SharePoint 2010 cheat sheet

How to find your way around SharePoint 2010 and make the most of its features.

By Jonathan Hassell, Computerworld |  Unified Communications, Collaboration Software, insider

The New group: Here, you can create a new document, upload a single document or multiple files at the same time, or create a new folder within the library.

The Open & Check Out group: In this group, you can begin editing a document in its native application such as Word, check out a document to lock it for further editing, check it back in or discard a check-out if you made no changes and have no revisions to check back in.

The Manage group: Here, you can view and edit the properties of a document, view its version history and the permissions on the document (if your administrator has enabled such a feature), and delete a document from the library.

The Share & Track group: You can have SharePoint open a new message in your email client with a hyperlink to a selected document embedded within by clicking the Email and Link button, or you can set up an alert on a document or manage all alerts on a SharePoint site through the Alert Me button.

The Copies group: You can download a copy of a document, send a copy to either another location or to a new document workspace, manage copies in other SharePoint locations or go to the source of a copied document in this group.

The Workflows tab: Here you can manage workflows, publishing and approvals. More on this in the next major section.

Creating and customizing calendars

Arguably the second most common activity users head to SharePoint for is to create, view and edit team calendars. SharePoint is a reasonably flexible solution for sharing calendars that multiple people need to see and that pertain to a specific project. They're better suited to that than just sharing peoples' individual Exchange calendars, for instance, since the latter are mostly locked down and contain a lot of extraneous information that other team members don't need to see.

Creating a new calendar via the Site Actions menu.Click to view larger image.

For tracking due dates, events and project meetings, SharePoint calendars are great.

To create a new calendar on a SharePoint site, head to the Site Actions menu and then click More Options. From the List section, click Calendar, and then type in a plain-English name for the new calendar and click the Create button.

Creating an event in your new calendar.

Once your calendar is created, you can add events by clicking the Events tab in the Calendar Tools group on the ribbon, and then clicking the New Event button.


Originally published on Computerworld |  Click here to read the original story.
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