Team Collaboration Using Microsoft Office for More Effective Teamwork

by Pierce, John

• ISBN13: 9780735669628
• ISBN10: 0735669627
• Edition: 1st
• Format: Paperback
• Copyright: 2012-11-15
• Publisher: Microsoft Press

Summary

Set the stage for more effective collaboration in your organization using Microsoft Office. Whether coordinating a cross-team project or leading your workgroup, you'll discover how to combine your skills with Office programs with best practices for enabling your team's best work. Apply expert insights for increasing the collaboration power of teams and groups Take advantage of the collaboration features in Microsoft Word ,Excel, PowerPoint, Outlook, and OneNote to manage shared work and communications Learn ways to use Microsoft SharePoint to enable teamwork Get an overview of capabilities and business considerations for using Microsoft Office 365

Author Biography

John Pierce, a former managing editor and writer at Microsoft, is an expert on the business productivity features in Microsoft Office. He has written numerous books, including the official MOS Study Guide for the Microsoft Office 365, Word 2010 Expert, Excel 2010, Expert, and OneNote 2010 certification exams.

Table of Contents

Introduction	p. ix
Concepts and basic tools	p. 1
Collaboration basics	p. 3
Team dynamics and leadership	p. 4
The importance of dissent	p. 6
Generating and evaluating ideas	p. 8
The needs of virtual teams	p. 11
Working alone and together	p. 13
Collaborative tools in Microsoft Office	p. 14
Managing content and history	p. 16
Using templates	p. 17
Communication and sharing	p. 17
Keeping records	p. 17
Document collaboration	p. 18
Mobility and flexibility	p. 18
A real example	p. 18
Building a SharePoint team site	p. 19
Getting started on the home page	p. 20
Working with groups and permissions	p. 23
Adding users to the site or a group	p. 23
Managing permissions for users and groups	p. 24
Defining a permission level	p. 26
Creating a group	p. 27
Working on the team site	p. 28
Adding a slide library	p. 28
Adding list apps	p. 30
Tracking tasks	p. 31
Holding a team discussion	p. 33
Scheduling and managing events	p. 34
Working with documents	p. 38
Setting up alerts	p. 41
Connecting with Office and exporting items	p. 43
Creating and modifying views	p. 44
Developing the team site	p. 49
Managing document approval with a workflow	p. 49
Breaking permission inheritance	p. 51
Creating pages	p. 53
Using a wiki page library	p. 54
Classifying and searching for content	p. 56
Searching	p. 58
Using advanced search	p. 59
Working with search results	p. 61
Managing access and preserving history	p. 63
Protecting Office documents	p. 64
Using rights management	p. 65
Using a password	p. 67
Protecting workbooks and worksheets	p. 69
Managing versions	p. 73
Working with document properties	p. 77
Setting properties in an Office program	p. 77
Defining properties for a list or library	p. 80
Building team templates	p. 85
Using Excel templates	p. 87
Looking at the inventory list template	p. 87
Creating a simple tracking template with data validation	p. 92
Developing a PowerPoint template	p. 97
Elements of a PowerPoint template	p. 98
Creating your own PowerPoint template	p. 100
Designing a Word template	p. 106
Creating building blocks and Quick Parts	p. 113
Adding content controls	p. 116
Protecting a template	p. 118
Adding custom templates to your team site	p. 119
Working day to day as a team	p. 121
An integrated Outlook	p. 123
Working with the team site from Outlook	p. 124
Connecting to a document library	p. 125
Managing team discussions from Outlook	p. 128
Using Outlook to add and update the team site task list	p. 129
Linking Outlook items to OneNote	p. 130
Adding e-mail to OneNote	p. 131
Using meeting notes	p. 132
Working with Outlook tasks in OneNote	p. 133
Sharing and publishing calendars	p. 133
Sending a calendar by e-mail	p. 134
Sharing a calendar	p. 138
Publishing a calendar online	p. 139
Avoiding scheduling conflicts	p. 141
Working together in Lync	p. 143
Contacts and presence	p. 145
Sharing status information with your team	p. 145
Getting in touch	p. 146
Viewing and managing your status	p. 147
Instant messages, video calls, and online meetings	p. 149
Exchanging instant messages	p. 149
Holding a video conference	p. 151
Using your conversation history	p. 152
Holding meetings online	p. 153
Collaboration tools	p. 157
Sharing your desktop	p. 157
Sharing a PowerPoint presentation	p. 158
Sharing a program	p. 161
Conducting an online poll	p. 162
Working together on a whiteboard	p. 163
Recordings and meeting notes	p. 164
Making and managing recordings	p. 164
Taking notes in OneNote	p. 166
Keeping track of discussions and ideas	p. 169
Sharing OneNote notebooks	p. 171
Synchronizing notebooks	p. 173
Adding content to a notebook	p. 174
Inserting files and printouts	p. 175
Inserting a spreadsheet	p. 178
Adding images and drawings	p. 178
Working with pen input	p. 181
Adding audio and video recordings	p. 182
Working with tables	p. 184
Editing and formatting text in OneNote	p. 185
Adding links and linked notes	p. 185
Linking pages to other OneNote pages	p. 186
Linking notes to pages, sections, and notebooks	p. 186
Working with linked notes	p. 187
Linking notes to other applications	p. 188
Managing changes and additions to shared notebooks	p. 190
Marking coauthor edits as read or unread	p. 191
Viewing recent edits	p. 192
Finding notes by author	p. 193
Hiding author initials	p. 193
Working with page versions	p. 193
Searching notebooks	p. 194
Searching notebooks, sections, and pages	p. 195
Displaying the Search Results pane	p. 196
Tagging notes	p. 196
Setting up a group of common tags	p. 196
Finding tagged notes	p. 198
Creating a tag summary page	p. 198
Doing more with OneNote	p. 199
Saving the current page as a template	p. 199
Research and references	p. 200
Sending pages in shareable formats	p. 200
Using the notebook Recycle Bin	p. 202
Opening backup notebooks	p. 202
Working on shared documents in Word	p. 203
Controlling the editing of a document	p. 204
Basic collaboration tools: comments and revision marks	p. 210
Annotating a document	p. 210
Tracking changes	p. 212
Comparing and combining documents	p. 218
Comparing documents	p. 218
Combining documents	p. 220
Coauthoring documents in Word	p. 223
Word coauthoring basics	p. 223
Blocking authors	p. 225
Resolving conflicts	p. 226
Comparing versions	p. 228
Collaborating in Excel	p. 231
Making use of file formats and annotations	p. 232
Distributing Excel files in other formats	p. 233
Annotating and reviewing worksheets by using comments	p. 237
Distributing and merging multiple workbooks	p. 241
Sharing workbooks on a network	p. 243
Protecting a shared workbook	p. 246
Tracking changes in a workbook	p. 246
Resolving conflicts	p. 247
Viewing change history	p. 248
Clearing the sharing option	p. 250
Sharing Excel files on SkyDrive or SharePoint	p. 250
Setting browser view options	p. 251
Preparing a presentation as a group	p. 255
Working with a slide library	p. 256
Building the library	p. 257
Reusing library slides	p. 259
Inserting slides from SharePoint	p. 260
Updating slides	p. 262
Coauthoring a presentation	p. 264
Adding annotations and comments	p. 268
Comparing presentations	p. 269
A few final steps	p. 271
Working with Office Web Apps on SkyDrive	p. 273
The SkyDrive landscape	p. 274
SkyDrive commands	p. 275
Sharing documents	p. 276
Sharing SkyDrive folders	p. 279
Using the SkyDrive Application	p. 279
Using Mail, People, and Calendar apps	p. 281
Mail	p. 282
People	p. 283
Calendar	p. 284
Creating and editing documents in Office Web Apps	p. 287
Using Word Web App	p. 287
Taking notes in OneNote Web App	p. 290
Working together in Excel Web App	p. 291
Building and editing presentations in PowerPoint Web App	p. 293
Index	p. 295
About the Author	p. 305
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