Ryan Clark

Need a content type you can add to any of your SharePoint sites? In this guide, you will learn about global content types, how to create one, and how to add it to your site. Let’s get started. What is a content type? A content type in SharePoint serves as a blueprint for the items you create, store, and manage. Think of it as a template that defines the metadata and behaviors of a document, list item, or folder. By using content types, you bring structure and organization to your data, making it easier to manage, search, and collaborate on […]

Wondering if there’s a right way to name items in SharePoint? In this guide, you will learn about the naming conventions in SharePoint, why they matter, the common pitfalls to avoid, and many more. Let’s get started. Why Naming Conventions Matter Naming conventions are more than just a superficial layer: They are the backbone of efficient navigation, searchability, and administration. Here are reasons why it’s important to get the naming conventions right: 1. Easier Navigation Using clear and consistent naming conventions paves a smooth road for everyone who accesses your SharePoint site. This is crucial not just for document name

Need a governance plan? In this guide, you will learn how to create your own governance plan in SharePoint step-by-step, complete with action steps. Let’s get started. Governance in SharePoint SharePoint governance involves creating rules and business processes to guide how your organization uses SharePoint. It’s like a framework that helps manage access, usability, and security to meet your company’s goals and compliance needs. Here’s why it matters: A strong governance plan turns SharePoint into a well-oiled machine, boosting productivity, preserving data integrity, and ensuring smooth operations. Common Governance Challenges I have talked about some of these challenges in different

Need a data storage solution for your business? In this guide, you will learn more about SharePoint vs network file share as two popular choices, and how to choose between the two. Let’s get started. What is SharePoint? SharePoint serves as a versatile platform that can function either in the cloud or on-premises. Before we talk about anything else, let’s review the facts about SharePoint including its features and pros and cons. Note: If you’re already familiar with SharePoint, feel free to skip this part. Definition and Overview Basically, SharePoint is a web-based collaboration platform that integrates with Microsoft Office

Need to share a term set? In this guide, you will learn the exact steps to take to share a term set with another site collection in SharePoint, and why do it in the first place. Let’s get started. What is a term set in SharePoint? In SharePoint, a term set is essentially a collection of related terms. Think of it as a folder that contains a group of similar or related keywords, which you can use for tagging and categorizing content. They are a critical component of SharePoint’s managed metadata service, serving as a centralized, hierarchical collection of terms.

Uncontrolled subsite creation? In this guide, you will learn how to disable the subsite creation feature in SharePoint Online, the reasons for doing so, and more. Let’s get started. What is a subsite in SharePoint? In SharePoint, a subsite is essentially a child website under a parent site collection or another subsite. Think of it as a folder in a file directory — it’s a way to organize your content within the larger SharePoint environment. Subsites inherit permissions, navigation, and design elements from their parent site, making it easier to maintain a consistent look and feel. Subsites are usually confused with site

Did you notice that lists now open in the List app by default? In this short guide, you will learn how to solve the issue of SharePoint lists opening by default in the Microsoft Lists app and why it’s happening. Let’s get started. Problem: Lists are opening by default in the Lists app At first, I thought it was a glitch until it happened to all SharePoint lists (even new lists) on my sites. If you’re not aware yet, when you open a SharePoint list URL, it will automatically open in the Microsoft Lists app. Because of this, you won’t

Need a new subsite? In this guide, you will learn how to create a subsite in SharePoint, how it’s different from a regular site, and how to move it to another site. Let’s get started. What are subsites in SharePoint Online? A subsite is essentially a smaller site that exists within a larger SharePoint site — a child of the main site. This subspace can have its own unique settings, content, and even design. In terms of the differences: Think of a SharePoint Online site as the main library and a subsite as a dedicated section within that library. Related: SharePoint Subsite

Do you know anything about enterprise keywords? In this guide, you will learn everything about enterprise keywords in SharePoint, how to use and manage them, their limitations, and more. Let’s get started. What are enterprise keywords in SharePoint? In SharePoint, there are a myriad of tools you can use to enhance your content management experience. Among these tools, enterprise keywords stand out as a powerful feature. In essence, enterprise keywords are tags you can assign to content across your SharePoint environment. These tags aren’t limited to a specific term set or group: Which gives you the flexibility to categorize content

Not sure when to use folders vs metadata? In this guide, you will learn the basics of SharePoint folders and metadata, their differences, use cases, and best practices. Let’s get started. Using SharePoint Folders SharePoint Folders are a bit like the Windows Explorer system. They are digital containers that allow you to organize your documents and items in a hierarchical manner. You can create folders to help categorize and manage your documents. Just like the traditional file explorer on your computer, they offer a way to group related files together, making it easier for you to locate and manage them.