Tag: SharePoint

SharePoint Lists & Libraries : Use smart filters to find your file or list item

Marcel

Source : https://support.office.com/en-us/article/Use-smart-filters-to-find-your-file-or-list-item-293561ed-fb2e-4fb2-9a9f-8a21e299e323?ui=en-US&rs=en-US&ad=US

Smart filters can help you find the file or list item you’re looking for. When you make a filter selection, items that don’t match are removed from the list shown on the page.

NOTE: Some functionality is introduced gradually to organizations that have opted in to the First Release program. If you’re not enrolled in the First Release program, you may not see this feature.

Open the smart filters pane

Click the filter icon  at the top right of your list or library to open the smart filter pane. The filters you see are based on the contents displayed on the page.

For document libraries, 3 default filters show: Modified, People and Type. You can narrow the list to recent files only. You can filter your view to files edited by one or more people. And, you can change your view to show files of one or more types, like Word documents and PowerPoint slides.

When you’ve filtered the list or library and want to go back to where you started, click the clear filter icon at the top right of the smart filter pane.

Smart filters, column headers and views

Smart filters work together with SharePoint features you may already be familiar with like column headers and views. When you choose a filter from a column header menu, you’ll see that reflected in the smart filter pane. And, it works the same way in reverse. Selections from the smart filter pane show in the column headers.

Views are a way of saving filters. When you’ve found a set of smart filters you think you’d use often, you can save them as a view.

More help for lists and libraries

SharePoint help contains many more articles that cover Documents and libraries and Data and lists.

Don’t see your answer here? Ask your question in the SharePoint Online Forum in the Microsoft Community

For more help specific to your organization, contact your IT department or administrator. If you’re a SharePoint Online administrator, you can also open a support ticket in the Office 365 admin center.

 

Overview: best practices for managing how people use your team site

Marcel

If you’re a team site owner, it’s a good idea to create a governance model – that is, a model to address your site’s policies, processes, roles, and responsibilities. A model like this will help you control how people use your site. For example, you might want to require check-out of files so that multiple people don’t try to edit a file at the same time. Or, you may want to allow only certain people to create subsites. This article gives an overview of ideas and best practices to think about when creating such a model.

https://support.office.com/en-us/article/Overview-best-practices-for-managing-how-people-use-your-team-site-95e83c3d-e1b0-4aae-9d08-e94dcaa4942e?ui=en-US&rs=en-US&ad=US