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Digital & Mobile Technology
Home›Digital & Mobile Technology›The Best Practices Every SharePoint User Should Know

The Best Practices Every SharePoint User Should Know

By Matthew Lynch
June 12, 2023
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SharePoint is a powerful tool that offers a vast range of capabilities to help users manage, store, and share information across their organization. Whether you’re new to SharePoint or have been using it for a while, understanding the best practices can help you maximize your experience and get the most out of the platform.

Here are some of the best practices that every SharePoint user should know:

1. Keep your content organized

One of the core benefits of SharePoint is that it allows users to organize their content in a structured and hierarchical way. Make sure you have clear and concise folder structures and file naming conventions in place to ensure that your content is easy to find and access.

2. Use metadata to enhance search

Metadata is additional information that’s used to describe your documents, such as tags or categories. By using metadata, you can make it easier for users to search and find specific content within your SharePoint site.

3. Use security groups to manage permissions

SharePoint provides a robust set of permissions and security features that allow you to control who has access to your content. Use security groups to ensure that only authorized users can view and edit sensitive information.

4. Use version control

Version control allows you to keep track of changes to your documents over time. This feature is especially useful in team environments when multiple people are collaborating on a single document.

5. Regularly update your content

To ensure that your SharePoint site remains relevant and useful, make sure to regularly update your content. Check for outdated information and delete or archive it to keep your site clean and organized.

6. Use alerts to stay informed

Alerts can be set up to notify you when specific changes occur within your SharePoint site. For example, you can create an alert to notify you when a particular folder or document has been modified.

7. Use workflows to streamline processes

Workflows are used to automate and streamline business processes within your organization. By using workflows, you can reduce manual efforts and improve the efficiency of your team.

8. Train your users

Finally, it’s important to provide comprehensive training to your users to ensure that they’re using SharePoint to its full potential. By providing guidance and support, you can maximize adoption and ensure that everyone is getting the most out of SharePoint.

In conclusion, by following these best practices, you can get the most out of your SharePoint experience. From organizing your content to using workflows, SharePoint has a powerful set of capabilities that can help you manage and share information across your organization. By leveraging these best practices, you can ensure that you’re getting the most out of the platform and improving productivity across your team.

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Since technology is not going anywhere and does more good than harm, adapting is the best course of action. That is where The Tech Edvocate comes in. We plan to cover the PreK-12 and Higher Education EdTech sectors and provide our readers with the latest news and opinion on the subject. From time to time, I will invite other voices to weigh in on important issues in EdTech. We hope to provide a well-rounded, multi-faceted look at the past, present, the future of EdTech in the US and internationally.

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