific permissions to access them

Know: Search You are familiar with: Basic search Refine and sort options on results page Logical operators (AND, OR, NOT, “”, *) Metadata (author: filename: filetype: title:) Transportation Project search 14

Do: Search You can: Use basic search with refiners Use logical operators 15

Know: SharePoint Interface You are familiar with: Settings gear Ribbon Links Quick links Logo link Top and secondary navigation Breadcrumbs Quick launch 16

Know: Items & Lists 17 You are familiar with: Terminology – items, list items, lists, properties, metadata Common lists – announcements, calendar, contacts, custom, links, tasks

Do: Items & Lists You can: Create, edit, delete and restore an item Attach a file to an item Create a personal view; change views Quick Edit a list a link View version history of an item, properties of an item Set and manage alerts Sort or filter 18

Know: Files & Libraries You are familiar with: Terminology – files, items, documents, libraries, lists, properties, metadata Importance of proper tagging for search Required content tagging – business content type, data security classification Common libraries – asset, document, picture Naming, titling, formatting and location conventions 19

Do: Files & Libraries You can: Download, upload, create, open, check in, check out, edit, move, delete and restore a file Create a personal view; change views Edit properties of a file Quick Edit a library Open library with Explorer a link View version history of a file, properties of a file Restore version of a file Set and manage alerts Sort or filter 20

Know: SharePoint & Office You are familiar with: How to work with SharePoint files while you are in an Office application 21

Do: SharePoint & Office You can: Use the Connect to Office command Open, check out, edit, save and check in a SharePoint file in Office View and edit properties from Office Export a list to Excel Overlay a SharePoint calendar on an Outlook calendar 22

Know: SharePoint Help You are familiar with: How to access SharePoint help How to use role-based help Help files, videos, presentations, exercisesHelp filesvideospresentationsexercises How to use Quick Reference materials FAQs, ribbon and tab summaries, command summariesFAQsribbon and tab summariescommand summaries 23