Stay updated with SharePoint Next step tips

Stay updated with SharePoint Next step tips

SharePoint in Microsoft 365 is constantly evolving to better serve users' communication and collaboration needs. We've expanded the in-product help that appears at the top-right of your SharePoint team site. Now, you have access to SharePoint productivity tips in the "Next steps" panel in your team site's suite navigation.

Benefits to Next steps:

  • Provides a great first-run experience to help you move forward as a team and work out-loud and with transparency and confidence

  • Makes SharePoint sites easier to manage for new site owners by providing actionable steps to increasing audience engagement and improving your site's effectiveness

  • Helps accelerate users' understanding of how to get the most out of SharePoint as your business scales and grows

Image of the Next steps panel with the mega phone highlighted

In this article:

  • Learn how to use Next steps 

  • Understand how to act on Next step tips

  • Learn more about SharePoint suite navigation

  • More resources to keep you up to date

Learn how to use Next steps

Currently there are four tips that site members and owners may see within the Next steps panel. Tips differ between Office 365 group-connected team sites and non-grouped team sites.

These tips help your users customize and improve their team sites. Tips are useful for anyone learning more about SharePoint or setting up a new team site for the first time.

Group-connected team site view

Non-group connected team site view

Image of the Next steps panel for O365 grouped team sites

Image of the Next steps panel for teams that have not connected to an  O365 group

Upload files – Collaborate on shared content with your team. Upload a document

Post news – Communicate with your team by sharing updates and announcement. Create a news post.

Invite team members – Engage with your team by adding them to your site's group. Add members

Power your site with apps – Promote team collaboration on shared content by adding a team email, calendar, notebook, task management tool, and more. Add apps to your site.

Note: The “Power your site with apps” card will appear only on SharePoint team sites that have not been connected to a new Office 365 Group. Once this update has run, that option will no longer appear for that team site and the additional “Invite team members” may then appear.

Next step basics

Upload files 

Connect your team to commonly accessed documents and resources. You can drag files from your computer to upload them to your SharePoint team site. Upload files and folders to a document library

After you drag or upload a file to SharePoint, you'll see an option to notify your team after uploading a file to SharePoint. Select Notify your team, and then select SharePoint individuals or groups to alert about the new file. 

Consider using the File viewer web part and Quick links web part to personalize the file viewing experience for your users.

Post news 

You can keep everyone in the loop and engage your audience with important or interesting stories by creating and sharing news on your SharePoint site.

You can quickly create eye-catching posts like announcements, people news, status updates, and more that can include graphics and rich formatting using the News web part on a SharePoint page.

Invite team members 

If you're a site owner, you can share your team site with team members by adding them as owners, members, or visitors. Start by connecting your team site to an Office 365 group.  You can also Add guests to Office 365 groups.

Note: Some tasks to connect to an Office 365 group can only be completed by your SharePoint administrator.

Power your site with apps 

Groups in Office 365 let you choose a set of people that you wish to collaborate with and easily set up a collection of resources for those people to share. Resources such as a shared Outlook alias, team calendar, Microsoft OneNote, and Microsoft Planner.

You don’t have to worry about manually assigning permissions to all those resources because adding members to the group automatically gives Office 365 group members the permissions they need to the tools your group provides. 

Connect your team site to an Office 365 group by selecting Add apps to your site from the Next steps tip and then Let's get started.

Image of the Office 365 group wizard that connects team sites to an Office 365 group

Follow the steps to associate your team site to an Office 365 group. When you are done, your team site will have access to the following resources:

Learn more about SharePoint suite navigation

The in-product help that appears at the top-right of your SharePoint suite navigation gives you access to Microsoft 365 notifications, productivity tips, and more. The icons in the header image below correspond with the icon descriptions reading from left to right:

Image of the next steps panel in the top-right suite navigation

Next steps (megaphone icon) – The Next steps panel helps you communicate and collaborate more effectively with your team by providing productivity tips.

Notifications (bell icon) – people will see various alerts from across Microsoft 365 services based on their notification’s preferences.

Settings (gear icon) – this gives access to deeper level site settings, like Site contents, Site information, Site usage and more.

Help (question mark) – this pulls in contextual “how to” information from support.office.com.

Your Office profile (your initials or profile picture) – where you can be you and adjust your account settings and Office profile.

More resources to keep you up to date

Microsoft SharePoint Blog 

Microsoft 365 Blog

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