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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SharePoint (Modern Sites) - Disable the OneDrive sync button
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SharePoint (Modern Sites) - Customise my SharePoint site navigation
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Create and modify a group
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Join a group
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Accessing applications from a group
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Creating a group
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Work together on the same document
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Do I share with OneDrive, SharePoint, or TEAMS?
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Granting access to the SharePoint site to someone outside the company
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Introducing Office 365 Groups
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Restoring an earlier version of your document
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Targeting content using a specific audience
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Creating a personalized permission level
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Sharing a folder or document with someone outside the company
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Understanding the different types and roles of team sites in SharePoint
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Remove a member from a group
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Checking the granted shares
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Restricting a document to read-only mode (Extract a document)
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Having a conversation within a group
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Import, create, edit and share documents
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Creating a permission group
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Create a meeting in the group calendar
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Use and create a template
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Access to your recent documents
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Back up and saving notes
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How to approve a request
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Create a new group form or quiz in Microsoft Forms
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How to request an approval
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Creating or editing office documents in Engage
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Use Adobe sign
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Edit and enhance messages
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Engaging and animating a group
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Create a team using a template
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Share the link to collaborate or duplicate
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Interact in conversations
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Reply to and react to a Teams conversation in an e-mail
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Create a team and add members
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Creating and Joining a Meeting
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Creating or Joining a Team
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Overview of conversations
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Manage a meeting
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How to add Klaxoon to a current Teams meeting?
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How to integrate Klaxoon directly into a Teams meeting?
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How to start a Teams meeting from Klaxoon?
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Private and small group chats
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Take notes in meetings
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Create a SharePoint news and send it via mail
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File Management
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Interact in a conversation
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Create a SharePoint site
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Create Approval Templates
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Collaborate within a conversation with Microsoft Loop
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Posting in a Channel
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Create a folder or a file in a library
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Managing Teams and Channels
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Make a New Approval Request
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Create a document library
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Store files in conversations
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Creating a Channel
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Copilot in Teams Conversations
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Create and publish a SharePoint page
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Create a SharePoint Lists
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Generate a usage report for my SharePoint site
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Copilot During Teams Meetings
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Work together on the same document
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Use Templates for Document Creation
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Integrate Klaxoon in a Teams Channel
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Manage Document Approval
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Enable Klaxoon as an App in Teams
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Synchronise a SharePoint document library
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Customise my site Homepage
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Use version history
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Open and work on a document
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Rename and find a document
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Manage Storage Spaces on Teams
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Add and Explore Workflows
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Set Up Monitoring in a Channel with an RSS Feed
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Make a File Request
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Find All Shares from the Same Person
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Share and Collaborate OneDrive
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The Bcc Field in Detail
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Add and manage multiple accounts on Outlook
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Use the Meeting Dashboard
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Create your reservation page for appointment booking (Bookings)
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Send a survey or questionnaire by email
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Create an appointment or meeting
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Create a Meeting Poll
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Share a task list
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Create a task from a message
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Send Emails on Behalf of Someone Else
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Respond to a meeting
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Manage Teams online meeting options
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Respond to a Meeting Poll
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Open a Shared Calendar
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Use a Shared Mailbox
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Use the Scheduling Assistant
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Calendar Delegation Setup
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Create a collaborative email with Microsoft Loop and Outlook
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Prevent transfer for a meeting
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Mailbox Delegation Setup
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Share Your Calendar
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Share a document securely with Outlook
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Respond to invitations as a delegate
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SharePoint Page Co-Editing: Collaborate in Real Time
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Analyze a Supply Catalog Based on Needs and Budget
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Retrieve Data from a Web Page and Include it in Excel
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Share Power Automate Flows
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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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 :
-
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. -
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. -
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: -
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. -
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. -
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.