| 2 | | | Always put in the description when creating anything new - lists, libraries, etc. They display under View All Site Content. As your site gets bigger this becomes more and more important. Explain what the item is for an who maintains it. | Beginner | General | Version Agnostic | Best Practice |
| 3 | | | Check to see if the document wasn't saved as read only in Word before it was uploaded, it so you won't be able to edit it. But if not and you get read only errors when trying to save a document from a SharePoint library, use the drop down when opening the document, and select “Edit with MS Word / Excel / PowerPoint instead. | Beginner | Office Integration | Version Agnostic | Tip |
| 4 | | | If you restore a document library or list from the Recycle Bin, it doesn’t automatically display on the Quick Launch. You need to go into View All Site Content to click on the library, then go into settings and Title, Description and Navigation to display it on the Quick Launch again. | Beginner | Navigation | Version Agnostic | Trick |
| 6 | | | Don't upload all your documents to Shared Documents. It is a sample folder only which is created with a default team site. Rather delete it / rename it, and create your own user defined document libraries. PS : Changing the name of Shared Documents does not change the URL, it will still say Shared Documents. | Beginner | Document Libraries | Version Agnostic | Tip |
| 8 | | | When creating Document Libraries remember you need to have separate libraries if you have specific permission, version history or content approval / workflow requirements. | Beginner | Document Libraries | Version Agnostic | Tip |
| 9 | | | Documents will not upload if any of the following characters are in the name of the document, you will need to take them out before uploading or it will fail : - # % & * : < > ? / \ { | } | Beginner | Document Libraries | Version Agnostic | Trick |
| 10 | | | Documents will not upload if they are open, make sure all the documents are closed before trying to upload. | Beginner | Document Libraries | Version Agnostic | Tip |
| 12 | | | The very loose rule is that if there are 5 items or less in a Choice Field, then make them radio buttons, (less clicks for users). More than 5 make them dropdown. | Beginner | Lists | Version Agnostic | Tip |
| 23 | | | You have 3 seconds to keep people on your website before they leave. Ask yourself what would entice them to stay. | Beginner | General | Version Agnostic | Best Practice |
| 24 | | | Use daily or weekly summary Alert Me's where possible as inboxes are already a mess. Alert Me's aren't available on read only lists and libraries - there's nothing to report on. You can only alert on items added, edited, deleted or all 3. Put Alert Me's on your discussion forums so you know when to respond. | Beginner | Alerts | Version Agnostic | Best Practice |
| 25 | | | Deleted files stay in the Recycle Bin for 30 days, and thereafter in the server Recycle Bin for a further 30 days. You will only see items you have deleted, no-one elses. | Beginner | General | Version Agnostic | Tip |
| 27 | | | You can monitor any list or library by subscribing to it's RSS feed. Anywhere you see an Actions button, click on it and then RSS feed. | Beginner | General | 2007 All | Tip |
| 29 | | | You can always right click on a link and choose "open in a new tab". Or hold down the CTRL key and click on the link - it will automatically open in a new window. | Beginner | General | Version Agnostic | Tip |
| 30 | | | Always use YYYY-MM-DD in your date formats when saving documents. Microsoft technologies count numerically and alphabetically from the left. If you use this date format, your documents will always be sorted newest to oldest, (or vice versa). True for Word, Excel, PowerPoint, etc etc. | Beginner | Planning | Version Agnostic | Best Practice |
| 34 | | | Stop emailing attachments in documents. Send a link directly to that document. Hover over the doc in SharePoint, Send To - Email a Link. | Beginner | General | Version Agnostic | Best Practice |
| 38 | | | Whether you upload one doc, or multiple docs, the default upload limit is 50MB. Check with your IT dept whether the defaults have been maintained. It means that no single document can be greater than 50MB; nor any group of docs larger than 50MB. When you upload a doc to SharePoint, the link is broken to the original document. They are now 2 completely seperate documents. See tip #9 about special characters whe uploading docs. | Beginner | Document Libraries | Version Agnostic | Trick |
| 39 | | | If documents, especially PowerPoint docs, keep downloading as read only from SharePoint, use the dropdown arrow - Send To - Download a Copy; or Open With "PowerPoint" options. | Beginner | Document Libraries | Version Agnostic | Tip |
| 57 | | | Make the site’s purpose clear – include a tag line that summarizes what your site / area does. | Beginner | Site Design | Version Agnostic | Best Practice |
| 58 | | | Site layout is very important – too much white space may force too much scrolling and look as though your site does not have enough information; while too little white space can make your site look cluttered. | Beginner | Site Design | Version Agnostic | Tip |
| 59 | | | Have uniform navigation across your sub-sites, have About Us or Contact Us navigation tabs in the same place so you don’t confuse your users. | Beginner | Site Design | Version Agnostic | Best Practice |
| 60 | | | Text formatting is crucial. You don’t want users squinting or zooming to read anything. Size and colour of the text will impact the user’s decision to stay on the site, especially if it’s too large or colourful. Don’t use fancy fonts unless you are sure all your users have them installed. They will look like Times New Roman or Arial on their screens instead. | Beginner | Site Design | Version Agnostic | Tip |
| 61 | | | Make it part of your governance to check your links on a monthly basis – make sure they are not broken so users don’t get an error message when clicking on them, (especially when using external links). | Beginner | Site Design | Version Agnostic | Best Practice |
| 62 | | | Have an option for users to comment on your site or provide feedback. Do surveys to ask them what they'd like to see. | Beginner | User Adoption | Version Agnostic | Tip |
| 63 | | | If you are using graphics, make sure the file sizes are small so they will load quickly, (jpegs are the smallest format). Always insert alternative text for each graphic for users that turn off website images or text-only browsers. Keep flashing / moving items to an absolute minimum! ... (or eliminate it completely as far as I'm concerned). Remember the 3 second rule. If your fancy flash takes 25 seconds to load, they'll be long gone before they can even see what you have to offer. | Beginner | Site Design | Version Agnostic | Best Practice |
| 65 | | | Check for spellign and with grammitcal errurs ;-) | Beginner | Site Design | Version Agnostic | Tip |
| 108 | | | You can't import a project plan from MS Project. You cant re-order items in Project Tasks so get it right the first time. Can't indent tasks either. | Beginner | Project Tasks | Version Agnostic | Trick |