SharePoint (Modern Sites) - Customise my SharePoint site navigation Tutorial

Learn to customize the navigation of a SharePoint site for an optimal user experience. Discover how to collaborate effectively and enhance your intermediate-level mastery of SharePoint.

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Objectifs :

This document aims to provide a comprehensive guide on how to customize the navigation bar in SharePoint to enhance usability and organization for users in a sales department. It outlines the steps to create labels, links, and sublinks, ensuring that important content is easily accessible.

Chapitres :

  1. Introduction
    In the sales department of many organizations, effective navigation within SharePoint is crucial for daily operations. This guide addresses common navigation issues and provides step-by-step instructions on how to streamline the navigation bar for better accessibility and organization.
  2. Current Navigation Challenges
    The existing navigation bar in SharePoint can often appear cluttered, making it difficult for users to find essential documents and libraries. Currently, the navigation includes the homepage, the default document library, list pages, and various other libraries, which can overwhelm users.
  3. Customizing the Navigation Bar
    To improve navigation, we will utilize the Edit button in SharePoint. This feature allows users to customize their site navigation effectively. Follow these steps to create a more organized navigation structure:
  4. Step-by-Step Instructions
    1. **Access the Edit Mode**: Click on the Edit button in SharePoint to begin customizing the navigation. 2. **Add a New Label**: Position your mouse under 'Home' and click the plus button to add a new label. Name this label 'Files'. 3. **Create Links Under Files**: Under the 'Files' label, add links to important sections such as 'Templates', 'Client Folder', and 'Documents'. 4. **Utilize the Ublink Option**: Use the three ellipses next to each link to create libraries and save your changes. A new menu called 'Files' will now appear, containing the links you just created. 5. **Create a New Label for Lists**: Click on Edit again and create another label named 'Lists'. Under this label, include links for 'Sales', 'Presentation of the Team', and 'Employee Onboarding'. 6. **Organize with Drag and Drop**: Instead of using the three ellipses, you can simply drag and drop the names to create sublinks automatically. This allows for a more intuitive organization. 7. **Save Your Changes**: After organizing the links, click save to finalize your navigation structure.
  5. Benefits of a Customized Navigation
    By customizing the navigation bar, users can ensure that only the most important content is readily available. This streamlined approach not only enhances user experience but also improves efficiency in accessing necessary documents and resources.
  6. Conclusion
    In summary, customizing the SharePoint navigation bar is a straightforward process that significantly improves usability for sales teams. By following the outlined steps, users can create a more organized and accessible navigation structure, ultimately leading to better productivity and ease of use.

FAQ :

What is SharePoint used for?

SharePoint is used for collaboration, document management, and storage. It allows teams to work together on projects, share files, and manage content efficiently.

How can I customize the navigation in SharePoint?

You can customize the navigation in SharePoint by using the Edit button to add labels, links, and organize content into sublinks. This helps streamline access to important resources.

What is a document library in SharePoint?

A document library in SharePoint is a specialized storage area where users can upload, manage, and share documents and files with others in their organization.

What are the benefits of using sublinks in SharePoint navigation?

Using sublinks helps organize content hierarchically, making it easier for users to find related information quickly and improving overall navigation efficiency.

Can I create multiple levels of navigation in SharePoint?

Yes, you can create multiple levels of navigation in SharePoint by using sublinks and organizing them under main labels, allowing for a structured and user-friendly navigation experience.

Quelques cas d'usages :

Sales Team Collaboration

The sales department can use SharePoint to create a centralized document library for sales presentations, client folders, and templates. By customizing the navigation, team members can quickly access the most relevant documents, improving efficiency during client meetings.

Employee Onboarding Process

HR departments can utilize SharePoint to streamline the employee onboarding process. By organizing onboarding documents and resources under a dedicated navigation label, new hires can easily find necessary information, enhancing their onboarding experience.

Project Management

Project managers can create a SharePoint site for each project, using customized navigation to categorize project documents, timelines, and team resources. This organization helps keep all project-related information accessible and reduces time spent searching for files.

Training and Development

Training departments can leverage SharePoint to create a library of training materials and resources. By using sublinks for different training programs, employees can quickly navigate to the content they need, facilitating better learning outcomes.

Glossaire :

SharePoint

A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.

Navigation Bar

A user interface element that allows users to navigate through different sections or pages of a website or application.

Document Library

A SharePoint feature that allows users to store, manage, and share documents and files in a centralized location.

Label

A text element used in SharePoint navigation to categorize or describe a group of links or resources.

Sublink

A secondary link that is nested under a primary link in a navigation structure, allowing for organized access to related content.

Ellipses

A graphical representation (three dots) used in SharePoint to indicate additional options or actions available for a selected item.

Drag and Drop

A common user interface action that allows users to select an item and move it to a different location by clicking and holding the mouse button.

résultat(s)
00:00:00
I work in the sales department of
00:00:03
my organization and we use this
00:00:05
SharePoint site on a daily basis.
00:00:08
The issue is if we take a look
00:00:10
at the navigation bar that
00:00:12
everything is a bit messy.
00:00:15
As of now we have the homepage,
00:00:17
the default document library,
00:00:19
a list pages and other various libraries.
00:00:23
What can you do to make the
00:00:26
navigation more easy? Well,
00:00:28
let's use the Edit button in SharePoint.
00:00:31
You can customize your site navigation.
00:00:34
Let's start by putting our mouse
00:00:37
right under home and with the
00:00:40
plus button we will use a label,
00:00:43
another link and use a display name files.
00:00:47
Under Files, let's put template
00:00:49
which is a document library,
00:00:52
client folder and documents.
00:00:53
There is a need option in
00:00:56
SharePoint called Ublink.
00:00:58
We are going to use the three ellipses.
00:01:04
To simply make as a libraries.
00:01:09
And save and all of a sudden a new
00:01:12
menu called Files just appeared.
00:01:15
If you put a mouse on it
00:01:18
we will find templates,
00:01:20
client folders and the documents.
00:01:24
Let's go further, let's click again on
00:01:26
edit and let's create another label,
00:01:29
this time called lists and we will
00:01:31
put sales and presentation of
00:01:34
the team and employee onboarding.
00:01:36
But this time we will not be using
00:01:39
the three ellipses and make sublink.
00:01:42
We will simply drag and drop
00:01:45
on the name list.
00:01:47
To automatically make it as a sub link.
00:01:52
We could also, if needs be,
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click on the three ellipses and make us a
00:01:58
sublink again to create a second level.
00:02:02
What does it look like?
00:02:04
Let's save it.
00:02:05
We now have list,
00:02:07
Employee onboarding and a second
00:02:09
level to customize on navigation.
00:02:12
This allows us to make sure that
00:02:14
only the most important content is
00:02:17
available on our site navigation.

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résultat(s)
00:00:00
Trabalho no departamento de vendas da
00:00:03
a minha organização e nós usamos isso
00:00:05
Site do SharePoint diariamente.
00:00:08
A questão é se olharmos
00:00:10
na barra de navegação que
00:00:12
tudo é um pouco confuso.
00:00:15
A partir de agora temos a página inicial,
00:00:17
a biblioteca de documentos predefinida,
00:00:19
uma lista de páginas e outras bibliotecas diversas.
00:00:23
O que é que pode fazer para que
00:00:26
navegação mais fácil? Bem,
00:00:28
vamos usar o botão Editar no SharePoint.
00:00:31
Pode personalizar a navegação do seu site.
00:00:34
Vamos começar por colocar o rato
00:00:37
mesmo debaixo de casa e com o
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botão mais vamos usar um rótulo,
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outro link e use um arquivo de nome de exibição.
00:00:47
Em Ficheiros, vamos colocar modelo
00:00:49
que é uma biblioteca de documentos,
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pasta e documentos do cliente.
00:00:53
Existe uma opção de necessidade em
00:00:56
SharePoint chamado Ublink.
00:00:58
Vamos usar as três elipses.
00:01:04
Simplesmente fazer como bibliotecas.
00:01:09
E salve e de repente um novo
00:01:12
o menu chamado Ficheiros acabou de aparecer.
00:01:15
Se colocar um rato sobre ele
00:01:18
encontraremos modelos,
00:01:20
as pastas do cliente e os documentos.
00:01:24
Vamos mais longe, vamos clicar novamente em
00:01:26
editar e vamos criar outro rótulo,
00:01:29
desta vez chamamos listas e vamos
00:01:31
colocar vendas e apresentação de
00:01:34
a integração da equipa e dos colaboradores.
00:01:36
Mas desta vez não vamos usar
00:01:39
as três elipses e fazer sub-link.
00:01:42
Vamos simplesmente arrastar e soltar
00:01:45
na lista de nomes.
00:01:47
Para torná-lo automaticamente como um sub-link.
00:01:52
Poderíamos também, se necessário,
00:01:54
clique nas três elipses e faça-nos um
00:01:58
sub-link novamente para criar um segundo nível.
00:02:02
Como é que se parece?
00:02:04
Vamos salvá-lo.
00:02:05
Temos agora uma lista,
00:02:07
Integração de colaboradores e um segundo
00:02:09
nível a personalizar na navegação.
00:02:12
Isto permite-nos ter a certeza de que
00:02:14
apenas o conteúdo mais importante é
00:02:17
disponível na navegação do nosso site.

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