IV. Using Office Programs with SharePoint
by Greg Harvey
SharePoint® 2007 Collaboration For Dummies®
- Copyright
- About the Author
- Author's Acknowledgments
- Publisher's Acknowledgments
- Introduction
- I. Implementing SharePoint Collaboration
- 1. Collaborating with SharePoint
- 2. Setting Up the SharePoint Site for Your Teams
- 2.1. Finding out how SharePoint Sites Are Organized
- 2.2. Customizing the Appearance of Your SharePoint Site
- 2.3. Adding Subsites to Your SharePoint Site
- 2.4. Adding Individual Web Pages to a Site's Document Library
- 2.5. Editing Web Parts on the Pages of Your SharePoint Site
- 3. Giving Your Teams Access to the SharePoint Site
- II. Managing Your SharePoint Data
- 4. Creating and Maintaining SharePoint Lists
- 4.1. SharePoint Lists 101
- 4.2. Adding Lists to Your SharePoint Site
- 4.2.1. The different types of standard lists
- 4.2.2. Creating a new list for the site
- 4.2.3. Entering data into a new list
- 4.2.4. Entering and editing data in a list in Datasheet view
- 4.2.5. Importing data from another compatible application program
- 4.2.6. Adding columns to a custom list
- 4.2.7. Modifying or creating a new view for a SharePoint list
- 4.2.7.1. Modifying a list view
- 4.2.7.2. Creating a list view
- 4.2.7.2.1. Applying a custom view to a list
- 4.2.7.2.2. Creating a copy of a list using a Web Part with a custom view
- 5. The Care and Feeding of SharePoint Libraries
- 5.1. Understanding What Makes SharePoint Libraries Tick
- 5.2. Using the Default Shared Documents Library
- 5.3. Uploading Documents to a Documents Library
- 5.4. Creating a New Word Document for a Library
- 5.5. Adding New Libraries and Folders to Your SharePoint Site
- 5.6. Customizing a Document Library
- 5.7. Adding Columns to a Document Library
- 5.8. Modifying and Adding Views to a Document Library
- 5.9. Sorting and Filtering a Document Library
- III. Getting the Most Out of Your SharePoint Site
- 6. Using Meeting Workspaces to Plan and Manage Team Meetings
- 6.1. Understanding How You Can Use Meeting Workspaces
- 6.2. Creating New Meeting Workspaces
- 6.3. Linking a Calendar Event to an Existing Meeting Workspace
- 6.4. Adding a Button to Launch a Yugma Web Conference
- 7. Getting Team Feedback via Surveys and Discussion Boards
- 7.1. Using Surveys to Poll Your Teams
- 7.1.1. Understanding branching in surveys
- 7.1.2. Creating a new SharePoint survey
- 7.1.3. Editing a survey
- 7.1.4. Adding branching to a survey
- 7.1.5. Responding to the survey
- 7.1.6. Viewing the survey results
- 7.1.7. Using Web Parts to add a survey summary list to the home page
- 7.1.8. Exporting survey results to an Excel worksheet
- 7.2. Using Discussion Boards to Get Team Feedback
- 7.1. Using Surveys to Poll Your Teams
- 8. Stimulating Team Interaction with Blogs and Wiki Pages
- 9. Editing Collaboratively with Document Workspaces
- 9.1. Creating a New Document Workspace
- 9.2. Setting Versioning Settings for the Document Workspace
- 10. Managing Tasks, Issues, and Workflows in SharePoint
- 10.1. Using the Default Tasks List
- 10.1.1. Getting SharePoint to send e-mail when tasks are assigned
- 10.1.2. Adding new items to the Tasks list
- 10.1.3. Sorting and filtering the Tasks list in the All Tasks view
- 10.1.4. Switching the Tasks list to a new view
- 10.1.5. Creating a custom Gantt Chart view for your site's Tasks list
- 10.1.6. Editing items in the Tasks list
- 10.1.7. Connecting the Tasks list to Outlook 2007
- 10.2. Adding a Project Tasks List
- 10.3. Working with Issue Tracking Lists
- 10.4. Creating a SharePoint Workflow
- 10.1. Using the Default Tasks List
- 6. Using Meeting Workspaces to Plan and Manage Team Meetings
- IV. Using Office Programs with SharePoint
- 11. Integrating SharePoint and Outlook 2007
- 12. Using Office Applications with SharePoint
- 13. Customizing Your SharePoint Site with Office SharePoint Designer 2007
- 14. Using InfoPath 2007 with SharePoint
- V. The Part of Tens
- 15. Top Ten Tips for Designing Your SharePoint Site
- 15.1. Tailoring the SharePoint Site for Your Teams
- 15.2. Making a Special Place for Each Team
- 15.3. Supplying Your Teams with the Documents They Need
- 15.4. Using Announcements and the Calendar to Keep on Top of Updates and Events
- 15.5. Organizing and Managing Team Meetings
- 15.6. Enabling Collaborative Editing with Document Workspaces
- 15.7. Getting Feedback from Teams with Discussion Boards and Surveys
- 15.8. Facilitating the Exchange of Ideas with Wiki Pages and Blogs
- 15.9. Assigning and Managing the Tasks Teams Need to Get Done
- 15.10. Automating Standard Business Processes with Workflows
- 16. The Top Ten Challenges to Successful Teamwork
- 16.1. Unambiguous Team Responsibilities
- 16.2. Effective Team Leadership
- 16.3. Easily Accessible Information
- 16.4. Universal Team Participation
- 16.5. Competent Communication
- 16.6. Timely Team Feedback
- 16.7. Straightforward Issue Resolution
- 16.8. Resourceful Idea Sharing
- 16.9. Sound Task Management
- 16.10. Measuring Success
- 15. Top Ten Tips for Designing Your SharePoint Site
- Glossary: SharePoint Technical Jargon
- 4. Creating and Maintaining SharePoint Lists
In this part. . .
One of the things that makes SharePoint 2007 so impressive is its tight integration with the programs in Microsoft's Office suite, especially those in the latest version, Office 2007. This part of the book shows you how to use the core Office applications of Outlook, Word, and Excel with SharePoint. It also gives you some specific information about how you can use Office SharePoint Designer 2007 to create custom workflows for your SharePoint lists and InfoPath 2007 to create form templates and form libraries for your site.
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