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By Gini Courter | Wednesday, April 8, 2015

Automate Team Tasks with SharePoint Workflows

SharePoint workflows save time

Every company has tedious and repetitive tasks like onboarding and expense approval that drain employees’ time.

By taking advantage of SharePoint’s unlimited custom workflows, you can streamline those processes, enforce complex business rules—and free up your employees’ time so they can focus on more creative, complex, and satisfying work.

Let me show you how workflows operate, and how to customize one of the SharePoint workflows I use frequently: the Three-state workflow.

By Gini Courter | Thursday, March 5, 2015

Streamline Your Team with SharePoint — Like This

what is sharepoint?

Sometimes a tool comes along that’s so powerful, it’s hard to fathom how to harness that power. SharePoint is such a tool—and it’s oh-so worth the timespent learning to use it!

SharePoint is a platform for creating websites that help you and colleagues work together for collaboration, document storage, project management, work management, and more. It’s customizable, so you can create sites that meet your organization’s specific needs, including sites with automated workflows that enforce your business rules.

Where do you begin? Start with a simple problem that SharePoint can help you solve then expand on your success.

I’m going to show you how my colleague Julie used SharePoint to streamline her team’s communications and give them 24/7 access to important data—even while reducing her own workload.

By Toni Saddler-French | Wednesday, January 14, 2015

Manage SharePoint Site Overload—with Site Policies

overwhelmed by sharepoint site overload?

If you’ve managed SharePoint sites before, then you know how easy it is for sites to grow like crazy.

Teams create sites, but then site owners change, or whole teams change. Projects end, get stalled, or morph into other projects, and sites get left behind. Before long, your SharePoint intranet is overloaded with extra sites, partially completed sites, and “dead” sites.

Site policies with SharePoint 2013 and SharePoint Online can help tame that growth and provide a routine way of managing the potential overload. Managing sites effectively makes it easier for people to find the fresh content they need and helps your organization control when content is deleted for industry and compliance requirements.

By Toni Saddler-French | Monday, January 5, 2015

Give New Employees a Head Start with a SharePoint Wiki


It’s hard to carve out time to help new employees when they join your department. Often, you need the new person to dive into the workload right away—or even yesterday—but no one’s had time to think about getting the new person all the resources she needs to get up and running.

While your company likely has a set of formal procedures or guidelines to share with new people, there’s usually so much more “collective knowledge” that employees need in today’s complex workplaces. A New Employee Wiki site in SharePoint provides newcomers with all the information they need to be productive and feel in control.

With a wiki, it’s easy for you and others to add helpful information as you think of it, or as details change. The information is all captured in one place, and it’ll be there waiting each time a new employee comes on board.

By Toni Saddler-French | Monday, December 22, 2014

Manage Your Projects with the SharePoint Issue Tracking App

sharepoint issue tracking

Is it hard for your team to stay on top of issues? When it comes to helpdesk snafus, customer service glitches, or hitches with the new website, do you need to keep track of who’s working on which project, what’s been done so far, and whether the project is still hanging open?

You might consider using the SharePoint Issue Tracking app. It can help you define and categorize issues, and wrangle them into a manageable heap with a systematic approach.

By Juliana Aldous | Monday, September 22, 2014

Collaborate and Communicate — with our Enterprise Content Management Courses


A presentation is due next week. The working document will need input from five people on your team and a review from your manager before it’s shared with the entire organization.

Chances are some of those people work on another floor, in another building, or even in another country.

How do you track the document as it passes through many hands in various locations—and where do you store it once you’re done? How do you make sure that the document is available next week or next year?

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