Software | SharePoint Root

Quick Tips to Add People Cards for SharePoint List and Library Web Parts

May 4, 2020May 4, 2020Albert AmosLeave a comment

Web parts are building blocks of your home page. SharePoint allows you to upgrade your home page from the classic view to the modern view. It also lets you customize the web parts to make the interface user-friendly. You can add images, videos, texts, and dynamic content on your web parts to make them attractive.

Adding people cards

When you get the responsibility to lead a team, you may have various questions in mind, such as who is on your team, what tasks are they responsible for, how should you contact them, and what the skill-sets of your team members are. Adding people cards on your SharePoint list will answer these questions as your team members can fill out the details and share the same list with you.

• Click on edit on your SharePoint list. You will notice a “+” sign circled on the existing web part.
• Click the “+” sign and then go to People.
• You can edit the title of this web part by clicking on People Profiles.
• Enter the name of one of your team members. Once the name appears on the profile list, you can click on Add Profile.
• Follow the same steps to add profile cards of other team members.

You can choose to see the detailed or compact view of each card. The detailed view shows the picture of the team member, his/her name and email address, and title if any. The compact view, on the other hand, only shows the picture of the team member and his/her name and email address.

Adding library web parts

Remember, the steps to add the web parts mentioned below don’t apply to the classic pages. Make sure the library is on the modern view to make the changes.

• Go to the library page in which you want to insert the web part.
• You can find your library page on the Quick Launch bar in Site Contents.
• Click on Edit on the top-right of this page.
• You will see a circled “+” sign. Click on it to find the web part you want to add. It will open a search box containing options like embed, highlighted content, link, file viewer, image, and text. You can expand each category to see the details of each web part.

You can also move or remove the web parts according to your preference.

• On the Edit page, select the Move Web Part icon and drag the web part you want to move. Put it anywhere on the page you want.

• If you want to delete any web part, click on Delete Web Part. It will open a box where you can check the boxes of the web parts you want to delete.

The document library web part displays all the lists in your library. You can customize its title and even resize it if you want. It is possible to view and edit files on the library directly from their web parts. Alternatively, you can view the full document library to make the necessary changes.

For more articles on SharePoint features and updates, visit eswcompany.com

5 Incredible Facts About SharePoint You Have to Know

August 21, 2018August 27, 2018Albert AmosLeave a comment

Whether you love working on SharePoint or hate it, one cannot simply ignore this popular collaboration tool. Of course, it has tons of benefits for workspaces and teams, but getting into it can be somewhat of a battle especially if you aren’t familiar with it at all.

In this post, we take a look at five incredible facts about SharePoint you should be aware of. That goes for the fans and those who are indifferent!

#1 Search Is Great When It’s Done Properly

Look, the search function on SharePoint truly is fantastic. You won’t have to run around and look for files or documents. But it will only work as well as it was configured to begin with. If it’s not setup properly, you might want to grab your running shoes.

In a nutshell SharePoint search should be worked on, adapted and configured on a regular basis, otherwise it will be useless. To help you out with this, you can add Result Sources and Types or perhaps create Managed Properties.

#2 It’s Not That Easy

Yes, it is a fantastic resource that can add value in any workspace. But, it’s not going to be as simple as just sitting down and having everyone proficient on it in one days’ time. Firstly, it’s the type of software that will work for you if you bring your time and effort to the table.

It’s fantastic, but you’ll have to put some elbow grease into it and plan everything properly. It’s not just a dive-in, but you’ll be happy you’ve made the effort once everything is running. We can vouch that you’ll fall in love with it too.

#3 Co-Authoring Documents is Great

Gone are those days where you had to sit and wait for one co-worker or employee to do their bit on a document before you can get started on it. The possibility of co-authoring documents makes it possible to work and edit on documents simultaneously.

Yes, SharePoint will automatically keep track of all changes. Not only does this save you a whole lot of time, but also streamlines workflow quite a bit. Say goodbye to twiddling your thumbs and hello to getting things done!

#4 Projects Should be Clearly Defined

This goes for using SharePoint altogether as well. You’ll need to know exactly why it would be of benefit to your company or workflow. SharePoint is a magical tool and can add value, simply wanting to collaborate is not good enough reason to buy in.

First, identify what the problem with your current intranet or work system is. This should be a great start and test run to use SharePoint optimally. Remember, you can always ease into things rather than throwing it into an already broken system.

#5 Content Types and Site Columns is a Must

If you have no idea what content types or site columns are, you should start getting comfortable with these. The thing is, if you don’t know and are not using them properly, the whole SharePoint experience may become more of a pain than a joy.

Everything done on SharePoint is linked to site columns and content types, so you see, you’ll have to wrap your head around how to use them properly. If not, you won’t ever get a taste of the beauty of SharePoint at all!

There you have it. If you had any doubts in your mind about introducing SharePoint to your workspace, we trust that you are now able to make an informed decision. Best of luck!a

Make the Most of Your SharePoint Experience with These 4 Hacks

August 16, 2018August 21, 2018Albert AmosLeave a comment

Are you a SharePoint developer who constantly struggle with unhappy end-users? It might take some time and effort, but customizing SharePoint to ensure your end-users are happy sure is worth it. By implementing at least one of our four top SharePoint hacks, you’ll be making the lives of end-users and your own much easier.

Are you ready to discover some handy hacks that will result in a sense of gratitude and a platform that kicks ass? Let’s get started!

1. Microsoft Office Integration is Key

You can simplify everything once you integrate and synchronize Microsoft Office with SharePoint. End-users will appreciate the fact that they’ll be able to access the intranet straight from their desktops. Just make sure that client integration is activated. How to do it? Simply follow these steps:

Navigate to SharePoint Central Administration.
Select the Application Management tab.
Next, go to Application Security and click on Authentication Providers.
Select the default option.
Select ‘Yes’ underneath Client Integration to enable it.

2. Item-level Security for Document Libraries is Important

Did you know that list items can have varying security levels? This is great when you don’t want everyone to be able to make changes or remove data on a specific item. Even though applying the same customization to document libraries is a bit difficult, it is possible.

Keeping stock of who has authorization or the ability to access certain things is key in end-user satisfaction.

3. You Have to Configure PDF IFilter

It sucks that SharePoint search engines do not use index pdf files, right? Well, what if we told you that there is a way to hack this? You’d probably do a little happy dance on the spot. Simply install the pdf IFilter from Adobe and install the icon. This should solve the problem and ensure all pdf files come up in search.

4. Install All SharePoint Templates Straight Away

We know, end-users can be a bit of a pain. They always want to know whether it wouldn’t be possible to do this or that or change this to that. If you are savvy you can spare yourself a lot of heartache and running around. SharePoint has loads of handy templates all ready to use.

So, before you try to customize SharePoint completely, have a look at all their templates and grab the ones that can be of benefit to your end-users!

As the saying goes, there is more than one way to skin a cat! We hope that our top four SharePoint hacks will get those nagging end-users off your back and smiling.

5 SharePoint Development Basics You Have to Know by Now

July 16, 2018August 28, 2018Albert AmosLeave a comment

Are you thinking about joining the wonderful world of SharePoint development? That’s great news! But even those hard-core developers out there with loads of coding experience can always do with a couple of pointers, right?

In this post, we’ll share our five top tips on getting started on SharePoint. So, get your notepad and let’s get started!

1. Get Down with Basic C#

If you’ve new to developing altogether or never had anything to do with C#, you should start getting out there and familiarize yourself with it. Just knowing key principles and basics will go a long way. Something to keep an eye out is the structure of namespaces, classes and functions and how they work together.

Alternatively, you can get a trial copy of Visual Studio and start playing around with C#. Start by developing a simple app. There are also a ton of tutorials online. Be sure to check this Microsoft C# Programming guide out too.

2. Create a Microsoft Virtual Academy Account

You’ll have to make use of it too! This is a perfect source of data and information on everything code and development. All sources are updated regularly so be sure to keep an eye out for any updates. It’s also great if you would like to further your skills and knowledge. Get access here.

3. Know the Difference Between user and client-side Coding

You’ll have to familiarize yourself with web-application architecture and understand the basics very well. You’ll also need to understand how each different type of code runs and interacts with one another and which ones don’t. This is in fact key to successful SharePoint coding and of which a SharePoint Consulting firm can assist your company with.

4. Knowing a Bit About CSS and HTML Will Go A Long Way

If you’re not familiar with CSS or HTML, don’t break a sweat. This is pretty straight-forward stuff and won’t be too difficult to wrap your head around. We’d highly suggest grabbing a couple of guides and watching some tutorials for a start. You can also access this fantastic HTML and CSS Tutorial that’s perfect for new developers.

5. Get to Know SharePoint a Bit Better

If you’ve covered the first basic steps, you should be ready to jump to the final one. Firstly, try to get some educational material before diving in. There are tons of sources available online, but you’ll also be able to buy a book. Next, you’ll have to create a VM and setup SharePoint. This SharePoint virtual setup guide is a great way to get started.

And that’s a wrap! Are you ready to sink your teeth into the world of SharePoint development? We trust you’ve found our tips and pointers of some help. Remember, keep at it and soon you’ll be a SharePoint developer pro!

SharePoint 101: Getting Started on SharePoint

June 16, 2018August 21, 2018Albert AmosLeave a comment

Are you only discovering Microsoft SharePoint for the first time and feeling a bit lost? Learning how to work on new software can be a bit intimidating, especially if you are not familiar with it at all. Not to worry though, we’ve got your back!

In this quick guide, we’ll walk you through the basics of SharePoint. It serves as an introduction covering all the need-to-know features.

#1 SharePoint Explained

What’s the big deal, and what’s it all about? In a nutshell, SharePoint is Microsoft’s browser-based content management system. It offers users the opportunity to collaborate and work in one, centralized and protected space.

#2 SharePoint Sites

A SharePoint site is a place where teams can work together and collaborate on projects. In other words, it is a space where documents can be shared, saved and edited. It’s the perfect platform for teams working on the same project to collaborate and work together.

It also allows you to create and access task lists and calendars in one space. Usually one person will be a dedicated administrator who oversees these sites and its accessibility to team members.

#3 Search Functionality

The search functionality on SharePoint will allow you to find important documents and tasks within the click of a button. No more looking around for a presentation or spreadsheet, simply search for it and you shall find, no problem!

#4 What are SharePoint Lists?

Everything created in SharePoint is in a list format. It consists of headings and rows and is used to keep the workspace organized and easy to navigate, comparable to something created in an Excel spreadsheet. You can expect the following from using SharePoint lists:

A list will be linked and synced with your Outlook account and other users.
A list can be updated by team members who have access to it.
Includes a list view of projects, deadlines and can be edited by team members who have access to it.

#5 What are SharePoint Libraries?

Libraries can be compared to file folders and are in essence a form of lists. Let’s make it a bit simpler. If you have multiple clients, one client’s projects will be located in a library. This includes documents, presentations and other type of content.

And that’s the basics of SharePoint covered! There are of course a couple of other things we didn’t quite get to here, but once you have these basic concepts figured out, you’ll do just fine.