A question we often get from clients is which Office 365 tools should I use for each type of task.
There is no right or wrong answer to this, a lot will depend on your company processes, structure and culture. However, we aim to share some quick tips of practical uses of various Office 365 tools.
Today we will look at how to create meeting notes direct from an Outlook meeting.
1. Open Outlook Meeting, Click Meeting Notes, and Select Workbook
2. A meeting notes section is then created on OneNote, with a link back to the meeting details.
If you would like to discuss your Office requirements then get in touch today for a free consultation.
Having seen and worked on many SharePoint implementations over the last 15 years, its still amazing to see how many companies overlook even the most basic of user training.
Often large intranet, document management, search and workflow projects can result in substantial investment. This could include software costs, internal IT staff costs, marketing costs, external consultancy costs, 3rd party tool, and many others.
This can often result in fantastic SharePoint solutions being developed and released into a company network. Unfortunately, quite often users are then just left to get on with it, expected to know how to use these new tools.
Anyone who works with SharePoint day in and day out will assume it is very straight forward. However, if you are completely new to it, even the most basic concepts can be daunting. How do I use lists, how do I use document libraries, how do I check out, how do I manage permissions, how do I find the document i need, etc?
We always recommend, at a minimum, sending a group of identified super users on an instructor led Microsoft End User Training course. Many large IT training companies deliver these across the country, and they can really give the users a good overview of SharePoint concepts.
Of course, there is a lot of online training and resources available, however this can often confuse users if they are not sure what version of SharePoint they are using, or if they are using a heavily branded version that may not look like the one on-screen.
At SR1 Development, we also offer customized on-site training or skype courses catered to your implementation. These can be aimed at internal IT support staff, super users, and end users. Just get in touch for further information.
Finally, here is a list of some frustrations we often encounter from end-users, with some very simple solutions. All of them are incredibly simple concepts, however you need to think from the perspective of a user who may have never used SharePoint. Even creating a quick reference guide with concepts such as those below could greatly enhance your users experience, and in turn the success of your project.
|I am unable to find my documents using search||Ensure you have relevant search refiners set up Teach users some basic search syntax. This could even be in|
a content editor webpart on the search landing pageStart analysing search reports and possible look at
implementing “Did you mean..” functionality
|It is very time consuming editing list items||Show users how to use quick edit|
|My list is very slow||Show users how to create views, and teach them some basics|
around list view thresholds and indexing
|I have lots of data in my list I would like to report on||Show users how to export to excel, and build reports with|
live data connection
|I have made a mistake in my document and need a previous|
|Show users how to revert to a previous version|
|User x can’t access my document||Show users how to manage permissions and the concept of|
|I don’t like using the SharePoint interface to navigate|
|Show users how to use explorer view|
|How can I lock a document||Show users basic check-in/out functionality|
|I have accidently deleted a document||Show users how to use the recycle bin|
|SharePoint structure is confusing||Implement a global navigation solution, or at least a site|