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- Navigating with the Ribbon in SharePoint 2010
- Using the expanded search functionality
- Creating document sets
- Co-authoring documents
- Leveraging rich media support and themes
- Setting site permissions
- Integrating with Access and Visio Services
- Using SharePoint Designer and SharePoint Workspace
Skill Level Intermediate
If you have a collaboration site like team site or a document workspace, most of the pages on the site are still generated around the list and libraries that you have. But you can still change your homepage and then editing a page has been significantly improved in this version of SharePoint. If you had the right/permissions, you can either click the Edit Page symbol that appears on the Ribbon here or you can select from Site Actions > Edit Page. You then have the Editing Tools section of the Ribbon appear and you have in-place editing directly using the web browser.
Without worrying about dragging and dropping Web Parts and having pop-up content windows you can directly type in the contents of the page and add new content wherever you'd like. Selecting any piece of content, you then have a variety of Styles that you can select from, whether they're highlighted or even markup styles like selecting different kinds of headers and colored headers. The usual suspects for formatting are also here. You can select from some web friendly fonts and font sizes.
You've got alignment and bullet points, that kind of thing. There is a section here that says Text Layout. Now, this is somewhat misleading. It's really the layout of the page. Page Layout is a term that was claimed by other parts of SharePoint long ago. By choosing that option you're not injecting new pieces on the page; you're actually changing the existing page to say two columns with a header or to two columns with the header and footer or to three columns with a header. I'll click back to the original one, which was one column with the sidebar.
Of course, it wouldn't be SharePoint without us being able to insert a new Web Parts, and we do have that on the Insert section of our Ribbon along with some other useful things like having a link insert, a picture insert, which becomes a much more useful than it used to be. Because it is smart enough to allow us to first navigate to an image that's on our local computer and it'll actually upload it to a library on this SharePoint site before adding a link to it. You can also add in tables from the top left here.
If you've added tables from other Office applications, it will look quite familiar to you. You just select the amount of rows and columns that you want to add. Let's do a 5x2 table. And we incidentally have five columns and two rows, and up in our Ribbon we have yet more options for changing the table itself or merging cells or splitting cells. If that wasn't what I wanted to do, I do have some basic undo capabilities. If I hit Ctrl+Z, I can actually go back as if I'd never added that table in the first place.
But this is a SharePoint page. So almost certainly we're going to want to add a Web Part at one point. On the Insert section of our Ribbon we have a Web Parts group with three options. They're really not so different from each other. They're just more convenient ways of getting to the same place. The first one, Web Part, we'll see in a moment, but you do have quick options for adding an existing list Web Part. So a Web Part representing an existing list such as the Announcements list or Assets list or Calendar. I am just going to cancel that.
You do have the ability to directly from the Ribbon create a new list and add the Web Part representing that list to your homepage, which is a very convenient way of doing it. So if I wanted to have a Useful Links list, I'm both creating this list and adding a Web Part representing that to the page. And I'm still in Edit mode. But if the Web Part that you want to add is a bit more complex than that, you can just select the Web Part option. This is a much improved way of adding Web Parts to your pages.
It does break them down into Categories. Yours is likely to look different based on your SharePoint configuration of your farm. But you have the usual suspects, you have sections for Search, you have sections for your existing lists and libraries, you have sections for this new Social Collaboration Web Parts like the Tag Cloud based on how you're tagging your content. If you have the enterprise version of SharePoint Server, you may have the Business Data section allowing you to connect to external data that has been defined in BCS or Business Connectivity Services.
I am going to cancel out of that. Any Web Part that you have added can be configured by selecting the Edit Web Part option from the drop-down menu. This is very familiar to the SharePoint 2007 days. There's just a variety of different options available from this right-hand side of the screen. You can also get to some of your options from the Web Part Tools section of the Ribbon as well, such as Web Part Properties, whether you want to minimize it down to adjust the top bar or even delete the entire Web Part.
Once you're done with your editing, you'll notice that the Edit Page icon has actually changed to a Save & Close icon. Though you can also get to that from the Page section of the Ribbon. Here I have options for Save & Close, Save and Keep Editing, or Stop Editing. I'm going to select Save & Close and our changes that we've made to this page are immediately public, because we are just working on a normal collaboration site, in this case a team site. If we have a website with the Publishing feature enabled there are even more options to it, but basic page editing in SharePoint 2010 is significantly easier and more powerful than it was in the previous version.