cloudHQ

Helping your productivity, 1 click at a time.

  • LinkedIn
  • Facebook
  • Twitter
Log in Sign up
MENUMENU
  • Home
  • Featured Apps
    • Export Emails to Google Sheets
    • Export Emails to Google Docs
    • Gmail Email Templates
    • Save Emails To PDF
    • Multi Email Forward
    • Email Campaigns and Mail Merge
  • Productivity
    • Auto Follow Up for Gmail
    • AutoBCC for Gmail
    • Email Signature Generator
    • Free Email Tracker
    • Free HTML Editor for Gmail
    • Free Screencast recording for Gmail
    • Gmail Label and Email Sharing
    • Gmail Phone
    • Gmail Screenshot
    • Gmail SMS Text Alerts
  • Google Workspace
    • Gmail
    • Google Apps
    • Google Docs
    • Google Sheets
    • Google Slides
    • Google Drive
    • Google Shared Drives
    • Google Contacts
  • Categories
    • Artificial Intelligence
    • Cloud Computing
    • Dropbox
    • Education
    • Egnyte
    • Google Chrome Web Store
    • More ...

Top 7 Microsoft SharePoint Tips

Not long after Microsoft SharePoint was launched, it was described as “the next must-have technology” for businesses, with press releases and articles claiming it was “one of the fastest-growing products” in the company’s forty-year history.

Maximize Productivity

Microsoft is known for shipping billion-dollar products, with SharePoint being one of those. In 2014, Jared Spataro, general manager of SharePoint announced that they achieved “double-digit growth for each of the last 18 quarters,” which ensured they hit $1 billion in revenue “faster than any other Microsoft product,” according to TechRepublic.

Very impressive.

Analysts are impressed, with Forrester saying that “Microsoft probably [has] more net new growth opportunity sitting in front of them than probably anyone in the market,” with an emphasis on SharePoint and Azure, an Infrastructure as a Service (IaaS) cloud service.

Top 7 Tips to Increase Productivity with Microsoft SharePoint

For businesses, SharePoint is a swiss army knife, but increasing productivity means knowing your way around. Here are a few ways you can get the most from SharePoint.

 

1. Make Your Salesforce Reports Available in Sharepoint’s Team Site

Get everyone on the same page. When you sync your Salesforce reports in real-time to Sharepoint, you can give your entire team the knowledge of what’s going on with your business, so that they know where they need to hustle most.

This is a great starting point for any morning standing meetings, and a practice that is invaluable to all teams. Depending on the report you choose to share, it should look similar to this:

SharePoint_tips

2. Project Management: Contractors, Dropbox, and Sharepoint

Office 365 Sharepoint is an excellent system for complex project management. The great thing regarding SharePoint is that you can create a Project Site, a feature-rich project planning tool  so that all project related work (schedule, documents, designs, etc.) are in one place, where you can easily collaborate with teammates, and plan your project execution.

The problem with using it: Most complex projects usually involve clients, independent contractors, or any other team members who might using different cloud applications, depending on what their project role is. Without a systematic way to get outside platform work into your Sharepoint Project Site, you’re usually left with the Project Manager having to manually sift through documents, files, designs, in order to download them to his/her computer and then upload them to the correct Sharepoint Project Site. Since Adobe Photoshop files can be multiple hundreds of megabytes in size, very soon, most people experience the project site becoming out of sync, and the Project Site becomes useless. This is a frustrating process. Here’s our life hack:

Since designers are probably using Dropbox, you do the following:
  1. Create a Dropbox account
  2. Tell your contractors / designers to share their work via Dropbox with your account
  3. Sync your Dropbox account to your Sharepoint Project Site
  4. Done! Everything will always stay up to date and you’ll save hours of work. And best of all, there will be no more painful manual uploading of files into your Project Site.

3. Uploading a lot of files: 2 Simple Options

  1. Until Microsoft fully replaces Internet Explorer, probably withProject Spartan, a good way to upload a lot of files is to open a document library within a web browser. Explorer is ideally suited for this task.
  2. The best way to upload a lot of files, especially if you don’t want to use Project Spartan, is to use Evernote or OneNote and have that sync’ed with your Sharepoint account via cloudHQ. The process is quick and painless, and you only need to set it up once for a continuous sync so that you can always have up to date notes, regardless of which app you want to use at that moment in time.

4. Maintain Inbox Zero, with Yammer

In 2012, Microsoft wanted to strengthen their enterprise services with Yammer, a “social network” for businesses, which they bought for $1.2 billion. Whether you are working with colleagues, either in the office, remotely or with clients, this is a great way to keep emails to a minimum and get more done.

Getting everyone who needs to be connected in (including those outside your organization) a Yammer Group saves time, which is more convenient with the SharePoint integration.

5. Create Alerts

Sometimes you want or need to know what’s happening with a project, especially if you aren’t in the office. Conveniently SharePoint has an Alert Me button in virtually every content area, which means you can receive emails or texts whenever changes are made to you document.

This can be customized so that you receive alerts either for every change, daily or weekly. You can also disable this feature once you are ready to disengage from a project.

6. Seamlessly Integrate With Excel

Microsoft Excel is one of those multi-purpose workhorses most of us couldn’t cope without. One way to take its usefulness to a new level is integrated with SharePoint, which can be done fairly easily. Providing you are using Excel 2010, or a newer version, you can click Import Spreadsheet from the Site Actions menu, which opens your spreadsheet in SharePoint. You can also import any number of cells, and then share with others as needed.

Saving the spreadsheet in OneDrive will give you a cloud-based backup, which will make collaboration easier, because you can then just share the spreadsheet and the person who receives your sharing link, and they can just open it in their preferred platform.

7. Create a Master Calendar

One of the most difficult things about working as a team is ensuring everyone’s schedules synch up to ensure key tasks are delivered on time and decisions happen quickly. SharePoint makes it possible to combine up to 10 calendars into one, making it easier for you to find time for meetings and other collaborative activities. This can be a bit tricky, so here are the steps:

  1. Go to the Calendar tab
  2. Click Calendars Overlay
  3. Then click the New Calendar link
  4. Next, give SharePoint the URL, name and description of the calendar
  5. Click OK
  6. Repeat for all the additional calendars you want to add
  7. Once you are done all of them will be combined into one Master Calendar, which you can share with your team, boss or clients.

SharePoint has some impressive functionality. Whether you are an existing customer or thinking about using it, there is a lot you can do. Here’s a visual walkthrough for some of the features and cheats discussed in this article.

Ultimately, whatever your cloud infrastructure goals are, we’re here to provide your business with secure file collaboration, consolidation, and backup with Microsoft Cloud products, such as SharePoint or OneNote, as well as others like Amazon S3, Google Drive, Dropbox.


Book an appointment with a Cloud Infrastructure Expert now:

Talk to a Cloud Expert 
 

Business vector designed by Freepik

Posted On: 4/29/2015By: Graciela

Filed Under: Cloud Computing, Google Apps, Google Docs, Google Drive, Google Workspace Tagged With: cloud, cloud storage, dropbox, excel spreadsheet, master calendar, Microsoft, microsoft excel, ms office, office 365, Office365, productivity, project site, project spartan, salesforce, sharepoint, yammer

View AMP version

Footer

cloudHQ Backup, Migration & Sync
cloudHQ Backup, Migration & Sync product can sync, back up, copy, migrate, convert, and replicates data between different cloud service providers.
GET STARTED
cloudHQ Apps

We all hate email, but still, spend most of our day there. Because of that, we created over 60 Gmail productivity tools to help keep you be productive in the email.
All cloudHQ Apps
Contact Us
  • Contact
  • Terms Of Service
  • Privacy
  • Security
  • Table of Content
Subscribe
©2025 cloudHQ - All Rights Reserved.

Categories

  • Amazon S3 (5)
  • Artificial Intelligence (33)
  • Auto Follow Up for Gmail (1)
  • Cloud Computing (213)
  • cloudHQ Apps (433)
    • Attach and Embed YouTube Video in Gmail (2)
    • Auto Follow Up for Gmail (6)
    • auto gmail follow up (4)
    • AutoBCC for Gmail (8)
    • chatgpt for Gmail (13)
    • ChatGPT for Google (1)
    • ChatGPT Sidebar (2)
    • Convert Google Docs To Gmail Drafts (1)
    • Display Email Time by cloudHQ (1)
    • Email List Builder (20)
    • Email Privacy Protector: Is My Email Tracked? (4)
    • Email Reply Status (1)
    • Email Sender Icons (1)
    • Email Signature Generator (19)
    • Email Templates for Outlook and Gmail (11)
    • Email Tracking Blocker (2)
    • Email Zoom text Reader (2)
    • Export Emails to Google Docs (7)
    • Export Emails to Google Sheets (55)
    • Formatted Email Subject Lines (4)
    • Free Email Tracker (20)
    • Free HTML Editor for Gmail (3)
    • Free Mail Tracker (5)
    • Free Pause Gmail (4)
    • Free Screencast recording for Gmail (11)
    • Get My Receipts (1)
    • Gmail Auto Label (4)
    • Gmail Button (5)
    • Gmail Conversation Thread Reversal (1)
      • Gmail conversation view (1)
    • Gmail Copilot (8)
    • Gmail Email Links (3)
    • Gmail Email Templates (89)
    • Gmail Free Online Polls & Surveys by cloudHQ (4)
    • Gmail Inbox Zero (1)
    • Gmail Label and Email Sharing (25)
    • Gmail Message Preview (1)
    • Gmail Notes (3)
    • Gmail Phone (2)
    • Gmail Screenshot (13)
    • Gmail SMS Text Alerts (12)
    • gmail snippets (2)
    • Gmail Tables (3)
    • Gmail Tabs (5)
    • Gmail Time Tracker (3)
    • Gmail URL Link Preview (5)
    • Gmail Web Clipper (1)
    • Google Docs Templates (15)
    • Google Forms Templates (2)
    • Google Slides Theme Templates (1)
    • Happy Mother's Day Cards (5)
    • Highlight Emails in Gmail (1)
    • Hubspot Templates in Gmail (1)
    • MailKing Email Campaigns and Mail Merge (65)
    • mailking: send mass text from email text message SMS marketing campaigns (16)
    • mailto: (1)
    • meeting scheduler (32)
    • Multi Email Forward (7)
    • Multi Email Forward for Gmail (21)
    • Resize Gmail Sidebar (2)
    • save and backup my emails (1)
    • Save Emails To Box (2)
    • Save Emails To Dropbox (3)
    • Save Emails To Egnyte (3)
    • Save Emails To Google Drive (8)
    • Save Emails To OneDrive (2)
    • Save Emails To OneDrive Business (2)
    • Save Emails To OneNote (2)
    • Save Emails To PDF (43)
    • Save Emails To Salesforce (3)
    • Save Emails To SharePoint (6)
    • Save My Email (1)
    • Save My Emails (3)
    • Send Your Email to SMS (text) (6)
    • Share & Attach Files In Gmail (2)
    • Simple email view (4)
    • Sort Gmail inbox by (5)
    • Sync Google Drive With Dropbox (3)
    • Sync Salesforce Contacts To Google (2)
    • Tiny Sketchbook (3)
    • Unique URL Links for Email Conversations (4)
    • Valentines Day (2)
    • Video Email (9)
  • cybersecurity (1)
  • Dropbox (73)
  • Education (7)
  • Egnyte (9)
  • Email Templates Gmail (4)
  • Email Templates Outlook (4)
  • Google Chrome Web Store (4)
  • Google Sheets Templates (3)
  • Google Workspace (194)
    • Gmail (68)
    • Google AI (3)
    • Google Apps (40)
    • Google Contacts (1)
    • Google Docs (56)
    • Google Drive (73)
    • Google Shared Drives (1)
    • Google Sheets (17)
    • Google Slides (9)
  • Happy Easter Cards (1)
  • HTML editor for Google Drive (1)
  • Microsoft 365 (3)
  • microsoft sharepoint (2)
  • Mobile Text Alerts for Gmail (1)
  • Outlook Email Templates (4)
  • Productivity (1)
  • technology (1)
  • Text Editor for Google Drive (1)