Delve - Getting an overall view of activity on project files and documents Use Case
In this video, you will learn about getting an overall view of activity on project files and documents.
The video covers how to navigate and retrieve files in SharePoint, track document activity, and easily find specific documents using Delve in Office 365. This will help you save time and easily access and manage project documents.
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Objectifs :
This document aims to provide a comprehensive overview of how to effectively use Delve within the Office 365 portal to manage and retrieve project documents, track edits, and enhance collaboration among team members.
Chapitres :
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Introduction to Document Management in Office 365
Managing documents in a team project can be challenging, especially when files are scattered across various locations in SharePoint. This document addresses the common issues faced by teams, such as navigating through numerous files, tracking edits, and understanding team activity. Delve, a powerful tool within the Office 365 portal, offers solutions to these challenges. -
Challenges in Document Navigation
Team projects often involve multiple documents that can be time-consuming to locate. The difficulty in navigating from one file to another can hinder productivity. Additionally, understanding who edited which documents and when is crucial for effective collaboration. -
Overview of Delve
Delve is an application available from the Office 365 application launcher that provides an overall view of project documents. It suggests documents based on the activity of associates, making it easier to find relevant files. Delve aggregates documents saved in OneDrive for Business and various team sites, presenting them as thumbnails for quick access. -
Using Delve to Access Documents
By clicking on 'Me' in Delve, users can view documents they are linked to. For each document, users can see the author of the last edit, access the document directly, view its location, and see how many times it has been opened. Delve also allows users to email links to documents, share them, or discuss them on Yammer. -
Tracking Team Activity
Delve enables users to view the recent activity of their contacts on the portal. This feature is particularly useful for tracking edits and understanding contributions from team members. -
Powerful Search Capabilities
Delve's search functionality is robust, allowing users to search for documents based on titles and other criteria. The results are displayed as thumbnail images, making it easy to identify documents. Additionally, a filter at the top of the results page allows users to sort documents by file type, enhancing the search experience. -
Conclusion
Delve streamlines the process of searching, consulting, sharing, and editing important documents within an organization. With just a few clicks, users can gain insights into recent activities and manage their documents effectively, fostering better collaboration and productivity among team members.
FAQ :
What is Delve and how can it help me?
Delve is an application in Office 365 that helps you discover and organize documents based on your activity and that of your colleagues. It provides an overview of project documents and allows you to easily retrieve and share them.
How can I find out who edited a document in Delve?
In Delve, you can see the author of the last edit for each document. By clicking on the document, you can access its details and view the editing history.
What are the benefits of using OneDrive for Business?
OneDrive for Business allows you to store, share, and collaborate on files securely in the cloud. It integrates with Office 365 applications, making it easy to access your documents from anywhere.
How does the search function work in Delve?
Delve's search function is powerful and user-friendly. It allows you to search for documents based on their titles and provides results displayed as thumbnail images. You can also filter results by file type.
Can I share documents directly from Delve?
Yes, you can share documents directly from Delve by emailing a link to the document or toggling to Yammer to discuss it with your colleagues.
Quelques cas d'usages :
Project Management
In a team project, Delve can be used to keep track of all project documents, making it easier to find and share files among team members. This improves collaboration and ensures everyone is working with the latest information.
Document Retrieval
When searching for a specific document, Delve's powerful search capabilities allow users to quickly locate files based on titles or filters, saving time and increasing productivity.
Tracking Document Edits
Delve enables users to see who edited a document last, which is useful for tracking changes and understanding the document's history, enhancing accountability within teams.
Collaboration via Yammer
Using Delve, users can easily switch to Yammer to discuss documents with colleagues, facilitating communication and collaboration on projects.
Organizing Files
Delve helps users organize their files by providing a visual overview of documents, allowing for better management of information and easier access to important files.
Glossaire :
Delve
A Microsoft Office 365 application that helps users discover and organize documents based on their activity and the activity of their colleagues.
OneDrive for Business
A cloud storage service that is part of Office 365, allowing users to store, share, and collaborate on files securely.
Office 365
A subscription service offered by Microsoft that includes access to Office applications and other productive tools through the cloud.
Application Launcher
A feature in Office 365 that provides quick access to various applications and services available to the user.
Yammer
A social networking service for private communication within organizations, allowing users to share information and collaborate.
Thumbnail
A small image representation of a document that provides a preview of its content.
Search Capabilities
The features that allow users to find documents or information quickly using keywords, filters, and other criteria.
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