SharePoint

Step-by-Step Guide: Creating a SharePoint Site from Scratch

  Updated 26 Nov 2024

Transforming Healthcare

In the current digitally inclined operations environment, there is a need for tools that facilitate communication, organization, and optimization of work. Microsoft SharePoint is one of the most reliable solutions when it comes to building collaborative working environments, document libraries, and intranet sites. SharePoint is expected to be implemented in more than 250000 companies across the world by 2025, which will help teams that are adopting the technology solutions increase productivity by 18%. For business organizations that seek to get the best out of SharePoint, working with a SharePoint development company or employing SharePoint development services guarantees getting SharePoint optimized for your business.

This easy SharePoint tutorial will help anyone just getting started with SharePoint and guide anyone who is trying to create a more efficient site. We will also talk about SharePoint and its applications, the features that the Site has to offer besides creating sites of various types, and how to delete unwanted sites or share the said sites with other users who are external to the organization.

Are you ready for a change in your company’s business processes? If so, partner with Q3 Technologies for expert SharePoint Development Services today.

What is SharePoint?

Microsoft SharePoint is a multifunctional platform used for creating, storing, and sharing business information within organizations. It also works hand in hand with Microsoft 365 to allow teams to work on projects, handle documents, and access resources remotely and securely. It has functional integration touchpoints by being a single location for employee access to tools and information sharing.

With SharePoint, businesses can:

  • Maintain intranet hosts to have internal weblogs for communications.
  • Create Web 2.0 platforms customized to individual teams within an organization.
  • To enhance productivity, two aspects that should be developed include managing workflows and automating routine tasks, whether used in an organization or within one’s personal life.
  • Transfer data and resources effortlessly and safely to internal and external consumers.

For any organization that wants to get the most out of SharePoint, outsourcing your SharePoint needs to a SharePoint Development Company can be extremely beneficial. This will allow SharePoint to be customized to business needs.

What Is SharePoint Used For?

SharePoint is applied in various fields and areas, making it an essential platform for organizations of all types. Here are some critical use cases:

  1. Document Management and Storage: Document management systems that have centralized locations for documents with accommodated version control and live changes.
  2. Team Collaboration: Offers working spaces that are accessible by all the members of a given project, budget tracking, and calendar.
  3. Workflow Automation: This incorporates aspects like the approval processes or data gathering to run them independently and be faster and more efficient.
  4. Business Intelligence: They provide meaningful dashboards and reports to guarantee the appropriate decision-making process.
  5. External Collaboration: Enables people, both internal and external, to share files or sites securely with clients, vendors, or partners.

If you want unique SharePoint solutions, outsourcing SharePoint Development Services guarantees complete optimization of SharePoint.

How to create a SharePoint Site

When setting up a new SharePoint site, keep these best practices in mind:

  1. Define the Purpose: In particular, determine what kind of goals the Site is to address – can it be project management resource sharing or effective teamwork?
  2. Plan Navigation: When designing your website, incorporate easy-to-use menus so that users can easily access the content they want.
  3. Optimize for Mobile: Make sure the Site is usable from a mobile device, which will be convenient for users whenever they are on the move.

Any business can benefit from associating with a reputable SharePoint Development Company when it comes to creating a new site that is in tune with the company’s business processes and is scalable and secure.

Making a SharePoint site is very easy, but getting the most out of it takes thoughtful planning. Here’s a step-by-step guide:

How to create a SharePoint Site

Step 1: Go to your SharePoint Account Login Activity

  • Click to submit your records to Microsoft 365.
  • SharePoint can be found in the App Launcher of Microsoft 365.

Step 2: Select the Type of Site

SharePoint provides two main types of sites:

  • Team Site: Most suitable for use within an organization, for example, for sharing documents between specific departments.
  • Communication Site: Suitable for reaching more people with updates, announcements, or reporting on the work done within an organization.
  • After you have watched the video, click the “Create Site” button and select the type you want.

Step 3: Configure Your Site Settings

  • Name Your Site: Identify the proper and appropriate name for your site.
  • Set Privacy Settings: Determine if the Site will be closed and available only to teams working on the particular project selectively or open to all organization members.
  • Add a Description: Ensure you give a brief description of your site’s objectives so that the users can understand where to look.

Step 4: Customize Your Site Design

  • SharePoint has different possibilities for templates and web parts for further adjustment.
  • You can also embed web parts for objects such as document libraries, calendars, task lists, and discussion boards.
  • This means that you can change the layout depending on how your team operates.

Step 5: Assign Role/Manage and Assign Access Rights

  • Members can be invited into the group by typing their email address.
  • To assign a particular level of access, they may be categorized as owners, members, or visitors.

Step 6: Launch Your Site

Once all is done, you should click on the button labelled Finish to complete the deployment of your SharePoint site.

How to Delete a SharePoint Site

SharePoint Site is one of the most prevalent structures used by modern businesses to manage company’s, employees’, customers’, and partners’ collaboration and communication online. Many sometimes create a SharePoint site accidentally instead of intentionally, so here are detailed instructions on how to delete a SharePoint site successfully, regardless of the user’s experience level.

Deleting can be useful for SharePoint work if the Site is no longer required as it makes the environment tidy. Here’s how:

  1. Go to the Site you want to delete.
  2. Select the gear icon on the top right of the page.
  3. Next, under Site Information, go to Delete Site.
  4. Confirm your decision.

Important: Disabling a site deletes all data that the Site contains and settings of the Site itself. Please make sure to back up any files that may be useful for the course before moving forward.

Do you require a specialized SharePoint solution? Outsource SharePoint developers from Q3 Technologies for the best results in improving your working efficiency.

SharePoint Site for External Users

As mentioned above, one of the most impressive aspects of SharePoint is the ability to work with external users, partners, customers, or vendors.

  1. Getting to the root of reinstalling Microsoft 365 Admin Centre is simple: launch the program.
  2. Go to Settings → Sharing.
  3. Let others in your organization share content outside your organization.

Steps to Add External Users

  1. Click on your desired SharePoint site where you want to share.
  2. Use external users by typing their email addresses.
  3. The permissions level that can be granted include View Only or Edit, depending on the user’s role.

The advantage of using external sharing means is the possibility of cooperation with third-party agents without involving risks. To improve functionality, one should hire SharePoint developers who focus on external sharing settings.

New SharePoint Site Features

Modern SharePoint sites come with innovative features like:

  1. Hub Sites: Enable related sites to be linked for navigation and branding purposes.
  2. AI-Powered Search: Enhanced search features that incorporate Artificial intelligence technologies used in searching for files and other valuable
  3. Integration with Microsoft Teams: Full integration with Microsoft Teams to achieve excellent cooperation between the services.

These features make SharePoint an indispensable tool for the modern business venture, as noted next.

Why Hire SharePoint Developers?

Engaging skilled SharePoint developers can help optimize the Site you run. Here’s why:

  1. Customization: SharePoint is customizable to specific business requirements by the developers.
  2. Security: Please make significant and robust configurations in regard to data security.
  3. Integration: Easy compatibility with other tools and overall solutions.
  4. Scalability: Use strategies that will see your sites expand as your business becomes more considerable.

It is helpful when collaborating with reliable SharePoint Development Services – your company will benefit from all the features that SharePoint offers without being distracted by technical intricacies.

Q3 Technologies: Your Trusted SharePoint Development Partner

Q3 Technologies is a company that has focused on SharePoint Development Services in order to assist organizations in running efficient and effective operations to meet their objectives. Having accumulated qualified developers, we offer our clients bespoke solutions that can be protected, easily adjusted and correspond to organizational procedures.

  • Expertise in customized SharePoint app development for different sectors.
  • The combination of Dynamics 365 and the Office Suite as well as with other business solutions.
  • Outsourced support for taking care of and managing updates and subsequent growth for the SharePoint environment.

Conclusion

The process of developing and implementing a SharePoint site looks rather challenging; nonetheless, the significant positive experience proves this tool to be rather efficient and helpful. Using this guide will make adding new users to a site, dealing with users from outside, or getting rid of those you no longer need easy and hassle-free.

To go the extra mile, improve integration, and get support, you should collaborate with a reputable SharePoint Development Company or SharePoint developers. SharePoint is not only a platform, but that platform opens the door to a new world of possibilities for your organization’s collaboration and business processes.

That is why; by choosing SharePoint as a tool for your business today, you invest in its future growth in a world that is becoming more digital every year. It is time to let SharePoint help your teams be more efficient and innovative in their work within your organization.

Outlines the first step to achieving an efficient SharePoint site. Choose Q3 Technologies for your SharePoint Development needs and scale your path to success.

Table of content
  • What is SharePoint?
  • What Is SharePoint Used For?
  • How to create a SharePoint Site
  • How to Delete a SharePoint Site
  • SharePoint Site for External Users
  • Steps to Add External Users
  • New SharePoint Site Features
  • Why Hire SharePoint Developers?
  • Q3 Technologies: Your Trusted SharePoint Development Partner