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Microsoft SharePoint 2013 Plain & Simple

Name: Microsoft SharePoint 2013 Plain & Simple
Author: Michelle Lopez Johnathan Lightfoot and Scott Metker
ISBN: 9780735672147

by Michelle Lopez Johnathan Lightfoot and Scott Metker

May 2013

Beginner

440 pages

10h 29m

English

Microsoft Press

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Dedication
Acknowledgments
From Johnathan LightfootFrom Michelle LopezFrom Scott Metker
1. About this book
What do you want to do today?Written in plain EnglishJust essential tasks......and the easiest way to do themA quick overviewWho this book is meant forA few assumptionsAdapting task procedures for touchscreensA final word (or two)
2. What’s new and improved in SharePoint 2013
Creating a new siteCreate a new siteCustomizing the interfaceCustomize the look and feel of your siteUsing the Office StoreAdd an app on SharePointCreating an asset libraryCreate an asset libraryAdding a thumbnail to a videoAdd a thumbnail to a videoUsing SkyDrive ProAccess SkyDrive ProUsing the timeline feature for tasksUse the Timeline viewMentioning a colleague featureSelect a colleague’s nameWho has mentioned me?Expanding My Tasks settingsAdjust the My Tasks page viewPreviewing search documentsPreview search documentsUsing the Community Site templateCreate a discussion site as a subsiteCreating badgesCreating a badgeCreating an eDiscovery CenterCreate an eDiscovery CenterUsing Visual Designer for workflows within SharePoint DesignerEdit a workflow
3. Getting started with SharePoint sites
Understanding sitesAccess a SharePoint siteCreating a SharePoint site from a templateCreate a SharePoint team siteLocating content on a siteView site contentsView site settingsChanging your site’s title, description, and logoChange a site title, description, and logoChanging the look and feel of a siteChange the look and feel of your siteChanging the navigation tree view settingsChange tree view settingsEditing the Quick Launch bar on a nonpublishing siteEdit Quick Launch bar on a nonpublishing siteEditing the Top Link bar on a nonpublishing siteEdit the Top Link bar on a nonpublishing siteEditing publishing site navigationEdit publishing site navigationSaving a site as a templateSave site as a site template
4. Organizing and managing information
Browsing through site columnsBrowse through site columnsCreating site columnsCreate site columnsBrowsing through content typesBrowse through content typesCreating a new content typeCreate content typeAssociating document templates with content typesAssociate a document template with a content type
5. List and library essentials
Using your appsAdd an app on SharePointAdd an app from the SharePoint StoreCreating and deleting listsCreate a list or libraryDelete a list or libraryAdding and editing list itemsAdd a list itemEdit a list itemDeleting and restoring list itemsDelete a list itemRestore a deleted itemCreating list columnsCreate a columnEditing and deleting list columnsEdit column settingsDelete a list columnUsing list and column validation rulesAdd a validation rule to a columnAdd a validation rule to a listSorting and filtering listsSort a listFilter a listCreating and selecting a list viewCreate a list viewSelect a list viewSorting or filtering a list viewSort a list viewFilter a list viewOrganizing items by using foldersCreate a folder
6. Working with documents
Managing documents with a document libraryCreate a document libraryCustomizing document templatesModify the document template for a document libraryModify the document template for a content typeUploading multiple documentsDrag multiple documents to a libraryUpload multiple files with ExplorerRequiring and displaying document check outRequire document check out on a libraryDisplay the check out status in a document libraryChecking documents in and outCheck out a documentCheck in a documentConfiguring documents with document IDsTurn on the document ID serviceConfigure document ID settingsUsing document IDsLocate the document ID on a documentUse the Find By Document ID Web PartMoving documentsUse the Send To menuAdd a custom Send To locationCopying or sharing documentsDownload a copy of a documentShare a documentConfiguring document sets on a siteTurn on the document sets featureConfigure document set optionsConfiguring document sets on a document libraryEnable the document sets on a document libraryCreate a document set
7. Working with media
Introducing the Asset Library appCreate an asset libraryUploading and tagging media filesUpload and tag media filesUpload multiple filesTagging media filesTag media filesOrganizing by using keywords and metadataEnable Enterprise KeywordsWorking with video filesCapture a thumbnail from the videoUse an image from your computer as a thumbnailUse a picture from a web address (on the Internet) as a thumbnailAssociate related content to a video fileUsing SharePoint assets in Microsoft OfficeConnect an asset library to OfficeConnect to Office 365Adding media to a SharePoint pageInsert an image from SharePointInsert video on a SharePoint page
8. Using SkyDrive Pro
Accessing your SkyDrive Pro accountAccess SkyDrive ProSaving files to SkyDrive ProSave files to be shared with everyoneSaving files to be accessible only to youSave files for access only by youSharing SkyDrive Pro filesShare SkyDrive Pro filesFollowing SkyDrive Pro documentsFollow SkyDrive Pro documentsLocating followed documents by using the newsfeedFind documents by using the newsfeedLocating followed documents by using SkyDrive ProFind documents by using SkyDrive ProSynchronizing SkyDrive Pro to your local computerSynchronize SkyDrive Pro to your local computerDiscontinuing sync between SkyDrive Pro and your local deviceDiscontinue syncing SkyDrive Pro files with your local device

9. Using information management policies
Introduction to information management policiesTypes of information management policiesInformation management policy inheritanceAccessing site content type information management policiesAccess site content information management policiesAccessing list information management policiesAccess library-based information management policiesCreating content type retention policies on a libraryCreate a content type retention policy on a librarySetting library or folder-based retention schedulesSet library and folder retention policy sourceCreating auditing policiesCreate an audit policy on a site content typeCreate an audit policy within a list or libraryViewing an audit reportView an audit report
10. Organizing people and work
Creating a project schedule by using a tasks listCreate a project task listAdding tasksAdd a taskAdd a task to a timelineViewing tasks in a Gantt ChartView tasks in a Gantt ChartConfigure Gantt columnsAdding multiple tasks and subtasksUpdate multiple tasks in a standard viewAdd subtasksCreating a calendar listCreate a calendar listSwitch calendar viewsScheduling events on the calendarSchedule an eventUsing the issue tracking listCreate an issue tracking listConfigure issue categoriesCreating a discussion boardCreate a discussion boardParticipating in a discussionStart a discussion threadReply to a discussion threadRating discussionsMark a Best Reply to a postConnecting a discussion to Microsoft OutlookConnect a discussion thread to OutlookSynchronizing project tasks with Microsoft ProjectSynchronize Project with a tasks listMap synchronization fields
11. Using Web Parts
Adding Web Parts to a wiki pageAdd a Web Part to a wiki pageAdding Web Parts to a Web Part pageAdd a Web Part to a Web Part pageAdding an App Part to a pageAdd a list to a pageEditing Web Part propertiesEdit Web Part propertiesWorking with personalized Web Parts on pagesAdd a Web Part to a personalized pageSwitch from personal and shared viewsTargeting Web Parts for an audienceTarget web parts for an audience
12. Using SharePoint with Office 2013
Connecting SharePoint libraries to OfficeConnect a SharePoint library to OfficeConnecting SharePoint calendars to OutlookConnect a SharePoint calendar to OutlookArchiving Outlook email in SharePointArchive Outlook email in SharePointImporting a spreadsheet into SharePointImport a spreadsheet into SharePointExporting data from a SharePoint list to ExcelExport data from a SharePoint list to ExcelExporting an Excel table to SharePointExport an Excel table to SharePointConnecting Access and SharePointConnect Access and SharePoint
13. Collaborating with blogs
Creating a blog siteCreate a blog siteCreate a personal blog site from your SharePoint profileChanging your blog pictureChange your blog pictureChanging your blog descriptionChange your blog descriptionUsing categories to organize your blogsCreate a new categoryEdit a categoryManaging blog postsCreate a blog postPublish a blog post that was previously saved as a draftManaging blog commentsAdd a commentView, edit, or delete commentsSubscribing to a blog’s RSS FeedSubscribe to RSSUsing desktop blogging tools to publish blog postsPublish a blog post by using Microsoft Word
14. Security within SharePoint 2013
Understanding SharePoint securityView site permissionsAdding people to groupsAdd people to existing groupsCreating groupsCreate a groupGranting permissions to an individualGrant permissions to an individualBreaking permission inheritanceBreak inheritanceInherit parent permissionsGranting access to lists, libraries, and individual itemsGrant access to a list or libraryGrant access to individual itemsRemoving securityRemove a user from a groupRemove a group’s site permissionsEditing permissionsEdit site permissions for an individual or groupChecking permissionsView permissions on a library or listCheck permissions for an individual or group
15. Using personal sites and social networking
Introducing My SiteOpen your My SiteEditing your user profileEdit your user profileUploading contentUpload public content to your My SiteFollowing peopleFollow a personStop following a personSearching for people to followSearch for a person by nameSearch for a person by keywordUpdating your statusPost your statusView the status of a colleagueUsing your note boardAdd a noteAdd the notes tool to your favoritesUsing tagsAdd a tag to a documentUse a tag in a postUsing mentionsMention a colleagueWho has mentioned me?Using tasksCreate a new taskHighlight important tasksCustomizing tasks viewsEdit the My Tasks settingsSynchronize My Tasks with Outlook
16. Searching for information
Creating a Search CenterCreate a Search CenterSearching from a Search CenterSearch from a Search CenterPreparing your site for searchAssociate a Search Center to your siteSearching site contentSearch from the Home page of a siteSearch within a document libraryUsing search refinementFilter results by using search refinersPreviewing search results in Search CenterPreview documentsPreview videosUsing advanced searchPerform advanced searchWorking with search alertsCreate search alertsEdit or delete search alertsSetting your search preferencesSet your search preferencesPromoting search resultsPromote search resultsExcluding site contentExclude site content from searchExcluding document libraries and lists from searchExclude document libraries from searchExcluding site columns from searchExclude site columns from searchMaintaining search configurationsExport your search configurationImport your search configuration
17. Community portals and sites
Creating a community site site collectionCreate a community site site collectionCreating a community site subsiteCreate a community subsiteAdding moderators to community sitesAdd a moderator to your community siteAdding users to community sitesSharing your community siteJoining an open community siteManaging your community settingsManage community settingsWorking with categoriesCreating categoriesFind discussions by categoryWorking with badgesCreate badgesEdit a badgeAssigning badges to membersAssign badges to membersEnabling site-wide reputation trackingEnable site-wide reputation trackingViewing badges and reputation scores for a memberView badges and reputation scores for a memberCreating and editing discussionsCreate a new discussionEdit a discussion you have createdReplying to a discussionReply to a discussionSearching for discussionsSearch for discussionsTracking discussions in progressSet an alert on a discussionManaging repliesMark a reply as a best replyRemove a best replyReport a reply to the moderatorModerating discussionsFind unanswered questionsMark a discussion as featuredReviewing posts submitted for moderationReview posts submitted for moderation
18. Automating tasks with workflows
Associating workflows with listsAssociate a workflow with a listAssociating workflows with content typesAssociate a workflow with a content typeStarting workflows on documentsStart a workflow on a documentChecking the status of a running workflowCheck the status of a running workflowCreating a list workflow in SharePoint DesignerCreate a list workflow in SharePoint DesignerEditing workflowsEdit an existing list workflowIntroducing Microsoft Visio integration with SharePoint workflowsVisio visual designerSwitching to the visual designerSwitch to the visual designerCreating workflows in Visio 2013Create a workflow in Visio 2013Importing Visio workflows into SharePoint DesignerImport a Visio workflow into SharePoint Designer
19. SharePoint and eDiscovery
Creating an eDiscovery CenterCreate an eDiscovery CenterWorking with eDiscovery casesCreate an eDiscovery caseAccess existing casesIdentifying and holding contentCreate a hold on a caseRemoving an eDiscovery holdRemove an eDiscovery holdAccessing deleted content under legal holdAccess content in a Preservation Hold libraryCreating an eDiscovery queryCreate an eDiscovery queryExporting eDiscovery resultsExport eDiscovery results
A. About the authors
Index
About the Authors
Copyright

Content preview from Microsoft SharePoint 2013 Plain & Simple

Chapter 10. Organizing people and work

In this section:

Microsoft SharePoint 2013 provides users with several list templates to assist you with managing people and work. Contact lists are perfect for keeping up to date information for partners or clients. Issue lists can help you with tracking helpdesk incidents, change management requests, or project tasks.

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Microsoft SharePoint 2013 Plain & Simple

by Michelle Lopez Johnathan Lightfoot and Scott Metker

Chapter 10. Organizing people and work

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.