A well set-up SharePoint means most files take seconds to find — search by content, follow a shared link, or filter by a metadata column. If your experience is closer to drilling through eight levels of folders and hoping for the best, that's not how it's supposed to...
Most Microsoft 365 licences include tools that most people never use. Planner is a visual task board for teams. To Do is a personal task list connected to your Outlook flagged emails. Whiteboard is a shared digital canvas for brainstorming in meetings. Forms lets...
If you store a file in a Teams channel, only people who are members of that Team can see it. This is usually the right behaviour — but it means Teams isn't the right place for organisation-wide documents like HR policies or shared reference materials. Those belong on...
Every Teams channel has a Files tab. That tab is a SharePoint document library — with version history, proper sharing links, and search. If your team emails files back and forth or sends folder paths to each other, there's a better way. Files stored in Teams stay with...
Nobody can reliably remember a process they follow quarterly. When a colleague walks you through expenses, a purchase order, or a holiday request, write your own plain-English version in OneNote as they explain it — the actual steps, the link to the form, any gotchas...
Being told to redo something without being shown how to do it correctly is frustrating — and it's a reasonable thing to push back on. Reply and ask specifically: is there a guide or form you can point me to? If they can't give you a link, the guidance either doesn't...
If finding a file took ten minutes, it'll take ten minutes next time too. Once you've found it, copy the SharePoint link from the browser and save it somewhere obvious — a browser bookmark, a pinned Teams message to yourself, or a OneNote page for processes you don't...
SharePoint search reads the contents of files, not just their names. If you're looking for the expenses policy but can't remember which folder it lives in, try searching expense claim or mileage reimbursement — words you'd expect to see inside it. You'll often find...
A file path starting with C:\ is where that file lives on that person's computer. It won't open for you. Ask them to right-click the file in File Explorer and use Share, or copy the link from their SharePoint browser tab instead. Neither takes more than a few seconds...