Better Together - SharePoint Tasks List plus Project

Better Together – SharePoint Tasks List plus Project

SharePoint tasks lists provide a great way to collaborate and stay up to date on the status of your projects. By using Microsoft Project Professional, you can take your project management to the next level by using more advanced features like scheduling and even create gorgeous and comprehensive reports. In a way, the SharePoint site and its tasks lists are where team members can view and edit the progress of their tasks, and Project Professional is where project managers can manage the progress of their projects. SharePoint tasks list sync empowers you to use the great functionalities of both Project and SharePoint tasks lists, at the same time.

You can create a new SharePoint tasks list that supports tasks with hierarchy, and indent/outdent those tasks while typing them in SharePoint, using the Alt+shift+Right/Left shortcuts. Then, in order to sync this SharePoint tasks list with Project, all you need to do is select the “Open with Project” button in the List tab of the ribbon:

This will open your tasks list along with the timeline view in Project Professional and you’ll even be started in a screen that walks you through 3 steps to show you how you can take advantage of the powerful features of Project:

And when you switch to the Gantt view, you can see the same tasks list as was in SharePoint:

You can continue editing the project plan in Project, and when you hit Save, Project will automatically sync the plan with the SharePoint tasks list, and also save the project file (.mpp) in the Site Assets library of the SharePoint site. Therefore, every time you, or any other project manager, open the project plan, you can view the most recent status of the project. By saving an up to date project file in the Site Assets library it makes sure that users won’t have to deal with multiple conflicting or out-of-date project files.

Accessing and re-opening a project is very easy: if you are in the SharePoint site, you can open the same project plan by selecting the “Open with Project” button. Alternatively, if you already have Project Professional open, you can find this project in the Recent Projects list in the Open tab:

Using the SharePoint tasks list feature, you can also convert standalone project plans into SharePoint tasks list and start collaborating with other team members on those plans. For instance, if you are using Project Professional to manage a special launch event, you can now go to the Save As tab of the File menu and create a new project site with an associated SharePoint tasks list:

This will create a new Project Site and save the project plan in the Site Assets library of that site. From that point on, you can open this this project plan from the tasks list and keep the tasks list and the project plan in sync.

During the SharePoint tasks list sync, the following fields between your SharePoint list and Project by default: task name, start date, finish (due) date, % Complete, resource name, and predecessors. However, if you want to map more fields to be synced between Project and SharePoint, you can do so in the Info tab of the File menu: open the “Map Fields” dialog, and pick any new fields that you’d like to sync. This way, you can have your team members report on other custom fields, or generate reports based on non-default SharePoint columns.

This is a great feature for all you project managers, try it out and let us know what you think!


Feeding the Newsfeed

Why Social?

Most companies don’t understand the value of a social newsfeed and are worried that by building one, it would distract people from getting their work done.

After I grab my morning coffee, the first thing that I do is bring up my Newsfeed to scope out what’s happening with my co-workers and projects, and to see what’s being discussed across the company. My Newsfeed gives me a sense of comfort, a reassuring feeling that I’m up-to-date on the things that I care about and the things that are happening around me.

In addition to using the feed to see what others are saying and doing, it is also a valuable tool to proactively seek out new information. Who can I ask about progress with the new media plan? Has anybody ever ran google ad words? Does anybody have any contacts on a production team? Posts reach a large audience and I’ve found that I am usually able to get answers within minutes. I can also choose to have a conversation with a smaller group of people to discuss progress on a particular project.

Sharing with Everyone

When I navigate to my Newsfeed and make a post, by default, it will be visible to everyone at my company. I’ve found that this is a key way to share broad information or to get difficult questions answered. The act of posting in the feed is simple and familiar (and we spent a lot of design time ensuring that this would be the case), but there are a few tricks to make sure that the right people are made aware of the post.
When I want to get someone’s attention in a post, I “@mention” that person. Almost every day, I see questions in the feed. I don’t always know the answer, but sometimes I know who does. I’ll often reply to a question, mentioning someone (by typing the @ sign in my reply) to make sure the question gets on their radar. This is still a public post but it appears in that person’s Mentions view and they’ll get an email to draw their attention to it.
Sometimes, when creating a post, I add a #tag to associate the post with a particular topic. As we’ve been building the feed, we’ve found (and fixed!) quite a few bugs. One common way that people report bugs is by posting in the feed with the tag #BugForThat, as in, “There’s a bug for that.” In addition to making it clear that someone’s found a bug, our team leaders can follow #BugForThat to see what’s broken as issues are reported. Or, they can click on #BugForThat and see all of the posts reporting issues. They also find it helpful when posts have screenshots and videos demonstrating a #BugForThat.

Posting to Certain Groups

I love being able to post broad questions, but sometimes I want to have smaller, more private discussions. To do this, I use a Site Feed (just like it sounds, it’s like a Newsfeed, but on a site). Only people with access to that site can read it. Since this feed lives on a SharePoint site, we can also add other apps and functionality to the site to share documents, track tasks, etc. And the best part? If I follow those sites, all of the conversations that happen on them will be consolidated into my Newsfeed, so it truly does become a single place where I can find out about all the things I care about.
After using the Newsfeed every day for the past year, I can’t imagine getting work done without it. I’m way more informed at work than I’ve ever been before, and I feel empowered to get quick answers to my questions and feedback on ideas that I share.

 


SharePoint Welcomes PowerApps and Microsoft Flow

SharePoint Welcomes PowerApps and Microsoft Flow

Microsoft Flow and PowerApps are on general availability and enables people to automate workflows and quickly build custom apps that suit their specific needs. Earlier this year, Microsoft announced integration of SharePoint with Microsoft Flow, enabling you to create and launch flows directly from a SharePoint list. They also announced that native integration of PowerApps and SharePoint would drive rich new experiences to continue reinventing business processes with modern document libraries and modern lists in SharePoint.

We know that tight integration is essential to unlocking productivity gains for the digital workplace. Accessing data from mobile devices was a first step. Bringing business processes to the same site for team documents and data is next. That’s why SharePoint is a great home for your enterprise business applications.

Upcoming integration with SharePoint

PowerApps will be fully integrated into the SharePoint web experience. PowerApps provides a great mobile experience, and now that experience is connected to the data stored in SharePoint lists. Soon you’ll be able to integrate PowerApps as the default in-browser experience for any SharePoint modern list.

PowerApps embedded in a SharePoint list.

This means:

  • You’ll be able to launch PowerApps directly from the SharePoint mobile app.
  • Modern document libraries will be made available as a data source for PowerApps and Microsoft Flow.
  • For Microsoft Flow, you’ll be able to run any flow on demand for a specific document or list item, in addition to waiting for an automated trigger to fire.
  • Using the data gateway, PowerApps and Microsoft Flow will work with on-premises data in SQL and SharePoint as simply as cloud-based data.
  • Deeper integration of Power BI with SharePoint Online. Business process requires more than data and automation. Power BI has been a leader in visualization analytics, and soon you’ll be able to embed visualizations and charts from Power BI directly into a SharePoint team site.

 


Embed Video Throughout Your Intranet

Embed Video Throughout Your Intranet

A video message that is easy to find and easy to view will be more successful than one buried in the depths of one, two, three clicks away. When you put a company message from the CxO or a status update from a project leader—front and center where employees and team members are—the information and insights will be better targeted, more fully understood and ultimately shared within the right context.

Within Office 365, it is possible to place videos (embed) in-line and in-context where people work on projects, online and on-premises. You can do this within SharePoint Team Sites, custom company portals, internal blogs, wikis and more. Using the Office 365 Video solution, it is as simple as copy, paste and publish.

Learn more about how to embed a video to your online or on-premises SharePoint Team Site from Office 365 Video.

Let’s dive into three key scenarios where embedding videos improves corporate communications.

Embedding video scenarios

SharePoint Team Sites—SharePoint Team Sites are a place for working together with a group of people. They are great destinations to emphasize your brand and information out to your peers throughout the organization. They are central locations to manage content and information, sharing internally and externally to work in rhythm across the collective group of people you work with. As you continue to share documents, team notes, project timeline information and lists of data—so, too, can you easily place important video communications within the primary experience of a team site.

SharePoint Team Site showing an embedded video among an embedded PowerPoint, a document library, a KPI web part, plus navigation to other sites and subsites.

The company portal—An important part of the modern intranet is enabling companies to build their own custom portals and sub-portals (company intranet sites) that support search, custom design and navigation and business solutions on-premises and online. Here, too, it is critical for important, company-wide video messages—like a quarterly earnings report from the CFO—to be accessible; not a link to a video, but right there, playable on the home page where the eyeballs are and the desired action lives.

An embedded video within a custom portal home page, side-by-side with news and announcements, custom navigation elements and custom design.

Internal blog post—Blog what you want to say and do it in a modern way. That is the mantra of the new authoring canvas within the Office Delve profile experience. And spice up your posts with multimedia elements, including video, like a trip report; it’s easy! And because it’s integrated across Office 365, you can embed videos from the Office 365 Video portal—with inline playback—in seconds.

A video embedded within an internal blog post (rendered from a tablet device). Video plays back inline within the post, and can go full screen.

With Office 365 Video you can take video beyond the portal. As you begin to embed videos onto team sites, portals and blogs, take advantage of the many ways to share video beyond the Office 365 Video portal and land your message to your intended audience. Share via email; post to Yammer; search and discover with Delve; make videos available on the go, accessible throughout your intranet—where users are active, engaged and ready to consume your information. Embed today, increase your reach and be heard!


Enterprise Content Management with SharePoint and Office 365

Enterprise Content Management with SharePoint and Office 365

Shaping and controlling content from creation to final disposition means many different things. Enterprise content management needs to adopt a holistic approach to managing the entire lifecycle of document creation, sharing, consumption, reuse, knowledge and records management, archiving and disposal.

Microsoft’s Content Services reflects a more focused suite of empowered capabilities than traditional ECM (Enterprise Content Management), and represent the next wave in ECM. Content services is people-centric, allowing for personal management (copy, move, hashtag) and organizational management (knowledge management, record retention, information lifecycle management). Policy and security protects content at all phases of its life. It’s a core tenet that content should supply business value throughout, instead of after-the-fact management of dormant assets.

What happens when all that content comes into SharePoint? A common, incorrect impression of SharePoint has been that it’s a great tool to manage team content, but you need an “old-fashioned ECM system for scalability” or “true records management.” Neither of those are true today, with SharePoint having incredible scalability of up to 30-trillion documents and up to 12.5 EB in a single SharePoint Online tenant. OneDrive and SharePoint also inherit Office 365’s capabilities to create record and retention policy tags that can be applied to any content (interactively or by matching a known set of content fingerprints).

Principles of content services—create, coordinate, protect and harvest

Content services is as much about document creation as consumption. In many cases, content has become less about static images and reports, and more about dynamic documents that are created and edited many times in their lifespans. This trend is something called content velocity, where the content picks up velocity as it is created, edited and reused, becoming more valuable, instead of becoming a dormant archive of little value, as was traditionally the case. This is viewed as an evergreen cycle of authoring, collaboration, control and reuse.

Create

Content velocity means documents need to be “born” managed. Newer SharePoint and OneDrive capabilities are designed to support this:

  • Creating a document using Office Lens to share to OneDrive for Business and SharePoint.
  • Using the Copy/Move functions to publish that document to a SharePoint team site and its group members.
  • Using SharePoint Content Types to assure that new documents are “born” with templates, rich metadata and retention policies.

OneDrive for Business is the best place to store and manage your documents, giving you the “My Documents” concept on any device. As you share and collaborate with others, content evolves and picks up velocity. When final, you can easily bring it to SharePoint for publishing and permanent storage.

Coordinate

Content in SharePoint is maintained in modern document libraries, making it easy to structure graphically rich, dynamic views of content and metadata. SharePoint’s managed metadata service provides a centralized way to tag and classify information. Tagging and customizing the view can all be accomplished from the library home screen, eliminating multiple clicks to open a property editing screen.

Documents in libraries can be easily shared to Office 365 Groups, and reused in other collaborative apps like Microsoft Teams. In addition, Microsoft Flow can be used to automate common actions, like collecting attachments from email or distributing documents for team review.

Protect

SharePoint already builds on a long tradition of capabilities supporting information lifecycle governance, records management and eDiscovery. Newer capabilities, developed as part of our ongoing engagement with the entire Office 365 suite, include:

  • Information Rights Management—Files can be encrypted using Azure Information Protection/Rights Management Service and can still be used at supported endpoints, including browsers, rich clients and mobile Office clients.
  • Office 365 document retention tags—This new capability offered across Exchange, Skype, OneDrive and SharePoint allows an administrator to centrally define a policy tag in the Security & Compliance Center to enforce document retention and deletion policies. Tags can be set through code, default settings or user actions, and can be auto-applied based on sensitive information types or keywords.
  • Data loss prevention (DLP)—The Security & Compliance Center provides a central point to define policies for 81 predefined information types, such as EU Financial data, and/or create other custom information types. When these types are detected, users can be advised about the policy, or even automatically blocked from sharing or distributing sensitive information based on the dynamic policy definition.
  • Auditing—When combined with unified auditing in hybrid deployments of SharePoint 2016, Office 365 can provide integrated logging of user and administrative actions on content for both on-premises and cloud-based SharePoint and OneDrive locations.

Harvest

Content shouldn’t be saved and stored and managed just to fill up storage space. Traditional ECM often concludes with document disposal or retention. We believe that modern content services are cyclical. Content exists to support a future business purpose, such as providing information on a related decision, explaining a historic context or seeding the next cycle of content creation.


Accelerate Your Digital Transformation: Harness Collective Knowledge

Accelerate Your Digital Transformation: Harness Collective Knowledge

Harness collective knowledge 

As the pace of work accelerates, it’s more important than ever to harness collective knowledge by making it easier to find information and expertise, right when it’s needed, and to encourage best practice sharing.

Find people, expertise and content faster with powerful, personalized search

There is now a more personalized search that leverages machine learning and artificial intelligence from Microsoft Graph to surface more relevant and valuable results, faster. When you click in the Search box on SharePoint home in Office 365, recommendations appear instantly. You’ll see recent files, making it easy to get back to your work, as well as relevant content, sites and news.

When you’re searching for knowledge, it may be found in content such as files, sites and news. And it might also be found through your colleagues. Now, your search results will include people whose skills, interests and projects—part their Office 365 profile—are relevant to your query.

Search results activate people cards, so you can learn at a glance about a person and the content they work on. One more click activates an extended view with richly detailed information from the user’s profile. These enhancements to search will roll out over the next few months.

Find what you need faster with instant, personalized results that include files, sites, news and people.

Communities built by integrating Yammer and SharePoint encourages people to share content, knowledge and best practices across the organization, by adding a conversational layer to your intranet.

Build a community with shared content and conversation using a SharePoint communication site and Yammer.

Secure your content and manage your service

Innovation in the cloud drives tremendous business value, and it delivers new capabilities to the IT professionals who work tirelessly to support, configure, administer and secure their organizations’ content and services. 

Empower administrators with the new SharePoint admin center

The new SharePoint admin center, which will begin rolling out in the fourth quarter of 2017 empowers your admins to do more. From the homepage, you’ll notice just how much better it is, with interactive usage reports, Message Center posts and a Service Health dashboard tuned to the needs of SharePoint administrators.

The new SharePoint admin center surfaces usage, health and administrative messages. 

You’ll easily find and work with the dozens of SharePoint settings allowing  you to configure sharing, access and the service. And we know you’ll love the dynamic new Site Management page, which lets you view, filter and edit the configuration of all of your SharePoint sites—including sites connected to Office 365 Groups.

Manage all of your sites in the new SharePoint admin center.

To learn more about Yammer integration with SharePoint, read “New in Yammer: Building a More Engaged and Connected Organization” and watch Updates to Yammer: Integrating conversations into your SharePoint experiences. To learn more about SharePoint security and manageability, read “Secure your information with SharePoint and OneDrive” and watch New admin controls for SharePoint and OneDrive for Business.

 


Data Loss Prevention in SharePoint Online and OneDrive for Business

Data Loss Prevention in SharePoint Online and OneDrive for Business

Data Loss Prevention (DLP) capabilities protect your data where it is stored, when it is moved, and when it is shared. These protection features are currently offered in Exchange, Outlook and Outlook on the web, but are now being extended to OneDrive for Business and SharePoint Online, offering broader protection of your data wherever it lives.

IT admins will see new controls in your Office 365 Compliance Center, allowing you to easily set up DLP policies for SharePoint Online and OneDrive for Business. IT admins also can configure their policy tips so that users can interact with the pertinent policy, for example, providing a business justification to override the policy or reporting a false positive.

New features will be rolled out over the coming months, but below are some of the key features that are available now.

  • Create automated policies with any of the available built-in sensitive information
  • Detect external sharing and apply appropriate actions
  • Cope DLP policies to specific SharePoint or OneDrive sites
  • Policies based on document properties (metadata)
  • Block or restrict access to the sensitive content
  • Customizable Policy tips and user notifications via policy tip and email
  • Admin-facing Incident reports and reporting

To learn more about DLP in SharePoint and OneDrive for Business, below is a comprehensive overview of the information protection of how DLP helps protect against data loss.

As sharing and collaboration evolve across applications and devices, DLP is in place to help protect your data, with the goal of protecting information from when documents are initially created to when they are stored or shared.


The Mobile, Intelligent Intranet

The Mobile, Intelligent Intranet

For fifteen years, hundreds of millions of customers around the world have relied on SharePoint to build rich intranets that connect people, content and processes across collaborative team sites, departmental and organizational portals and custom business applications. The most important part of a team or organization is its people. It’s not only what you know, it’s who you know. People cards, now in SharePoint document libraries and OneDrive—surface details about the people you work with and the content they work on, so you can connect with expertise and discover new resources.

People cards bring profile information, organizational relationships and content from your colleagues right into the context of your work in SharePoint or in OneDrive for Business.

An Office 365 group defines a team of people and gives them access to shared content and to the collaborative resources of the group—such as a calendar, a OneNote notebook, a Plan to manage tasks, and conversations powered by Outlook or Yammer.

Teams also need to stay on the same page, and today the SharePoint home page provides team news—modern pages to keep your team up to date and in the know. SharePoint pages have rich support for multimedia and tight integration with Yammer, can be extended with custom web parts, and are mobile by default. Team news articles are featured at the top of the team site home page. And the SharePoint mobile app’s News tab pulls together news from all your team sites and groups.

The team site home page in the browser and in the SharePoint mobile app features team news, so your team can stay informed about what’s new and what’s important.

                               

News articles offer a great reading experience in SharePoint mobile. Multimedia and embedded files can now be included and it’s all mobile by default. The News tab, now on iOS, aggregates news from across your team sites for a holistic look at what’s going on across your teams.

You can collect, manage or collaborate on data with SharePoint like never before. You’ll find the modern experience makes it easy in the browser and in the SharePoint mobile app. But the powerful capabilities you need are still there. People experiences, team news and powerful integration across SharePoint means now its all about who you can discover and what they know is what matters.


Document Management - The Modern SharePoint Document Library Experience

The Modern SharePoint Document Library Experience

Helping people share files and collaborate on content is paramount to any growing company. SharePoint’s modern document libraries offer a better experience for document management that’s faster, more intuitive and responsive. Here’s a look at what’s new:

The new, modern document library experience, showing two documents and a link pinned to the top.

User interface

Modern document libraries combine the power of SharePoint with the usability of OneDrive. These modern document libraries have an updated user interface that offers an experience similar to OneDrive, so it’s more intuitive to create a new folder and upload files in the browser. The ribbon has been replaced with a trim command bar, which provides intelligent commands relevant to the tasks at hand. If your organization has customized the ribbon with buttons that map to critical business functionality in your enterprise, those buttons will appear in the command bar as well. With this update, each new Office 365 group now gets a full modern document library, replacing the former “Files” page. Here are a few of the cool new features:

Important documents easily highlighted—Click Pin to top to add documents “above the fold” in any onscreen view.

Copy and move files from the command bar—Copying isn’t new, but the copy and move gestures are intelligent about displaying your information architecture and letting you create new folders on the fly.

Copy files from SharePoint command bar.

Import files from other libraries—You may not have to make as many copies any more. Document libraries are also intelligent about remembering other files you’ve been using in SharePoint. That’s why you can import other files from other libraries as links, without having to duplicate files between multiple sites. You still see thumbnails and metadata for native files. And SharePoint shows your list of most recent documents, so you don’t have to cut and paste a link.

Create a link in modern document libraries.

Personalization

Personalized views simplified—The new document libraries let you group files directly in the main page without clicking to a separate admin screen. You can also click and drag to change the size of your columns, as well as sort, filter and group from any column header. To make the view available to everybody else in the library, just click Save View.

Responsive and accessible design—Mobile browsers have the same features as the desktop, making SharePoint productive for every user—whether they interact via mouse, keyboard, touch or screen reader.

Metadata

Document metadata now available inline—You can now edit metadata directly from the main view in the information panel. No more clicking into multiple screens to apply an update! If you’re in a view that groups files by metadata, you can drag and drop files between groups to update the metadata. And if you miss something required, the document is no longer hidden behind enforced checkout—you just receive a reminder to enter the data when you can.

One-stop shopping for everything about your documents—Thanks to Office Online integration, you can navigate a complete document preview at the top of the information panel. The panel offers metadata, including the history of recent activity, updates to the file and who received a share to the file. You can also add more users or immediately stop all sharing. Finally, all other file properties are displayed, in case there’s anything else not already covered.

The document information panel.

Keeping it authentically SharePoint—While we enhanced the document libraries to make them as intuitive and productive as possible, we know that the power of SharePoint has always been in your ability to customize document libraries to work for your team. At the same time, there’s a rich tradition of using content types, check-in/check-out, versioning, records management and workflows in SharePoint. Modern document libraries inherit all of these.

Navigation

Modern libraries come to Office 365 Groups—To bring enhanced content management to group files, libraries belonging to an Office 365 group have a new header control at the top of the page. Unlike the old control, which included links to the group’s conversation, calendar and member management, the new control has a single link to the group’s conversation, from which users can navigate to calendar and member management.

Getting started with modern document libraries

As modern libraries rolls out Microsoft gives you full control of using classic or modern looks at the tenant, site collection and library level. Keepin’ it old school will run well into 2017 while your users adapt and adopt the new capabilities.


New FastTrack Offer for SharePoint 2013 Migrations

New FastTrack Offer for SharePoint 2013 Migrations

Are you looking to move your SharePoint 2013 on premises environment to SharePoint Online and reap the benefits of Microsoft’s cloud platform? If you answered yes, you might be aware of just how big of a task moving from SharePoint 2013 to SharePoint Online is. Dependent upon how much data you have, a move to the cloud can costs tens of thousands of dollars. Not only do you need to plan, onboard and drive adoption of the new platform – you need to ensure that data is not lost along the way.

Microsoft has announced a limited-time offer of migration services from on-premises SharePoint 2013 to Office 365—available at no additional cost to eligible Office 365 customers until March 31, 2017. This offer is available to customers with at least 150 licenses for an eligible service or plan for their Office 365 tenant. For customers who take advantage of this offer, the FastTrack team will assess your SharePoint 2013 environment, and help you build and execute a plan to migrate from your on-premises team sites and MySites to SharePoint Online and OneDrive for Business, respectively.

To date, Microsoft FastTrack has enabled more than 22,000 customers, migrated 2.45 PB of data and is currently taking on more than 4,000 new customers every month. Watch this video below to learn more about the value of FastTrack from customers who have experience it firsthand:

Working with a Microsoft Partner like 6th Street Consulting will not only aid in your FastTrack migration, but can provide valuable services during and after the execution. One of the keys to any successful migration, once an organization has deployed the new tools, is to make sure people are learning and using them. 6SC offers a comprehensive range of services to aid companies of all sizes in taking full advantage of Office 365 and SharePoint Online.

6th Street Consulting, the 2013 Global Microsoft Partner of the Year Winner for Collaboration & Content, is a strategy and technology consulting firm located in Redondo Beach, California. 6SC is a company built on user productivity and team collaboration. Allow us to implement our time-tested features with years of development and user testing behind them. Our SharePoint solutions help you to get more out of each and every work day. Integrated features across applications save time and allow you to focus on efforts that add value and profitability. Set yourself apart and grow your business by sharpening your competitive edge with 6SC.