Tag Archive for End User

Who Needs Some SharePoint Basics?

Tag, you’re it; you are now a SharePoint Site Owner.  Or, Congratulations, you just inherited a SharePoint site.  There are many different ways of becoming a new Site Owner, but the honor doesn’t always come with orientation, a guide book, or instructions.   So what are you really the proud owner of, what does the responsibility include, and what can you do with your new powers?

I created the video below to help provide some guidance and give you a jump start with some SharePoint basics.  Knowing the basics is also important so you can get the most from CorasWorks.  In less than an hour we’re only able to scratch the surface, but I’ll get you to the starting line on the road to success with SharePoint and CorasWorks.   

The list below provides an overview of the lesson objectives and the video includes a table of contents for easy navigation.  Be sure to share it with others in a similar situation or provide feedback to training@corasworks.net.  

  • The definitions for key SharePoint terms
  • How to easily access information
  • How to work with the SharePoint Ribbon
  • How to customize the navigation
  • How to modify a page layout
  • How to create new web pages
  • How to modify and customize views of information
  • How to modify lists with customized columns
  • How to create new lists and libraries
  • How to add web parts to a page
  • How to add pictures to a site
  • How to add and modify content
  • How to drive business process

Tips for viewing the video:  Placing your cursor over the bottom of the player displays controls to pause, increase/decrease volume, or view in full screen mode.  Use the video’s table of contents to navigate to specific topics of interest.  Clicking outside the video area collapses the table of contents.

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You Don’t Need to be a Project Guy…

…to manage projects in SharePoint.

Confessions of a non-project guy

I’m not a project manager, and I’m not in IT, but like most of my readers I have project type work.  I too traditionally managed this work in an ad hoc fashion with spreadsheets, email, static weekly reports, and other manually intensive activities.  And yes, I’ve missed a deadline.  And yes, I’ve produced work that I knew could have been better.

What’s a non-project guy to do? 

When CorasWorks came out with a Project Portfolio Management (PPM) solution a few years ago I saw it as a product for users who had a Project Manager title, or a PMO role.  Not true, or at least only partially true.

The deep functionality and flexibility of the CorasWorks PPM meets the needs for those schooled or skilled in project and portfolio management.  However, what about the rest of us?  Well, we need to face the fact that we manage projects, and look at the flexibility of tools like the CorasWorks PPM to help us meet our goals and objectives and make life easier.

How can you tell if you’re a project manager? 

You’re probably a project manager if two or more of the following apply:

You have goals, and those goals break down into a series of tasks and subtasks that need to be delivered in a certain timeframe.  A goal may translate to one or more projects that are made up of task and sub-task deliverables.  Project guys would consider the sum of those tasks a “schedule.”

You encounter challenges, which in the project world could be considered risks.  If those risks aren’t addressed they become issues.  And if issues are mitigated, they can impact the quality of your work, costs, and/or on time delivery.

You work on teams and cross functionally.  There are people you count on to help you get work done. These folks are essentially Project Members.  They could have task assignments, help address issues, contribute documents, conduct reviews, provide subject matter expertise, and more.

You produce reports and status updates on a regular basis.  This is the common weekly email report, PowerPoint, or Excel spreadsheet that is static and usually out of date the minute after it’s sent.

You collaborate.  Meaning you need input, feedback, and ideas shared among team members to help make decisions, address problems, and in general reach your goals.

You wear several hats, or have responsibility for more than one group and area of your business.  If so, you likely manage multiple projects of different types.

Get out of the box!

You may have started to manage project type work in SharePoint.  If so, congratulations, you have one foot out of the box.  However the CorasWorks PPM may open you up to a new world of organization, access, visibility, communication, and productivity that you didn’t know was possible.

Here’s a short video of how I, the non-project guy, set up a project for training updates using the CorasWorks PPM.

Happy viewing. After watching the videos, if you’d like more information, email us at info@corasworks.net.

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