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Effectively Understanding SharePoint & Its Best Practices

Maria Sadek
By Maria Sadek | Jun 23, 2021 1:08:48 PM

Tech giant Microsoft’s new era unfolds as it continues to unveil collaborative features designated to make hybrid work seamless. If you are using SharePoint for your business, you’re in good company. SharePoint is a cloud-based service, hosted by Microsoft, for businesses of all sizes. Your employees can create sites to share documents and information with colleagues, partners, and customers. This is the preferred cloud-based productivity tool by over 200,000 companies globally. Since its launch in 2001, SharePoint has not stopped innovating and bringing a host of tools and features that make it one of the best web-based platforms out there.  Here are a few ways you can optimize its features and improve team collaboration provided by the leader in team analytics for SharePoint, Intlock.

Easy Document Management

SharePoint is a great tool to use to manage your documents. To maximize this function, give each document the appropriate title. This will make that document easy to search for when you want to access it later. It eliminates the need to add folders and also to track down any changes made to that document over time. Aside from being able to search for documents using their titles, you can also use tags and metadata for searching. These attributes must be added to your document for a more accurate and faster search result later.

Take Advantage of SharePoint Alerts

SharePoint alerts are one of the least utilized functionalities on this tool. You must set up alerts on specific documents you are working or collaborating on with other members of the team. In case there are changes made to the document, you will be notified via email. Furthermore, you can receive alerts when new tasks are assigned to you or in relation to any events marked on your calendar.

Integrate Excel

If you use Excel a lot in your line of work, you will be relieved to know that you can integrate that into SharePoint. This spreadsheet tool is handy when you are working with a large amount of information. Once the spreadsheet is imported into SharePoint, you can now access that spreadsheet and the data it contains from anywhere on the web.

Ease of Project Management

As a project management tool, SharePoint offers a wide range of features and functionalities you can make use of. You can use SharePoint to create a dashboard wherein you can manage your projects with ease. The dashboard will contain all of the essential elements involved with your project such as tasks, documents, milestones, calendars, charge orders, and so much more. It serves as a centralized location wherein team members can keep track of tasks and see the progress that you’ve made, or that of your team members.

Improve Workflow

In addition to making project management easy, SharePoint also helps you to manage workflows with ease. You can automate certain tasks so they can flow easily from one step to another. There are some workflows within SharePoint that are ready to use such as collecting feedback, getting approval for orders, signatures, and so on. By automating these steps, you can save time and improve efficiency of your workflow.

Provide Training

SharePoint offers a robust lineup of features and functionalities. Anyone new to using SharePoint could be easily overwhelmed by the number of tools available to them. Therefore, it pays to invest in SharePoint training for the members of your team. Training is crucial if you rely on SharePoint on a regular basis to perform your tasks and ongoing collaboration. It is also important to conduct ongoing training as SharePoint likes to incorporate new functionalities and features, so you have to keep your employees abreast of these changes.

The incredible popularity of SharePoint continues to grow as more companies are seeing the benefits of its use. If you want to get started on using SharePoint and the different features based on your business needs, we can help you reap the benefits.



Topics: Security, Partner, IT Services, Technology, Leadership, Cyber Security, Cyber Attacks, Microsoft, industry events, IT Management, Collaboration, Remote work, social media, SharePoint

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