I have always preferred the Links List, since that allows all the flexibility of a list AND you keep the data if you remove the web part from your page or mess up the view. Additionally, if you remove a link it will go to the Recycle Bin.
My main concern with Summary Links is that it only exists on the page, so if you accidentally delete a link or the web part you have to start all over again from scratch. However, it has its uses:
When you want to add icons or pictures to your links
When you need multiple columns, e.g. as a footer on your site
When you want the links list to make a visual difference to your page
Adding the web part
Click the Gear wheel and select Edit Page from the menu.
Click the zone where you want to add the web part. This will often be the Right zone or a Bottom zone if you want to use it as a footer, but it can be anywhere you want.
Click “Content Rollup” in the web part gallery and you will see Summary Links.
You can edit the title of the web part, hide it, and do the usual things via the web part menu. Adding links and groups and changing style are done in the web part itself.
If you want to group your links, it is best to create your groups first so you can add any new link to an existing group immediately. You can select a style later.
Adding a link gives you the following screen:
You can either browse for pictures or for the items you want to link to (e.g. pages or documents that live in your site or site collection) or you can paste the URL’s.
How to change the styles for links and groups
Now, suppose you have some links added to your web part and you are curious to see how they display on the page. Click “Stop editing” and see what your page looks like. The default setting is quite good, but there are other options.
To change the style, put your page in Edit mode again, go to the web part and select “Configure Styles and Layout”.
You then get the screen below which allows you to select one of 13 Links styles and one of 7 group styles. That’s 91 combinations to choose from!
To save you time, I have created a Summary Links web part and tried all styles and groups. They are in the file below so you can easily scroll through them to see
What the web part itself looks like (left)
How the page looks with this style (right). The size of the web part will vary greatly depending on the style chosen and the rest of the information on the page, so this is a factor to reckon with.
Please view in full size!
Save a copy!
Once you have added all your links, and you are happy with the end result, it is wise to create a copy in case you need a restore. You can do that via Edit page > Open the web part menu > Export. You can then save a copy to your PC and/or in your site.
Enjoy the variety! What is your favorite style?
Image courtesy of atibodyphoto at FreeDigitalPhotos.net
The other day someone asked me if I could help him set up a SharePoint survey. He wanted to use our nice new intranet and did not even mention the word “Surveymonkey” 🙂
I do not have much time for individual support at the moment so I thought I’d find him some help from the internet. I found a good article from Microsoft about creating a survey but it stopped at the creation of the survey list. All the other blogs that I found on the topic touched very briefly on other settings at most. The best one I found also included a good number of benefits and examples of how to use surveys,
In my experience most problems occur because people think a survey is ready-for-use once the questions and answers have been set up. However, there are a lot of things you have to think about, so I still had to write the complete manual myself.
What will I cover in this post?
This will be a long read, so let me inform you of the topics I will cover:
Determine your needs
Find a site
Give your audience correct permissions
Decide on “show names”
Decide on one or multiple entries per person
Visibility of entries
Welcome page and thank you page
Testing your survey
Launching your survey
Gathering and analyzing results
Deactivating the survey
Deleting the survey
So, here goes!
1. Determine your needs
It makes a difference if you use your survey for a fun purpose (who will win the World Football Cup?), for a neutral business purpose (to collect suggestions for a new product), or for a serious and possibly even sensitive purpose. (How do you feel about this company? What were your experiences with this project?). For the latter, you will need more thinking, more questions, more careful wording and stricter settings than for the first example.
This is beyond this post’s scope, but this article may be a good starting point. Update April 4, 2017: And as serendipity would have it, just after I published this blog this Tweet appeared in my timeline:
A SharePoint survey is a list in a SharePoint site, so you need to have a site. You also need to be a site owner since it is very likely you will be fiddling with permissions and need to monitor responses. If you have one, you may need to consider the survey audience. Is your confidential project site a good place for a survey for all employees? Is your open site a good place for a very sensitive survey for senior management only about an upcoming divestiture? It can be done, but it may be more difficult to set up and manage than if your site has an audience that sort of matches the audience of your survey.
In some cases it is better to have a special site for this purpose.
If you do not have a site, and you are on Office365, an Excel survey may be an option. I have no experience with this, and I do not know if the information below is relevant for this.
3. Create questions and answers
First of all, plan your survey. Microsoft has some help for that, including an overview of the types of questions and answers.
Secondly, create the survey, add questions and answers and change some settings.
Please be aware that you will be unable to export a Likert scale (rating scale) question/answer to Excel for further analysis.
This is what a survey will look like:
4. Give your audience correct permissions
Many people expect that a survey is automatically set up to receive responses from everyone, but this is a normal SharePoint list with normal SharePoint behavior. So, in most cases you will need to give your audience Contribute permissions to the survey.
If you do not give them Read access to the site, be aware that they can only access the survey via the direct link to the survey and they can not enter the site.
5. Decide on “show names”
This is a setting that you will find in “Advanced Settings” when you create the survey, or afterwards in Settings > Survey Settings > List name, description and navigation.
The default is “Yes”. If you select “No”, all names of people will be replaced with ***.
This is not really anonymous because a Site Owner will be able to switch that at will, making all names visible again. During a survey it may make sense to have the names replaced, and only make them visible when you export the results, but this is also depending on your choices for point 7.
6. Decide on one or multiple entries per person
The default is “No” and in most cases that makes perfect sense.
If your survey collects information such as ideas or suggestions, it can be useful to set this to “Yes” so people can add multiple suggestions.
This setting can also be found in “Advanced Settings” when you create the survey, or afterwards in Settings > Survey Settings > List name, description and navigation.
Please note that most people get into a right panic when they want to enter a survey twice and get the error message. If they read the message, it is perfectly clear, but who reads an error message? 🙂
It may be good to tell them they can enter once only, or multiple times.
7. Visibility of entries
Do you want everyone to see each others responses? This can be a good idea if use your survey for logging issues, so people can see which issues have been submitted already. But for a survey asking for opinions about the company strategy you may want to limit visibility.
Go to your survey, click Settings > Survey Settings > Advanced Settings.
Set the first radio button to “Read responses that were created by the user”.
This way, people will only see their own item. They will still see the total number of items in Site Contents, but they will not able to see anything else.
Also check out the options below about Create and Edit access. By default people will be able to edit only their own responses. In some cases it may be good that they can edit all responses, but to be honest I have never come across the need for this settings.
Never select None because this also means that a user can not add anything, which is rather odd for a survey.
8. Welcome page and thank you page (optional)
I often add a page with some more information about the survey and a nice button or text which leads you to the entry form upon click. After submitting their entry, people can be led to a Thank You page, thanking them for their contribution and informing them about e.g. when the results will be published or the prize will be drawn.
The default return page is the ‘survey homepage” (screenshot above).
It is easy to create as follows:
Create a page and add welcome text and a link or button to the survey
Create a page with a thank-you-and-these-are-the-next-steps-message. Copy the link of this page to Notepad or a Word document.
Click “Respond to this survey” on your survey and copy the link into Notepad or a Word document. Delete all text after Source=
Add the URL of your thank-you-page after Source=
On the welcome page, add the new link to the link or button
Please be aware that your audience needs Read access to both pages, so if you have a confidential site where the audience is much larger than the site’s regular audience, I would not go this way, since it will either mean setting item level permissions (and you know I do not like unique permissions) on those pages OR a lot of error messages 🙂
9. Testing your survey
I have created many surveys, but even I test everyone of them before they go live. Ask one or two people, preferably from the target audience (again, depending on purpose and audience and complexity), to go through the complete process and respond to your survey. Do they understand the questions and answers? Have you missed anything obvious, or are some things redundant? Does everything work from a technical/functional perspective?
10. Launching your survey
You can inform your audience in different ways, depending on urgency, topic and audience.
If your survey needs to be executed in a certain timeframe, you will probably send a link in an email or post it as a news item.
If you have a long-term survey, you can add the web part to a (home)page, add the link as a Promoted Link, a Summary Link or in the navigation, so all users of your site are reminded on a regular basis to give their feedback.
You can use
the link to the survey (people will need to click “Respond to this survey”)
the link that you get when you click “Respond to this survey”
the combined link that takes people to the Thank-you page after “Finish” as in item 8 (you skip the Welcome page)
the link to the Welcome page as in item 8
11. Monitoring results
During the time the survey is active, you may want to keep track of the number of replies you get. You can set an alert to keep track of new submissions, or look in Site Contents on a regular basis.
When you are on the Site Contents page, clicking on the survey and then on “Show graphical summary” will show you an overview of the results; clicking “View all Responses” will show you who has completed the survey and their individual contributions.
Those two options are only available for the site owner.
12. Gathering and analyzing results
When you need a status update, or when the survey is over, you can either look at the graphical summary, or export the results into an Excel file for further analysis.
Click Actions > Export to spreadsheet.
Again, please be aware you can only make screenshots of any questions that need a response on a rating/Likert scale. These questions and answers can not be exported.
13. Deactivating the survey
Once the survey is over and you are working on the results, conclusions and next steps, you will want to stop people from making new entries. You can do this by changing the permissions from Contribute to Read and/or deleting the unique permissions, or by removing the audience from your survey or site altogether.
14. Deleting the survey
Once you have exported or captured the results and determined next steps, your survey project is completed and you can delete the survey.
Go to your survey > Settings > Survey settings > Delete this survey.
If you have used a welcome and thank-you page, you can delete those as well.
That’s it, folks!
As I said, this has become quite a long post, but I just wanted to take you through the complete process. There’s more to a survey than just creating some questions and answers!
For your next survey project, I would appreciate it if you would follow these steps and let me know if this has been sufficient information to do it yourself, or if I have overlooked something. (and if yes, what)
Image courtesy of fantasista at FreeDigitalPhotos.net
Around 2005 I was involved with creating a new SharePoint-based intranet.
At that time we had “Knowledge Areas” on our old custom-built intranet. The Knowledge Areas contained information for a specific region, function, topic or country.
They were an early version of team sites, containing a combination of FrontPage Webs, “Document Cabinets” and Forums.
Each Knowledge Area had an owner, whose name was mentioned on the homepage.
The Knowledge Areas were to be replaced with SharePoint team sites. We wanted to brighten up the design of our new intranet and made a few prototypes to show the Knowledge Area managers.
They all went berserk.
How dared we propose to add their pictures to their name? They did not want to be on public display!
HR and privacy officers stampeded into our offices or called us with questions and concerns. We could not do such an unheard of thing without approvals from all kinds of senior officers!
Of course we had a company directory where all employees could find each other, search for expertise and create organigrams. Of course there was an option to add a picture, but few people did that. I often asked people why they walked on the company’s premises freely, without a paper bag on their head, yet were afraid to show their face to other employees. For some reason this did not have the desired effect 🙂
I have have always liked seeing pictures of my colleagues, especially if they are not in my location. It helps to know what they look like, especially when you may meet them in another office or while travelling to other locations, which I did frequently in those days. But not everyone is an early adopter and some people rather wait until they have seen that no harm befalls those who have shared their looks in the directory.
The only person with an acceptable excuse (in my book) was the Director for Mergers and Acquisitions. If you saw him in your location, you could bet that an acquisition or divestiture was in the works, with all the speculations, gossip and general unrest that go with a big organizational change. So I understood that he did not want to become too well-known.
Since 2005 we have all gotten used to seeing our own and other people’s pictures in various places on the intranet: as a contact person for a team site, in permission settings, in the enterprise social network, etc. And now that Office365 uses People Cards, it is more and more important that your profile is uptodate – with a picture to match.
With Office365 we have switched to the other side and suddenly I am looking at myself ALL DAY.
Not only do I see my face in the details pane in document libraries or list, in Delve, on Yammer, in Search results, but I am also displayed in the Office365 top bar.
A new Office365 profile “experience” has just been announced. I do not know yet if that exposes my face to myself even more 🙂
I find that a bit weird and disconcerting. Does anyone else feel that this is a bit too much?
Narcissus image courtesy of franky242 at FreeDigitalPhotos.net
Recently I have been helping to launch a new Office365-based intranet.
While we set out with the idea of “out of the box” (a sound strategy, knowing my earlier experiences with extensive customizations) we have had to create some custom things to meet the requirements of several stakeholders.
I was therefore very interested in Clearbox Consulting ‘s evaluation of 26 “SharePoint intranets in a box“.
Unfortunately this report was published when we had already progressed very far in our intranet journey, so there was no reason to buy it.
Still, it kept nagging me because I was really curious if we could have used one of the “out-of-the-box” solutions.
So you can imagine my surprise and elation when Sam Marshall provided me with a copy just before Christmas, as well as a discount code for the readers of this blog.
What is this report about?
It compares 26 products of companies claiming to have a ready-made SharePoint intranet. This means that you do not have to do any developments yourself. It is just some configuration and a little branding.
The researchers have made the evaluation by comparing a set of standard scenarios that most intranets will need:
The major strengths are:
Many offerings compared – I never knew there were currently 26 different products!
The evaluators are all experienced intranet peeps who know what they are doing.
The evaluation is based on recognizable business scenarios.
Consistent and objective evaluation. (We could never have done it, since we would undoubtedly be biased by our own requirements)
To think about
The cases provided are all very common in the intranet world. However, you may have some unique requirements that are not mentioned here. In that case, you may need to create your own filtering to find out who would be the best in-a-box-partner for you.
As mentioned earlier, SharePoint and Office365 are changing very rapidly, and I do not know a. how well all vendors can keep up, and b. if and how quickly SharePoint developments will catch up with the vendor’s unique features. (I heard “Corporate News” is on the Microsoft roadmap for 2017)
I expect new vendors to appear as well as consolidations.
So, I therefore hope and expect that there will be regular updates to this report…
Who should read this report?
Anyone who is starting on a new intranet should definitely read this.
This may help you to decide if SharePoint would be a good option for your organization. You may think SharePoint is too much and too big, but an out-of-the-box solution may just offer what you need without too much hassle.
If you already know you are going the SharePoint way, the report may help you to determine if a ready-made solution would be useful. Even if you think you know SharePoint well, you will learn a few things that may be relevant for you now or later.
You may decide not to go for a ready-made solution, or even not to go for SharePoint at all.
The report may also trigger you to refine or extend your requirements. For instance, we all have “Company News” on our radar, but have you thought about if and how SharePoint can be used for ideation? If Communications is your major stakeholder, they may not immediately think of the need for transactions. You may want to check with all stakeholders if they have thought about those things.
Anyone who has to decide on the need for custom development.
If none of these vendors mentions what you are setting out to do, you may indeed need to develop it yourself. But if they all provide this functionality, it is probably available as an app somewhere.
Anyone who is working on their intranet or digital workplace roadmap, to determine whether it makes sense to move to a ready-made platform in future.
Anyone who is curious what intranets-in-a-box have to offer.
But isn’t this a lot of money?
No, it is not.
That amount of money will buy you only a few hours of consultancy. If you want to set up your own requirements to test against, agree on it, find and talk to all the vendors, have demos and evaluate all the results in a consistent way you will need much more time than “just a few hours”.
Besides, the evaluators have not been biased by their own requirements.
I can offer you a 10% discount if you use the code “IIAB2CBOX10” on the product page .
You can probably get away with charging this (< 500 € / £ / $) on your credit card and submitting it as expenses 🙂 .
Good to know
I have reviewed this report for a number of reasons:
I was interested in the topic because I was curious if the intranet I am working on could have been done out-of-the-box, which might have saved us a ton of time and hassle.
(Answer after reading the report: I think we really needed the extra work we have done to meet the requirements.)
So far, I have been the only “practicioner” who has reviewed this report. I think it is important that someone, who is actually in the middle of a SharePoint project in a company, shares their view.
You will find more reviews on the Clearbox blog.
I have known Sam Marshall personally for a number of years. I also know most of the people who have worked with him on this report. I have great respect for all of them. Therefore I trust this report.
This has been a Christmas present so I have had the time to read and think. 🙂
So, everything came together very nicely this time.
In my recent training sessions I noticed that my trainees thought managing Promoted Links was a bit of a pain. I wholeheartedly agree!
If you would like to know more about SharePoint Online Promoted Links, please read Greg Zelfond’s post first. It explains when and how to use this.
And…here’s how I would like to see it changed. Fortunately I can do most of these myself, but now I have to do this (or instruct a site owner) for every instance.
1. Change the default view (DIY).
When you have just added the app, you will see an empty page that prompts you to go to the “All Promoted Links” view. Why is that view not there in the first place? Or even an “Add” button at the very least?
When you make that needless extra click, you get to the screen I would like to see:
I usually start by changing the default view into the All Promoted Links view. If I want to see how things look, I can easily switch to the Tiles View.
2. Allow adding the image from a library (Microsoft).
These are links, so it is logical that you have to paste or type the link to where the image leads you. But why do you also have to add a link to a picture? It would be so much easier if you could select an image from your PC or a library, like you can on Pages.
This turned out to be really annoying for my trainees, and frankly, a tad outdated.
3. Add an edit button to the “All Promoted Links” view (DIY).
When you have added some Promoted Links and you want to take a look, you check the Tile View for a preview.
Looks nice, but suppose I want to switch the order of the middle and right link, or have to change the URL.
How do I do that? There is no option to select the item for editing. You can go to the “All Promoted Links” view and edit the list in Datasheet view, but you can not edit everything that way.
So, I have instructed my trainees to add an Edit button to the “All Promoted Links” view.
Click the List Tab
Select the “All Promoted Links” View
Click List Tab again
Select Modify View
Add an Edit button to the view and click OK
4. Make the “Tiles” view editable (Microsoft).
The Tiles view is not adjustable. All tiles will be shown on your page and there is no way to filter, limit the number that is being displayed, or add that edit button.
This means that you can not create one big list of Promoted Links and distribute them over various pages using a filter. Alas, you have to create a Promoted Links app for every page, or even per row if you want multiple rows each with its own header.
5. Show a preview of the link (Microsoft).
When you hover over a document name or over a hyperlink in the text, you will see the URL displayed in the bottom left of the page. This can help you decide if this is indeed the information you need. With a Promoted Link you see nothing, so you do not know if you are going to the place you are looking for.
6. Add the 150 * 150 px image rendition to the image library (DIY).
If you use Promoted Links often, you may want to add the image dimensions to your image renditions. It shows you quickly if your picture will show up acceptably, especially if it is not square.
In Publishing sites, go to Site Settings > Edit Image Renditions. (under Look and Feel)
Click Add New Item; add a name and the dimensions, and click Save.
Talking about the Image Rendition feature, did you know….oh no, I will leave that for another time…:-)
Image courtesy of Stuart Miles at FreeDigitalPhotos.net
We are moving from an old on-premise SharePoint intranet to one on SharePoint/Office365.
I have been using SharePoint Online from 2011 so I have become quite used to the interface and its regular changes. But I was very curious what my end-user colleagues would think of the new SharePoint and I recently had the opportunity to train a number of them in the new environment. Our goal for this training was to get an idea of how people would react to the new platform, and which elements would be clear immediately and which would need more help and instruction.
All participants (except one) had experience with managing SharePoint sites. They also knew this was an experimental training so they were encouraged to be outspoken about their findings and suggestions. Each got their own test site in our test tenant, which is on first release.
These are the findings of that first classroom training:
1. The Office365 Homepage
When you log on to Office365 for the first time, you get a lot of pop-ups about Office365. While that is helpful for new users, for this purpose it was annoying because people were less interested in Office365 than in SharePoint.
Clicking around opens up a ton of new screens, which was not universally liked.
2. The SharePoint Homepage
This was a bit confusing, because people have never had that, and the page was mostly empty. The test sites did not show in everyone’s page, despite them having personal access. I do not know if that is a search indexing thing or that you must have visited the site before it is shown in your “recent” sites.
As soon as everyone was on their site’s homepage, I told them to “Follow” it to be able to revisit it quickly, and everyone got it.
3. Site Contents
I took them to Site Contents, and then I found that some of my trainees had the old Site Contents with tiles, and some of them had the new experience . That was a bit confusing, but it was a good illustration of the ongoing changes that everyone can expect.
4. Document Libraries
Document Libraries were already in the New Experience, and I was a bit worried if people would be able to overcome the gap in look-and-feel between our old SharePoint and the new one.
It was a pleasant surprise to notice that, with just limited instructions, people took to it straight away. Everyone saw the benefits of the Pin To Top functionality, and I saw two people nudge each other happily when they learned about the library and document information pane, that also tells you who has deleted a document. No more guessing or blaming SharePoint or IT!
Unfortunately the Lists were still on the “old experience” with the tabs and the ribbon. While I have always loved the ribbon in The Office Suite, I have never taken to it in SharePoint, and I am more than happy to see it go.
My trainees did not use Lists much (an opportunity for later!) but they got it quickly enough.
6. Deleting and Restoring
Deleting and Restoring content is a topic high on my agenda. We often get panicky calls from people who have “lost documents” and have never heard about the Recycle Bin. I added a few exercises with deleting and restoring documents and list items, told them what to do themselves first, and then how to get help. It all went smoothly once people knew how long things will be stored, what goes via the Recycle Bin and what does not, and what they can do themselves and when it is time to contact the site collection admin.
7. Quick Links/Navigation
The Quick Links (team site) and Navigation (Publishing site) caused some confusion since it is a mixture pf settings and edits, and moving the menu items around resulted in unwanted indentation. It is also different from the custom-built navigation many people have used, so this will definitely need some more instructions.
8. Editing a page
Editing a site’s homepage turned out to be quite easy for the trainees. Everyone in the audience had experience with managing Publishing sites. They sighed happily when I showed them they can now insert images from their PC in the Content zone without having to upload them to SharePoint first.
Everyone had already embedded a video before I even talked about it 🙂
Editing the (basic) team site homepage was even easier.
9. Image Library/Image Renditions
We have some recommended image sizes preconfigured in the Image Renditions and the trainees thought that was pretty useful. (It shows you how an image will look in that size). In our current environment, you only see it when you have added it to a page, and that can lead to surprises. 🙂
10. Promoted Links
Promoted Links have been designated as an important tool for nice looking links to other content in formal sites. Oops, this was a bit hard. Of course this is a new functionality so people did not know it beforehand. But I also think that the default configuration can be improved. That will be another blog.
All in all, my trainees did quite well. But then they were experienced and motivated. I think they benefited from my little bit of hand-holding and assuring them that most was still there, just in another place or with another name.
The only person who was a bit lost was the person with no earlier SharePoint experience.
The first page I see when I open a browser on my work laptop is the intranet. That was the case in my previous job and in my current one. When I see peers open a browser window, I rarely see another page, like a search engine page; it is generally an intranet homepage that opens first.
When discussing our new digital workplace the other day, we wondered which page should open when you open your browser. With Office 365 you have a number of options.
One person wanted the intranet homepage to be the first page shown, like it is today.
Another suggested the Delve page, although he realized that will not be the best page for launch since it needs to fill up with relevant content before people will see the benefits. I personally like the Delve-page, but not as a browser home page. To me it feels too much like a “filter bubble”.
A third colleague thought that the SharePoint homepage would be the best option, since it would have all your sites in one place.
I preferred the Office 365 landing page since I think that is the best representation of the Digital Workplace. It has all the tools I need on a regular basis: Email, Yammer, Office, SharePoint. With the recent improvements, however small, I think there is a great potential to turn that page into a very useful dashboard to start your working day.
We clearly did not agree so I decided to ask the question in the Office 365 network on Yammer.
The results surprised me!
Most organizations have “a specific SharePoint page” as their browser homepage. I assume that is the “intranet homepage”, because the people who voted “Other”, mentioned their intranet homepage as well, but those were not (yet) on Office 365.
A surprisingly high number of organizations (19%!) leave the decision to the user. This is totally unthinkable in my corporate world so perhaps these answers were given by smaller consultancies.
A disappointing 14% had the Office 365 landing page as their browser opening :-(.
I have given my feedback about the new Office 365 landing page to Microsoft. I hope they will develop this quickly so I will get my way one day after all 🙂
BTW, since then we decided that the new intranet homepage will be the chosen page.
If you are on, or planning to move to Office 365, what have you selected as your browser homepage?
Image courtesy of atibodyphoto at FreeDigitalPhotos.net