Stop with the disorganized e-mails when trying to work on a team project and learn how to use SharePoint 2013 to collaborate with teammates. Let the experts at ClipTraining take you through a collaborative SharePoint online training course, first stop “Getting Started with SharePoint”, Then learn how to work your way through all the available features such as: Libraries, Communication and Collaboration, Working with Search and the Calendar, and much more.
What exactly is SharePoint? Get started with this Microsoft program by watching this introduction clip. We'll learn how SharePoint is a collaboration tool that uses a web browser, track task, and helps manage projects.
Need to navigate from one SharePoint site to another? Use the Top Links Bar to easily move from one site to another.
Once you find the right site, use the Quick Launch to navigate within the site and view all of the available content or add your own.
What do you do if you can't find a list or library in the Quick Launch? Use All Site Content to view all that the site has to offer!
If you find yourself inside a folder, how do you get back out? The Navigate Up button will take you back to the next folder up! Just watch this clip and see how to use it in just under 2 minutes!!!
The Bread Crumb trail will show you where you are in your site and you can click on it to navigate back to where you were. That’s right, just like Hansel and Gretel, as long as you follow the bread crumb trail you'll never get lost.
Oops! Didn't mean to delete that file? This clip explains everything you need to know about recovering items from the Recycle Bin.
Access frequently updated content from your internet browser with an RSS Feed. No need to open SharePoint every time you want to see updated SharePoint content. Learn what an RSS Feed is all about and how to create one. Just watch this clip!
Now that you have created an RSS feed, where do you view the content? This clip explains it all!
Alert me when something changes!! Did you know that SharePoint can notify you when a new item is posted? This is a nice feature if you need to keep track of a particular project or file. Watch this clip to learn what an Alert is used for and how to set one.
Alerts are not only for Lists & Libraries, you can set alerts on Items & Documents too! This is really helpful when you are interested in a single item and not the entire list or library!
Now what do we do if we are getting too many emails from SharePoint? We can manage our alerts slow their delivery or even delete them. In just under 2 minutes, we will show you how!
In just over 1 minute, discover where to navigate when you need to update your user information!
When your regional settings aren't quite right, they can be adjusted. This clip shows you where and how to do it.
A list can help keep information organized, and is located in any place that data is listed. Watch this clip and learn quick and simple ways to locate and navigate the list within SharePoint.
Adding new items to your task list will be easy breezy after watching this clip. Learn exactly how to add new items and how to customize your task with settings such as: priority, status, assigned to, description and start date.
This lesson shows how to view the items within your list. Plus, learn how to edit these items with a couple of simple clicks.
Standard view is not the only option available for viewing tasks within SharePoint. Is a spreadsheet view more your style? Not to worry, watch this clip and discover how the Datasheet view gives a full view of your task and allows you to edit them just as you would within a spreadsheet.
Don't be out of order, be in sort order. Watch this quick clip and learn a couple of quick ways to sort the items within your task list; helping you keep deadlines and finishing tasks by priority.
Stop focusing on other people’s tasks and view this clip to discover how to filter tasks. See only what you want to see, such as, only your own tasks or high priority tasks. But, wait! Now you need to make sure everyone else is on the ball? Learn how to clear filters and see the status of other tasks within Sharepoint.
This lesson shows how to delete items two different ways; using the item's menu and using the ribbon. Oops! Didn't mean to hit the delete button? No worries, this clip will explain the options available if this action accidentally happens.
Want to know how to keep track of tasks stored in different sites? Just watch this clip and see how My Tasks will show them all!
When viewing My Tasks, not only will you see all tasks assigned to you, but you can also update them here! No need to navigate to each site and each task list! We have one-stop shopping!
If you need to quickly navigate to a task or a task list, give it a click and voila, SharePoint takes you right to it! You can even create new tasks in My Tasks view!
Connecting a SharePoint list to Access is simple after this clip is viewed. See how to connect a SharePoint list to Access and learn how the changes made in Access take effect in SharePoint.
You can even import an Access database to SharePoint, creating a new list! It's just a few clicks and you are done!
Make those changes in Access and easily synchronize those changes so they show in SharePoint.
Changes in SharePoint can also show in the related Access database. It's just a click and the information synchronizes!
Wouldn't life be so much easier if you could get your SharePoint data into an Excel Spreadsheet? Allowing you all the functionality of Excel with SharePoint data. Guess what, it can! After viewing this clip you'll be an EXPERT at EXPORT and life will be exceptionally easy. Okay, maybe not all of life but at least the parts of life that revolve around exporting SharePoint data into Excel.
Now that your SharePoint list is in Excel, how do we get the changes? And which changes go where? BE CAREFUL Excel & SharePoint synchronization is different than synchronization in other office programs! This clip warns you of what to watch for!
Sometimes the default lists that SharePoint displays are not enough, sometimes we just need MORE. No problem, this clip will help teach you how to create additional lists using a variety of built-in templates.
Drum roll please...Ta-da; here comes a custom list from Excel into SharePoint. This lesson shows how to import a list from Excel into a SharePoint List in just a few clicks. Prepare to be amazed!
If the view of your SharePoint list is not to your liking this clip is for you. Watch and learn how to customize your SharePoint list to show only specific criteria, such as: my tasks, due today, active tasks, assigned to and my group.
What if the Built-in views don't give you what you need? This lesson shows how to create your own custom personal list view; allowing you the ability to decide which columns to include, the column order, sort order and filter options.
Sometimes when you create your own view, it's not quite what you imagined! That's okay, we can edit it!
If you find that you are not using a particular personal view, or maybe you created it and aren't crazy about it, you can always delete it. Watch this clip as the delete option is not too obvious!
No book check-out and late fees attached to this modern day SharePoint version of a library. This clip will show you how SharePoint provides a storage space for many types of files under the Library section. This is a great option within SharePoint, allowing users to upload, create and set-up files to make them: subject to approval, subject to checking in and out of the files, and set-up to maintain versions.
In most Microsoft programs creating a new item is as easy as clicking on the Create New Document button. Watch this clip to learn a couple of ways to create a new Library Item. Plus, you might want to watch carefully, saving a SharePoint library item is more than just clicking Save As.
When you find yourself in Word and need to save to SharePoint, what's a person to do? Check out this clip that shows how to save directly to a SharePoint site.
Don't waste time navigating back and forth between SharePoint and other Microsoft programs; saving documents in both applications. Watch this clip and learn how to connect and save shortcuts from SharePoint to Microsoft Office. This will allow you to save documents created in Microsoft Word, Excel and PowerPoint back to your SharePoint Libraries.
Did you know that you could upload files to your SharePoint Library? SharePoint is so good at.., well, Sharing, what else would you expect. Watch and learn how to upload, (or SHARE) a single file to a SharePoint Library.
Have a few files to upload? You don't need to do them one at a time! See how to upload multiple documents at once.
Another way to easily upload multiple files at once is to use Windows Explorer. We've used Windows Explorer forever, so it's a familiar way to move files around.
Viewing and reading a file within SharePoint is as easy as opening a book. However, when you open a SharePoint file you will have the option of 'Read-Only' and 'Edit the Document'. Watch this clip to learn about these opening in Read-Only mode.
Viewing and reading a file within SharePoint is as easy as opening a book. However, when you open a SharePoint file you will have the option of 'Read-Only' and 'Edit the Document'. Watch this clip to learn about these opening in Edit mode and how changes made to a document will be saved in the SharePoint application.
Finding a document amongst a variety of files can be challenging. Not after you view this clip. We'll discover how to sort files within your library's columns in ascending or descending order.
Stop scrolling and searching for files; and start filtering. In this clip we'll learn how to filter on one or more columns to help find a specific file; as well as, how to turn the filter off.
Follow the library tab to manage views and then watch this clip to learn how to change the way you view data. See where to find the Built-in views and how to change what you are seeing within the library.
The vast array of files within a library could become overwhelming if left in just one area of SharePoint. SharePoint wants to keep you neat and organized by sorting your files into designated folders. This clip will teach viewers how quick and easy it is to create a new folder.
Deleting some things in life can be quite a challenge. Not with Microsoft SharePoint. Watch as this lesson shows how to delete items two different ways; using the item's menu or using the ribbon.
At some point you may need a separate copy of a library item that has no connection to SharePoint. This task is possible and easy to obtain once you watch this quick clip. Watch and learn as we download a copy of a file to the computer with just a couple of right clicks.
Have a minute? In this clip you'll learn how to send someone an email with a direct link to a SharePoint library.
All the items placed within a SharePoint Library have Properties associated with them. Properties are important for sorting, filtering and creating views; just to name a few. Need to view or edit the properties within a specific file? No problem, this clip will show you step-by-step instructions on how this task can be accomplished.
Metadata?? That's a funny looking word! Essentially the same term as properties. Metadata are fields that are added to uploaded documents to help make searching for documents easier and help with the libraries standardization. Learn why Metadata makes searching easier and why it is important to require information. Let's watch!
Just like a community library's check-out policy, if there's only one copy of a book then only one person can check it out. SharePoint's library relates to this same policy, once you check out a file no one else can edit it. This lesson explains the first step in the Check Out/Check In process: how to Check a file out.
Just like a community library's check-out policy, if there's only one copy of a book then only one person can check it out. SharePoint's library relates to this same policy, once you check out a file no one else can edit it. This lesson explains the second step in the Check Out/Check In process: how to check it back in so others can see your changes and have the option of making their own edits to the file.
Oops! Didn't mean to check out that file? This clip explains everything you need to know about discarding a check out.
Want to keep track of changes made to shared documents within SharePoint? Version History and this clip can assist you with this. Learn what Version History tells us about changes made to a document; how to view the different versions and make a new version of a document.
Do the libraries on your SharePoint site have content approvals turned on? If so, learn what Content Approval is all about and who can see the files.
If our files are Pending Approval, how are they approved? This clip explains the approval process.
Create a NEW place to share and store documents after watching this clip. Discover that with the right SharePoint permissions you can create new document libraries. Be Advised: If you don't have the correct options in the 'Site Actions' tab, creating new document libraries might not be possible. Watch this clip and to find out why.
We all have documents that follow a process. Why not let SharePoint babysit these items and guide them thru the process, notifiying the correct people along the way of documents that need their attention.
We all have documents that follow a process. Why not let SharePoint babysit these items and guide them thru the process, notifiying the correct people along the way of documents that need their attention.
We can always view the status of a document in a workflow with a quick click. Here you can see tasks assigned and when they were (or weren't) completed!
Wiki-wiki is Hawaiin for quick, so grab your hula skirt and ukulele; and up the Hawaiian ambiance as you watch this clip on the Wiki Library. This low maintenance way to record knowledge is great for keeping track of important information traded through e-mails, hallway conversations or written on paper. In this clip we'll learn what a Wiki is used for and how to navigate it. Aloha!
See how to create wiki pages with a click on the dotted line.
I'd love to add to an existing wiki page, can it be done? Yes, it can! This clip shows you where to click to get to edit mode.
Navigation is always tricky, create links to other wiki pages for easy navigation.
The Community Portal is a great way for our team to share information & help each other out. When you're stuck, maybe the Community can help!
We work with many people that have a lot of knowledge, see how to post to the community portal if you need assistance or have a question for the community.
This looks interesting! See how to view a full post on the Community Portal and add your 2 cents thru a reply.
Sharepoint also has a Blog available to users. No, these are not blogs comparable to internet ones where people ramble about recipes, long lost loves or the crazy person they saw on the street. This blog is used to post ideas, thoughts, opinions or relay news to other users. See how to navigate the blog and view what interests you.
If you are lucky enough to be the blogger, you'll need to watch this clip so you can add your post for all to see!
As you read different blog entries, you might be inclined to leave a comment for the blogger, this clip shows you how.
The blog owner may need to edit or even delete posts, see how to manage the blog from some quick links provided for you.
A MicroBlog? Yes it is a little blog, but for everyone. It's similar to a Newsfeed you may see on some other social sites, and allows that quick back and forth between posters.
So let's jump in and use the MicroBlog. Let's add a post, reply to a post, and what's that Like button for?
This is a common tool put on most pages to facilitate the finding of data quickly. Discover how the search box follows you throughout SharePoint. Pay attention, newly posted files might not show up if you search it; view this clip to find out why.
SharePoints Search Criteria might be a tad temperamental. Once you View this clip you'll have the tricks needed to keep your search criteria running smoothly. Discover why *, OR and "" are important when searching within SharePoint.
Now that you know how to search for documents, you still may need to refine the list making it easier to locate a particular document. This quick clip will explain how to navigate the refinement list and where it is located.
Narrow search results even further with Advanced Search. Use Advanced Search to find documents by filtering to only specific words, exact phrases, any of these words, none of these words or even a specific language. Watch this clip and also learn how you can search by property restrictions.
Tired of searching for something that isn't showing in the search results? Let SharePoint send you an alert when the results change!
If files move frequently from library to library in your site, Document IDs can help you keep track of exactly where that file is located now! Check out this clip to see what Document IDs are all about.
Keep track of upcoming projects, meetings and events with SharePoints Calendar. Discover how to navigate through the different calendar views, how each view functions and how to change your calendar to show a list of upcoming events.
Add items to a calendar, this clip is exactly what it sounds like. Watch and learn a quick way to add a new event to your SharePoint calendar. It's that simple!
How should you handle that recurring meeting? Now you don't have to type it into the calendar again and again! Watch this clip and see how to create a recurring meeting and only create it once!
Now that we have multiple folders, we may want to move files from the general library area into the folder. This clip shows you how much you really do benefit from having SharePoint 2013!
SharePoint 2013 gives you a site that is all about YOU! It's called My Site. Watch this clip to see how to get to your site and how to customize it with information all about you!
Your newsfeed lets you know what's going on in your SharePoint environment. It's similar to the newsfeed feature we see on some other social media sites. It'll keep you up to date!
Your newsfeed lets you know what's going on in your SharePoint environment. Configure your settings so you see what's important to you!
How many times have you looked at something and said "I have to remember to come back to this" and forgotten all about it? Happens all the time -- until now! Use the Follow Up option and be reminded!
When we have tasks that we need to keep track of, that just don't fit in the SharePoint site's task list, what are we to do? We can use our own Personal Task List on My Site to keep track of them!
It is often helpful to add Tags & Notes to items in SharePoint for future reference and to provide additional information to other team members. This clip shows how and where to do it!
Content Approval is a great tool that allows us to control the release of documents to the team. See where to turn this feature on and off, but BE CAREFUL, this is a dangerous area to work in!
Versioning allows versions of documents to be easily tracked, but it's not turned on by default. Use this clip to learn where to find the option to turn it on and configure it.
The Check-out feature is always available, but sometimes users forget to use it. We can require check-out and they will always have to use it. This clip shows where to find this option.
The Name, Description and Navigation of a list or library can always be updated. This is a perfect feature for when adjustments need to be made, like adding or removing an entry in the Quick Launch.
SharePoint sites tend to look the same when created from the standard templates. Want to jazz yours up? It's easy to do and there are a lot of choices, but plan to spend some time in here -- it's hard to pick just one!
The Site Title, Description and Logo of a site can always be updated, which is great in the event of a typo or a logo change, but be extra CAREFUL when navigating into this area to make these changes!
Not sure how to work with a Site Mailbox? Learn more about this new collaboration mailbox option (going beyond Shared Mailboxes and Public Folders) and learn how to set one up step by step using Outlook 2013 and SharePoint 2013. Watch this clip and see how this can benefit you!
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