Lessons We've Learned: 7 Tips for Team Web Sites
Published: May 20, 2005
At McGhee Productivity Solutions, we have consultants and employees located around the country. Because we work together on a lot of
documents, we need a central location where we can store and edit these documents as well as keep track of our schedules. To work together
as efficiently as possible, we use a team Web site created with Microsoft Windows SharePoint Services. Team sites work great if you have
team members working in different locations, or even if your team is all in one office.
In this article, I'm going to give you 7 tips we've learned in setting up and using our team Web site. These tips can help you get
up and running productively as quickly as possible with your site.
Note Windows SharePoint Services is a great, and underused, tool for managing
teams and team projects. You can use it to create a team Web site to track objectives and projects, as well as have a central location for
storing and collaborating on documents. Windows SharePoint Services is also closely integrated with Microsoft Office 2003 Editions.
Learn more about Windows SharePoint Services and order a trial version.
Example of a team Web site created with Windows SharePoint Services.
On This Page
1. Create Folder Names that Are Clear and Consistent
Organize site folders by whatever makes the most sense for your team. The key is to be clear and, above all, consistent. For
example you could choose to organize:
| • | By department |
| • | By objective |
| • | Alphabetically |
| • | By clients |
| • | By project |
We also create a new Document Library folder in SharePoint for each project. We can store all of our files related to a project in a Document Library. This not only helps keep our files organized, but makes
it easier if a project is reassigned for the new owner to take ownership of all the associated materials. Learn how to
add a new Document Library folder.
2. Develop Standards for Naming Files
Decide as a team how you want to name your files. For example, you can insist that a date be attached to each file, or that the
person who created the file put their initials in the file name. Also, you can take advantage of the fact that you can use long file names
for files and SharePoint folders. Be sure to publish your naming structure so that everyone on the team knows what it is. Above all, be
consistent in reinforcing and using this naming convention. This is critical. We’ve found that if you don’t, your team won’t know how find
files and therefore won’t use the site effectively.
3. Keep Only the Latest Versions of Files
Develop an archive folder system for keeping previous versions of files for historical or version control needs. We keep only one
current version in our “active” folders. This clears up any possible confusion over which version of a document should be used,
particularly when your team members download files to their computer to work on while they're traveling or working out of their office.
If your team members do copy files onto their computers, you need to take extra precautions to ensure you only have the most
current versions of their files on the team Web site. If team members keep versions of files on their computer, they should change the file name. That way, if they
upload the file at a later date, they will not overwrite something on the team Web site that might have been edited in the meantime.
4. Give Clear Ownership of Each Section of the Team Web Site
Give each folder a single owner who can add files to it. We find that this ensures the integrity of naming and file structures
within each section of the team Web site. Multiple people may edit documents in various folders, but we make sure no one else uploads new
documents or creates new folders inside a folder owned by someone else.
5. Check Out and Check In Files
You will probably have a number of files (like sales data) that are accessed and edited by several team members. While
SharePoint won’t allow multiple people to save an open file, it is possible for a person to open a file while someone else is editing it.
Unless the file is checked out, you run the risk of more than one person working on the same file. One or more people may end up doing
work that can't be properly saved. And if a user doesn’t check the file back in, then others can’t access it. Learn how to:
Make sure you check out files on your team Web site before working on them.
6. Clearly Describe Folder Contents
As people on the team change, they will need to know what they can expect to find in different Document Library folders. Because we
include a clear description of each folder, the new team member knows what's in each folder and can find the documents they need to get up
to speed a lot faster. This has been really useful to us when an account grows large enough that we add another consultant to the team. We
also modify the descriptions when we complete a project. We designate the library as containing archive information rather than active
information.
Clearly describe each folder in your Document Library.
To put in a detailed description of a Document Library:
1. | Click on the Document Library you want to edit. |
2. | In the Document Library you want to edit, in the left navigation, click Modify Settings and Columns. |
3. | On the Customize page, in the General Settings section, click Change General Settings. |
4. | This takes you to the Document Library Settings page, In the Name and Description section, type in the description of the folder. Click OK. |
7. Link to Files in SharePoint Folders
When you're working on a project, it’s easy to just insert a file from the team Web site into an e-mail. By sending out different
versions of the same file, however, you could end up with multiple versions of the same document. It's far more reliable to just insert a
link to the document in your e-mail. You can also put links to SharePoint documents into a task in Microsoft Office Outlook, or into an
appointment on your calendar.
If you store multiple copies of a file on your team Web site, it's also easy for one copy of the file to get
modified and leave the others out of date. Instead, we make sure we only have one version of a document and link to it from other places when necessary.
To put a link to file on your team Web site into any Microsoft Office document:
1. | Locate the document you want to create a link for. Put your cursor over the document name until the file name turns red. |
2. | Right-click on the red file name and in the drop-down menu and click Copy Shortcut. |
3. | With your mouse cursor in the body of your task, appointment, contact, documents folder, or in another file, right-click and
click Paste. This will paste the link. When you click on the link, it will open the actual document. |
Put links to documents on your team Web site rather then putting different versions in multiple locations.
To put a link to file on your team Web site into another part of the Web site:
1. | Locate the document you want to create a link for. Put your cursor over the document name until the file name turns red. |
2. | Right-click on the red file name and in the drop-down menu and click Copy Shortcut. |
3. | Navigate to the folder you want to include the link in. Click New Document. SharePoint will open a new document called "template.htm" in Microsoft Word. |
4. | Paste the shortcut into the new document. Select all of the text and right click on it. |
5. | Click Hyperlink... and type in the text you want in the Text to display box (for example, "Click here to see the final version of this presentation.") Click OK. |
6. | Save the file. When anyone opens this file, clicking the link will take them to the current version of the referenced file. |
I hope sharing some of the lessons we’ve learned at McGhee Productivity Solutions will help you get a head start on your own team Web site.
