SharePoint (Modern Sites) - Create a SharePoint site Tutorial

Discover how to create a SharePoint site for effective collaboration and document management. As the IT Manager of a new company, learn how to use the Microsoft SharePoint homepage to create and store documents. Start boosting productivity today!

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Objectifs :

This document aims to guide new IT Managers in creating a SharePoint site for their teams, detailing the steps involved, the types of sites available, and best practices for site management.

Chapitres :

  1. Introduction to SharePoint Site Creation
    As a newly appointed IT Manager, establishing a collaborative environment for your team is essential. Creating a SharePoint site allows you and your colleagues to store and work on documents efficiently. This guide will walk you through the process of setting up a SharePoint site tailored for your IT team.
  2. Accessing SharePoint
    To begin, navigate to the Microsoft SharePoint homepage. Look for the 'Create Site' button located at the top left corner of the page. If this button is not visible, it may be disabled by your organization, and you should consult your IT team for assistance.
  3. Choosing the Right Site Type
    Upon clicking 'Create Site', you will be presented with two options: a Team Site or a Communication Site. - **Team Site**: Ideal for collaboration among team members. It automatically creates a Microsoft 365 group, which includes a Teams channel, a Planner, a OneNote notebook, and a shared inbox. - **Communication Site**: Best suited for sharing information with a broader audience. For this scenario, a Team Site is recommended for your IT colleagues.
  4. Selecting a Template
    After choosing the Team Site option, you can select a template. You may choose from standard Microsoft templates or any custom templates uploaded by your organization. For this example, select the standard team template, which includes essential features for collaboration.
  5. Configuring Site Settings
    Once the template is selected, you can configure various settings for your site: - **Site Description**: Adding a description is optional but can help clarify the site's purpose. - **Group Email Address**: You can modify the group email address associated with the site. - **Site Address**: Change the end of the site address if necessary. - **Privacy Settings**: Choose between 'Private' (only members can access) or 'Public' (anyone in the organization can access). For this example, select 'Private'. Note: The language setting cannot be changed after creation, so ensure it is set to English if that is your preference.
  6. Creating the Site
    After confirming all settings, proceed to create the site. While the site is being created, you can start adding members. In this case, add Amory as a member and designate him as a second owner. It is advisable to have two owners for backup purposes in case one is unavailable.
  7. Finalizing Site Setup
    Once the users are added, you will be directed to your newly created IT Team Site. Here, you can begin collaborating with your team, sharing documents, and managing tasks effectively.
  8. Conclusion
    Creating a SharePoint site is a straightforward process that enhances collaboration within your IT team. By following these steps, you can ensure that your team has a dedicated space for document management and communication, ultimately improving productivity and teamwork.

FAQ :

What is SharePoint used for?

SharePoint is used for creating websites for collaboration, document management, and information sharing within organizations.

What is the difference between a Team Site and a Communication Site in SharePoint?

A Team Site is designed for collaboration among team members, while a Communication Site is intended for sharing information with a broader audience.

How do I create a site in SharePoint?

To create a site in SharePoint, go to the SharePoint homepage, click on the 'Create Site' button, and choose between a Team Site or a Communication Site.

Can I change the privacy settings of my SharePoint site after creation?

No, you cannot change the language of the site after it has been created, but you can adjust the privacy settings to either private or public.

Why is it important to have two owners for a SharePoint site?

Having two owners ensures that there is a backup in case one owner is unavailable due to illness or absence, allowing for continuous management of the site.

Quelques cas d'usages :

IT Project Collaboration

An IT team can use a Team Site in SharePoint to collaborate on projects, share documents, and manage tasks using integrated tools like Planner and OneNote.

Company Announcements

A Communication Site can be utilized to share important company announcements and updates with all employees, ensuring that information reaches a wide audience.

Document Management

SharePoint can serve as a centralized location for storing and managing documents, allowing team members to access, edit, and collaborate on files in real-time.

Training and Onboarding

New employees can be onboarded using a SharePoint site that contains training materials, resources, and a space for questions and discussions with their team.

Event Planning

Teams can create a SharePoint site to plan and organize events, using shared calendars, task lists, and document libraries to coordinate efforts and track progress.

Glossaire :

IT Manager

A professional responsible for overseeing the information technology needs of an organization, including managing IT projects, systems, and staff.

SharePoint

A web-based collaboration platform developed by Microsoft that allows organizations to create websites for sharing information, managing documents, and collaborating on projects.

Create Site

A function in SharePoint that allows users to set up a new site for collaboration or information sharing.

Team Site

A type of SharePoint site designed for collaboration among team members, which includes features like document libraries, lists, and integration with Microsoft 365 tools.

Communication Site

A type of SharePoint site intended for broadcasting information to a wider audience, often used for company announcements or sharing news.

Microsoft 365 Group

A feature in Microsoft 365 that provides a shared workspace for collaboration, including shared inboxes, calendars, and files.

Template

A pre-designed layout or structure in SharePoint that can be used to create a new site with predefined settings and features.

Privacy Settings

Options that determine who can access a SharePoint site, either restricting access to specific members (private) or allowing anyone in the organization to view it (public).

Owner

A user with full control over a SharePoint site, including the ability to manage settings, add or remove members, and modify content.

résultat(s)
00:00:00
I am part of a new company and I have
00:00:03
been appointed role as the IT Manager.
00:00:06
In order to work with my colleagues,
00:00:09
I wish to go ahead and create a SharePoint
00:00:12
site on which we will be able to store
00:00:15
all of our documents and work on them.
00:00:18
To do so, I'm going to stand by go to the
00:00:21
Microsoft SharePoint homepage and use
00:00:23
from the top left the Create Site button.
00:00:26
Please note if you do not see
00:00:28
this button it simply means that.
00:00:31
In your organization they have
00:00:33
disabled that button.
00:00:34
Please refer to your IT teams
00:00:36
to For more information.
00:00:40
Two choices I offered to me.
00:00:42
I can either create a team
00:00:45
site or a communication site.
00:00:47
The team site will be more to create a
00:00:50
space to collaborate with the team and
00:00:53
it will create a Microsoft 365 group.
00:00:56
IEA teams, a planner,
00:00:58
OneNote notebook, and a shared inbox.
00:01:01
A communication site, on the other hand,
00:01:04
will mostly be to share some information
00:01:07
that will engage a broad audience.
00:01:10
For this example,
00:01:11
I need a team site for my IT colleagues.
00:01:17
From here I can choose a template
00:01:20
either from Microsoft or a template
00:01:23
uploaded by my own organization.
00:01:25
Let's choose a standard team template.
00:01:28
Here is what is included in a template.
00:01:32
Everything seems fine to me.
00:01:34
I will be using this one.
00:01:37
This will be the IT team site.
00:01:41
I can add a description,
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it is not mandatory.
00:01:45
I can change a group e-mail address and I
00:01:48
can also change the end of the site address.
00:01:51
Everything is fine in this example.
00:01:55
I can change the privacy settings in private.
00:01:58
Only the members will be able
00:02:00
to access this site.
00:02:02
In public,
00:02:03
anyone in my organization can access it.
00:02:06
This one will be private and also in English.
00:02:11
Be careful,
00:02:12
you cannot change the language later.
00:02:15
I'm going to go ahead and create the site.
00:02:19
Why the site is being created?
00:02:21
I can start adding members
00:02:23
and I will be adding amory.
00:02:25
And I don't think for now
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Frederick will be a member.
00:02:32
And Amory will be the
00:02:34
second owner of that site.
00:02:36
A good practice is to always
00:02:38
have two different owners.
00:02:40
That way we have a backup piece.
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I or he is sick, absent or anything.
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We can click on finish,
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the users are being added and
00:02:52
here I am on my IT team site.

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résultat(s)
00:00:00
Faço parte de uma nova empresa e tenho
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foi nomeado o cargo de Gestor de TI.
00:00:06
Para poder trabalhar com os meus colegas,
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Desejo prosseguir e criar um SharePoint
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site em que poderemos armazenar
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todos os nossos documentos e trabalhamos neles.
00:00:18
Para fazer isso, vou ficar de braços cruzados, ir ao
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Página inicial e utilização do Microsoft SharePoint
00:00:23
no canto superior esquerdo o botão Criar Site.
00:00:26
Por favor, note se não vê
00:00:28
este botão significa simplesmente isso.
00:00:31
Na sua organização têm
00:00:33
desativou esse botão.
00:00:34
Consulte as suas equipas de TI
00:00:36
para Para mais informações.
00:00:40
Ofereci duas opções.
00:00:42
Posso criar uma equipa
00:00:45
site ou site de comunicação.
00:00:47
O site da equipa será mais para criar um
00:00:50
espaço para colaborar com a equipa e
00:00:53
irá criar um grupo do Microsoft 365.
00:00:56
Equipas da AIE, um planeador,
00:00:58
Um bloco de notas do OneNote e uma caixa de entrada partilhada.
00:01:01
Um site de comunicação, por outro lado,
00:01:04
será maioritariamente para partilhar alguma informação
00:01:07
que envolverá um público alargado.
00:01:10
Para este exemplo,
00:01:11
Preciso de um site de equipa para os meus colegas de TI.
00:01:17
A partir daqui posso escolher um modelo
00:01:20
da Microsoft ou de um modelo
00:01:23
carregado pela minha própria organização.
00:01:25
Vamos escolher um modelo de equipa standard.
00:01:28
Aqui está o que está incluído num modelo.
00:01:32
Tudo parece-me bem.
00:01:34
Vou usar este.
00:01:37
Este será o site da equipa de TI.
00:01:41
Posso acrescentar uma descrição,
00:01:43
não é obrigatório.
00:01:45
Posso alterar o endereço de correio electrónico de um grupo e
00:01:48
também pode alterar o final do endereço do site.
00:01:51
Está tudo bem neste exemplo.
00:01:55
Posso alterar as definições de privacidade em privado.
00:01:58
Só os membros poderão
00:02:00
para aceder a este site.
00:02:02
Em público,
00:02:03
qualquer pessoa na minha organização pode aceder a ele.
00:02:06
Este será privado e também em inglês.
00:02:11
Tenha cuidado
00:02:12
não é possível alterar o idioma mais tarde.
00:02:15
Vou prosseguir e criar o site.
00:02:19
Porque é que o site está a ser criado?
00:02:21
Posso começar a adicionar membros
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e vou acrescentar amory.
00:02:25
E não acho que por agora
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Frederick será membro.
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E Amory será o
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segundo proprietário desse site.
00:02:36
Uma boa prática é sempre
00:02:38
têm dois proprietários diferentes.
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Desta forma, temos uma peça de reserva.
00:02:43
Eu ou ele estamos doentes, ausentes ou qualquer coisa.
00:02:48
Podemos clicar em terminar,
00:02:50
os utilizadores estão a ser adicionados e
00:02:52
aqui estou no meu site de equipa de TI.

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