SharePoint Cheat Sheet

Transcription

1 SharePoint Cheat Sheet Website User Login utk\netid and password Set Permissions Click Site Actions Site Permissions Click County Owners to see a list of users who have full control o Site Owner Full Control o Contributors Can open, add, edit & delete items o Visitors read-only access To add a new user o Click New, Add Users o Click Book o Type in lastname, firstname <enter> o Highlight name o Click Add, Ok o OK To Edit a Page Click Site Actions, Edit page Boxes should appear Make changes within boxes Publish, Publish, Comment regarding changes made Click Continue Create a New Page Click Site Actions New Page Enter page name and click Create o Page will open in default page layout o To change to another page layout, click on Page, Page Layout Icon Enter a name for the page under Title Enter text, copy from a document, insert pictures, hyperlinks, etc.. When finished, Click Publish, Publish, write a comment to let you know what was changed or added. Click Continue Note: Under Page, Page Layout, you can change your page layout.

2 Add a Newly Created Page to the Navigation Pane Click Site Actions Site Settings Click on Navigation under Look and Feel Scroll down until you see your pages listed on right Click Add Link Click Browse Make sure you are browsing your county and click on pages under your county Double-Click on the icon under Type to open the URL; Enter Title Click OK Highlight the new page in your list of pages and use Move up or Move down to get the page under the desired heading Click OK Insert Hyperlinks Note: Find website and copy URL Click Site Actions, Edit Page With your cursor in desired position of hyperlink Click Insert Link From Address Type URL or paste in Click OK ***Mark Open in New Tab Publish, Publish, Comment, Continue Insert Picture Click Site Actions, Edit Page Click Insert Picture From Computer if you need to upload to SharePoint or From SharePoint if you have already uploaded to images Browse for picture Highlight, Open If you are uploading to SharePoint, upload to images Ok Save You can crop image by dragging from corner Publish, Publish, Comment, Continue Note: You can click on Design, Position to change where the image is placed.

3 Adding a pdf Note: You can upload files to SharePoint before inserting into your page Click on Site Actions, View All Site Content Click on Documents Click Add document Browse for your file, click OK Goto page to insert file Click Site Actions, Edit Page Type in text you want ex: Form for Camp Highlight Text Click Insert, Link, From SharePoint Make sure you are viewing your county Click on Documents and find the file Click OK Note: Make sure to mark open in a new tab under format Publish, Publish, Comment, Continue To Add a Colored Line to a Heading Site Actions, Edit Page Highlight heading Click Markup Styles Select desired color ex: Colored heading 2 with orange border Publish, Publish, Comment, Continue SharePoint Calendar Click on Calendar of Events Click on Events this will open the Calendar Tools tab at the top of screen o From here you can select New, Edit, or Delete Event Note: You do not have to publish a calendar event. **You can also click Add at the bottom right of the box on desired date. Statistics Click Site Actions Site Settings Under Site Actions, click Site Web Analytics reports

4 My Site can upload a photo for the staff page or if logged into your site, click on your name at bottom right My Profile Log in utk\netid and password Select My Profile if not already selected Click Edit My Profile Choose Picture (Picture works best when vertical is 140 pixels) Browse for picture Save and Close Add an Link Click Site Actions Edit Page Move cursor to where you want to insert name Type the name of the person ex: Shawn Towater Highlight the name Click insert link Select from address When the box pops up, type mailto:stowater@utk.edu (in 2 nd box) View Content of Web Site Click Site Actions View all Site Content o Pages contain a list of all web pages that make up your site o Documents contain a list of documents (pdf) files you have used on your site o Images contain a list of images used on your site o Content Slider images contain images used in the content slider on your home page o Content Slider images can be added to slider after they are appropriate size (800 X 415) and uploaded to content slider images o Recycle bin items stored for 30 days

5 Adding images to the Content Slider Upload images to Content Slider Images Picture Library o Recommend 800 X 415 o Click Site Actions, View all Site Content o Click Content Slider Images o Click Upload o Browse for picture, Open o OK o Click Save Copy the image URL o Click on the image o In the preview window, click on the picture again o The URL at the top of your screen should end in.jpg o Copy this URL by selecting it, right-click and copy Open Content Slider o Use back arrow until you are back in View all Site Content o Click Content Slider o Click Add new item at bottom o Title Slide1, Slide2, Slide3, etc.. o Under Picture, copy your URL in the web address o Click Save Note: It is not recommended to have more than five pictures in the Content Slider. More pictures will slow down the loading of your home page.