Managing Content Types and Delve in SharePoint

Study Notes

Sean Bugler is discussing content types in SharePoint and their purpose.
Content types allow for the collection of specific metadata for different types of content within the same library.
Content types can also templatize workflows and customize library experiences.
Content types can be created by going to site settings, then site content types, and clicking "create."
The name and description of the content type can be set, as well as the parent content type and group.
Creating a content type takes some time, so users can take a break during the process.
Once a content type is created, it can be customized by adding affiliated metadata, such as site columns.
Users can make site columns required or hidden for the content type.
Users can add existing site columns to the content type or create new ones.
Users can associate form templates with the content type for users to fill out when adding items to a library.- The text describes the process of managing a content type in SharePoint, specifically a PTO request form.
To manage a content type, users must go to advanced settings in the library and upload a document template.
The content type can be made read-only or not, and changes made to the type will apply to all content types inheriting from it.
Users can associate the content type with an existing library by going to site contents and creating a new library if needed.
Managing content types requires turning on a view in library settings.
Content types can be added to a library by clicking on add from existing site content types and selecting the content type.
The default content type can be changed by selecting change, new button order and default content type.
Deleting a content type only removes it from the library and does not delete it permanently.
Delve is a collaborative platform that brings together documents from OneDrive and SharePoint, allowing users to follow sites, update their profiles, and customize themes.
Delve profiles highlight relevant content to users and allow them to favorite documents and search for files using text or people.
Boards can be used to organize favorites and keep only the most important documents, which can be accessed by clicking on the board name or in the favorites section.
Users can create multiple boards and unfavorite documents to keep them in the board without cluttering the favorites section.
To find a board that has been unfavorited, users can search for the board name using the search bar.
Blogs can be used to contribute information and keep track of projects, as well as answer frequently asked questions.
Creating a blog post involves adding a title, an image, and writing the post content.
Personal blogs can be accessed by clicking on the blog post title in the delve profile or by going directly to the blog URL.- The text describes SharePoint as a powerful platform.
Users can create and save changes in real-time.
Users can publish unpublished posts with a click.
Users can create a blog post by clicking "New Post" and visiting the "About Me" page.
SharePoint can be used on various scales, from personal to organizational.
Users can access additional resources such as live classes, office applications, professional development, and private training through the website.
Users are encouraged to like, subscribe, and leave comments.

Description

Learn about managing content types in SharePoint, including creating, customizing, managing, and associating them with libraries. Explore the features of Delve, such as profiles, favorites, boards, and blogs, to enhance collaboration and document organization. Understand the capabilities of SharePoint as a versatile platform for personal and organizational use.