SharePoint quick-start guide

Updated 4/8/2014 10:50:52 PM by Comcast Expert
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Introduction

With SharePoint, you, your team and your company can be more organized and work more efficiently. Get set up with this quick guide.

Access your SharePoint site

Note: If you have not yet set up your business' SharePoint site, follow the instructions in the "Create your SharePoint site" article.

  1. Sign in to your Comcast Business online account and select Internet from the Manage Services menu.

  2. Select Create/Manage Sharepoint.

  3. Enter your email username and password and select Sign In.

  4. Under Windows SharePoint Services, select the Go to SharePoint Services button.

  5. If prompted to enter your username and password, re-enter your email username and password. If you are logging in from a private computer and you do not want to enter your credentials every time you access your site, check the box next to Remember my password.

  6. Your SharePoint site will display in your web browser.

  7. You can now bookmark your SharePoint site in your web browser if you like.

Add users to your SharePoint site

Note: The administrator who creates a SharePoint site must grant access to other email users in the company before additional users can log in to the site. SharePoint access is only available to users with a Microsoft email address which can be set up through your online account. 

  1. Sign in to your SharePoint site. You must be the Primary Manager or a SharePoint user with Full Control privileges in order to add users to a site.

  2. On the home screen, select People and Groups. You will see a list of all of the users you have added to your site.

  3. Select the New dropdown and select Add Users.

  4. In the Users/Groups field, enter the complete email address of the new user. You can also search for users by selecting the browse button.

  5. Select the level of access by checking the box next to: Full Control, Design, Contribute or Read only.

  6. Select whether you would like the users being added to receive a welcome email with a link to the SharePoint site. You also can customize the subject and body of the email by entering text in the fields provided.

  7. Select OK. You should see your new SharePoint user(s) in the People and Groups list.

Set your default time zone

  1. Sign in to your SharePoint site. You must have the Full Control permission level to change the time zone.

  2. From the Site Actions dropdown, select Site Settings.

  3. Under Site Administration, select Regional settings.

  4. In the Time zone dropdown, select the desired time zone.

  5. Select OK to save the change.

Create a document library

Note: You must have Full Control or Design-level permission to create a new library.

  1. On the Home tab, select View All Site Content, and then select Create.

  2. Under Libraries, select the type of library that you want.

  3. In the Name box, enter a name for the library. Entering a Description of the library is optional.

  4. In the Navigation section, select Yes if you want to create a link to this library on the Quick Launch.

  5. To create a version each time a file is checked into the library, select Yes in the Document Version History or Picture Version History section.

  6. Depending on the type of library you are creating, a Document Template section may be available. In the drop-down list, select the file type you want as the default template for files created in the library.

  7. Select Create.

Tip: After your library is created, you can further customize it by selecting Settings. Learn more about organizing files into document libraries.

Synchronize a document library with Outlook

You can connect to a library on a SharePoint site by using Microsoft Outlook and browse, edit and even search the files. After you connect your SharePoint library to Outlook, you can work with the files on your local drive, even when you are away from the office.

  1. On the Home tab, select the document library. If you can't find the library, select View All Site Content, then select the name of your library.

  2. In the Actions menu, select Connect to Outlook.

  3. When you are prompted to confirm that you want to connect the library to Outlook, select Yes. In Outlook, the library is added to the folder list in a new folder called SharePoint Lists.

  4. When you click the library that was added, the files in it appear the way email messages do. Double-click the file to open it, or right-click it to see more options.

Tip: Learn more about working with Outlook and files from a SharePoint site.

Create a project task list

Note: You must have Full Control or Design-level permission to create a project task list.

  1. On the Home tab, select View All Site Content, and then select Create.

  2. Under Tracking, select Project Tasks.

  3. In the Name and Description section, type a name for the list in the Name box. Entering a Description of the list is optional.

  4. In the Navigation section, select Yes if you want to create a link to this list on the Quick Launch.

  5. If an Email Notification section appears, you can set your task list so people receive notifications when they are assigned tasks.

  6. Select Create.

Create a new calendar in SharePoint

You can use a calendar to store team events, including meetings, social events, and all-day events. You also can track team milestones, such as deadlines or product release dates, which are not specific to a time interval.

  1. On the Home tab, select View All Site Content, and then select Create.

  2. Under Tracking, select Calendar.

  3. In the Name box, enter a name for the library. Entering a Description of the library is optional.

  4. In the Navigation section, select Yes if you want to create a link to this library on the Quick Launch.

  5. Select Create.

Tip: To synchronize your new calendar with Outlook, select the calendar then select Connect to Outlook from the Actions menu.

Get more information from Microsoft about using SharePoint

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