Visual journey: Tips for working with SharePoint 2010

Some advanced techniques for getting the most from your site.

Setting up alerts

You can set up alerts to let you know if anything in a library, or a specific document, has been changed.

This slideshow accompanies our story, 5 tips for working with SharePoint 2010. Click through to that story for much more information about how to work with the software.

Information about alerts

Once you set up an alert, you can add information such as the title, whether you prefer email or SMS as the alert vehicle and so on.

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A SharePoint alert in Outlook

This is what a SharePoint email alert looks like from within Outlook.

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Customizing views

Sometimes you might need to track more information about items in a library than SharePoint does right out of the box. Select the Library tab from the Ribbon's Library Tools group, then click Create Column. You'll see the dialog box shown on the next slide.

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Adding columns to SharePoint

You can add a drop-down list that has choices about an item's status, then add this information to items in a library.

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Getting an Explorer view in SharePoint

You can make SharePoint look like any other disk in your file system, with an Explorer view.

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Importing data from Excel

There's a way to turn Excel 2010 data into a SharePoint list. Select More Options from the Site Actions menu then, from the List section, click Import Spreadsheet. Then click the Create button. You'll see the screen shown on the next slide.

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Adding info about Excel data

You can type in a new name for the Excel data you're bringing into SharePoint, along with a description.

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Specifying Excel ranges

You can select the range of Excel cells you want included in your SharePoint list.

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Finding your Excel data in SharePoint

Once your Excel data is exported, here's what it looks like as a SharePoint list.

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Creating a master calendar in SharePoint

You can have one master calendar for your entire team that rolls up information from up to 10 calendars that are nestled deeper into the SharePoint hierarchy.

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Master calendars - further steps

Giving SharePoint the detailed information it needs to create a master calendar, including the names and URLs of the sites that house the calendars you want to include.

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Master calendar look and feel

When you're finished creating a master calendar in SharePoint, this is what it looks like.

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