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

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.


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column - 6 Fantastic Features of SharePoint Document Libraries

6 Fantastic Features of SharePoint Document Libraries

Think of SharePoint document libraries as folders on steroids. These handy libraries allow end-users to keep their workspace organized and uncluttered while focusing on the work at hand. Of course, document libraries on SharePoint have loads of benefits and features. We have however singled out a couple of our favorites.

#1 Offline Syncing

End-users don’t have to worry about making changes or working while not connected. The offline syncing feature allows you to work while offline and sync via the OneDrive app. Whether you are using your tablet, phone or laptop, you can rest assured that as soon as you are connected, everything will be updated and synced. Easy-peasy.

#2 Metadata

Metadata allows end-users to customize their libraries to suit their thinking and needs. That’s right, no matter how you name a file or folder, inserting metadata will enable you to find files and folders in a cinch. Files are categorized in any way you please yet won’t get lost. Colleagues will easily be able to find whatever you are working on.

#3 Version History

A lot of end-users have probably encountered a moment where they wanted to go back to a previous version but simply couldn’t. With SharePoint document libraries you can go back to previous versions of the same document if you’ve stuffed it up and start from the beginning. You can also delete document versions that are outdated and revert to the original version of the document.

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#4 Teams, Groups and Yammer

All of the abovementioned applications have the option to save and share files, right? Here’s something neat though. These file folders are hosted in a SharePoint site specifically for those applications. Neat, right? You might not be able to access it in the app itself, but you will be able to find it in the library in SharePoint.

#5 Alerts

It would be kind of pointless having a collaborative content managing system where you don’t know what’s happened on a document or file you are involved with. That’s why you have alerts. Alerts can be set up in SharePoint’s document libraries. You’ll get a notification via email whenever there’s a new change or comment made on one of the documents or files you have been working on. How’s that for efficiency?

#6 Co-Authoring

Do you remember the days when you couldn’t access a document or file because someone else had it open? It makes getting things done difficult. The co-authoring feature of document libraries allows users to work on a file or document simultaneously while saving all the changes as you work. This makes collaborating and reviewing a whole lot easier. And you are also able to setup restrictions if you don’t want someone else editing a specific file too.

Whatever version of Microsoft SharePoint your corporation is using, you’ll benefit from using at least some of the features we’ve listed here. Working efficiently has never been so easy or so much fun while collaborating with colleagues and other stakeholders. Which is your favorite SharePoint document library feature?

laptop used - Want to Be a SharePoint Developer? You’ll Need These Six Qualities

Want to Be a SharePoint Developer? You’ll Need These Six Qualities

Are you flirting with the idea of becoming a SharePoint developer? Do you have what it takes? Contrary to common perceptions, it takes a bit more than just fantastic programming skills to be a great SharePoint developer. You’ll need some business savvy too, and of course be able to work with end-users effectively.

Still keen on becoming a SharePoint developer? See if your skills and qualities match the top six qualities listed in this post.

trainng - Want to Be a SharePoint Developer? You’ll Need These Six Qualities

1. You Have Excellent Communication Skills

No, you are not going to sit in the back room and answer IT calls. As a SharePoint developer, you’ll be working with loads of different people from all over the world. This includes business owners, employees and others all wanting to communicate their needs. You will have to be able to communicate effectively to deliver the goods and keep the end-user happy.

2. You Can Develop Web Parts to suit End-Users’ Needs

That’s right. You will have to be some Jedi at.Net programming. As a SharePoint developer you’ll have to be able to develop web parts that accommodates the needs of end-users. If you don’t know this already, web parts are key units of SharePoint web pages and the building blocks of SharePoint. If you can’t develop web parts, you should start looking into it.

3. You Have a Good Knowledge of Industry Specific Processes

Developing is one thing, but understanding business needs and being able to build a collaboration platform that is specific to an industry’s needs is another thing altogether. As a SharePoint developer, you’ll need to know and understand how businesses work and use the platform to their advantage. This will allow you to create truly useful and flawless SharePoint platforms.

photoshop - Want to Be a SharePoint Developer? You’ll Need These Six Qualities

4. You Have a Firm Grasp on Basic Web Design

You won’t be building corporate intranets alone, you’ll also be responsible for building and maintaining extranet portals. This is to ensure businesses have access to a portal where everyone can communicate and collaborate no matter where they are. If you have basic web design skills it should go a long way when you become a SharePoint developer.

5. You Have Microsoft Certification

Okay, this is not a prerequisite, but it can help a lot. As a flagship Microsoft product, Microsoft offers loads of SharePoint courses which will allow you to become a certified SharePoint developer. This is offered to authenticate those who can customize SharePoint to accommodate end-users’ needs. Having one of these certificates may come in handy.

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6. You Have Programming Skills

This one goes without saying. To develop and maintain SharePoint collaboration platforms you’ll need a sound understanding of programming and programming languages. You’ll also need to know how SharePoint admin and servers work. Specific programming languages you should have fair knowledge of includes HTML, CSS.Net, Jquery and JavaScript.

Still interested in becoming a SharePoint developer? We sure hope so. At the end of the day it can be a very rewarding job that enables you to make the lives of large corporations much easier. We wish you the best of luck in your endeavors!

businesspartenr - The 7 Best Business Benefits of Using Microsoft SharePoint

The 7 Best Business Benefits of Using Microsoft SharePoint

What’s not to love about Microsoft SharePoint, right? Not only does it simplify the way we collaborate and work, but it also helps business achieve their goals on a daily basis. Microsoft SharePoint has been around quite a while. The very first version came to light in 2001. Since then, the collaboration and content management system tool has gone from strength to strength.

In this post we share the top seven benefits of Microsoft SharePoint for businesses. Let’s take a look at what they are straight away!

1. SharePoint Streamlines Access to Data

That’s right, everything is much simpler and easier when using SharePoint. It will allow businesses to share and access all data easily. This includes projects employees are working on as well as other critical files and information. SharePoint allows businesses to get things done efficiently and effectively.

2. SharePoint Allows you to Effectively Manage Content

It also allows users to repurpose content. The sky is the limits with Microsoft SharePoint. All employees can work together on multiple documents and projects simultaneously. You don’t have to worry about content getting lost or changes that slips through the cracks. Microsoft SharePoint takes care of everything.

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3. SharePoint Provides a Great User Experience

End-users love the possibilities and capabilities of Microsoft SharePoint as it assists them with their daily tasks while simplifying workflow. It has to be customized correctly. Which is another benefit of SharePoint. It is fully customizable and there are loads of templates available too. You can make it your own and make it work for you.

4. SharePoint Helps Businesses Achieve Goals

The beauty of SharePoint lies in its power to streamline work processes, projects and collaboration. Not only does this make it an ideal tool to keep track of projects, but also to make sure that all business and project goals more specifically are met. It also allows businesses to attain valuable insights and data with regards to performance.

5. SharePoint Empowers Employees

Employees can share and collaborate effortlessly with little to no hindrance on workflow. Employees can share data, collaborate and ensure they stick to project timelines all in one secure spot. SharePoint also allows employees to be in the know of any changes or important information regarding a project during its lifespan.

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6. SharePoint Allows Businesses to Share Information Safely

Even though it is an open source web-based program, businesses can share information and protect it at the same time. SharePoint safeguards any sensitive information and business owners won’t have to worry about data or information falling into the wrong hands. The platform allows different permissions to ensure security is tight.

7. SharePoint Simplifies Everyday Activities

Everything is managed and accessed from one point. Employees can easily access work and projects from one reliable platform, check the status of projects and more. Business processes are streamlined to such an extent that there is no room for misunderstandings or near-misses. SharePoint allows businesses to get on with what’s important hassle-free.

There you have it! There are plenty of benefits of using SharePoint as a tool to get things done in business. Why do you love using SharePoint for business?

girl with laptop - 5 Incredible Facts About SharePoint You Have to Know

5 Incredible Facts About SharePoint You Have to Know

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.

laptop - 5 Incredible Facts About SharePoint You Have to Know

#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.

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#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

table - Make the Most of Your SharePoint Experience with These 4 Hacks

Make the Most of Your SharePoint Experience with These 4 Hacks

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!

msoffice - Make the Most of Your SharePoint Experience with These 4 Hacks

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:

  1. Navigate to SharePoint Central Administration.
  2. Select the Application Management tab.
  3. Next, go to Application Security and click on Authentication Providers.
  4. Select the default option.
  5. 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.

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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.

programmer - 5 SharePoint Development Basics You Have to Know by Now

5 SharePoint Development Basics You Have to Know by Now

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.

program - 5 SharePoint Development Basics You Have to Know by Now

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.

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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!

compuer - 4 Key SharePoint Features We Love

4 Key SharePoint Features We Love

It’s no secret that SharePoint is the wunderkind of collaboration suites today. The majority of larger corporation swear by using Microsoft SharePoint to manage projects and increase productivity. We are of course also lovers of this tool, and we can single out four key features that is amazing.

1. SharePoint Lists

This feature allows users to work in an uncluttered and efficiently managed way. Teams can manage their tasks and project information easily by using the wonder of SharePoint lists. Keep track of current jobs, edit and collaborate with this key feature of Microsoft SharePoint. Here’s how to get started:

  1. Navigate to ‘Get started with your site’
  2. Click on the ‘Add lists, libraries and other apps’ button

2.  SharePoint Workflows

Workflows are perfect for managing projects and clients and can be compared to traditional flowcharts. It keeps the work space tidy and team members geared to meeting deliverables. What’s more is SharePoint also provides a bunch of templates that can be set-up in-house or even customized. There are several roles and not everyone will be able to edit workflows:

  1. Participant: A Team member who is responsible for completing a task on workflow
  2. Creator: The team member responsible for managing the project
  3. Initiator: A team member who can add a new task or list to the workflow
  4. Author: A team member who is responsible for configuring the workflow

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3. SharePoint Libraries

What we love most about SharePoint libraries is the fact that it allows all team members to collaborate, edit and add files and folders. Utilizing libraries will also increase the search and analysis functionalities. SharePoint provides preconfigured library apps, making our lives a whole lot easier!

4. SharePoint Project Sites

Project Sites on SharePoint acts as a key component that facilitates and supports work management. This is by far the easiest and best way to collaborate and manage small-medium sized projects and tasks. SharePoint Sites consists of multiple components to ensure workflow is efficient:

  1. Task Management
  2. Calendar
  3. Project Summary
  4. Document Library
  5. Task List

There’s nothing quite as satisfying as projects that are running smoothly and teams that can collaborate without a hassle. These features are but a few of our favorites and helps streamlining the workflow. What’s your favorite feature?

typing - SharePoint 101: Getting Started on SharePoint

SharePoint 101: Getting Started on SharePoint

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.

software - SharePoint 101: Getting Started on SharePoint

#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!

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#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.