The Ultimate Online Guide for SharePoint 2016, SharePoint Online, and Office 365
The SharePoint Shepherd’s Guide for End Users: 2016 Corporate Edition (Tutor) is the solution you need to help your users be effective, reduce your help desk calls, and improve adoption in SharePoint on premises, SharePoint Online, Office 365, or a private cloud.
Many organizations are struggling with a way to help their users become effective with SharePoint. They may have spent a great deal of money implementing SharePoint and now are struggling with frustrated users and climbing support calls. The Shepherd’s Guide helps by leveraging research about how people learn and expertise in instructional design to provide the best materials to make the SharePoint experience better.
The Shepherd’s Guide is a set of over 120 how-to step-by-step instructions for doing the tasks that users need to know how to do most. Accessed through SharePoint navigation or via SharePoint search, the instructions are short and to the point. Additionally, customers can watch the steps in a screen-cast video. Every one of the tasks has a video to guide the customer through it. Take a look at how the solution works. Like most of the tasks in the Shepherd’s Guide, it takes less than 2 minutes:
In addition, there is guidance that helps users decide which site template to use, whether to use a folder or metadata, whether to use a list or a library app to store their content, and other content designed to help them make important design decisions.
Slash Training Costs
Aren’t you tired of your training budget getting cut and feeling like there’s no way to get the users the training that they need? Why don’t you turn the tables and cut your own training costs, but do it while maintaining – or improving – the training the end users receive? The Shepherd’s Guide costs less than instructor-led training and, based on the work of Malcom Knowles and his colleagues about how adults learn, it trains them better. Don’t you want to have an effective way to train and have budget left over?
You’ve built it, but did they come? Research and practical experience shows that small barriers can have a big impact on how many (or few) users will adopt a new technology or technique. The Shepherd’s Guide reduces and eliminates barriers and confusion, and enables users to start leveraging your hard work to solve real business problems.
Cut Support Costs
Help desk calls are expensive. What if you could cut your support costs by over 30% simply by deploying a tool to make it easier for your users to understand SharePoint, SharePoint Online, and Office 365? Our customers see these benefits every day. They get greater adoption, better productivity, and fewer support calls.
Customize the Content
We know that every organization is different. The Shepherd’s Guide is designed to allow you to customize the content to fit your needs. Because the content are publishing pages, you can edit them to include tips, tricks, and policies that are unique to your organization. You can even swap out the screen shots so the screens look like your custom branded site.
You can also restrict the guidance that you don’t want to know about – or don’t need – by using SharePoint’s out of the box security controls.
How It Works
Installation is a snap. We provide a client-side installer that you run which pushes the content into your SharePoint server, SharePoint Online, or Office 365. You provide the URL of the site you want the content in, your credentials to log in, and the installer does the rest. Nothing is easier. In just minutes, your users will be able to search for ways to solve their own problems.
Short and Long
Do you need a solution that provides short answers but is long on content? With our average video length being less than two minutes, users can get in, get out, and get on with their job. And with over three hours of total video content, we’re long on content that you need.
When you’re evaluating solutions for your training, support desk, and productivity needs you’ll have options – however, there’s something special about the Shepherd’s Guide:
- Our content was authored by Robert Bogue, who brings experience in developing instructional content for 25 years, with author credit on 25 books and numerous other content. Robert also worked on the technical and instructional design aspects of over 100 other books – his instructional design experience is unparalleled.
- We license our content by users, not servers. We believe that the users are the reason that you’re trying to make things better. Everything we do is focused around helping you and your users be successful.
- We know that users don’t know what page they need to be on to get help. We want them to get help no matter where they are. That’s why we focus on a strategy of making it easy for them to search – and find – the solutions they need.
We’re the only provider to offer content for SharePoint 2007, SharePoint 2010, SharePoint 2013, and now SharePoint 2016 – so we can help you migrate your users from where you are now to where you want to be.
We want to help users answer questions like these:
- If I only have to do this process twice a year, how am I going to find this again?
- How do I know which type of site is the right one to choose?
- Is there a simpler way to upload items?
- Can I share documents with my team members who work remotely?
- How can I get this information from SharePoint into an email?
- Should I create a list or library app?
How to Buy
What Our Customers Say
“We have reduced our number of help desk request by at least 35%. I would definitely look to upgrade this resource when we go to the next version of SharePoint.”
– Segundo Nazati, U.S. Bureau of Labor Statistics
“It has already saved us hours and hours of generating content.”
– Mark Lynch, UITS – Indiana University
“I think the Guide is the best single document I have seen to assist someone in getting started and familiar with using SharePoint.”
– Chuck Chulvick, Raritan Valley Community College
What the Experts Say
“An invaluable resource for our customers.”
– Eric Shupps, Microsoft MVP
“This guide will help you navigate your way around the core tasks within SharePoint with just enough visuals(screenshots) to keep you from getting lost.”
– Asif Rehmani, Microsoft MVP
“A fantastic resource that should be within quick reach.”
– Andrew Connell, Microsoft MVP
“I can’t think of a better resource.”
– Chris Geier, K2
The SharePoint Shepherd’s Guide for End Users: 2016
Introduction and Decision Trees
- What is SharePoint?
- What is a Content Type?
- How Do I Manage Versions?
- How Do I Get Notified of Changes?
- Content Containers
- Choosing the Right Site Template
- Create a List or Library App
- Organize with Folders or Metadata
- Managing Permissions with Active Directory Groups or SharePoint Groups
- Creating Forms
Collaborate on Projects
- Task: Create a Place for Teams to Work
- Task: Share Your Site
- Task: Accept an Invitation
- Task: Create a Microsoft Account
- Task: Create a New Group
- Task: Assign Users to a Group
- Task: Remove Users from a Group
- Task: Edit Group Settings
- Task: Remove a Group
- Task: Create a Project Site
- Task: Create an Alert
- Task: Create an Alert on an App or Folder
- Task: Create a Discussion Board
- Task: Start a New Discussion
- Task: Reply to a Discussion
- Task: Edit Discussions
- Task: Delete Discussions
- Task: Remove a Discussion Board
Conduct Effective Meetings
- Task: Create An Event
- Task: Create a Recurring Event
Work Together on Content
- Task: Open and Save Documents using Office Web Apps
- Task: Sync Documents with OneDrive for Business
- Task: Changing Document Permissions in SharePoint
- Task: Check Out a Document in Office 2013
- Task: Check Out a Document in Office 2016
- Task: Check Out Documents in SharePoint
- Task: Check In a Document in Office 2013
- Task: Check In a Document in Office 2016
- Task: Check In Documents in SharePoint
- Task: Connect an Approval Workflow
- Task: Follow a Document
- Task: Save a Site as a Template
- Task: Activate Version Control
- Task: Create a Custom List App
- Task: Create a Library App
- Task: Create a File in a Library App
- Task: Upload a Single File to a Library App
- Task: Upload Multiple Files to a Library App
- Task: Create a New Folder in a Library App
- Task: Import a Spreadsheet to Create a List App
- Task: Create a New Item for a List App
- Task: Add New List or Library App Columns
- Task: Edit Existing List or Library App Columns
- Task: Delete List or Library App Columns
- Task: Edit a List or Library App in Quick Edit View
- Task: Subscribe to a List or Library App RSS Feed
- Task: View Library Item Properties
- Task: View List Item Properties
- Task: Edit List or Library Item Properties
- Task: Manage List Item Permissions
- Task: Edit a Library App Item in a Preferred Application
- Task: Download a Library App File
- Task: Move a File to Another Library App
- Task: E-Mail a Link to a Library App
- Task: Edit a List or Library App View
- Task: Add a List or Library App View
- Task: Export a List or Library App to a Spreadsheet
- Task: Delete a Library App File
- Task: Recover A List Or Library App Item From The Recycle Bin
- Task: Edit List or Library App Content Types
Use Outlook for Sharing
- Task: Connect a SharePoint Library to Outlook
- Task: Connect a SharePoint Calendar to Outlook
- Task: Connect SharePoint Contacts to Outlook
- Task: Connect SharePoint Tasks to Outlook
- Task: Share Connected SharePoint Content with Outlook
- Task: Edit Library App Files in Outlook
- Task: Edit a SharePoint Calendar in Outlook
- Task: Remove a Connected Document from Outlook
- Task: Remove a Library App from Outlook
- Task: Share SharePoint Content with a Sharing Message
- Task: Create a Survey
- Task: Preview Your Survey
- Task: Enable Survey Branching
- Task: Send a Survey Link
- Task: View Survey Results
- Task: Compile Survey Results
Getting Social with SharePoint
- Task: Configure a User Profile
- Task: Edit a Profile’s Links
- Task: Add An App To A Personal Site
- Task: Edit an App in a Personal Site
- Task: Remove an App from a Personal Site
- Task: Create a Blog Entry in SharePoint
- Task: Register a Blog in Word
- Task: Write a Blog Entry with Word
- Task: Post a Newsfeed Entry
- Task: Reply to a Newsfeed Entry
- Task: Tag SharePoint Content
- Task: Tag External Content
- Task: Create a Wiki Home Page
- Task: Edit a Wiki Home Page
Publish Web Content: Site Authors
- Task: Create a Site for Published Content
- Task: Create a Content Page
- Task: Edit Page Content
- Task: Spell Check Page Content
- Task: Add an Image to a Content Page
- Task: Add Publishing Approvers
- Task: Submit Page for Publishing Approval
- Task: Approve Content for Publication
- Task: Change Page Schedule Expiration Date
- Task: Manually Start a Workflow for Publication
- Task: Create a Custom Permission Level
Publish Web Content: Site Owners
- Task: Change a Site Theme
- Task: Change a Site Logo
- Task: Change a Site Master Page
- Task: Add Cascading Style Sheets
- Task: Organize Pages in a Web Site
- Task: Allow Users to Create Different Subsites
- Task: Create a Subsite
- Task: Customize Publishing Site Navigation
- Task: Implement and Configure the Content Query Web Part
- Task: Implement and Configure the Summary Links Web Part
- Task: Export a Web Part
- Task: Import a Web Part
Publish Web Content: Site Collection Owners
- Task: Enable Output Cache
- Task: Configure Site Collection Default Cache Profiles
- Task: Configure Output Cache Profiles
- Task: Add an Output Cache Profile
- Task: Override the Configured Output Cache Profile
- Task: Configure the Object Cache
- Task: Flush Object Caches
- Task: Enable and Configure Cross-List Query Cache
- Task: Upload and Activate a Sandbox Solution
- Task: Deactivate a Sandbox Solution
Appendix A: Site Definitions
Appendix B: List Definitions
Appendix C: Web Parts
Appendix D: Views
Appendix E: Permissions in SharePoint
Appendix F: User Interface
Appendix G: Columns
Please contact us for more information or questions