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Microsoft SharePoint Tour

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This tour of your SharePoint site introduces you to the basic structure of your site based on Microsoft Windows SharePoint Services. It also helps you understand how to move around in and understand the basic features of your site.

http://office.microsoft.com/en-us/sharepointtechnology/HA011404991033.aspx?pid=CH011468971033

What is a SharePoint site for?

A SharePoint site is a Web site that provides a central storage and collaboration space for documents, 

information, and ideas.  A SharePoint site is a tool for collaboration, just like a telephone is a tool for 

communication, or a meeting is a tool for decision making.  A SharePoint site helps groups of people 

(whether work teams or social groups) share information and work together.  For example, a SharePoint 

site can help you: 

• Coordinate projects, calendars, and schedules.  

• Discuss ideas and review documents or proposals.  

• Share information and keep in touch with other people.  

SharePoint sites are dynamic and interactive — members of the site can contribute their own ideas and 

content as well as comment on or contribute to other people's.  They don't have to use a complicated 

Web publishing process before they can post a document or make an announcement. 

What is in a SharePoint site?

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Whenever you add a page to your site, you have the option of including a hyperlink to that page on the Quick Launch bar.

Announcements

The Announcements list is a place to post important information for your whole team, such as an announcement about an upcoming symposium or a reminder to bring a potluck item to the lunch tomorrow. The five most recent announcements in the Announcements list are displayed on the home page by default. You can also click the Announcements list heading to go to the full list of announcements.

When you create your SharePoint site, a built-in announcement is displayed automatically. You can edit or delete this announcement, as desired, and add your own announcements from either the home page or the Announcements page.

Events

The Events list is intended to help you communicate about your team's events — whether those are meetings, key deadlines, or work schedules. When you create your SharePoint site, this list is empty. You can add your team's events to the list.

Links

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Getting around in the site

The top link bar is displayed on every page in your SharePoint site.

The top link bar contains hyperlinks to special pages in your site that help you navigate within the site, customize and manage the site, or get Help using the site. The hyperlinks on the top link bar are:

Home

The Home hyperlink on the top link bar links to the home page.

Documents and Lists

The Documents and Lists hyperlink on the top link bar links to a page that displays all the document libraries, picture libraries, lists, discussion boards, and surveys currently in your site. You can use this page to navigate to the lists and document libraries in your site. You can also use a link on the page to see any sites, Document Workspace sites, or Meeting Workspace sites below your site.

Create

The Create hyperlink on the top link bar links to a page that enables you to create new pages and components for your site. By using this page, you can create items such as a list that is like any of the built-in lists, a list based on an existing spreadsheet, a document library, a discussion board, a survey, or a new page for your site.

Site Settings

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of the Administrator site group to perform site management tasks.

Help

The Help hyperlink on the top link bar opens a separate browser window containing the Help system for Windows SharePoint Services. Use the Help window to find information about Windows SharePoint Services and "how to" steps for using your SharePoint site.

Up to Site Name

SharePoint sites can contain other SharePoint sites (called subsites) in a hierarchy. The Up to Site Name hyperlink (where Site Name is the name of an actual site) appears only if your site is a subsite of another SharePoint site. This link helps you navigate up a level to the parent site.

Beyond the home page — looking at site content

The pages in your SharePoint site display data for your team. Most of the pages in your site are lists of data, such as the Announcements or Events list. On these list pages, the data is displayed in rows and columns, with a series of commands across the top and a selection of views to choose from.

Toolbar

The list toolbar provides hyperlinks to pages that contain forms for adding and editing items in a list, document library, or discussion board.

Select a view and Actions

Some pages, such as the one that displays the Tasks list, provide a selection of views so that you can see the data in various ways.

A default view of the data is the view that automatically appears when you follow a hyperlink to the page — for example, when you click Tasks on the Quick Launch bar. You can see other views by clicking their names in the

Select a view list.

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Menus for items and files

The menus for items and files give you quick access to frequently-used commands. What appears on these menus changes, depending on whether you are looking at a list or a document library. For a list, you see commands such as View Item, Edit Item, and Delete Item. For a document library, you see View Properties, Edit Properties, and

Delete. This menu also contains an Alert Me command that lets you sign up to be alerted whenever a document or

item changes.

In addition to the Announcements, Events, and Links lists that appear on the home page, your site may contain any of the following standard list types:

Document library

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Shared Documents for different types or categories of documents.

Picture library

Picture libraries provide a central place to store and share pictures. It is similar in concept to a document library, but gives you special ways to view the pictures (such as showing only thumbnails or showing all pictures in a filmstrip).

Contacts

The Contacts list lets you store and share information about people. For example, you can use this list to share your team member's home phone numbers, or to store your customer information.

Tasks

The Tasks list helps you organize team tasks (work items that your team needs to complete), and assign them a status and priority as well as a due date.

Issues

The Issues list helps you manage a set of issues or problems, and assign them a status and priority as well as a due date.

In addition, your site may contain the following types of pages:

Discussion Boards

Discussion boards provide a forum for conversing about topics that interest your team. For example, you could create a discussion board for team members to suggest activities.

Surveys

Surveys provide a way of polling team members.

Customizing a SharePoint site in your Web browser, Part 1 Introducing the features of a SharePoint site

Managing a Web site based on Windows SharePoint Services technology

Managing users and specifying permissions for a Web site based on Windows SharePoint Services technology Working with SharePoint document libraries

References

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