SharePoint is one of the most vital tools for collaboration in project management. However, if you are new to SharePoint and starting a new project, it’s essential to pay attention to several key points when setting up and using your site to ensure it operates as efficiently as possible. A SharePoint site will only be […]
Category Archives: SharePoint
How to Use Unique Permissions for Libraries and Lists in SharePoint
With Microsoft 365 group permissions, all members (except administrators) have the same level of access to all Microsoft 365 applications and data associated with the Microsoft 365 group (e.g., Teams, SharePoint, Outlook, Planner, etc.). There are no areas blocked from their access. SharePoint is an exception because it also has its own permissions system, allowing […]
How to Use SharePoint Workflows in Your Project
SharePoint Workflows have been around for many years. However, it is a functionality, that in my experience, is not often used in business and projects. However, anytime you need some sort of approval or business process occurs more often, you should think about using the workflow capability for that. There are several ways to create […]
Are SharePoint Groups and Permissions No Longer Relevant with Microsoft 365 Permissions?
SharePoint groups and permissions were for a long time the only permission system for SharePoint. When Microsoft introduced the Microsoft 365 permission system a few years ago, many things changed—slowly but steadily. Granting permissions became easier, and these then became valid for all Microsoft 365 applications. Today many people don’t know the SharePoint groups and […]
How to Create Permanent URL’s in SharePoint Using the Document ID Feature
On your SharePoint project homepage or on sub-pages, you placed hyperlinks to documents which are located in different document libraries. Now it can happen that documents are moved to other libraries on your site or are renamed. If someone wants now to access this document via the respective hyperlink, they receive an error message. I’ll […]
SharePoint or Confluence – Which Is the Better Software for Managing Projects?
In many companies SharePoint and often Confluence are in use. They are probably the most used software tools in projects. One question I often hear is: Which is the better tool for projects and to support project management, Confluence or SharePoint? There is no clear answer to this from my point of view. It all […]
How to Use SharePoint Groups and Permissions Effectively in Your Project
If you have read my article SharePoint Groups and Permissions Explained, then you already know relatively well about SharePoint Groups and Permissions but also their difference to Microsoft 365 Groups. In this article, you will learn how to use them effectively and specifically. But you will also learn what your responsibility is as a site […]
SharePoint Groups and Permissions Explained
For new site owners, managing SharePoint groups and permissions can be quite challenging. I experienced the same difficulties many years ago. SharePoint groups and permissions are powerful tools that determine who can access your project site and what actions they can perform. As a SharePoint administrator for your project, it is crucial to understand these […]
How to Define Metadata in Choice Columns in SharePoint in Three Different Ways
A project generates a lot of data and lives from data. Without data and communication, projects and our economy would not be possible. There is a lot of data on your SharePoint site, such as specifications, contracts, quotes, business cases, etc. Metadata is generated automatically by your SharePoint site, on the other hand some is […]
Check-Out/Check-in Documents in SharePoint Online and What You Should Pay Attention To
SharePoint is one of the most used tools in projects and supports many project management activities. As a Project Management Officer, I oversee large project SharePoint sites and get questions about specific SharePoint topics all the time. Frequently, questions come in where check-out/check-in is the root cause of problems, because this functionality is not always […]