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Posts Tagged 'introduction'

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SharePoint Workflow 101 Part 4: Best Practices and Extending Workflows

C5 Insight Blog Part 4: Best Practices and Extending WorkflowsThanks for staying with me as I walked you through the basics of workflow in our favorite intranet platform – Microsoft SharePoint (and I’ll see you at the Ignite Conference at the end of the month!). 

To wrap up our series, I wanted to talk a little about some best practices with workflow then offer some ways that you can extend your workflows. 

SharePoint Workflow 101 Part 1: Intro and Core Concepts

SharePoint for Business Process AutomationWith most clients I’ve worked with over the years, I inevitably get asked the same thing sooner or later – “what’s workflow?"  Or it’s “teach me about workflow,” or “how do you customize an default workflow?"  

With this blog series I want to try to take explain some core concepts of workflow, then give some direction on creating them, the interface, customizing the default ones, some best practices and some ideas on extending them.  Sounds like a lot, and it is!  There are 2 and 3-day training courses just on workflow, but my goal is to give you some basics and direction to get you going with your adventure with SharePoint workflows.  I won’t go into many step by steps on building a sample workflow, but I want to help you started.

Back to SharePoint Basics: Part 2–Creating Content

Welcome back to to my series on the basics of SharePoint.  If you've already read the first post, we covered what SharePoint is. Now we're ready to dive into how to create content in SharePoint.  (Notice I said create content, not any form of structure.)  We have to crawl before we can walk, right?  Then we can move on for the super users on how to create structure, the things that hold the content. 

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.