Permissions and Governance
When it comes to digital transformations, SharePoint adoption often involves significant investments in tools and technology. However, one critical area that frequently receives less attention is training and change management. This oversight can be particularly evident with platforms like SharePoint and its integrations with Microsoft 365 apps such as Teams
Information Architecture
Introduction After 20 years of working with SharePoint, I’ve developed a personal information architecture in SharePoint that keeps me organised and productive. In this article, exclusive to my Patreon subscribers, I’ll share how I organise my files, the best practices I’ve learned, and steps to help you
Document Libraries and Lists
Welcome to your weekly Simplify Your Workflow insight! This week’s SharePoint Quick Tip is all about pinning important documents in SharePoint libraries—one of the most underutilised features that can save you and your team serious time. I see this all the time—people scrolling endlessly through a document
Getting Started with SharePoint
When working with SharePoint you would have heard of pages and sites but when it comes to SharePoint sites vs. pages, what should you be creating and when? While they sound similar, they serve distinct purposes in creating an organised, user-friendly workspace. Think of them as building blocks of your
Information Architecture
For anyone familiar with SharePoint, the debate over metadata vs. folders in SharePoint has likely come up more than once. It’s a topic that can spark spirited conversations, especially when working with end users who are often resistant to change. After years of working with SharePoint, I’ve found
Collaboration Strategies
The SharePoint Request Sign-Off workflow is one of the most underutilised features, yet it holds immense potential to transform your approval processes. In this deep dive, I’ll not only guide you through how this functionality works but also share practical use cases and an exclusive step-by-step Scribe for setting
Document Libraries and Lists
What Are Document Sets in SharePoint? Document sets in SharePoint are powerful tools for organising and managing groups of related documents. Think of a document set as a special folder that brings together multiple documents and applies shared metadata, workflows, and versioning. They’re especially useful when you need to
Document Libraries and Lists
Managing multiple projects within a program can be a logistical challenge. By using SharePoint Document Sets, you can simplify your workflows, track progress more effectively, and maintain a structured repository for all project-related documents. This post will walk you through setting up a project management solution in SharePoint using Document
Document Libraries and Lists
Creating a SharePoint Asset Library for your marketing department is a quick and effective way to streamline content management. In just a few steps, you can set up a centralised space to store, organise, and easily access all your marketing materials. This exclusive post for Patreon subscribers walks you through
Document Libraries and Lists
Mastering SharePoint document libraries is key to unlocking their full potential as one of the platform's most powerful tools. Think of a document library as a digital filing cabinet designed to store, organise, and manage your organisation’s documents. But it’s much more than just storage—it
Document Libraries and Lists
Document management can be a tricky business, especially in fast-paced environments where multiple team members are collaborating on the same files. SharePoint offers a powerful solution to this challenge: document versioning. This essential feature ensures your team stays organised and maintains a clear history of document changes, making collaboration seamless
Document Libraries and Lists
Let’s talk about document management—the backbone of many organisations and yet often a source of stress. If you’ve ever spent 15 minutes hunting for "that one version of the document," you’re not alone. But here’s the good news: You can simplify document management