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Tips, Tricks and Best Practices :Beginners OnlyUse SHIFT+ENTER to open the menu (new window).Open MenuOpen Menu

Gotcha's, tips, tricks, best practices for various out of box features on SharePoint for beginners, with some help for new server administrators
  
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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.
BeginnerGeneralVersion AgnosticBest Practice
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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.
BeginnerOffice IntegrationVersion AgnosticTip
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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.
BeginnerNavigationVersion AgnosticTrick
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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. 
BeginnerDocument LibrariesVersion AgnosticTip
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When creating Document Libraries remember you need to have separate libraries if you have specific permission, version history or content approval / workflow requirements.
BeginnerDocument LibrariesVersion AgnosticTip
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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 :
-  #  %  &  *  :  <  >  ?  /  \  {  |  } 
BeginnerDocument LibrariesVersion AgnosticTrick
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Documents will not upload if they are open, make sure all the documents are closed before trying to upload.
BeginnerDocument LibrariesVersion AgnosticTip
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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. 
BeginnerListsVersion AgnosticTip
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You have 3 seconds to keep people on your website before they leave.  Ask yourself what would entice them to stay.
BeginnerGeneralVersion AgnosticBest Practice
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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.
BeginnerAlertsVersion AgnosticBest Practice
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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. 
BeginnerGeneralVersion AgnosticTip
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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. 
BeginnerGeneral2007 AllTip
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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.
BeginnerGeneralVersion AgnosticTip
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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.
BeginnerPlanningVersion AgnosticBest Practice
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Stop emailing attachments in documents.  Send a link directly to that document.  Hover over the doc in SharePoint, Send To - Email a Link.
BeginnerGeneralVersion AgnosticBest Practice
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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.
BeginnerDocument LibrariesVersion AgnosticTrick
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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.
BeginnerDocument LibrariesVersion AgnosticTip
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Make the site’s purpose clear – include a tag line that summarizes what your site / area does.
BeginnerSite DesignVersion AgnosticBest Practice
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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.
BeginnerSite DesignVersion AgnosticTip
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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.
BeginnerSite DesignVersion AgnosticBest Practice
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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.
BeginnerSite DesignVersion AgnosticTip
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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).
BeginnerSite DesignVersion AgnosticBest Practice
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Have an option for users to comment on your site or provide feedback.  Do surveys to ask them what they'd like to see.
BeginnerUser AdoptionVersion AgnosticTip
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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.
BeginnerSite DesignVersion AgnosticBest Practice
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Check for spellign and with grammitcal errurs ;-)
BeginnerSite DesignVersion AgnosticTip
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.
BeginnerProject TasksVersion AgnosticTrick