SharePoint: Managing Your Department or Group Website
When available, links to ShowMe for SharePoint videos are included along side the instructions below. These are great, 1-2 minute visual guides.
New in 2010: The SharePoint 2010 Ribbon replaces many menus and toolbars, just like in Microsoft Word. Throughout this document, these blue boxes will highlight important changes in the navigation and editing of SharePoint sites.
Most SharePoint sites share four main areas. All editing actions require you to be in Edit Page mode.
- Site Actions Menu: Used to create edit or create new pages, view all of your site content, modify navigation, and more. Only appears if you have permission to edit a site.
- Site Navigation Menu: Your site's menu of links. You can add, remove, and rearrange items as desired.
- Page Content: Editable text that can include links, images and tables.
- Web Parts: Boxes that display the content from your lists and libraries like Documents, Discussion Boards, Links lists or Announcements.
New in 2010: The Site Actions button has been moved to the top-left corner.
Before making any changes to a page, you need to activate the Edit Page view. If the Site Actions button does not appear, you do not have permission to edit a page.
Edit a Page
From the Site Actions menu, choose Edit Page.
Save Page Edits
When you have finished making your edits, choose the Save & Close button or the Save icon.
Exit without Saving:
Navigate to another page and click Cancel when prompted if you want to save changes.
Edit Page Content
After activating Edit Page, you can type text directly into the Page Content area and use the features described below to add images, links, and tables.
You can also paste content from documents or web pages. The format will transfer to your page. If you have problems with transferred formatting, see the Remove Styles section.
New in 2010: SharePoint 2010 divides syles into two menus: Styles and Markup Styles. You only need to use the Styles button to create a Blue Box or Gold Box.
Styles are predetermined formatting options which allow a page to easily correspond to the visual look of he rest of the Goat.
There are two types of styles that can be applied. They should be applied in the following order.
- Markup Styles: Used for general document organization. These should be applied first to create headings and callout boxes.
- Styles: Used for visual enhancements. These should be applied after Markup Styles.
- Select the text you want to format.
- Click the Format Text tab, and choose Markup Styles. The following Markup Styles are available.
To clear formatting, highlight your text, click the Styles button, and then choose Normal. You can clear any special formatting on text that you have created or pasted text from another source quickly.
New in 2010: You no longer have to upload and add an image in two steps. The image will automatically be added.
Images can be added to a SharePoint page from your computer, a website, or another SharePoint page.
Add an Image
Click the Insert tab, choose click the arrow below the Image button, and select an option below.
- From Computer: Upload an image from your computer. We recommend uploading images to the Images library.
- From Address: Include an image from another site on the web.
- From SharePoint: Include an image from a SharePoint library using the Select an Asset tool.
Edit an Image
Click on the image and click the Picture Tools/Design tab.
Editing an image on SharePoint is similar to editing in Word. You can change borders around the image (Image Styles), its position in surrounding text, size, and the spacing around the image.
Tables can be entered into any field that can hold links, images, and other content.
Add a Table: Choose the Insert tab and click Table.
Edit a Table: Click inside your table and choose the Table Tools/Layout or Table Tools/Design tab.
Change a Table Style: Click inside your table, click the Table Tools/Design tab, and choose the Styles button.
If you are familiar with HTML, you can edit the page's HTML directly. From the Format Text tab, click the HTML button, and choose Edit HTML Source.
New in 2010: The file locator window has been updated for easier navigation.
The Select an Asset window will appear whenever adding links or images that already exist on a SharePoint site.
- Navigate Pages: If the section you are viewing has additional pages, use the arrows to navigate.
- Location: Shows the current location relative to your site. You can easily navigate to another location by typing the address and clicking the green arrow.
Web parts are blocks of content that can display various information. Their most common use is to display a site's list and libraries (Documents, Discussions Boards, Announcements, Calendars, etc.). Web parts can be easily moved, added and deleted.
- Add a Web Part:Click the Add a Web Part button while editing a page.
- Move a Web Part: Click and drag the blue bar at the top of your web part.
- Delete a Web Part: On the web part's blue bar, click the drop-down arrow, and choose Delete.
From the Site Action menu, choose New Page.
ITS Web is happy to work with you to set up the organization/hierarchy for your site. We do not recommend linking every page from this menu. Create a hierarchical structure that will allow your users to easily navigate the site.
New in 2010: The navigation menu settings have been moved from the Site Actions menu to the Site Settings page.
To manange the navigation menu, follow the steps below.
- From the Site Actions menu, click Site Settings.
- Under the Look and Feel section, click Navigation.
- Use the Navigation Editing and Sorting to make changes to the menu.
Navigation Editing and Sorting
From this section, you can make changes to your navigation menu. Each link has a Title that is displayed on the menu, a URL that is the target of your link, and a Open link in new window option.
- Add Link: Use the Browse... button to link to another SharePoint page with the Select an Asset tool.
- Add Heading: Used to organize links into a sections.
- Move Up/Move Down: Allows you to reorder links. You can use this to move links under headings or remove them from headings.
- Edit: Modify an existing link.
- Delete/Hide: Delete or hide an existing link from appearing on the menu. This does not delete the actual page.
Working with Documents
Visit our Documents Overview for information on uploading and working with files.