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Starting Out With SharePoint

When you sync a library, you're making a local copy on your desktop machine. If you sync two libraries, you can copy or move files and folders, create folders, and delete one or more file or folder. Your synced library is automatically synced with the SharePoint library. To sync libraries with SharePoint in Microsoft 365, see Sync files to your computer from a document library. For SharePoint Server 2016 or SharePoint Server 2013, see Set up your computer to sync SharePoint Server on-premises files.

Starting out with SharePoint

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What one tip have you learned in your experience of Community Management & Adoption that you wish you had known when you started? What advice do you always give to others starting out in community management and adoption of Yammer

Just one? Wow. OK...Remember to start with WHY. Purpose matters in community management. Building a community takes time, people and work to develop so you need to be patient, understanding and dedicated to success. You have to be willing to engage with people as humans, accept that they aren't going to want to change unless you explain to them WHY it matters, not just HOW to do it.

Help users to understand the community matures over time as their use matures. They start connecting people in the organisation and into groups is a key first step to a healthy community. Then work with them to encourage all users to share their work while it is happening. Working Out Loud is a great way to create value through sharing. Exotic and new ways of working like crowdsourcing, innovation jams and other activities are built on the connection, trust and responsiveness that is developed through the basics of connection and sharing. It goes Connect>Share>Solve>Innovate.

I wish I'd have realised at the time of starting that people will have very different reasons for getting involved (or not getting involved). For example, I may envision Yammer being used in one particular way such as to connect people in a dispersed project team, but this doesn't work for teams that aren't dispersed. They will need a different reason to join. They may already have their reason, or they may need help finding that reason, in which case you, as a community manager, will need to think outside of your own needs and vision to consider other options that will get people on board.

When starting out... don't do it alone. You're not the first nor the only one to face this challenge. There's no reason to start with a blank piece of paper, unless that's your killer brainstorming technique.

Find your power users and your group owners. Connect with your fellow network and community managers. Work out loud in all directions. You never know everyone who can help or needs help, period. Trust the network you're building to start delivering benefits for you and others.

To pick up on @Deleted's meta theme and to add a plug, I have found working out loud a really important way to learn and grow my practice. Sharing my work on community management and adoption with peers is a really big help and a way to learn from their practice. Now for the plug, International Working Out Loud week is coming from 7-13 November (and if you missed that there will be another next June too). #wolweek is a great time to start that practice of sharing your work in community management and adoption and to learn from so many great experts around the world.

Fortunately I have been able to edit my power app based on a SharePoint list so that the values of a drop down come from another list. This enables the end user to 'select' verses tap out the values on their phone. It also helped me to create a cascading drop down scenario with two controls. However, there is one thing I can't figure out....which bothers me.

Dropdown1 is pulling list values from a secondary list of selections on SharePoint (they will be entered into a single line text field once selected on the core list of the app). When the end user is ready to create a new item they press the new symbol, but when the new item form opens, Dropdown1 starts out with the first item in the list being shown as selected. Thus is bad because some people are lazy form filler-outters and will just leave it that way rather than dropping it down and deciding what the right selection is.

So, here is what I am asking: Can I set the Dropdown1 to start with nothing selected? I realize that I can put a value in the source list like "*Select a value here" but I don't want to have anything pre selected. Please help me.

A document library. You can create a document library that lets you upload Word files and other files to share. These document libraries offer the ability to check files out to make sure that only one person edits them at any given time, to keep versions on file so that you can see the revision history and activity of a given document, and to create folders to structure documents logically within the library.

A list. Lists are collections of like items. You can choose from a list of links, announcements, a calendar, a list of contacts, a suggested site of links, a custom list in both list form and an editable datasheet form, a discussion board, an issue tracking list, a list of links, a list of project tasks (with a Gantt-like chart), a survey, a task list, or an imported spreadsheet.

A site itself. Sites are basically collections of content, so you can create sites underneath your main SharePoint site (kind of like large folders on your file system) to collect related materials that deserve their own focus. Meetings, blogs, documents, and teams might have their own sites. If the hierarchy is confusing, think of it like this: a site is a file drawer in a file cabinet, and the pages, libraries, lists and other types of content are the individual folders within that file drawer. The screenshot below shows the various contents of a SharePoint site:

Once you click Apply, you can add the names and email addresses of the people to share with, and you can create an optional message to include with the email these folks will receive that contains the link.

One last note: These tips focus on the web part portion of the SharePoint Framework and not extensions. Although some of the tips may apply to extensions there are no guarantees. The same goes for SharePoint 2016 and SharePoint 2019: since those versions of SharePoint are stuck with older versions of the Framework, our tips may not work. Our SharePoint custom development experience is in SharePoint Online.

There are two big decisions that Microsoft made with the SharePoint Framework: It uses CSS Modules and it uses TypeScript. Now, with some work you can remove both of these technologies, but at the end of the day Microsoft put them in there for a reason.

The SharePoint Framework is one of the best things to happen to SharePoint developers in a long time. It modernizes SharePoint in a really smart way, especially with its focus on SharePoint custom development tools and modern web practices that makes SharePoint custom development easier.

I've found bit of a problem when running a workflow on a document library. When you click new document it'll open up microsoft word in this example. You write some stuff into the document then save it to the library. The workflow associated to the library, in this case a home grown approval workflow with start to run now that the list item has been created. The problem however is that the document is still open and thus checked out until the user closes word. If the first thing the workflow does is to set some of the other fields on this list item such as setting an approval status to "pending" then this will error. It errors because the document is checked out.

I've tried to get the workflow to wait for the document to be checked in but this is where I'm failing. I'm trying an OnWorkflowItemChanged activity and in the code of that checking that the change made was teh document being checked in, so after this I can then continue with the rest of my workflow. The problem is that this activity doesn't seem to pick up the check in event as a change. This kind of makes sense because closing the document which automatically checks it in doesn't actually change any of the item fields.

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Hello ! I'm from Poland with 20+ years of software development experience, too. My way was similar COBOL, Clipper, DBASE, all version of FoxPro, now, C# and last 5 years Sharepoint. I have been working as developer all the time after graduation. It is possible and not so difficult. With best regards Dorota

I have tried again to add one document , which worked fine when I just saved it without using Check In option, and upload multiple documents - drag and drop - which did not work . Uploaded documents still checked out to me .

Actually, you should! When you create a channel in Teams, you automatically get a folder in SharePoint. Just try to avoid nested folders (folders within folders). If your folder structure gets too deep, it will be much harder to find files and you could end up with a URL that is too long for a link. Try to make no more than one or two levels of folders within your Teams channel folders. Should you use folders in Teams?"}]},"@type":"Question","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#QuestionhasPart_FAQPage_mainEntity11","name":"What does \u201cteamify\u201d mean?","acceptedAnswer":["@type":"Answer","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#QuestionhasPart_FAQPage_mainEntity11_acceptedAnswer_Answer","text":"Teamify means connecting your existing SharePoint site to Microsoft Teams. Behind every team created in Microsoft Teams, there\u2019s a SharePoint site powered by a Microsoft 365 group. This SharePoint site is based on the modern experience in SharePoint Online, and the document library contains folders that are connected to the channels in the corresponding team.When you teamify, the SharePoint site gains access to all of the functionality of Microsoft Teams. The concept of \u201cTeamify\u201d mostly goes hand in hand with other concepts such as \u201cgroupify.\u201d Check out our article to learn more about these concepts and how ShareGate makes it easy to teamify existing subsites and groupify in just a few click.What does \u201cteamify\u201d mean?"],"@type":"Question","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#QuestionhasPart_FAQPage_mainEntity12","name":"What is a shared channel in Microsoft Teams?","acceptedAnswer":["@type":"Answer","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#QuestionhasPart_FAQPage_mainEntity12_acceptedAnswer_Answer","text":"A shared channel is a type of channel in Microsoft Teams. This feature allows members of a team to collaborate with anyone inside and outside your team or organization without requiring that member to switch Teams or tenants to participate in the team. Both parties need to be on Teams. If you invite a guest who doesn\u2019t have Teams installed, they won\u2019t be able to join the shared channel.To learn how to get started with Teams shared channels, check out our MVP article on the topic.What is a shared channel in Microsoft Teams?"],"@type":"Question","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#QuestionhasPart_FAQPage_mainEntity13","name":"How do you guide users on when to create a team or a SharePoint site?","acceptedAnswer":["@type":"Answer","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#QuestionhasPart_FAQPage_mainEntity13_acceptedAnswer_Answer","text":"Explain to them that for each team created in Microsoft Teams, a SharePoint site is automatically created. This site is where the team\u2019s files are stored, including the files they see on the Files tab in a team. ShareGate is a Microsoft 365 management solution that can help you save time and streamline everyday Teams and SharePoint operations. Manage permissions, metadata, and file structure in one convenient place. Get the visibility you need in your environments, run pre-built and custom reports, and close security gaps. And effortlessly modernize your classic SharePoint sites to leverage collaboration tools like Microsoft Teams and Microsoft 365 Groups.Take ShareGate for a spin with a free trial!How do you guide users on when to create a team or a SharePoint site?"]]}],"author":["@type":"Person","@id":"https:\/\/\/blog\/bridge-the-gap-between-your-sharepoint-sites-and-microsoft-teams#BlogPosting_author_Person","name":"Haziqa Sajid","url":"https:\/\/\/blog\/author\/haziqa-sajid"],"timeRequired":"13 min ","name":"Bridge the gap between your SharePoint sites and Microsoft Teams","headline":"Bridge the gap between your SharePoint sites and Microsoft Teams","dateModified":"2022-10-18T19:19:34+00:00","datePublished":"2022-07-11T20:32:21+00:00","articleBody":"\nMicrosoft MVP Susan Hanley (@susanhanley) explains how SharePoint sites work with Microsoft Teams and shares tips to help make your journey from SharePoint to Teams a breeze for your end users.\nFor many users today, the connection between Microsoft Teams and SharePoint stirs up a lot of questions. One particular reason is the lack of awareness of how both these Microsoft products work together.\nYou could be a SharePoint-first company already familiar with how to use SharePoint, but not Teams. Or, you could be a Teams-first company just getting up to speed on how to use SharePoint.\nWhatever background you might be approaching this from, understanding the connection can be quite confusing for admins and end users alike.\nAccording to Microsoft MVP Susan Hanley, you shouldn\u2019t feel bad about being in this situation. The SharePoint-Teams connection is rarely discussed. As a result, some misconceptions have sprung up.\nTo set the record straight once and for all, Susan Hanley joined us for a discussion as part of our Pass the Mic webinar series. \nWatch the webinar or read through our recap of Susan\u2019s key points and Q&A from the webinar.\n\n\nJump to\u2026\nHow the SharePoint-Teams connection became the source of confusionExplaining the SharePoint-Teams connection to your end usersPlan your journey from SharePoint to Teams from different placesUnderstand SharePoint vs. Teams conceptsTips to help your SharePoint users transition to TeamsKey takeawaysQ&AShould you use folders in Teams?What does \u201cteamify\u201d mean?What is a shared channel in Microsoft Teams?How do you guide users on when to create a team or a SharePoint site?\n\n\nHow the SharePoint-Teams connection became the source of confusion\nSharePoint\u2019s been around for about 20 years now. Over this time span, it\u2019s safe to say it has built up its own dedicated user base. But with Teams, a Microsoft product that\u2019s about five years old, we\u2019ve only really seen it gain traction after the global pandemic. \nBecause most workplaces had no choice but to go remote during the beginning of the pandemic, rapid deployment of Teams became a necessity. Today, Teams is an essential part of the Microsoft product family.\nBut when SharePoint users look to deploy Teams, several questions come to mind:\nWhere do I find my files, SharePoint or Teams?Where do I store my files?Where exactly IS my file?\nI wish I had a dollar for every time I was asked, \u2018Should I put things in Teams or should I put them in SharePoint?\u2019Susan Hanley, Microsoft MVP\nOf course, the questions don\u2019t simply stop at file storage. Let\u2019s look at the SharePoint-Teams connection in its entirety. \nAlong the way, we\u2019ll clear up many general confusions and misconceptions regarding this connection.\n\nExplaining the SharePoint-Teams connection to your end users\nAre you a SharePoint-first organization or a Teams-first organization? To understand the SharePoint-Teams connection, we need to first acknowledge your background.\nSharePoint-first users face more confusion than Teams-first organizations. It\u2019s important to acknowledge that all Teams files are stored in SharePoint. The two apps work seamlessly together. For example, files and folders visible in a team\u2019s Files tab are actually stored in the team\u2019s associated SharePoint site. For Teams-first users looking to deploy SharePoint, the process might be relatively less complicated. But, general confusion about where the files are being stored remains.\nIn this clip, Susan Hanley explains the SharePoint-Teams connection.\n\nSo, to recap:\nTeams is: \nA chat tool, first and foremost. A hub of productivity, representing a new way of collaborating. \nTeams is not: \nA place to store files. The files you see stored in the Files tab aren\u2019t stored there. The Files tab shows your team\u2019s files that are stored on your team\u2019s team site in SharePoint. \nGood to know:\nWhen you create a team, a corresponding SharePoint site is created for you.For every channel you create in Teams, a folder is created in the default document library on the corresponding SharePoint team site.Each private channel and each shared channel have their own SharePoint site. The separate site is required to ensure access to private or shared channel files and is restricted to only members of the private or shared channel. These sites are created with a document library by default.\nSource: Susan Hanley, Microsoft MVP\n\nPlan your SharePoint-to-Teams journey from different places\nYour transition from SharePoint to Teams begins based on your current setup.\nIn the cloud, modern sites with Microsoft 365 Groups: Connect a SharePoint site to a team in Microsoft Teams (\u201cteamify\u201d)In the cloud with classic sites: Connect current SharePoint sites to Microsoft 365 Groups (\u201cgroupify\u201d), and then teamify.On-premises with classic sites: Flatten your existing hierarchies (promote subsites to top-level site collections) before you teamify or groupify. Then, migrate to the cloud.\n\n\ud83d\udc49 ShareGate makes it easy to take your site architecture from top-down to flat in order to enable powerful collaboration features in Microsoft 365. ShareGate\u2019s \u2018Promote\u2019 feature enables your existing subsites to benefit from modern workloads in Microsoft 365 in just a few clicks.\n\nCreate topic-based channels in Microsoft Teams\nAt the core of the Microsoft Teams app are team channels\u2014that\u2019s where most of the action takes place.\nEvery team starts with a General channel. Use this channel as the name implies\u2014to discuss general topics related to the team\u2019s purpose.For every other topic\u2014i.e. Projects\u2014create a new channel. It\u2019s an efficient way to bundle all related content into one location.\nAccording to Susan Hanley, a good way to get started in Teams \u2014no matter where you\u2019re starting your SharePoint-to-Teams journey from\u2014is to organize all the topics that your team discusses and create a separate channel for each of them. Work with your team to decide how you want to use the General channel (e.g., for announce


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