In this video, learn about Delve, including how to update a Delve profile; find documents and boards; create boards; and search for people, documents, and boards.
- [Instructor] Delve is the application that we can use to discover, connect, and collaborate with others in our organization. Let's go ahead and explore Delve. You'll find Delve via the Office 365 Portal, or through the app launcher. Here, I'm using the Office 365 portal, and I'm clicking on Delve. The first thing you'll notice is that all the popular documents are now available to us. And you may be wondering right off the top, wait a minute here, can everybody see all of my documents? Or can I see everyone else's documents? And the answer is no.
You can only see documents that you have access to. Same with other users in your organization. They can only see documents that they have access to. We can easily go ahead and take a look at a document right from here. For example, if I click on Hospitality at Landon Hotels, this will launch the online version of PowerPoint. Okay, let's pop back into Delve. We can also tag items as a favorite for easier access in the future by selecting the bookmark icon.
And now the Landon Event Planning Letter will be in my favorites. We can also group similar documents in the boards. For example, we may want to group all the documents related to The Landon Hotel's newest marketing information into a board called marketing. Let's go ahead and do that. We'll start off with the Landon Hotel Copy. I know this is new, I want to add this to my marketing board. I'm going to click on the icon beside the bookmark. It looks like a stacked box, and it says manage boards. Next, we have to provide a name for the board that we want to attach this document to.
For our example, we are going to use marketing. If I had had other boards, I could've easily associated this document with other boards as well. I'm going to go ahead and close this. And now you'll notice that the Landon Hotel Copy board has one beside it. So we know that this document is associated to one board. Let's go ahead and add the Landon Event Planning Letter to that same board. Again, I'm going to repeat the process. Provide the name of the board.
Because I already have the marketing board created, I can easily select it, and then you can click the close button. Now let's go ahead and take a look at our favorites and our boards. And you'll find these under favorites over to the left-hand side. You'll notice here that I have those two boards. I have the marketing board. If I'm going to go ahead and open that, you'll see those two documents that we associated to that marketing board. If I come back to favorites, you'll also notice that I do have some bookmarked documents.
Now let's go ahead and see if we can find any more documents related to the hotel marketing and specifically room rates. The best way to do this is to use the search function. I'm going to go ahead and type in hotel room. I can see that we have a couple of documents there, but I'm going to hit enter just to bring up the whole list. Perfect. And I see that we have a new sales brochure, specifically for the West End London location. I'm going to go ahead and add that to my marketing board.
Go ahead and close it. And it looks like there's a hotel press release, too, that I would like to attach to that board. And we'll add this as well. Perfect. Now if I pop into favorites, we'll notice that I now have those attached to that board as well. Again, boards make it really easy to group like documents together. We can also search for people. So let's go ahead and search for Leslie. I can see there's a Leslie right at the top, but let's make sure this is the only Leslie.
I'm going to go ahead and just search. And that is the only Leslie that we do have. I'm going to go ahead and open up her profile. And you'll notice here that we can see her documents that we have access to. We can see her contact information, and a quick glimpse of her calender. And finally, let's go ahead and update our own profile. To do so, we'll click on us, and then update profile. And I'm simply going to add in my birthdate.
We can go ahead and set up the privacy settings for our birthdate. Do we want everybody to be able to see our birthdate, or only us? And finally, don't forget to click the checkbox to save that information. As you just saw, Delve provides an easy and visual way to connect and collaborate with others in your organization. For more information and answers to popular questions, see the Office Training Center.
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