8 ways to create a checklist in SharePoint and Microsoft 365
I wrote a post about checklists in SharePoint back in 2018. It is no secret that things changed quite drastically since then. As a result, many solutions I proposed back…
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Embed Office Documents on SharePoint Page using File and Media Web Part
SharePoint has come a long way from its Classic days. In the past, one way we spiced up bland SharePoint pages was by embedding an Excel document with charts and…
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How to import Terms into the Term Store in SharePoint
Whenever I explain metadata on my blog or during a training session, I show how easy it is to create metadata values on the fly just by typing them in.…
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SharePoint Online External Sharing Best Practices
External Sharing in SharePoint is like your spouse snoring at night. It can spoil or even break your relationship. As such, external sharing policies can become a pretty hot and…
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How to properly set up Permissions on a SharePoint Site
I have written several articles about best practices for setting up SharePoint permissions. Still, I want to provide clear and simple instructions on how to properly set up permissions for…
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Best ways to learn SharePoint
My clients and loyal followers often ask me about the best ways to learn SharePoint. The question is definitely a valid one. SharePoint is not your typical application – it…
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How to create Term Hierarchies in SharePoint Term Store
Using Term Store or managed metadata vs. the regular Choice column has many advantages. One of them is the ability to create term hierarchies. This is super powerful, as you…
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Web Part Ideas for a Team Site
Some time ago, I published a post in which I recommended certain web parts for the Intranet Homepage. This post, of course, focused on the communication aspect of SharePoint. However, the…
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How to implement SharePoint in your organization – Best Practices
I first wrote this article back in 2015. However, at the time, we still had classic SharePoint. SharePoint was the only thing we pretty much had—no Teams, Planner, or Microsoft…
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Video Page Templates in SharePoint
Publishing videos in SharePoint in the past was not the most friendly experience. We had to rely on the File and Media Web Part, which was only limited to a…
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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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