Have you ever tried to create a SharePoint site, but weren’t sure how to do it? With so many different steps involved, many people find it difficult to get started.
The following 10 tips will help make the process easier, helping you create your own SharePoint site in no time at all! These tips will also ensure that your site meets all of your needs, making you much more productive than before.
Use these tips whenever you are creating new SharePoint sites, and you will be sure to be successful!
Before you begin creating your site, think about what you’re hoping to accomplish with it. What functionality do you need? Are there other related sites that have similar functionality that can serve as models or inspiration?
Will any users be accessing your site from mobile devices, and if so, what are their needs and how should those needs impact your design choices? How does collaboration fit into your overall plans for the site? The more details you have at hand beforehand, the better prepared you’ll be to make decisions as you go.
Know Your Audience
Before creating your site, it’s important to know who you are targeting. A general audience requires different information than a specific audience does. No matter who you are aiming your site at, it is essential that you make sure all of your information is easy to understand and relevant to your particular target audience.
When deciding on what information will be included in your site, be careful not to go overboard or overwhelm readers with too much information – keep it simple and precise! This is especially important when you are targeting a large audience; you don’t want people getting lost as they navigate your page.
Go with Basic Design Templates
When first building your site, it’s tempting to go with one of your favorite templates. And sure, maybe there’s nothing wrong with them—they look great! But if you have to work within their constraints, that might not be conducive to getting things done.
Instead, select a template that gives you some flexibility (like blank and bare-bones) so you can move things around as needed. Then use free design apps like Canva and PicMonkey to create visually-appealing layouts so people will actually want to use your site.
The bottom line: make it easy for people to do what they need by designing something flexible from scratch rather than depending on someone else’s pre-made design vision.
Consider Branding Standards
Make sure your title, URL, and branding are consistent with your company’s overall brand. In other words, if you’re creating an internal salesforce site for ABC Company, use ABC Company’s corporate color scheme and logo in some way throughout your site design.
Visitors will immediately get a sense of who you are and feel comfortable moving forward into your site. This also helps prospects identify you as a trustworthy source of information on your topic area. Keep Your Design Simple: Keeping it simple is critical when it comes to designing an effective website.
Customize with Colors and Fonts
One of the easiest ways to customize your SharePoint site is by changing your colors and fonts. There are various themes to choose from but you can even create your own themes.
To change any site’s logo, go to its personal settings (the gear icon at the bottom right corner)
To change any site’s font, go to its personal settings (the gear icon at the bottom right corner) Make sure you are in design mode (bottom left corner) and select from there.
Add Documents and Information to your Site
Your site’s library isn’t just an online file cabinet. It can also act as an online resource center or database where you can store files, documents, and other information. There are several ways to get content into your site: You can upload files (documents, images, PDFs, etc.) directly to your site through Microsoft Office Online or another web-based document management system (like Dropbox).
You can email files to yourself and then save them directly to your site’s library. Or you can save content from websites by clicking Add a Link in your library settings. Once there are links in your library, you can even categorize them and link them together so that people visiting your page know what all is available to download.
Set Navigation Menu Options
You can edit or delete your navigation menu options at any time by going to Settings > Navigation. However, if you delete an option and then decide that you want it back, it’s not possible to do so. This will result in some web pages on your site displaying errors.
If you set up a new page that should be listed in one of your navigation menu options, make sure to select an existing option from your drop-down list.
Add Images and Videos to your SharePoint sites
After you’ve created your site, log in periodically to view usage and modify content and business processes accordingly. If you notice users aren’t using certain areas of your site as much as they did before, it may be time to delete or modify those pages.
Similarly, if a page gets little or no traffic at all, there may not be any reason to keep it. It’s also important to make sure your marketing team is following up with leads that were generated on your website.
Doing so will improve how successful your site is in terms of generating more traffic and increasing sales over time.
Organize using Lists, Libraries, or Content Pages
One of SharePoint’s strengths is its ability to organize information in various ways. Consider these three options when creating your site: Content Pages, Lists, and Libraries.
If you plan on adding documents regularly, then use Library Sites instead of Team Sites and create Document Libraries rather than Lists. Remember that you don’t have to create all three types of pages; choose whichever structure works best for your organization’s needs.
Add Business Processes Based on Site Usage Trends
One of my favorite processes, as well as one of my customers’ favorites, is to create processes based on site usage trends. Why? Because it’s very likely that your process will already be supported by an existing application.
As user behavior changes and new patterns emerge, you want to be able to respond quickly. So, look at what types of sites are getting more or less traffic, where people are spending their time on your site, etc., and make decisions on how to apply resources in a manner that benefits both users and shareholders.
Add web parts: Maybe your web part needs updating or maybe there are some features that aren’t supported with what you have installed currently.