SharePoint Filters Pane Microsoft continues to update user experiences and customizability in SharePoint lists and libraries and one their latest SharePoint features is metadata-driven filtering in the filters pane. The SharePoint filters pane allows filtering on one or more column values simultaneously, columns based on Managed Metadata term hierarchies, allow filtering on parent terms in addition to single terms. Microsoft started pushing these changes out in June. Our Core Services SharePoint Development Office 365 Dynamics CRM Mobile Development Custom Development Cloud Services Using the SharePoint Filters Pane Click on the filter icon at the top right of your SharePoint list or library to open the filters pane. Each filter is represented using a visual control related to its data type. For example, a date column is represented with a slider control. The SharePoint filters pane provides a great way to filter content in modern lists and libraries. Columns that were previously configured in metadata navigation settings will now appear in the filters pane automatically. The filters pane uses machine learning to suggest the columns most likely to be used for filtering. A user can permanently add columns to stay in the filters pane view by clicking the options menu (“…”) […]
SharePoint User Adoption SharePoint User Adoption – Continued from Page 1. This is part 2 of our SharePoint User Adoption article. Please click the link above if you have not read part 1. If you have already read part 1, please follow on reading below. Enjoy!!! Functionality Maybe obvious, but its vital everything on your site works, whether it’s errors displaying or some other system failure but your users can lose faith quickly. Make sure that the SharePoint environment works as needed on its release and it addresses the company’s major pain points. Have a clear communication mechanism in place for users to report and resolve bugs and fixes. Our Core Services SharePoint Development Office 365 Dynamics CRM Mobile Development Custom Development Cloud Services Ownership It can be very beneficial to allow different departments and teams to own their sites This allows them full control over their content that appears on the site, allowing them to gain as much potential growth as possible. They now feel they have the power to envision other ways to use SharePoint. Sponsorship SharePoint user adoptions can gain huge momentum when one of the top executives believes in it and the potential it brings. When top management sponsor this type of project, user […]
Getting users to adopt SharePoint SharePoint Intranets and portals, no matter how well built can easily fail if your employees are not happy to use it. This is most noticeable when building a new SharePoint environment to the company’s users. People generally find the easiest way to accomplish their tasks at work and the route they take is not necessarily the best way. Two conditions must be met if you want them to use a better approach. Number one, the new method should be easier and show clear advantages over the old routine, and number two, the new approach should include training so they can fully appreciate how easy it is. However what happens quite often, is a new model is brought in with impressive features and tools but along with a lack of planning and training. Users will seldom take the time to learn this new functionality and in many cases, might not even be aware it exists. This article will help explain some of the pitfalls of SharePoint implementations and the steps you can take to avoid them to encourage great SharePoint user adoption. Reasons for Using SharePoint SharePoint at its core is an application that helps improve productivity and decision-making power of the users. Well developed SharePoint Intranet […]
SharePoint Online Managed Metadata Managed Metadata in SharePoint helps users tag and structure content in a more meaningful way, in essence it is information that describes information. SharePoint Metadata Term: Is a word or a phase that is associated with a SharePoint item. Some examples would be New Hire, Asset Tracking, Help desk etc. SharePoint Metadata Term Set: Is a grouping of the terms above. In our case IT would be the Term Set. There are two types of Term Sets: Local: This type pertains to only one Site Collection Global: Associated with one or more site collections and can cross multiple farms Also a term set can be configured as closed or open. In a closed term set, users can’t add new terms unless they have appropriate permissions. In an open term set, users can add new terms in a column that is mapped to the term set. Setting up the SharePoint Term Sets and Terms Using our IT department as an example for this article let’s dig a little deeper into Managed Metadata and how it can benefit your company. In this example we’re going to track IT Assets such as laptops and who they […]
Recently there have been some improvements in how Microsoft is communicating the current and future state of Office 365. I thought I would share a couple of useful links. Check out this Garage Series video for an overview of what Office 365 is and where it’s going. If you’d like a more in-depth picture of everything that’s currently on the roadmap, read this article. It includes several useful links as well as an FAQ.