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At a marketing agency I worked with, the account team opened the same three folders every morning: the brand guidelines on the Marketing site, the client contracts on the Legal site, and their own project library. That’s a lot of clicking through site navigation. Ten minutes of setting up shortcuts saved each of them that … Read more >>>
A consulting client of mine tried to share a project page with a partner who used a Gmail address, and SharePoint refused: “Your organization’s policies don’t allow you to share with these users. Go to External Sharing in the Office 365 admin center to enable it.” The page owner assumed they’d done something wrong. They … Read more >>>
A marketing team I built an intranet for wanted this quarter’s campaign deck right on their home page. Their first try was a link to the file, and almost nobody clicked it. Once the slides were playing on the page itself, people actually flipped through them, and the team stopped fielding “where’s the latest deck?” … Read more >>>
When an HR team I worked with launched their new SharePoint site, the first comment from employees wasn’t about the content. It was “Why does it just say HT?” Every new site gets a colored square with the site’s initials as its logo, and on a busy intranet those squares all start to look alike. … Read more >>>
An HR director I worked with found out the hard way that their Salary Adjustments list was visible to the whole company. The list lived on the HR site, the site was open to all employees, and the list simply inherited that access. Nobody had done anything wrong; they just hadn’t known that a list … Read more >>>
A sales manager I worked with kept asking the team why nobody showed up to the Friday pipeline review. The meeting was in the team’s shared calendar, but half the team only ever looked at their own. We added the Group calendar web part to the top of the team’s SharePoint home page, and the … Read more >>>
A member of one of our client sites messaged me after a team meeting: they wanted to share the recording with a colleague who had missed it, but SharePoint wouldn’t let them. Instead of the usual share box, they saw this message: “Sharing is limited on this item. You can only copy links for people … Read more >>>
One of the first SharePoint projects I helped with was a small sales team that tracked orders in a list. Every order had the customer’s name, email and phone number typed in by hand, so the same customer appeared in a dozen slightly different spellings, and when a customer changed their email address, someone had … Read more >>>
Is your SharePoint list full of dates and hard to understand at a glance? When everything appears as rows of data, it becomes difficult to track deadlines, project timelines, events, or schedules. Quick answer: Open the list, select + Add view, choose Calendar under Show as, pick the Start date and End date columns and … Read more >>>
A client of mine had a simple problem: new employees kept asking who they should go to for approvals, and HR spent a surprising amount of time emailing out the same org chart diagram, which was always slightly out of date. We fixed it by adding SharePoint’s Organization chart web part to the intranet home … Read more >>>
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