Project Teams

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One of the key benefits of SharePoint over competitive portal products is the capability of users to create new ad hoc web sites without programming. These team sites are the focus of much collaborative activity. For most organizations, the smaller the organizational entity is, the greater the degree of collaboration. Most of the underlying features of these sites, such as the document library and discussions, have already been discussed in this chapter.

To create a team site:

  1. On the Sites Directory page, click Create Site in the Select Action section to the left to open the Add Link to Site page (Figure 12.20).

    Figure 12.20. Add Link to Site Page

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  2. Fill in the title, description, URL, and contact email address for the site. Click Create to open the Add Link to Site page (Figure 12.21).

    Figure 12.21. Add Link to Site Page

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  3. Choose whether the site will appear in search results, and associate the site with one or more appropriate categories.

  4. Choose the site template to determine which pages are included on the new site (Figure 12.22).

    Figure 12.22. Template Selection Page

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After the site is created, you can add other pages that are not included in the template. You can also create your own templates or modify the existing site templates.

Types of SharePoint Sites

SharePoint Portal Server provides a number of site types for inclusion in your portal. They are designed to match the most common office collaboration scenarios. You can also customize the site by adding additional web parts to make it suit your requirements. Table 12.3 summarizes the site types and their characteristics, while Table 12.4 outlines team site features.

Table 12.3. SharePoint Site Types

Site Type

Description

Features

Team Site

A group of popular web parts for many scenarios. Contains places to "push" news to portal users as well as support for document collaboration.

Document Library

Announcements

Events

Contacts

Quick Links

Blank Site

Tabula rasa for adding your own web parts.

Blank Home Page

Document Workspace

Documents and related functions for creating documents.

Document Library

Task List

Quick Links

Members

Announcements

Basic Meeting Workspace

Content relating to a generic meeting.

Objectives

Attendees

Agenda

Blank Meeting Workspace

An empty site to which you can add new pages.

Blank Home Page

Decision Meeting Workspace

Includes basic meeting functions and also documents, tasks , and decisions.

Objectives

Attendees

Agenda

Document Library

Tasks and Decisions

Social Meeting Workspace

This is the template you might use for a company picnic.

Attendees

Directions

Weather

Image/Logo

Things to Bring

Discussions

Picture Library

Multipage Meeting Workspace

Includes two additional pages in addition to basic meeting workspace.

Objectives

Attendees

Agenda

Two Blank Pages

My Site

Personalized site. You can add additional pages to your personal site.

 

Table 12.4. SharePoint Team Site Features

Feature

Description

Agenda

Place to list meeting agenda items.

Announcements

Post news to members of your group.

Attendees

Contact information for people.

Contacts

Contact information for people; may be dragged and dropped from Outlook.

Directions

Driving or other directions to a meeting location.

Document Library

Place to store shared documents. Includes check-in and check-out functions.

Events

Calendar of events.

Image/Logo

Placeholder for image file displayed on home page of site.

Members

Contact information for people.

Objectives

Meeting goals.

Picture Library

Place to upload and view photographs or other images.

Quick Links

Easy facility to share links to web pages.

Survey

Submit questions to users and tally results.

Task List

To Do list.

Things to Bring

Items to bring to social event.

Weather

Weather forecast or report for social event.


Most of the SharePoint team site features are self-explanatory, though the surveys feature bears more explanation. SharePoint lets you quickly generate opinion surveys and deliver them to your users. The surveys may be long or short, simple or complex. To create a survey on your team site:

  1. Click Create New in the Actions menu to open the Create Page page (Figure 12.23).

    Figure 12.23. Create Page

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  2. Click Surveys in the left-hand navigation to open the New Survey page (Figure 12.24).

    Figure 12.24. New Survey Page

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  3. Name and describe the survey, and choose whether respondent names will be shown and whether people may respond more than once to the survey. Click Next .

  4. Complete the series of pages for defining the questions in the survey (Figure 12.25). You can enter as many questions as you like. You can enter as many questions as you like. For each question, you specify the respond type along with the default value for the response. Validation for the field is provided depending on the data type for the response. For instance, you can set upper and lower limits for numeric values in responses.

    Figure 12.25. Add Question Page

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  5. Click Finish to open the Customize Survey page (Figure 12.26), on which you can review the survey or change settings. You can rearrange the order of the questions here, for instance.

    Figure 12.26. Customize Survey Page

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The survey is saved and is ready for responses. Click Home to return to the homepage of the team site. The new survey appears in the left navigation under Surveys. Click the survey and then click Respond to this Survey on the survey page to respond to it, as shown in Figure 12.27.

Figure 12.27. Responding to a Survey

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When a user goes to a survey URL, he is prompted to respond to the questions in the survey. You may want to provide a link to the survey on your home page to encourage users to respond to it. By default, users are not allowed to respond more than once to a survey.

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Building Portals, Intranets, and Corporate Web Sites Using Microsoft Servers
Building Portals, Intranets, and Corporate Web Sites Using Microsoft Servers
ISBN: 0321159632
EAN: 2147483647
Year: 2004
Pages: 164

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