How do I get started with SharePoint Sites?

This FAQ was last modified on: Monday, April 9, 2018 06:26am

Team Sites are internal websites that enhance collaboration through various 'Apps' such as Document Library, Calendar, Task List, or Discussion Forum.  For assistance creating a SharePoint Site, please see "How Do I Request a Team Site?".  This guide is to help you get started once your Team Site is set up.

 
What You See For the First Time
 
Getting started
 
Click on a tile to get started, or click “Remove This” to not see this screen again.
 
What Are Apps?
 
Site contents
 
Apps are features that you can add to your Team Site, such as a Calendar or a Document Library.
 
What Are Some Common Apps?
 
App Description
Common Apps for Team Sites
Document library
 

A library is a location on a site where you can upload, create, update, and collaborate on files with team members. Each library displays a list of files and key information about the files, such as who was the last person to modify a file. Most sites include a library when you create the site. For example, a team site has a Documents library where you can organize and share your documents.
 
 

Picture library
 

A library is a location on a site where you can upload, create, update, and collaborate on files with team members. Each library displays a list of files and key information about the files, such as who was the last person to modify a file. Most sites include a library when you create the site. For example, a team site has a Documents library where you can organize and share your documents.
 
 

Tasks
 

A Task list is a collection of data that you can share with team members and other site users. For example, you can create a sign-up sheet for an event or track team events on a calendar by using a list. You can use a number of ready-to-use lists and list templates, which provide a good starting point for organizing list items. The way that you organize your lists depends on the needs of your group and how you prefer to store and search for your information.
 
 

Wiki Page library
 

A wiki is a site that is designed for groups of people to quickly capture and share ideas by creating simple pages and linking them together. Your organization can use wikis for a variety of uses. On a large scale, you can share large volumes of information in an Enterprise wiki. Or on a smaller scale, you can use a team site as a wiki to gather and share ideas quickly about a project.
 
 

Links
 

A Link list is a collection of data that you can share with team members and other site users. For example, you can create a sign-up sheet for an event or track team events on a calendar by using a list. You can use a number of ready-to-use lists and list templates, which provide a good starting point for organizing list items. The way that you organize your lists depends on the needs of your group and how you prefer to store and search for your information.
 
 

Announcements
 

Use an announcements list to post news, status, and other short bits of information you want to share with team members.
 
 

Calendar
 

You can use a calendar to store team events, including meetings, social events, and all-day events. You can also track team milestones, such as deadlines or product release dates, that are not specific to a time interval. With a calendar on the SharePoint site, you and your colleagues will have easy access to common schedules and dates.
 
 

Contacts
 

A Contact list is a collection of data that you can share with team members and other site users. For example, you can create a sign-up sheet for an event or track team events on a calendar by using a list. You can use a number of ready-to-use lists and list templates, which provide a good starting point for organizing list items. The way that you organize your lists depends on the needs of your group and how you prefer to store and search for your information.
 
 

Discussion board
 

Discussion boards provide forums for site participants to discuss topics with each other. Most site templates include the ability to create discussion boards, and many sites and workspace sites have a built-in discussion board called Team Discussion.
 
 

Form library
 

A form library provides a simple way for you to share and track XML-based forms that are used to gather information. For example, you can create a form library for your team's expense report forms.
 
 

Site mailbox
 

A site mailbox can be used from a SharePoint team site to store and organize team email. It can also be used from Outlook 2013 that ships in Office 365 ProPlus or Office Professional Plus for team email, and as a way to quickly store attachments and retrieve documents from the team site.
 
 

Issue tracking
 

An Issue Tracking list is a collection of data that you can share with team members and other site users. For example, you can create a sign-up sheet for an event or track team events on a calendar by using a list. You can use a number of ready-to-use lists and list templates, which provide a good starting point for organizing list items. The way that you organize your lists depends on the needs of your group and how you prefer to store and search for your information.
 
 

Survey
 

A survey is a special kind of list that enables the owner to create questions, multiple people to respond to the questions, and the results to be summarized. You can use surveys to ask people what they think about issues, how to improve your processes, and many other topics. You can collect the results by using several different types of questions, such as multiple choice, fill-in fields, and even ratings.
 
 
How Do I Edit This Page?
 
·         Click on “Edit” in the top right hand corner.
 
Click edit
 
·         A new toolbar will appear to help you edit this page.
 
Project summary
 
 
Overview of the Menu Bar
 
The menu bar for editing in Team Sites is similar to that of the “ribbon” in Microsoft Office.
 
Page:
 
Page
 
Format Text:
Format text
 
Insert:
Insert
 
What is a WebPart?
 
A Webpart is a representation or a widget of an App.  While Apps have pages dedicated to their functions, you can use WebParts to show pieces of those Apps on other pages.
 
To edit a WebPart, hover in the top right hand corner of the WebPart in the Edit screen to see the WebPart menu.
 
Edit webpart
 
How Do I Save and Exit the Edit screen?
 
  • Click on the Page tab and click on the down arrow under “Save”.
  • Here you will see your menu for Saving and Exiting.
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How Do I Share This SharePoint Site?
  • Click on “Share” in the top right hand corner.
Share
  • Choose the person or type in the email address for the person you’d like to invite to your Team Site.
Invite people
·       
Please note that you cannot share a Team Site via a Guest Link as this is not a Public website.  You can invite external collaborators using their email address.
 
What If I Want More Advanced SharePoint Site Permissions?
 
  • Click on “Shared With” from the Share interface.
 
Shared with
  • Click on “Advanced”.
Permissions
  • This will take you to the advanced permissions screen where you can delegate specific permissions or create groups.
  • You can also check the permissions for a specific user by selecting “Check Permissions” at the top.
Check permissions
  • You can review the various Permission Levels available for assignment by selecting “Permission Levels” at the top.
Permission levels
  • You can also review how people can and cannot request access to your Team Site.
Access request settings