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Quick Wins to Jump Start Your SharePoint Implementation
Stacy L. Deere-Strole
What is a Quick Win?
Agenda• Promoted Links• Corporate Directory• Global Navigation• Document Sets• Dashboards• Search
What is a Promoted Link?• Tile List Web Part• Out of the Box• User Adoption Builder• Navigation
Creating Promoted Link List
Select & Create App
New Promoted Link List
Upload Images
Simple Drag & Drop
Open Promoted Links
Create Link
• Title: Enter Title• Background Image: Paste Image from
Site Assets• Background Image Description: Optional• Description: Enter Description• Link Location: Enter Location Link is
going too.• Link Description: Optional• Launch Behavior: Choose Option• Order: Enter Order of your link in the list.
Add Image
Add Link Location
Choose Launch Behavior & Order
Launch Behavior Options
1. In Page Navigation2. Dialog3. New Tab
Saved Link
Add Web Part
Select Web Part
Select your area, Choose Insert Tab, select web part, add and Save.
Finished Product
Promoted Links SlideShare
http://www.slideshare.net/stacydeere/sp-fest-chicago-promoted-links-you-get-this-one-for-free-56029296
It has free code to make them look pretty sweet!!!
Corporate Directory
Want to add more viewable
fields?
Sort
Out of the Box Corporate Directory
By Default
Full Name Title Department
Slightly CustomCorporate Directory!
Template Includes:• Extension• Mobile Phone• Position• Location• Email Address
My Thank You
Building a Corporate Directory in Under 10 Minutes
http://spmindmelt.focalpointsolutions.co/sharepoint-corporate-directory-in-under-10-minutes-woot/
Item_Person_Updated2.html Item_Person_Updated.html
Totally CustomCorporate Directory
Want this too?
• HTML & CSS File• Insert the .html file in
– /catalogs/masterpage/Display Templates/Search
• On People Search Page, Edit the Core Results Web Part
• Change Default Template to People Item (Custom)
• Upload .css file to the Style Library (Must have publishing enabled).
• Site Settings, Look & Feel, Master Page, Alternate Stylesheet and attach .css file uploaded.
CorpDirectory_Updated.zipCorpDirectory_Updated.zip
CorpDirectory_Updated.zip
http://en.share-gate.com/blog/corporate-directory-sharepoint-search
User Profile Slide Share• http://www.slideshare.net/stacydeere/
sp-fest-denver-taking-user-profiles-to-new-heights
All the goodies you could ever want for your corporate directory and more!
Global Navigation
Where am I & How Did I Get Here
• Where are the bread crumbs?• Navigation changing from site to site?• Wording inconsistent from site to site?
NEED A CHANGE??
Managed Metadata to the Rescue…
Create the following:• Group called Global Navigation• Term Set called Global Navigation
Right-Click the Global Navigation term set and create your Terms.
These are will be the Global Navigation headings. (See example on the right)
Right click a term such as “Departments” and enter in your departments. (See example below)
Global Navigation• Blog with controller will be out this
coming week.– Check Twitter– Check Your Email– Check Stacy’s Blog
Document Sets
Past Present
Document Sets Rock!• Create new multi-document work
products quickly and easily by using the New Document command in a document library.
• Capture a version history snapshot of the current properties and documents within the Document Set.
• Start workflows on the entire document set or individual items within the Document Set to manage common tasks such as review and approval.
• E-mail a link to the Document Set.• Use the Send To command to move or
copy the Document Set to another location (the destination must be configured within Central Administration).
• Manage permissions for the Document Set.
• Specify the content types that are allowable within the document set (for example, document files, images, audio, or video).
• You can map the default documents to the allowed content types.
• Specify any shared metadata that you want synchronized to all documents in a set.
• Customize a Welcome Page for a Document Set that displays in each instance of a work product created from a Document Set content type. This Welcome Page is a Web Part Page that can be set up to display project information or resources to help team members who are working on a Document Set (e.g., project timeline, links to resources, etc.).
• Configure the workflows that you want to make available for the Document Set. You can use the standard Review or Approval workflows with Document Sets.
New Document SetBy Default: only 3 properties will display but you do have options!
Bang for the Buck!From the Document Library1. Library Settings
Go to Advanced Settings and ensure “manage content types” is enabled.
2. Select your content type3. Select Document Set settings4. Find the Welcome Page section
Add and Remove the fields that need to display
Document Set Presentation Liz Sundet
Much To Do About Documents
https://onedrive.live.com/redir?resid=EAA8187B739F5CC!195&authkey=!ALSDvd1CGyXltvw&ithint=folder%2c
Search Web Parts
Site Directory
Add Search Results Web Part
Query for easy copy\paste: (contentclass:STS_Web OR contentclass:STS_Site) Path:{SiteCollection.URL}
Select “OK” to save the query. You will be returned to the web part settings, expand “Settings” and enter in the “number of results per page” and select\deselect options that displayed in the web part.
@sldeere
www.linkedin.com/in/stacydeere
https://www.facebook.com/focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.coCOMPANY: http://focalpointsolutions.co
