How to create a Knowledge Base in SharePoint
One of the common requests for SharePoint Intranet is the ability to create and organize some sort of Knowledge Base. There are several ways to create a Knowledge base in…
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How to properly set a document as a Record via retention labels in SharePoint Online
I explained the concept of retention labels and related use cases in some of my previous posts. However, sometimes you not only want to retain documents and content and prevent…
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How to Sync Loop Tasks with Planner and To Do
One of the more remarkable features of Loop is the ability to sync Loop Tasks with Planner and To Do. In today’s article, I would like to explain how this…
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How to add Locations in Microsoft Search & Intelligence Center
I previously wrote a blog on improving the search experience by customizing and configuring various options within the Search & Intelligence Center. There is also another cool option you can…
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Favorite Files & Folders vs. Add Shortcut to OneDrive
One of the most frustrating things with SharePoint and OneDrive is that we have several features with names that imply the same thing but are quite different. One such combination…
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8 ways to create a Loop Component
I have already published several articles on Microsoft Loop. Today, I would like to summarize 6 unique ways to create Loop Components. This will become super important to understand, especially…
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How to move and copy tasks between Plans in Planner
I recently blogged about creating a copy of the Plan in Planner. However, sometimes, you need to copy only specific tasks, not the entire plan. Luckily, we do have such…
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Where the Loop Components are stored
One of the posts I plan to write in the future will be about the security and permissions model in a Microsoft Loop application. However, to understand how Loop permissions…
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How to invite users to the SharePoint Site without making them a member of the Team or Group
Ever since Microsoft 365 Groups were introduced in 2016, we have had a relatively simple and straightforward way to manage access to Microsoft 365 applications. However, scenarios often pop up…
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How to create a Document Set in SharePoint Online
Time flies. It seemed like it was yesterday when I wrote a very detailed blog post on Document Sets (I remember that because Document Sets are one of the most…
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Should we save our documents in SharePoint as PDFs to avoid editing?
In this article, I would like to answer a question that arises more often than it should. The question is whether or not to save documents in SharePoint as PDFs…
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A New Way to Share Pages in SharePoint Online
I kind of blogged about this topic recently, but since Microsoft updated the user interface and functionality on this, I would like to write another post on the topic as…
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About Me
I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.
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