SharePoint (Modern Sites) - Pin a document to the top of a document library Video
Learn how to pin a document to the top of a document library in Microsoft SharePoint. Organize your sales department documents and ensure easy access for your team. Make the KPI presentation for the committee next month efficient and effective. Watch now!
- 1:32
- 891 views
-
SharePoint (Modern Sites) - Share a document to someone outside of my SharePoint site
- 3:57
- Viewed 951 times
-
SharePoint (Modern Sites) - Use the filter pane in a library
- 2:00
- Viewed 935 times
-
SharePoint (Modern Sites) - Use version history
- 1:57
- Viewed 919 times
-
SharePoint (Modern Sites) - Create a folder or a file in a library
- 1:46
- Viewed 1141 times
-
SharePoint (Modern Sites) - Work together on the same document
- 1:48
- Viewed 970 times
-
SharePoint (Modern Sites) - Open and work on a document
- 2:42
- Viewed 899 times
-
SharePoint (Modern Sites) - Rename and find a document
- 2:00
- Viewed 894 times
-
SharePoint (Modern Sites) - Create a SharePoint site
- 2:58
- Viewed 1183 times
-
Create automatic reminders
- 4:10
- Viewed 8435 times
-
Answering a scheduling poll
- 1:14
- Viewed 7167 times
-
Create a scheduling poll
- 4:12
- Viewed 5452 times
-
Discovering the interface
- 4:51
- Viewed 5290 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4753 times
-
Enrich tasks content
- 5:48
- Viewed 4485 times
-
Creating the project tasks
- 5:18
- Viewed 4472 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4374 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4345 times
-
Creating a project
- 3:49
- Viewed 4305 times
-
Advanced tasks
- 3:18
- Viewed 3824 times
-
Manage the most important tasks
- 1:38
- Viewed 3804 times
-
Planner and transverse applications
- 4:43
- Viewed 3782 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3765 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3760 times
-
Organize your daily tasks
- 1:56
- Viewed 3696 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3615 times
-
Save, publish, and share
- 2:22
- Viewed 3599 times
-
Create a new task in To Do
- 2:21
- Viewed 3564 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3538 times
-
Setting delegates
- 0:34
- Viewed 3501 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3496 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3472 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3451 times
-
Save Automatically an attachment
- 4:32
- Viewed 3427 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3410 times
-
Automate Teams notifications
- 3:32
- Viewed 3380 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3364 times
-
Customising the interface
- 3:10
- Viewed 3345 times
-
Manage permissions
- 1:10
- Viewed 3342 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3340 times
-
Manage your availabilities
- 1:42
- Viewed 3299 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3297 times
-
Clutter
- 1:31
- Viewed 3214 times
-
Create and share lists with others
- 2:50
- Viewed 3144 times
-
Publish your Booking page
- 2:54
- Viewed 3046 times
-
Extensions
- 1:31
- Viewed 3044 times
-
Understanding the new interface
- 1:30
- Viewed 3026 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 3017 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 3016 times
-
Save, publish, and share
- 2:24
- Viewed 3008 times
-
Remove a member from a group
- 0:29
- Viewed 3006 times
-
Check your day planning
- 0:30
- Viewed 2998 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2893 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2874 times
-
The mobile App with Teams
- 0:48
- Viewed 2767 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2763 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2713 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2676 times
-
Immersive Reader
- 2:51
- Viewed 2650 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2649 times
-
Quickly find your files
- 2:07
- Viewed 2649 times
-
Pin your important files
- 0:34
- Viewed 2535 times
-
Organize your daily tasks
- 2:19
- Viewed 2456 times
-
Progressive Web Apps
- 3:11
- Viewed 2443 times
-
Install Office on your smartphone
- 1:02
- Viewed 2419 times
-
Manage the most important tasks
- 1:28
- Viewed 2383 times
-
Create video chapters
- 0:52
- Viewed 2346 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2340 times
-
Virtual Appointments
- 1:44
- Viewed 2295 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2256 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2238 times
-
Create a new task in To Do
- 2:21
- Viewed 2206 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2174 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2170 times
-
Preparing for time away from the office
- 1:24
- Viewed 2146 times
-
View events
- 2:21
- Viewed 1552 times
-
Edit, Delete a Share
- 02:16
- Viewed 1516 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 948 times
-
Use the filter pane in a library
- 2:00
- Viewed 935 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 915 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 876 times
-
Filter Your Document Display
- 1:10
- Viewed 850 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 831 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 606 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 530 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 517 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 511 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 491 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 488 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 480 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 475 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 468 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 465 times
-
Manage Storage Space
- 02:08
- Viewed 449 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 430 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 430 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 426 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 425 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 423 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 418 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 399 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 398 times
-
Power and Manage OneDrive
- 01:36
- Viewed 394 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 391 times
-
Manage new message notifications
- 01:40
- Viewed 382 times
-
Create different types of events
- 01:46
- Viewed 380 times
-
Create an appointment or meeting
- 01:44
- Viewed 378 times
-
Access Power Automate for the Web
- 01:25
- Viewed 378 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 376 times
-
Create a Meeting Poll
- 02:48
- Viewed 374 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 372 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 369 times
-
The Power Automate Mobile App
- 01:39
- Viewed 354 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 352 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 344 times
-
Create a task or reminder
- 01:50
- Viewed 335 times
-
Create an Email Template
- 01:40
- Viewed 332 times
-
Change the default font of your emails
- 01:05
- Viewed 325 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 324 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 324 times
-
Create a task from a message
- 02:00
- Viewed 323 times
-
Manage Views
- 02:36
- Viewed 322 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 320 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 317 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 313 times
-
Delay Email Delivery
- 01:10
- Viewed 307 times
-
Use a Shared Mailbox
- 01:18
- Viewed 304 times
-
Calendar Delegation Setup
- 01:21
- Viewed 302 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 292 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 292 times
-
Automate Routine Actions
- 02:19
- Viewed 291 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 286 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 285 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 284 times
-
View Other Calendars
- 00:50
- Viewed 283 times
-
Use Categories
- 02:51
- Viewed 281 times
-
Use Conversation View
- 01:47
- Viewed 277 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 277 times
-
Clean Up Your Inbox
- 01:18
- Viewed 273 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 271 times
-
Display Three Time Zones
- 01:52
- Viewed 269 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 265 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 263 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 262 times
-
Easily Sort Your Mails
- 01:38
- Viewed 257 times
-
Share Power Automate Flows
- 02:20
- Viewed 257 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 251 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 246 times
-
Discover the “Build Space”
- 02:26
- Viewed 246 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 237 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 229 times
-
Introduction to PowerBI
- 00:60
- Viewed 267 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 253 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 247 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 281 times
-
Introduction to Planner
- 00:56
- Viewed 259 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 325 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 264 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 387 times
-
Introduction to Sway
- 01:53
- Viewed 342 times
-
Introducing to Word
- 01:00
- Viewed 246 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 234 times
-
Create a call group
- 01:15
- Viewed 413 times
-
Use call delegation
- 01:07
- Viewed 200 times
-
Assign a delegate for your calls
- 01:08
- Viewed 380 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 204 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 206 times
-
Manage advanced call notifications
- 01:29
- Viewed 212 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 340 times
-
Block unwanted calls
- 01:24
- Viewed 249 times
-
Disable all call forwarding
- 01:09
- Viewed 230 times
-
Manage a call group in Teams
- 02:01
- Viewed 251 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 202 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 206 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 225 times
-
Manage voicemail messages
- 01:55
- Viewed 342 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 377 times
-
Customize your voicemail greeting
- 02:17
- Viewed 202 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 263 times
-
Manage simultaneous calls
- 01:52
- Viewed 228 times
-
Support third-party apps during calls
- 01:53
- Viewed 282 times
-
Add participants quickly and securely
- 01:37
- Viewed 213 times
-
Configure call privacy and security settings
- 02:51
- Viewed 211 times
-
Manage calls on hold
- 01:20
- Viewed 216 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 220 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 208 times
-
Action Function
- 04:18
- Viewed 209 times
-
Search Function
- 03:42
- Viewed 257 times
-
Date and Time Function
- 02:53
- Viewed 270 times
-
Logical Function
- 03:14
- Viewed 416 times
-
Text Function
- 03:25
- Viewed 268 times
-
Basic Function
- 02:35
- Viewed 226 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 270 times
-
Introduction to Power Fx
- 01:09
- Viewed 267 times
-
The New Calendar
- 03:14
- Viewed 456 times
-
Sections
- 02:34
- Viewed 238 times
-
Customizing Views
- 03:25
- Viewed 232 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 523 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 288 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 201 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 271 times
Objectifs :
This document aims to guide users on how to effectively pin documents in a Microsoft SharePoint document library, specifically for enhancing accessibility and collaboration within a sales department.
Chapitres :
-
Introduction to Microsoft SharePoint Document Library
In this section, we will explore the functionality of Microsoft SharePoint, particularly focusing on its document library feature. This library is essential for the sales department as it allows team members to access and collaborate on important documents efficiently. -
Understanding the Document Library
The document library contains various documents, including a KPI presentation that the team needs to prioritize for an upcoming committee meeting. Ensuring that this document is easily accessible is crucial for effective teamwork. -
Pinning Documents for Easy Access
To pin a document to the top of the library, follow these steps: 1. Navigate to the document you wish to pin. 2. Click on the three ellipses (•••) next to the document name. 3. Select 'Pin to top' from the dropdown menu. Once pinned, the KPI document will be prominently displayed at the top of the library, making it easier for all users to find. -
Important Considerations When Pinning
When you pin a document, it is important to note that this action affects all users of the library, not just yourself. Here are some key points to remember: - You can pin up to three different items, which can be files or folders. - If you need to adjust the pinned items, return to the three ellipses, select 'Edit pin,' and you can move items left or right or unpin them as needed. - Be mindful that only three items can be pinned at any given time. -
Conclusion
By following these steps, you can ensure that important documents like the KPI presentation and the semester budget are easily accessible to all users in the SharePoint document library. This enhances collaboration and ensures that everyone is on the same page as the committee meeting approaches.
FAQ :
What is Microsoft SharePoint used for?
Microsoft SharePoint is used for collaboration, document management, and sharing information within organizations. It allows teams to work together on projects, store documents, and manage workflows.
How do I pin a document in SharePoint?
To pin a document in SharePoint, go to the document library, click on the three ellipses next to the document you want to pin, and select 'Pin to top'. This will make the document easily accessible for all users in the library.
Can I pin more than three documents in SharePoint?
No, you can only pin up to three different documents or folders at the same time in SharePoint. If you want to pin more, you will need to unpin one of the existing pinned items.
What happens when I pin a document for my team?
When you pin a document, it becomes visible at the top of the document library for all users, not just for yourself. This helps ensure that everyone can easily find important documents.
What are KPIs and why are they important?
KPIs, or Key Performance Indicators, are metrics used to evaluate the success of an organization in achieving its objectives. They are important because they provide measurable values that help teams assess performance and make informed decisions.
Quelques cas d'usages :
Sales Team Collaboration
The sales department can use SharePoint to store and manage sales presentations, reports, and KPI documents. By pinning important documents, team members can quickly access the latest sales strategies and performance metrics, improving collaboration and efficiency.
Project Management
Project managers can utilize SharePoint to keep all project-related documents organized. By pinning key documents such as project timelines and budgets, team members can stay informed and aligned on project goals, leading to better project outcomes.
Training and Onboarding
HR departments can create a document library in SharePoint for training materials and onboarding documents. Pinning essential resources ensures that new employees have easy access to the information they need to get started, enhancing the onboarding experience.
Budget Tracking
Finance teams can use SharePoint to manage budget documents and reports. By pinning the current semester's budget and related KPIs, all team members can easily track financial performance and make data-driven decisions.
Glossaire :
Microsoft SharePoint
A web-based collaboration platform that integrates with Microsoft Office, allowing users to create, manage, and share documents and information within an organization.
Document Library
A storage location in SharePoint where documents are stored, organized, and managed, allowing users to upload, share, and collaborate on files.
KPI
Key Performance Indicator, a measurable value that demonstrates how effectively a company is achieving key business objectives.
Pinning
The action of placing a document or folder at the top of a document library in SharePoint for easy access by all users.
Ellipses
A graphical representation of three dots (…), often used in user interfaces to indicate more options or actions available for a selected item.