Delve - One location for your documents Use Case
In this video, you will learn about the different tools in Office 365 that can help you search and find what you need.
The video covers OneDrive, Yammer, and Delve, and demonstrates how these tools can assist you in accessing and organizing your documents, collaborating with colleagues, and discovering relevant information.
By using these tools, you can easily search for and find the latest versions of your coworkers' documents, share updates and information with interested parties, and gather and organize information that is most interesting to you.
This will help you streamline your workflow, stay updated on important documents, and collaborate effectively with your team.
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Objectifs :
This document aims to provide a comprehensive overview of how to efficiently organize and access documents using the Delve application, enhancing productivity and collaboration among associates.
Chapitres :
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Introduction to Document Organization Challenges
In today's work environment, managing numerous documents can be challenging, especially when they are scattered across various locations. This can hinder efficiency, particularly when documents are shared among multiple users. The need for a streamlined method to locate and organize these documents is essential for effective project management. -
Introducing Delve: A Solution for Document Management
Delve is a powerful tool designed to help users organize and access their documents without the need to move them. It can be found in the application launcher located in the upper left corner of your screen. Delve presents suggested documents in a card format, making it easy to view files stored in OneDrive for Business or across team sites. -
Accessing Recent Activity
Upon accessing Delve, users can click on the 'Me' section to view their recent activities, including the last documents added or shared. This feature is particularly convenient as it allows users to quickly launch documents or navigate to their locations without extensive searching. -
Creating Boards for Document Organization
Delve allows users to create labels known as boards to organize documents effectively. To create a board, click on the designated icon and name it according to the project. For instance, naming a board after a specific project will enable users to group all related documents under one label. This simplifies the retrieval process, as a single click on the board displays all associated documents on one screen. -
Benefits of Using Boards
The use of boards not only streamlines personal document management but also enhances collaboration. Other users can view the boards created in Delve, promoting a shared understanding of project resources. To make a board easily accessible, simply click on the label to display it in the navigation bar on the left side of the screen. -
Managing Boards and Documents
To remove a document from a board, click on the 'Manage boards' icon and select the 'X' next to the label name. This feature ensures that documents are organized in a way that is easy to navigate, saving time for both the user and their associates. -
Conclusion
Organizing documents in a centralized manner not only simplifies the search process but also benefits colleagues by providing a clear structure for document access. By utilizing Delve, users can enhance their productivity and foster better collaboration within their teams.
FAQ :
What is Delve and how can it help me?
Delve is a Microsoft application that helps you organize and manage your documents efficiently. It allows you to find and access files stored in OneDrive for Business and team sites quickly, making document management easier.
How do I create a board in Delve?
To create a board in Delve, click on the icon for creating labels, name your board according to your project, and then you can use it to organize related documents. Once created, you can easily access all documents associated with that board.
Can other users see my boards in Delve?
Yes, other users searching in Delve will be able to see the boards you create, which facilitates collaboration and document sharing among associates.
How can I access my recent activity in Delve?
You can access your recent activity in Delve by clicking on the 'Me' section, which will display the last documents you added or shared, allowing for quick access to your most frequently used files.
What are the benefits of organizing documents in Delve?
Organizing documents in Delve allows for easier access and management of files, saves time searching for documents, and enhances collaboration by making it easier for associates to find and use shared resources.
Quelques cas d'usages :
Project Management
In a project management role, you can use Delve to organize all documents related to a specific project by creating a board. This allows you to quickly access all relevant files without searching through multiple folders, improving efficiency and collaboration with team members.
Team Collaboration
As part of a team, you can utilize Delve to share boards with your colleagues, enabling everyone to access the same set of documents easily. This can streamline communication and ensure that all team members are on the same page regarding project materials.
Document Retrieval
If you frequently need to access certain documents, you can create a board in Delve to group these files together. This reduces the time spent searching for documents and allows for quick retrieval, enhancing productivity.
Training and Onboarding
During training sessions or onboarding new employees, Delve can be used to create boards that contain essential documents and resources. This helps new team members find the information they need quickly and efficiently, facilitating a smoother onboarding process.
File Organization Across Departments
In a large organization, different departments can use Delve to create boards for cross-departmental projects. This ensures that all relevant documents are organized in one place, making it easier for employees from different teams to collaborate and access necessary files.
Glossaire :
Delve
A Microsoft application designed to help users organize and manage documents and information efficiently, allowing for easy access to files stored in OneDrive for Business and team sites.
OneDrive for Business
A cloud storage service from Microsoft that allows users to store, share, and manage files securely online.
Boards
Labels created in Delve that allow users to organize documents related to specific projects or topics, making it easier to access and manage related files.
Application Launcher
A feature in Microsoft applications that provides quick access to various applications and tools available to the user.
Recent Activity
A feature in Delve that displays the most recent documents a user has added, shared, or interacted with, facilitating quick access to frequently used files.
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