Team Collaboration · Using Microsoft® Office for More Effective Teamwork by Pierce, John -- Read -- Imperial Library of Trantor

Index

Team Collaboration: Using Microsoft® Office for More Effective Teamwork Introduction

Who this book is for

Assumptions

How this book is organized Office versions and requirements Acknowledgments How to get support & provide feedback

Errata & book support We want to hear from you Stay in touch

1. Concepts and Basic Tools

1. Collaboration Basics

Team dynamics and leadership The importance of dissent Generating and evaluating ideas The needs of virtual teams Working alone and together Collaborative tools in Microsoft Office

Managing content and history Using templates Communication and sharing Keeping records Document collaboration Mobility and flexibility

A real example

2. Building a SharePoint Team Site

Getting started on the home page Working with groups and permissions

Adding users to the site or a group Managing permissions for users and groups Defining a permission level Creating a group

Working on the team site

Adding a slide library Adding list apps Tracking tasks Holding a team discussion Scheduling and managing events

Adding an event Using a meeting workspace

Working with documents

Creating and uploading documents Checking documents out and in

Setting up alerts Connecting with Office and exporting items

Creating and modifying views Developing the team site

Managing document approval with a workflow Breaking permission inheritance Creating pages Using a wiki page library

Classifying and searching for content

Adding a note

Adding a note Adding a tag

Searching Using advanced search Working with search results

3. Managing Access and Preserving History

Protecting Office documents

Using rights management Using a password Protecting workbooks and worksheets

Managing versions Working with document properties

Setting properties in an Office program Defining properties for a list or library

4. Building Team Templates

Using Excel templates

Looking at the inventory list template Creating a simple tracking template with data validation

Setting up the template Adding data validation

Developing a PowerPoint template

Elements of a PowerPoint template Creating your own PowerPoint template

Customizing template design elements Working with placeholders Creating a custom layout Working with notes and handout masters Saving the PowerPoint template file

Designing a Word template

Working with paragraph styles

Working with paragraph styles Defining character styles Creating headers and footers

Creating building blocks and Quick Parts

Using building blocks Saving and inserting Quick Parts

Adding content controls

Working with content control properties Changing the text in a content control

Protecting a template

Adding custom templates to your team site

2. Working Day to Day as a Team

5. An Integrated Outlook

Working with the team site from Outlook

Connecting to a document library Managing team discussions from Outlook Using Outlook to add and update the team site task list

Linking Outlook items to OneNote

Adding e-mail to OneNote Using meeting notes Working with Outlook tasks in OneNote

Sharing and publishing calendars

Sending a calendar by e-mail Sharing a calendar Publishing a calendar online Avoiding scheduling conflicts

6. Working Together in Lync

Contacts and presence

Sharing status information with your team Getting in touch Viewing and managing your status

Instant messages, video calls, and online meetings

Exchanging instant messages Holding a video conference Using your conversation history Holding meetings online

Collaboration tools

Sharing your desktop Sharing a PowerPoint presentation Sharing a program Conducting an online poll Working together on a whiteboard

Recordings and meeting notes

Making and managing recordings Taking notes in OneNote

7. Keeping Track of Discussions and Ideas

Sharing OneNote notebooks Synchronizing notebooks Adding content to a notebook

Inserting files and printouts

Linking to files Attaching files Printing files to OneNote

Inserting a spreadsheet Adding images and drawings

Pictures Screen clippings Working with drawing tools

Working with pen input Adding audio and video recordings Working with tables Editing and formatting text in OneNote

Adding links and linked notes

Linking pages to other OneNote pages Linking notes to pages, sections, and notebooks Working with linked notes Linking notes to other applications

Linking notes in Word and PowerPoint Linking notes in Internet Explorer

Managing changes and additions to shared notebooks

Marking coauthor edits as read or unread Viewing recent edits Finding notes by author Hiding author initials Working with page versions

Searching notebooks

Searching notebooks, sections, and pages Displaying the Search Results pane

Tagging notes

Setting up a group of common tags Finding tagged notes Creating a tag summary page

Doing more with OneNote

Saving the current page as a template Research and references Sending pages in shareable formats Using the notebook Recycle Bin Opening backup notebooks

8. Working on Shared Documents in Word

Controlling the editing of a document Basic collaboration tools: comments and revision marks

Annotating a document Tracking changes

Setting track changes options Reviewing a file Accepting and rejecting changes

Comparing and combining documents

Comparing documents Combining documents

Coauthoring documents in Word

Word coauthoring basics Blocking authors Resolving conflicts Comparing versions

9. Collaborating in Excel

Making use of file formats and annotations

Distributing Excel files in other formats

Creating a PDF/XPS document Saving files in different formats Sending an Excel file in e-mail

Annotating and reviewing worksheets by using comments

Distributing and merging multiple workbooks Sharing workbooks on a network

Protecting a shared workbook Tracking changes in a workbook Resolving conflicts Viewing change history Clearing the sharing option

Sharing Excel files on SkyDrive or SharePoint

Setting browser view options

10. Preparing a Presentation as a Group

Working with a slide library

Building the library

Adding slides from PowerPoint Adding slides from the team site

Reusing library slides Inserting slides from SharePoint Updating slides

Coauthoring a presentation Adding annotations and comments Comparing presentations A few final steps

11. Working with Office Web Apps on SkyDrive

The SkyDrive landscape

SkyDrive commands Sharing documents

Sharing from SkyDrive Sharing a file from a web app

Sharing SkyDrive folders Using the SkyDrive Application

Setting up the SkyDrive app Connecting remotely from SkyDrive

Using Mail, People, and Calendar apps

Mail People Calendar

Subscribing to a calendar Sharing a calendar

Creating and editing documents in Office Web Apps

Using Word Web App

Editing in Word Web App Coauthoring in Word Web App

Taking notes in OneNote Web App Working together in Excel Web App Building and editing presentations in PowerPoint Web App

Index About the Author Copyright

← Prev
Back
Next →

← Prev
Back
Next →