SharePoint (Modern Sites) - Pin a document to the top of a document library Tutorial

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!

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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 :

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

résultat(s)
00:00:00
You are now using Microsoft SharePoint
00:00:02
for your sales department and you
00:00:05
have right here a document library.
00:00:07
This library contains 3 different
00:00:09
documents and you would like your team
00:00:12
to work as much as possible on the KPI
00:00:14
presentation for the committee next
00:00:16
month to make sure they find these
00:00:19
documents in the easiest way possible.
00:00:21
Let's see together how you can pin this
00:00:25
document to the top of your library.
00:00:28
Start by going to the three ellipses.
00:00:31
And left click in to top.
00:00:36
Right now we can now see that the
00:00:38
KPI document is accessible from
00:00:40
the top of said library.
00:00:42
Be careful and Please note
00:00:44
that when you do that,
00:00:46
you do it not only for yourself,
00:00:48
but for every single user of this library.
00:00:51
You can pin up to three different things.
00:00:55
Whether
00:00:55
it is a file or a folder.
00:01:00
Once you have been a few things,
00:01:02
you can go back to the three ellipses.
00:01:06
Edit pin and move them to the left,
00:01:10
right or unpin.
00:01:13
You will not be able to pin more than
00:01:16
three different things at the same time.
00:01:18
And please make sure you understand
00:01:20
that once things are pinned,
00:01:22
we have this semester,
00:01:24
Budget and the KPI PowerPoint.
00:01:25
Every user of this library
00:01:27
now sees them pinned as well.

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résultat(s)
00:00:00
Agora está a utilizar o Microsoft SharePoint
00:00:02
para o seu departamento de vendas e para si
00:00:05
Temos aqui mesmo uma biblioteca de documentos.
00:00:07
Esta biblioteca contém 3 diferentes
00:00:09
documentos e gostaria da sua equipa
00:00:12
trabalhar o máximo possível no KPI
00:00:14
apresentação para a comissão seguinte
00:00:16
mês para se certificar de que encontram estes
00:00:19
documentos da maneira mais fácil possível.
00:00:21
Vamos ver juntos como podem fixar isto
00:00:25
documento no topo da sua biblioteca.
00:00:28
Comece por ir para as três elipses.
00:00:31
E clique com o botão esquerdo para cima.
00:00:36
Neste momento, podemos ver que o
00:00:38
O documento KPI pode ser acessado em
00:00:40
no topo da referida biblioteca.
00:00:42
Tenha cuidado e por favor note
00:00:44
que quando o fizerem,
00:00:46
fazes isso não só por ti próprio,
00:00:48
mas para cada utilizador desta biblioteca.
00:00:51
Pode fixar até três coisas diferentes.
00:00:55
Se
00:00:55
é um ficheiro ou uma pasta.
00:01:00
Depois de ter sido algumas coisas,
00:01:02
pode voltar às três elipses.
00:01:06
Edite o pino e mova-os para a esquerda,
00:01:10
direito ou desenrolado.
00:01:13
Não poderá fixar mais do que
00:01:16
três coisas diferentes ao mesmo tempo.
00:01:18
E, por favor, certifica-te de que compreende
00:01:20
que, uma vez fixadas as coisas,
00:01:22
temos este semestre,
00:01:24
Orçamento e KPI PowerPoint.
00:01:25
Todos os utilizadores desta biblioteca
00:01:27
agora os vê fixados também.

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résultat(s)
00:00:00
Stai utilizzando Microsoft SharePoint
00:00:02
per il tuo reparto vendite e per te
00:00:05
hai qui una libreria di documenti.
00:00:07
Questa libreria contiene 3 diversi
00:00:09
documenti e vorresti la tua squadra
00:00:12
per lavorare il più possibile sul KPI
00:00:14
prossima presentazione per il comitato
00:00:16
un mese per assicurarsi che li trovino
00:00:19
documenti nel modo più semplice possibile.
00:00:21
Vediamo insieme come puoi appuntarlo
00:00:25
documento nella parte superiore della libreria.
00:00:28
Inizia andando alle tre ellissi.
00:00:31
E fai clic con il pulsante sinistro del mouse in alto.
00:00:36
In questo momento possiamo ora vedere che
00:00:38
Il documento KPI è accessibile da
00:00:40
la parte superiore di detta libreria.
00:00:42
Fai attenzione e, per favore, nota
00:00:44
che quando lo fai,
00:00:46
lo fai non solo per te stesso,
00:00:48
ma per ogni singolo utente di questa libreria.
00:00:51
Puoi appuntare fino a tre cose diverse.
00:00:55
Se
00:00:55
si tratta di un file o di una cartella.
00:01:00
Una volta che sei stato un paio di cose,
00:01:02
puoi tornare alle tre ellissi.
00:01:06
Modifica i segnaposto e spostali a sinistra,
00:01:10
destra o sblocca.
00:01:13
Non sarai in grado di bloccare più di
00:01:16
tre cose diverse allo stesso tempo.
00:01:18
E per favore assicurati di aver capito
00:01:20
che una volta che le cose sono bloccate,
00:01:22
abbiamo questo semestre,
00:01:24
Budget e KPI PowerPoint.
00:01:25
Ogni utente di questa libreria
00:01:27
ora li vede anche bloccati.

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résultat(s)
00:00:00
Теперь вы используете Microsoft SharePoint
00:00:02
для вашего отдела продаж и для вас
00:00:05
у вас есть библиотека документов.
00:00:07
Эта библиотека содержит 3 разных
00:00:09
документы и вам нужна ваша команда
00:00:12
максимально полно работать над KPI
00:00:14
презентация для комитета следующая
00:00:16
месяц, чтобы убедиться, что они их найдут
00:00:19
документы самым простым способом.
00:00:21
Давайте вместе посмотрим, как это можно закрепить
00:00:25
документ в верхней части вашей библиотеки.
00:00:28
Начните с перехода к трем эллипсам.
00:00:31
И нажмите левую кнопку мыши вверху.
00:00:36
Прямо сейчас мы видим, что
00:00:38
Документ KPI доступен по адресу
00:00:40
в верхней части указанной библиотеки.
00:00:42
Будьте осторожны и обратите внимание
00:00:44
что когда вы это сделаете,
00:00:46
вы делаете это не только для себя,
00:00:48
но и для каждого пользователя этой библиотеки.
00:00:51
Вы можете привязать до трех разных объектов.
00:00:55
Будь то
00:00:55
это файл или папка.
00:01:00
Как только вы побываете в нескольких вещах,
00:01:02
вы можете вернуться к трем эллипсам.
00:01:06
Отредактируйте булавку и переместите ее влево,
00:01:10
вправо или открепите.
00:01:13
Вы не сможете прикрепить больше
00:01:16
три разных вещи одновременно.
00:01:18
И, пожалуйста, убедитесь, что вы понимаете
00:01:20
что как только все будет решено,
00:01:22
у нас есть этот семестр,
00:01:24
Бюджет и KPI PowerPoint.
00:01:25
Каждый пользователь этой библиотеки
00:01:27
теперь видит, что они тоже прикреплены.

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résultat(s)
00:00:00
Ahora está usando Microsoft SharePoint
00:00:02
para su departamento de ventas y para usted
00:00:05
tienes aquí mismo una biblioteca de documentos.
00:00:07
Esta biblioteca contiene 3 diferentes
00:00:09
documentos y te gustaría tener tu equipo
00:00:12
trabajar lo máximo posible en el KPI
00:00:14
próxima presentación para el comité
00:00:16
mes para asegurarse de que los encuentran
00:00:19
documentos de la manera más fácil posible.
00:00:21
Veamos juntos cómo puedes fijar esto
00:00:25
coloca el documento en la parte superior de tu biblioteca.
00:00:28
Empieza por ir a las tres elipses.
00:00:31
Y haz clic con el botón izquierdo en la parte superior.
00:00:36
Ahora mismo podemos ver que el
00:00:38
Se puede acceder al documento KPI desde
00:00:40
la parte superior de dicha biblioteca.
00:00:42
Tenga cuidado y tenga en cuenta
00:00:44
que cuando haces eso,
00:00:46
lo haces no solo por ti,
00:00:48
sino para todos los usuarios de esta biblioteca.
00:00:51
Puedes fijar hasta tres cosas diferentes.
00:00:55
Ya sea
00:00:55
es un archivo o una carpeta.
00:01:00
Una vez que has sido un par de cosas,
00:01:02
puedes volver a las tres elipses.
00:01:06
Edita el pin y muévelo hacia la izquierda,
00:01:10
a la derecha o desanclarlo.
00:01:13
No podrás anclar más de
00:01:16
tres cosas diferentes al mismo tiempo.
00:01:18
Y por favor asegúrate de entenderlo
00:01:20
que una vez que las cosas están fijadas,
00:01:22
tenemos este semestre,
00:01:24
El presupuesto y el KPI en PowerPoint.
00:01:25
Todos los usuarios de esta biblioteca
00:01:27
ahora también los ve inmovilizados.

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