Home > Blog > Top 3 Out of The Box SharePoint Features for Greater Efficiency
Interested in a few of the most useful, out-of-the-box features that SharePoint boasts today? This DIY post will get you going in no time with Alerts, Check-outs, and Views – including the best way to get started with each.

Feature #1: SharePoint Alerts

Why? Are you interested in a specific item and when it is updated? No need for an entire Workflow, set an Alert! How:
  • In the ribbon, under the List tab, click on Alert Me
  • Then Select Set alert on this list
Set the appropriate Alert options
  • Select OK – and you’re finished!

Feature #2: Document Check In and Check Out

WHY?

Have you ever want to prevent from others from editing a document you are working on?

Checking out a document allows you to share the document with others while you are still actively working on it.

HOW:

  • Select the Checkbox next to the document you would like to Checkout
  • In the ribbon, under the Files tab, Select Check Out
  • You will now notice the Check Out symbol appears over the Word Icon
  • Make the desired changes to the checked out document
  • Check in the document when you are finished by selecting the checkbox next to the document, then, selecting Check In from under the Files Ribbon
  • Enter any Comments you have about the changes made
  • Select OK, and you’re all set!


Feature #3: SharePoint Views

Why?

Maybe you have too many columns in your current view. Maybe you want to look at only a specific set, and another department wants to look at a specific set of columns. Maybe you just want to see what has a pending status in chronological order

How?


  • Select create view from the ribbon
  • Name your view and select the audience

**Note** Only Administrators have the option of creating public views. If an end-user creates a view that may be useful for everyone an administrator will have to recreate it publicly.

  • Select which columns you would like displayed, and in what order
  • Select your Sorting, Filtering, and Grouping

And there you have it. SharePoint has many built-in features to help the end-user manage his/her documents more efficiently. Alerts, Checkouts, and Views are just a few of the out of the box features SharePoint offers. Want to discover more helpful tips, tricks, and DIYs? Reach out on our contact page for more.

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