{"id":7959,"date":"2025-06-18T13:30:51","date_gmt":"2025-06-18T11:30:51","guid":{"rendered":"https:\/\/prosteit.pl\/?p=7959"},"modified":"2025-06-24T11:59:50","modified_gmt":"2025-06-24T09:59:50","slug":"practical-lessons-with-sharepoint-that-make-work-easier","status":"publish","type":"post","link":"https:\/\/prosteit.pl\/en\/practical-lessons-with-sharepoint-that-make-work-easier\/","title":{"rendered":"8 practical SharePoint lessons that will make your team&#039;s work easier"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"7959\" class=\"elementor elementor-7959\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-754a204 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"754a204\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-181fa4f\" data-id=\"181fa4f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2fb5057d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"2fb5057d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"101\" data-end=\"177\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">Imagine all your documentation \u2013 from contracts and quotes, through manuals and project records \u2013 safely stored in one place, accessible online from any device, and easy to organize. No chaotic file names, endless versions, or messy folders. Sounds like a dream? SharePoint makes it possible \u2013 and most often at no extra cost, because it\u2019s part of Microsoft 365.<\/span> .<\/p><p data-start=\"179\" data-end=\"255\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\">But that&#039;s not all. It&#039;s not just a &quot;digital disk.&quot; SharePoint is a powerful collaboration platform that lets you automate processes\u2014like approving contracts or reporting absences\u2014and integrates with Outlook, <a href=\"https:\/\/prosteit.pl\/en\/advanced-features-microsoft-teams-guide\/\">Teams<\/a> and <a href=\"https:\/\/prosteit.pl\/en\/power-automate-for-beginners-simple-guide\/\">Power Platform<\/a>, and at the same time it looks and works completely naturally for users, because it is based on the interface known from Word and Excel<\/span> .<\/p><p data-start=\"257\" data-end=\"272\">In this article:<\/p><ol data-start=\"273\" data-end=\"739\"><li data-start=\"273\" data-end=\"370\"><p data-start=\"276\" data-end=\"370\">I will explain in simple language what it really is <b>SharePoint<\/b> and what it means for a small business.<\/p><\/li><li data-start=\"371\" data-end=\"468\"><p data-start=\"374\" data-end=\"468\">I will show you practical applications \u2013 from document management, through <b>From CRMs to ticketing systems<\/b>.<\/p><\/li><li data-start=\"469\" data-end=\"541\"><p data-start=\"472\" data-end=\"541\">I will reveal the magic tools: lists, metadata, permissions, libraries.<\/p><\/li><li data-start=\"542\" data-end=\"624\"><p data-start=\"545\" data-end=\"624\">I will focus on <b>automation<\/b> \u2013 no coding, with ready-made solutions.<\/p><\/li><li data-start=\"625\" data-end=\"739\"><p data-start=\"628\" data-end=\"739\">I will provide a step-by-step guide \u2013 from creating your first page to implementing the vacation process.<\/p><\/li><\/ol><p data-start=\"741\" data-end=\"982\">It is a compendium of knowledge \u2013 friendly, specific, rich in practical tips and ready to be implemented in a company like yours. If you want to finally organize your company digitally, gain control over processes and streamline your daily work \u2013 let&#039;s get started!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c96570 elementor-widget elementor-widget-image\" data-id=\"3c96570\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1000\" height=\"401\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wdrozenie-usluga-prosteit.jpeg\" class=\"attachment-full size-full wp-image-7963\" alt=\"SharePoint guide, sharepoint implementation service, simple it help\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wdrozenie-usluga-prosteit.jpeg 1000w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wdrozenie-usluga-prosteit-300x120.jpeg 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wdrozenie-usluga-prosteit-768x308.jpeg 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wdrozenie-usluga-prosteit-18x7.jpeg 18w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-398e064 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"398e064\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c1a1168\" data-id=\"c1a1168\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-020273b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"020273b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-f285af3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f285af3\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6899064\" data-id=\"6899064\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2a8574e elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"2a8574e\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"czym-jest-sharepoint\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"82\" data-end=\"130\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">What is SharePoint<\/span><\/h2><h3 data-start=\"132\" data-end=\"193\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">SharePoint \u2013 the foundation of digital organization in the company<\/span><\/h3><p data-start=\"194\" data-end=\"307\"><a href=\"https:\/\/www.microsoft.com\/pl-pl\/microsoft-365\/sharepoint\/collaboration\" target=\"_blank\" rel=\"noopener\">Microsoft SharePoint<\/a> is a versatile platform that allows you to create internal sites (intranets), manage content and documents, and centralize team collaboration. In practice, it is not just a simple &quot;cloud drive&quot; - it is a tool that transforms the way you work in a small company.<\/p><p data-start=\"309\" data-end=\"328\">SharePoint allows you to:<\/p><ul data-start=\"329\" data-end=\"526\"><li data-start=\"329\" data-end=\"368\"><p data-start=\"331\" data-end=\"368\"><strong data-start=\"0\" data-end=\"27\" data-is-only-node=\"\"><span style=\"font-weight: normal;\">\u2022\u00a0<\/span>Store centrally<\/strong> files and documents,<\/p><\/li><li data-start=\"369\" data-end=\"408\"><p data-start=\"371\" data-end=\"408\">\u2022 secure access \u2013 according to roles and needs,<\/p><\/li><li data-start=\"409\" data-end=\"448\"><p data-start=\"411\" data-end=\"448\">\u2022 collaborate online \u2013 edit documents simultaneously as in Word,<\/p><\/li><li data-start=\"449\" data-end=\"526\"><p data-start=\"451\" data-end=\"526\">\u2022 view the full history of file changes and versions<\/p><\/li><\/ul><p data-start=\"528\" data-end=\"607\">Thanks to a browser (e.g. Edge, Chrome) or mobile application, you can access your data from any location and device.<\/p><h3 data-start=\"609\" data-end=\"661\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Online vs. On-Premises \u2013 What to Choose<\/span><\/h3><p data-start=\"663\" data-end=\"682\">SharePoint versions:<\/p><ul data-start=\"683\" data-end=\"846\"><li data-start=\"683\" data-end=\"764\"><p data-start=\"685\" data-end=\"764\"><strong data-start=\"0\" data-end=\"21\" data-is-only-node=\"\"><span style=\"font-weight: normal;\">\u2022\u00a0<\/span>SharePoint Online<\/strong> (within Microsoft 365) \u2013 access from the cloud, without the need for hardware investments, with automatic updates and fast new features.<\/p><\/li><li data-start=\"765\" data-end=\"846\"><p data-start=\"767\" data-end=\"846\"><strong data-start=\"0\" data-end=\"21\" data-is-only-node=\"\"><span style=\"font-weight: normal;\">\u2022\u00a0<\/span>SharePoint Server<\/strong> (installed locally) \u2013 requires a physical server or cloud machines, own administration and license costs.<\/p><\/li><\/ul><p data-start=\"848\" data-end=\"1094\"><strong data-start=\"848\" data-end=\"878\">For small and medium-sized businesses<\/strong> SharePoint Online is recommended \u2013 quick access, no need to maintain infrastructure and full integration with Microsoft 365: Outlook, Teams, OneDrive, Power Automate.<\/p><h3 data-start=\"1096\" data-end=\"1144\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Modern interface \u2013 convenient and mobile<\/span><\/h3><p data-start=\"1146\" data-end=\"1185\">The new environment is a game changer:<\/p><ul data-start=\"1186\" data-end=\"1351\"><li data-start=\"1186\" data-end=\"1227\"><p data-start=\"1188\" data-end=\"1227\">\u2022 responsive design for computers, tablets and phones,<\/p><\/li><li data-start=\"1228\" data-end=\"1269\"><p data-start=\"1230\" data-end=\"1269\">\u2022 simplified browsing, filtering, pinning documents,<\/p><\/li><li data-start=\"1270\" data-end=\"1351\"><p data-start=\"1272\" data-end=\"1351\">\u2022 quick view of the most popular and followed resources.<\/p><\/li><\/ul><p data-start=\"1353\" data-end=\"1427\">This solution was designed with simple and intuitive use in mind.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f8db627 elementor-widget elementor-widget-image\" data-id=\"f8db627\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/co-to-sharepoint-jak-z-niego-korzystac-mozliwosci.webp\" class=\"attachment-full size-full wp-image-7965\" alt=\"\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/co-to-sharepoint-jak-z-niego-korzystac-mozliwosci.webp 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/co-to-sharepoint-jak-z-niego-korzystac-mozliwosci-300x158.webp 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/co-to-sharepoint-jak-z-niego-korzystac-mozliwosci-768x404.webp 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/co-to-sharepoint-jak-z-niego-korzystac-mozliwosci-18x9.webp 18w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f637e9d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"f637e9d\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"listy-biblioteki-metadane-serce-sharepointa\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"5\" data-end=\"62\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">Lists, Libraries and Metadata \u2013 The Heart of SharePoint<\/span><\/h2><h3 data-start=\"64\" data-end=\"113\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Document Libraries \u2013 More than a Cloud<\/span><\/h3><p data-start=\"115\" data-end=\"228\">Document libraries in SharePoint offer key features: <strong data-start=\"61\" data-end=\"167\">version control, check-in\/check-out, automatic workflow, mobile access and synchronization with OneDrive.<\/strong>\u00a0It is not just a place to store - it is a platform that supports processes: grouping, filtering, checking changes, and even access rights protection (IRM).<\/p><p data-start=\"230\" data-end=\"267\">For a small company, this means structured collaboration without losing change history, role-based files, and everyday work-friendly tools.<\/p><h3 data-start=\"269\" data-end=\"307\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Lists \u2013 Flexible Databases<\/span><\/h3><p data-start=\"309\" data-end=\"346\">SharePoint lists are like <a href=\"https:\/\/prosteit.pl\/en\/password-management-in-the-company-password-manager-overview\/\">Excel<\/a>, but with the difference that:<\/p><ul data-start=\"347\" data-end=\"466\"><li data-start=\"347\" data-end=\"386\"><p data-start=\"349\" data-end=\"386\">\u2022 enable creation <strong data-start=\"22\" data-end=\"50\">forms and notifications<\/strong>,<\/p><\/li><li data-start=\"387\" data-end=\"426\"><p data-start=\"389\" data-end=\"426\">\u2022 support different field types: text, number, date, hyperlink,<\/p><\/li><li data-start=\"427\" data-end=\"466\"><p data-start=\"429\" data-end=\"466\">\u2022 integrate with Power Automate \u2013 e.g. for simple CRM, task lists, recipes, registers, notifications.<\/p><\/li><\/ul><p data-start=\"468\" data-end=\"505\">It&#039;s a great alternative to Excel when you need a structured database with access control, history, and automation.<\/p><h3 data-start=\"507\" data-end=\"575\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Metadata vs. Folders \u2013 The Search Engine&#039;s Closest Collaborator<\/span><\/h3><p data-start=\"577\" data-end=\"694\">The traditional approach to folders quickly leads to chaos\u2014deep structures, difficulty finding files, and broken links. As a result, metadata has become the foundation of modern document organization:<\/p><div><div tabindex=\"-1\"><table data-start=\"696\" data-end=\"1173\"><thead data-start=\"696\" data-end=\"726\"><tr data-start=\"696\" data-end=\"726\"><th data-start=\"696\" data-end=\"704\" data-col-size=\"sm\">Advantages<\/th><th data-start=\"704\" data-end=\"715\" data-col-size=\"sm\">Metadata<\/th><th data-start=\"715\" data-end=\"726\" data-col-size=\"sm\">Folders<\/th><\/tr><\/thead><tbody data-start=\"758\" data-end=\"1173\"><tr data-start=\"758\" data-end=\"846\"><td data-start=\"758\" data-end=\"780\" data-col-size=\"sm\">Multi-threaded views<\/td><td data-col-size=\"sm\" data-start=\"780\" data-end=\"803\">\u2705 group\/filter<\/td><td data-col-size=\"sm\" data-start=\"803\" data-end=\"846\">\u274c only one structure<\/td><\/tr><tr data-start=\"847\" data-end=\"927\"><td data-start=\"847\" data-end=\"875\" data-col-size=\"sm\">Browsing flexibility<\/td><td data-col-size=\"sm\" data-start=\"875\" data-end=\"905\">\u2705 multi-value metadata<\/td><td data-col-size=\"sm\" data-start=\"905\" data-end=\"927\">\u274c only hierarchy<\/td><\/tr><tr data-start=\"928\" data-end=\"993\"><td data-start=\"928\" data-end=\"943\" data-col-size=\"sm\">Search<\/td><td data-start=\"943\" data-end=\"967\" data-col-size=\"sm\">\u2705 smart filters<\/td><td data-col-size=\"sm\" data-start=\"967\" data-end=\"993\">\ud83d\udd0d decreased effectiveness<\/td><\/tr><tr data-start=\"994\" data-end=\"1093\"><td data-start=\"994\" data-end=\"1036\" data-col-size=\"sm\">Links and URLs<\/td><td data-start=\"1036\" data-end=\"1050\" data-col-size=\"sm\">\u2705 permanent URL<\/td><td data-col-size=\"sm\" data-start=\"1050\" data-end=\"1093\">\u26a0\ufe0f changing URL<\/td><\/tr><tr data-start=\"1094\" data-end=\"1173\"><td data-start=\"1094\" data-end=\"1110\" data-col-size=\"sm\">Automations<\/td><td data-start=\"1110\" data-end=\"1130\" data-col-size=\"sm\">\u2705 tag filtering<\/td><td data-start=\"1130\" data-end=\"1173\" data-col-size=\"sm\">\u274c local rules only<\/td><\/tr><\/tbody><\/table><div><div>\u00a0Metadata (columns, site columns, managed metadata) supports clarity and better search engine performance \u2013 especially when keywords and document types are defined. However, hybrid approaches \u2013 one or two levels of folders plus metadata and \u201cno folders\u201d views \u2013 continue to gain popularity because they combine intuitive paths with efficient management.<\/div><\/div><\/div><\/div><h3 data-start=\"1337\" data-end=\"1391\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Site columns, content types and managed metadata<\/span><\/h3><h4 data-start=\"1393\" data-end=\"1436\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">\u2013 Site columns: metadata pinning<\/span><\/h4><p data-start=\"1437\" data-end=\"1476\">Site-level columns allow for consistency across libraries\u2014such as \u201cContract Status\u201d and \u201cCustomer Type.\u201d This simplifies reporting tools, segmentation, and automation.<\/p><h4 data-start=\"1478\" data-end=\"1515\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">\u2013 Content types: document types<\/span><\/h4><p data-start=\"1516\" data-end=\"1555\">Content types are patterns that combine columns and templates. They allow you to automatically populate metadata and control versions according to the document (e.g. contract, offer, invoice).<\/p><h4 data-start=\"1557\" data-end=\"1599\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">\u2013 Managed metadata: glossaries of terms<\/span><\/h4><p data-start=\"1600\" data-end=\"1721\">Global term sets in Term Store centralize keywords in the organization \u2013 synonyms, hierarchies, multilingual versions. This is standardization and simpler filtering.<\/p><h3 data-start=\"1723\" data-end=\"1751\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Practical tips<\/span><\/h3><ul data-start=\"1753\" data-end=\"2138\"><li data-start=\"1753\" data-end=\"1812\"><p data-start=\"1755\" data-end=\"1812\">\u2022 Create one library for a specific purpose (e.g. contracts).<\/p><\/li><li data-start=\"1813\" data-end=\"1896\"><p data-start=\"1815\" data-end=\"1896\">\u2022 Add columns: date, client, document type, status \u2013 preferably as site columns.<\/p><\/li><li data-start=\"1897\" data-end=\"1980\"><p data-start=\"1899\" data-end=\"1980\">\u2022 Enable content types where you need templates or forced metadata.<\/p><\/li><li data-start=\"1981\" data-end=\"2056\"><p data-start=\"1983\" data-end=\"2056\">\u2022 Consider managed metadata with a central glossary e.g. \u201cdocument type\u201d.<\/p><\/li><li data-start=\"2057\" data-end=\"2138\"><p data-start=\"2059\" data-end=\"2138\">\u2022 Configure views: group by columns, filter, remove folders optionally.<\/p><\/li><\/ul><h3 data-start=\"2140\" data-end=\"2194\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Why this translates into business value<\/span><\/h3><p data-start=\"2196\" data-end=\"2223\">Using metadata improves:<\/p><ul data-start=\"2224\" data-end=\"2385\"><li data-start=\"2224\" data-end=\"2267\"><p data-start=\"2226\" data-end=\"2267\">\u2022 efficiency \u2013 quick file finding,<\/p><\/li><li data-start=\"2268\" data-end=\"2325\"><p data-start=\"2270\" data-end=\"2325\">\u2022 automation \u2013 triggering processes based on tags,<\/p><\/li><li data-start=\"2326\" data-end=\"2385\"><p data-start=\"2328\" data-end=\"2385\">\u2022 compliance \u2013 DLP, e\u2011Discovery, regulations (e.g. archiving).<\/p><\/li><\/ul><p data-start=\"2387\" data-end=\"2513\">For smaller companies, it is a simplified document management tool, a budget CRM and a foundation for digital transformation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-993d926 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"993d926\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-324a789\" data-id=\"324a789\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-aa1ee36 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"aa1ee36\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"uprawnienia-i-zabezpieczenia-kontrola-bezepieczenstwo-spokoj\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"44\" data-end=\"113\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">Powers and security \u2013 control, safety, peace of mind<\/span><\/h2><h3 data-start=\"115\" data-end=\"173\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Assumptions: RBAC and the principle of least privilege<\/span><\/h3><p data-start=\"174\" data-end=\"461\">The foundation of a good access system in SharePoint is <strong data-start=\"54\" data-end=\"74\">role model (RBAC)<\/strong>: we assign users to groups, and groups \u2014 precise access levels (Owners \u2013 full, Members \u2013 editing, Visitors \u2013 reading).<\/p><p data-start=\"174\" data-end=\"461\"><strong data-start=\"252\" data-end=\"286\">Principle of least privilege<\/strong> (Principle of Least Privilege) says that we give only what is actually needed - limiting the risk of data loss or leakage.<\/p><h3 data-start=\"463\" data-end=\"510\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Inheritance vs. Avoiding Splintering<\/span><\/h3><p data-start=\"511\" data-end=\"664\">By default, permissions are <strong data-start=\"25\" data-end=\"41\">inherited<\/strong>: from site to lists\/libraries and then documents. Breaking inheritance allows you to assign unique permissions \u2013 <strong style=\"color: #151718;\" data-start=\"91\" data-end=\"119\">only if necessary<\/strong> and <strong style=\"color: #151718;\" data-start=\"122\" data-end=\"152\">at the highest possible level<\/strong> (site or library) to avoid pitfalls and performance degradation.<\/p><h3 data-start=\"782\" data-end=\"824\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">When is it worth interrupting the inheritance?<\/span><\/h3><ul data-start=\"825\" data-end=\"992\"><li data-start=\"825\" data-end=\"868\"><p data-start=\"827\" data-end=\"868\">\u2022 You have particularly sensitive resources \u2013 e.g. financial contracts \u2013 and you want to limit access to a specific group.<\/p><\/li><li data-start=\"869\" data-end=\"992\"><p data-start=\"871\" data-end=\"992\">\u2022 The project requires a dedicated area (e.g. HR, management) that is to have a different security policy.<\/p><\/li><li data-start=\"869\" data-end=\"992\"><p data-start=\"871\" data-end=\"992\">\u2022 In such cases, it is better to create a separate site or library where you can establish separate access rules.<\/p><\/li><\/ul><h3 data-start=\"994\" data-end=\"1037\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Technical limitations and pitfalls<\/span><\/h3><ul data-start=\"1038\" data-end=\"1203\"><li data-start=\"1038\" data-end=\"1121\"><p data-start=\"1040\" data-end=\"1121\"><strong data-start=\"0\" data-end=\"28\" data-is-only-node=\"\">\u2022 Limit 100,000 items:<\/strong> you can&#039;t break inheritance on a folder or library larger than this threshold \u2013 only on individual items.<\/p><\/li><li data-start=\"1122\" data-end=\"1203\"><p data-start=\"1124\" data-end=\"1203\"><strong data-start=\"0\" data-end=\"31\" data-is-only-node=\"\">\u2022 Unique permissions limit:<\/strong> maximum 50,000, recommended up to 5,000 \u2013 exceeding this will negatively impact performance and stability<\/p><\/li><\/ul><h3 data-start=\"1205\" data-end=\"1233\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Best practices<\/span><\/h3><ol data-start=\"1234\" data-end=\"1616\"><li data-start=\"1234\" data-end=\"1278\"><p data-start=\"1237\" data-end=\"1278\"><strong data-start=\"0\" data-end=\"73\" data-is-last-node=\"\" data-is-only-node=\"\">Avoid unique permissions one level below library\/or list.<\/strong><\/p><\/li><li data-start=\"1279\" data-end=\"1363\"><p data-start=\"1282\" data-end=\"1363\"><strong data-start=\"0\" data-end=\"39\" data-is-only-node=\"\">Use AD or SharePoint groups:<\/strong> they are easy to manage and scalable.<\/p><\/li><li data-start=\"1364\" data-end=\"1448\"><p data-start=\"1367\" data-end=\"1448\"><strong data-start=\"0\" data-end=\"36\" data-is-only-node=\"\">Name your groups logically:<\/strong> e.g. HR-ReadOnly, IT-FullControl means simpler administration.<\/p><\/li><li data-start=\"1449\" data-end=\"1533\"><p data-start=\"1452\" data-end=\"1533\"><strong data-start=\"0\" data-end=\"46\" data-is-only-node=\"\">Audit and report authorizations regularly.<\/strong> Create reports, e.g. before organizational changes.<\/p><\/li><li data-start=\"1534\" data-end=\"1616\"><p data-start=\"1537\" data-end=\"1616\"><strong data-start=\"0\" data-end=\"23\" data-is-only-node=\"\">Train your users<\/strong>, so that they don&#039;t share resources via &quot;Share&quot; (which breaks inheritance), but use &quot;Copy link \u2013 people with existing access&quot;<\/p><\/li><\/ol><h3 data-start=\"1618\" data-end=\"1676\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Procedure \u2013 step by step to configure permissions<\/span><\/h3><ol data-start=\"1677\" data-end=\"2088\"><li data-start=\"1677\" data-end=\"1747\"><p data-start=\"1680\" data-end=\"1747\">Plan the structure: identify sensitive resources and standard locations.<\/p><\/li><li data-start=\"1748\" data-end=\"1812\"><p data-start=\"1751\" data-end=\"1812\">Create sites and libraries according to the security plan.<\/p><\/li><li data-start=\"1813\" data-end=\"1880\"><p data-start=\"1816\" data-end=\"1880\">Give groups appropriate permissions (Owner, Member, Visitor).<\/p><\/li><li data-start=\"1881\" data-end=\"1956\"><p data-start=\"1884\" data-end=\"1956\">Where necessary \u2013 break inheritance and create dedicated groups.<\/p><\/li><li data-start=\"1957\" data-end=\"2016\"><p data-start=\"1960\" data-end=\"2016\">Walk-through testing: user simulations.<\/p><\/li><li data-start=\"2017\" data-end=\"2088\"><p data-start=\"2020\" data-end=\"2088\">Implement authorization review policy (quarterly), generate reports.<\/p><\/li><\/ol><h3 data-start=\"2090\" data-end=\"2129\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Why it makes business sense<\/span><\/h3><ul data-start=\"2130\" data-end=\"2394\"><li data-start=\"2130\" data-end=\"2208\"><p data-start=\"2132\" data-end=\"2208\">\u2022 Security guaranteed \u2013 only the right people see specific documents.<\/p><\/li><li data-start=\"2209\" data-end=\"2250\"><p data-start=\"2211\" data-end=\"2250\">\u2022 Stable system without permission chaos.<\/p><\/li><li data-start=\"2312\" data-end=\"2394\"><p data-start=\"2314\" data-end=\"2394\">\u2022 Ease of development and entry into complex environments (audit, GDPR, e\u2011Discovery).<\/p><\/li><\/ul><p data-start=\"2401\" data-end=\"2717\">If your SharePoint structure requires configuring security policies, breaking out non-standard resource sections, or auditing permissions, we are here to help. We offer full support in RBAC design, staff training, and implementing a consistent security policy.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d8742b elementor-widget elementor-widget-image\" data-id=\"8d8742b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1620\" height=\"1080\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit.jpg\" class=\"attachment-full size-full wp-image-7966\" alt=\"\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit.jpg 1620w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit-300x200.jpg 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit-1024x683.jpg 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit-768x512.jpg 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit-1536x1024.jpg 1536w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/bezpieczenstwo-it-w-firmie-sharepoint-wdrozenie-prosteit-18x12.jpg 18w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a616f3 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"8a616f3\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"nawigacja-ux-i-wyglad-zapewnij-komfort-pracy\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"44\" data-end=\"97\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">Navigation, UX and appearance - ensure work comfort<\/span><\/h2><h3 data-start=\"99\" data-end=\"155\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Navigation planning \u2013 the foundation of experience<\/span><\/h3><p data-start=\"156\" data-end=\"244\">Well-designed navigation makes it easy to find content \u2013 70% of users use the menu first, rather than the search engine.<br data-start=\"231\" data-end=\"234\" \/>By default:<\/p><ul data-start=\"245\" data-end=\"362\"><li data-start=\"245\" data-end=\"284\"><p data-start=\"247\" data-end=\"284\"><strong data-start=\"0\" data-end=\"18\" data-is-only-node=\"\">\u2022 Top navigation<\/strong> (header) \u2013 global, consistent across all hub pages.<\/p><\/li><li data-start=\"285\" data-end=\"362\"><p data-start=\"287\" data-end=\"362\"><strong data-start=\"0\" data-end=\"19\" data-is-only-node=\"\">\u2022 Left navigation<\/strong> \u2013 in team sites it facilitates quick access to sections within the page<\/p><\/li><\/ul><p data-start=\"364\" data-end=\"401\">Key: Minimizing clicks and creating a transparent experience.<\/p><h3 data-start=\"403\" data-end=\"471\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Hub navigation \u2013 connects everything in a truly intranet-like way<\/span><\/h3><p data-start=\"472\" data-end=\"568\">The hub menu ties the sites together \u2013 choose between a simple \u201ccascading\u201d or a more extensive \u201cmega menu.\u201d<br data-start=\"547\" data-end=\"550\" \/>Practical rules:<\/p><ul data-start=\"569\" data-end=\"812\"><li data-start=\"569\" data-end=\"648\"><p data-start=\"571\" data-end=\"648\"><strong data-start=\"0\" data-end=\"18\" data-is-only-node=\"\">\u2022 Keep it simple<\/strong> \u2013 max. a few main links, we will add more structure via Quick Links on pages<\/p><\/li><li data-start=\"649\" data-end=\"730\"><p data-start=\"651\" data-end=\"730\"><strong data-start=\"0\" data-end=\"29\" data-is-only-node=\"\">\u2022 Use labels<\/strong> to group links without clickable addresses.<\/p><\/li><li data-start=\"731\" data-end=\"812\"><p data-start=\"733\" data-end=\"812\"><strong data-start=\"0\" data-end=\"32\" data-is-only-node=\"\">\u2022 Implement audience targeting<\/strong> \u2013 only authorized users can see links.<\/p><\/li><\/ul><h3 data-start=\"814\" data-end=\"877\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Quick Links and Highlighted Content \u2013 dynamic shortcuts<\/span><\/h3><ul data-start=\"878\" data-end=\"1041\"><li data-start=\"878\" data-end=\"959\"><p data-start=\"880\" data-end=\"959\"><strong data-start=\"0\" data-end=\"15\" data-is-only-node=\"\">\u2022 Quick Links<\/strong> is a simple way to expose the most important resources or processes to users of a given site.<\/p><\/li><li data-start=\"960\" data-end=\"1041\"><p data-start=\"962\" data-end=\"1041\"><strong data-start=\"0\" data-end=\"23\" data-is-only-node=\"\">\u2022 Highlighted Content<\/strong> implements automatic display of documents, news entries or current events: with a specific filter, layout (cards, filmstrip, carousel) and caching for efficiency.<\/p><\/li><\/ul><h3 data-start=\"1043\" data-end=\"1102\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Page Design \u2013 Layout, Sections, User-Friendly UX<\/span><\/h3><p data-start=\"1103\" data-end=\"1142\">Modern SharePoint pages allow for diverse use of sections and layouts:<\/p><ol data-start=\"1143\" data-end=\"1557\"><li data-start=\"1143\" data-end=\"1225\"><p data-start=\"1146\" data-end=\"1225\"><strong data-start=\"0\" data-end=\"32\" data-is-only-node=\"\">Arrangement in columns and sections<\/strong> \u2013 2\u20133 column design supports content scanning.<\/p><\/li><li data-start=\"1226\" data-end=\"1308\"><p data-start=\"1229\" data-end=\"1308\"><strong data-start=\"0\" data-end=\"20\" data-is-only-node=\"\">Visual accents<\/strong> \u2013 images, emoticons next to links\/web parts facilitate orientation.<\/p><\/li><li data-start=\"1309\" data-end=\"1391\"><p data-start=\"1312\" data-end=\"1391\"><strong data-start=\"0\" data-end=\"36\" data-is-only-node=\"\">Web parties like Hero, News, Events<\/strong> add dynamics and engage users.<\/p><\/li><li data-start=\"1392\" data-end=\"1474\"><p data-start=\"1395\" data-end=\"1474\"><strong data-start=\"0\" data-end=\"27\" data-is-only-node=\"\">Whitespace and readability<\/strong> \u2013 use breaks, chapters, highlights \u2013 they improve UX.<\/p><\/li><li data-start=\"1475\" data-end=\"1557\"><p data-start=\"1478\" data-end=\"1557\"><strong data-start=\"0\" data-end=\"12\" data-is-only-node=\"\">Templates<\/strong> \u2013 use Lookbook or your own templates as a starting point.<\/p><\/li><\/ol><h3 data-start=\"1559\" data-end=\"1604\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Mobile-friendly and responsive<\/span><\/h3><p data-start=\"1605\" data-end=\"1684\">SharePoint supports responsiveness \u2013 an interface readable on desktops, tablets and smartphones, which is crucial in remote work.<\/p><h3 data-start=\"1686\" data-end=\"1738\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Value Extension \u2013 Testing and Feedback<\/span><\/h3><ul data-start=\"1739\" data-end=\"1938\"><li data-start=\"1739\" data-end=\"1787\"><p data-start=\"1741\" data-end=\"1787\">\u2022 Implement website MVP, test with users.<\/p><\/li><li data-start=\"1788\" data-end=\"1844\"><p data-start=\"1790\" data-end=\"1844\">\u2022 Collect feedback and iterate: navigation, web parts, layout.<\/p><\/li><li data-start=\"1845\" data-end=\"1938\"><p data-start=\"1847\" data-end=\"1938\">\u2022 Good practice: regular &quot;How do you use it?&quot; sessions \u2013 ensures continuous UX development.<\/p><\/li><\/ul><hr data-start=\"1940\" data-end=\"1943\" \/><p data-start=\"1945\" data-end=\"2122\"><strong data-start=\"1945\" data-end=\"1968\">Why does it work?<\/strong><br data-start=\"1968\" data-end=\"1971\" \/>Intuitive structure means faster work, less IT support and better adoption of SharePoint. Increases platform usability and employee satisfaction.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cfd4e86 elementor-widget elementor-widget-image\" data-id=\"cfd4e86\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"788\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wyglad-strona-ux-prosteit.jpg\" class=\"attachment-full size-full wp-image-7967\" alt=\"\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wyglad-strona-ux-prosteit.jpg 1400w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wyglad-strona-ux-prosteit-300x169.jpg 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wyglad-strona-ux-prosteit-1024x576.jpg 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wyglad-strona-ux-prosteit-768x432.jpg 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-wyglad-strona-ux-prosteit-18x10.jpg 18w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4ffc69 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"f4ffc69\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"automatyzacja-i-integracje-oszczednosc-czasu-i-skutecznosc\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"5\" data-end=\"71\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Automation and integration \u2013 time savings and efficiency<\/span><\/h2><p data-start=\"73\" data-end=\"110\">Using <strong data-start=\"14\" data-end=\"32\">Power Automate<\/strong> and <strong data-start=\"35\" data-end=\"49\">Power Apps<\/strong>, SharePoint becomes not just a place to store data, but an active engine of business processes.<\/p><h3 data-start=\"117\" data-end=\"172\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Power Automate \u2013 Simple Flows Without Coding<\/span><\/h3><p data-start=\"174\" data-end=\"287\">Power Automate offers hundreds of ready-made flow templates <a href=\"http:\/\/learn.microsoft.com\" target=\"_blank\" rel=\"noopener\">(&quot;flows&quot;)<\/a> that work out of the box with SharePoint. They let you implement approval flows, notifications, and even data archiving.<\/p><p data-start=\"289\" data-end=\"319\"><strong data-start=\"289\" data-end=\"316\">Examples from company life<\/strong>:<\/p><ul data-start=\"320\" data-end=\"477\"><li data-start=\"320\" data-end=\"399\"><p data-start=\"322\" data-end=\"399\"><strong data-start=\"0\" data-end=\"23\" data-is-only-node=\"\">\u2022 Vacation requests<\/strong>: employee submits form -&gt; notification to manager -&gt; approval -&gt; status update in SharePoint \u2013 the entire process is automatic.<\/p><\/li><li data-start=\"400\" data-end=\"477\"><p data-start=\"402\" data-end=\"477\"><strong data-start=\"0\" data-end=\"56\" data-is-only-node=\"\">\u2022 Document approvals and notifications via Teams<\/strong>: automate the submission of a file for review, collect decisions, and inform the team once the process is complete.<\/p><\/li><\/ul><h3 data-start=\"582\" data-end=\"643\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Outlook Integration \u2013 SharePoint Email Without the Hassle<\/span><\/h3><p data-start=\"645\" data-end=\"764\">Power Automate lets you automatically save emails and attachments to a SharePoint library \u2013 no manual uploading required. This saves time and keeps your documentation organized. You can also sync your calendar share \u2013 each event added in Outlook creates an entry in a SharePoint list (e.g. for projects, reservations, vacations).<\/p><h3 data-start=\"852\" data-end=\"901\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Power Apps \u2013 personalize the list interface<\/span><\/h3><p data-start=\"903\" data-end=\"1024\">With Power Apps you can transform a regular SharePoint list into a tool that resembles a mobile app \u2013 for example, to collect selected emails from Outlook, create tickets or logs. This gives you a flexible interface without having to build a system \u201cfrom scratch\u201d.<\/p><h3 data-start=\"1031\" data-end=\"1065\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Other useful scenarios<\/span><\/h3><p data-start=\"1067\" data-end=\"1106\">Power Automate also supports:<\/p><ul data-start=\"1107\" data-end=\"1352\"><li data-start=\"1107\" data-end=\"1188\"><p data-start=\"1109\" data-end=\"1188\">\u2022 automatic transfer of files (e.g. old documents to the archive),<\/p><\/li><li data-start=\"1189\" data-end=\"1270\"><p data-start=\"1191\" data-end=\"1270\">\u2022 sending reminders about invoices and contracts ending in the future,<\/p><\/li><li data-start=\"1271\" data-end=\"1352\"><p data-start=\"1273\" data-end=\"1352\">\u2022 updating of warehouse stocks, reports, and HR activities \u2013 without manual entry.<\/p><\/li><\/ul><h3 data-start=\"1359\" data-end=\"1396\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">How to get started \u2013 practical tips<\/span><\/h3><ol data-start=\"1398\" data-end=\"1863\"><li data-start=\"1398\" data-end=\"1486\"><p data-start=\"1401\" data-end=\"1486\"><strong data-start=\"1401\" data-end=\"1434\">Identify the business process<\/strong> \u2013 e.g. notifications, approvals, manual work.<\/p><\/li><li data-start=\"1487\" data-end=\"1576\"><p data-start=\"1490\" data-end=\"1576\"><strong data-start=\"1490\" data-end=\"1509\">Select template<\/strong> in Power Automate: e.g. &quot;when item created&quot; or &quot;when file added&quot;.<\/p><\/li><li data-start=\"1577\" data-end=\"1691\"><p data-start=\"1580\" data-end=\"1691\"><strong data-start=\"1580\" data-end=\"1601\">Adjust flow<\/strong> \u2013 add conditions (e.g. status = \u201capproved\u201d), Teams messages, saving results.<\/p><\/li><li data-start=\"1692\" data-end=\"1790\"><p data-start=\"1695\" data-end=\"1790\"><strong data-start=\"1695\" data-end=\"1720\">Test it in practice<\/strong>: check the flow, correct actions, take care of conditional fields and errors.<\/p><\/li><li data-start=\"1791\" data-end=\"1863\"><p data-start=\"1794\" data-end=\"1863\"><strong data-start=\"1794\" data-end=\"1812\">Deploy and scale<\/strong> \u2013 add documentation, training, team support.<\/p><\/li><\/ol><h3 data-start=\"1870\" data-end=\"1892\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Business value<\/span><\/h3><ul data-start=\"1894\" data-end=\"2173\"><li data-start=\"1894\" data-end=\"1952\"><p data-start=\"1896\" data-end=\"1952\"><strong data-start=\"1896\" data-end=\"1913\">\u2022 Automation<\/strong> frees up time from repetitive tasks.<\/p><\/li><li data-start=\"1953\" data-end=\"2020\"><p data-start=\"1955\" data-end=\"2020\"><strong data-start=\"1955\" data-end=\"1974\">\u2022 Data consistency<\/strong> \u2013 process recorded, audit trail works.<\/p><\/li><li data-start=\"2021\" data-end=\"2096\"><p data-start=\"2023\" data-end=\"2096\"><strong data-start=\"2023\" data-end=\"2041\">\u2022 Security<\/strong> \u2013 less manual transmission of costly documents.<\/p><\/li><li data-start=\"2097\" data-end=\"2173\"><p data-start=\"2099\" data-end=\"2173\"><strong data-start=\"2099\" data-end=\"2124\">\u2022 Accelerated decisions<\/strong> \u2013 approval flows eliminate delays<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-476ee30 elementor-widget elementor-widget-image\" data-id=\"476ee30\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1422\" height=\"800\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-integracje-wdrozenie-systemow-it-warszawa.png\" class=\"attachment-full size-full wp-image-7969\" alt=\"\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-integracje-wdrozenie-systemow-it-warszawa.png 1422w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-integracje-wdrozenie-systemow-it-warszawa-300x169.png 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-integracje-wdrozenie-systemow-it-warszawa-1024x576.png 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-integracje-wdrozenie-systemow-it-warszawa-768x432.png 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/sharepoint-integracje-wdrozenie-systemow-it-warszawa-18x10.png 18w\" sizes=\"(max-width: 1422px) 100vw, 1422px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c9a03ef elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"c9a03ef\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"najlepsze-praktyki-jak-wycisnac-z-sharepointa-maksimum-mozliwosci\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"0\" data-end=\"73\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">Best Practices \u2013 How to Get the Most Out of SharePoint<\/span><\/h2><p data-start=\"75\" data-end=\"112\">From implementation to daily use, it\u2019s important to stick to a set of proven practices to stay organized, increase security, and maintain system scalability.<\/p><h3 data-start=\"119\" data-end=\"178\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Governance \u2013 formal plan, committee and communication<\/span><\/h3><ul data-start=\"179\" data-end=\"416\"><li data-start=\"179\" data-end=\"258\"><p data-start=\"181\" data-end=\"258\"><strong data-start=\"0\" data-end=\"19\" data-is-only-node=\"\">\u2022 Governance plan<\/strong> is a document defining the rules for creating websites, granting permissions, retention policies and procedures \u2013 especially important for larger numbers of users.<\/p><\/li><li data-start=\"259\" data-end=\"338\"><p data-start=\"261\" data-end=\"338\"><strong data-start=\"0\" data-end=\"22\" data-is-only-node=\"\">\u2022 Governance Committee<\/strong> (IT + business) meets regularly, sets rules, monitors implementations and draws conclusions.<\/p><\/li><li data-start=\"339\" data-end=\"416\"><p data-start=\"341\" data-end=\"416\"><strong data-start=\"0\" data-end=\"31\" data-is-only-node=\"\">\u2022 Communication with users<\/strong> \u2013 newsletters, \u201clunch &amp; learn\u201d, guides and training are the key to the actual application of the adopted rules.<\/p><\/li><\/ul><h3 data-start=\"423\" data-end=\"471\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Roles and clear division of responsibilities<\/span><\/h3><ul data-start=\"472\" data-end=\"675\"><li data-start=\"472\" data-end=\"551\"><p data-start=\"474\" data-end=\"551\">\u2022 Define roles: <strong data-start=\"16\" data-end=\"36\">SharePointAdmin<\/strong>, <strong data-start=\"38\" data-end=\"52\">Site Owner<\/strong>, <strong data-start=\"54\" data-end=\"73\">Content Manager<\/strong>, <strong data-start=\"75\" data-end=\"97\">Compliance Officer<\/strong><\/p><\/li><li data-start=\"552\" data-end=\"593\"><p data-start=\"554\" data-end=\"593\">\u2022 Everyone knows their tasks \u2013 who creates sites, who takes care of metadata, who regulates access.<\/p><\/li><li data-start=\"594\" data-end=\"675\"><p data-start=\"596\" data-end=\"675\">\u2022 This division minimizes chaos and facilitates development.<\/p><\/li><\/ul><h3 data-start=\"682\" data-end=\"735\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Phased implementation and quick wins<\/span><\/h3><ul data-start=\"736\" data-end=\"901\"><li data-start=\"736\" data-end=\"819\"><p data-start=\"738\" data-end=\"819\">\u2022 Break down the implementation into stages \u2013 first document management, then intranet, integration, automation.<\/p><\/li><li data-start=\"820\" data-end=\"901\"><p data-start=\"822\" data-end=\"901\">\u2022 The first phase should be easily graspable and visible \u2013 e.g. a new intranet for the entire company. You gain acceptance and motivation.<\/p><\/li><\/ul><h3 data-start=\"908\" data-end=\"951\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Archiving and retention standards<\/span><\/h3><ul data-start=\"952\" data-end=\"1117\"><li data-start=\"952\" data-end=\"1035\"><p data-start=\"954\" data-end=\"1035\">\u2022 Retention rules enable automatic deletion or archiving of data in accordance with rules (e.g. GDPR, compliance).<\/p><\/li><li data-start=\"1036\" data-end=\"1117\"><p data-start=\"1038\" data-end=\"1117\">\u2022 It is worth defining content audit policies and schedules in SharePoint.<\/p><\/li><\/ul><h3 data-start=\"1124\" data-end=\"1171\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Data size and consistency check<\/span><\/h3><ul data-start=\"1172\" data-end=\"1421\"><li data-start=\"1172\" data-end=\"1255\"><p data-start=\"1174\" data-end=\"1255\">\u2022 Declare a site creation limit and use naming conventions \u2013 it minimizes clutter and unnecessary duplicates.<\/p><\/li><li data-start=\"1256\" data-end=\"1339\"><p data-start=\"1258\" data-end=\"1339\">\u2022 Control consistent metadata, file naming, and templates.<\/p><\/li><li data-start=\"1340\" data-end=\"1421\"><p data-start=\"1342\" data-end=\"1421\">\u2022Monitor memory usage and the number of items in your libraries to react before limits are exceeded.<\/p><\/li><\/ul><h3 data-start=\"1428\" data-end=\"1463\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Security and Compliance<\/span><\/h3><ul data-start=\"1464\" data-end=\"1629\"><li data-start=\"1464\" data-end=\"1547\"><p data-start=\"1466\" data-end=\"1547\">\u2022 Implement DLP, MFA, sensitivity labels policies \u2013 you will reduce the risk of sensitive data leakage.<\/p><\/li><li data-start=\"1548\" data-end=\"1629\"><p data-start=\"1550\" data-end=\"1629\">\u2022 Create websites without external sharing or manage a guest bathtub \u2013 you control who you share resources with.<\/p><\/li><\/ul><h3 data-start=\"1636\" data-end=\"1669\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Continuity and improvement<\/span><\/h3><ul data-start=\"1670\" data-end=\"1919\"><li data-start=\"1670\" data-end=\"1753\"><p data-start=\"1672\" data-end=\"1753\">\u2022 Audit: permissions, content, activity \u2013 review quarterly.<\/p><\/li><li data-start=\"1754\" data-end=\"1837\"><p data-start=\"1756\" data-end=\"1837\">\u2022 Listen to feedback: collect feedback from users, respond and update policies<\/p><\/li><li data-start=\"1838\" data-end=\"1919\"><p data-start=\"1840\" data-end=\"1919\">\u2022 Training: regular refresher and follow-up sessions.<\/p><\/li><\/ul><h3 data-start=\"1926\" data-end=\"1953\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Business value<\/span><\/h3><ul data-start=\"1954\" data-end=\"2217\"><li data-start=\"1954\" data-end=\"2043\"><p data-start=\"1956\" data-end=\"2043\">\u2022 Organization increases productivity \u2013 fewer unnecessary pages, easier access to resources.<\/p><\/li><li data-start=\"2044\" data-end=\"2105\"><p data-start=\"2046\" data-end=\"2105\">\u2022 Security = reduced risk and regulatory compliance.<\/p><\/li><li data-start=\"2106\" data-end=\"2217\"><p data-start=\"2108\" data-end=\"2217\">\u2022 Knowledge evolves systematically \u2013 the platform structurally grows with the company, rather than becoming chaotic.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8b9f13b elementor-widget elementor-widget-spacer\" data-id=\"8b9f13b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb34895 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"eb34895\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"typowe-problemy-i-ograniczenia-na-co-uwazac-i-jak-radzic-sobie-skutecznie\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"5\" data-end=\"89\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">Common Problems and Limitations \u2013 What to Look Out for and How to Deal with Them Effectively<\/span><\/h2><p data-start=\"91\" data-end=\"128\">While SharePoint is a powerful tool, real-world implementation often encounters obstacles. Here are the most common issues and proven ways to deal with them.<\/p><h3 data-start=\"135\" data-end=\"174\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Performance Issues and Limits<\/span><\/h3><ul data-start=\"176\" data-end=\"452\"><li data-start=\"176\" data-end=\"255\"><p data-start=\"178\" data-end=\"255\"><strong data-start=\"0\" data-end=\"32\" data-is-only-node=\"\">\u2022 View limit 5,000 items<\/strong>: exceeding this threshold may slow down the library completely.<\/p><\/li><li data-start=\"256\" data-end=\"452\"><p data-start=\"258\" data-end=\"452\"><strong data-start=\"0\" data-end=\"19\" data-is-only-node=\"\">\u2022 Sync with OneDrive<\/strong> degrades after ~100,000\u2013300,000 elements.<\/p><\/li><\/ul><p><b><span style=\"font-weight: normal;\" data-start=\"336\" data-end=\"351\"><b>Solution<\/b><\/span><span style=\"font-weight: normal;\">: split data into smaller libraries, use metadata views instead of one large repository.<\/span><\/b><\/p><div><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Paths (URLs), names and system restrictions that are too long<\/span><\/div><ul data-start=\"526\" data-end=\"710\"><li data-start=\"526\" data-end=\"710\"><p data-start=\"528\" data-end=\"710\">\u2022 The URL path (site + folders + file) cannot exceed 400 characters, and locally Windows imposes 256.<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"606\" data-end=\"621\">Solution<\/strong>: shorten folder and file names, create a flat structure, max. 3\u20134 levels deep.<\/p><h3 data-start=\"717\" data-end=\"760\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Complexity of permissions and inheritance<\/span><\/h3><ul data-start=\"762\" data-end=\"1033\"><li data-start=\"762\" data-end=\"841\"><p data-start=\"764\" data-end=\"841\">\u2022 SharePoint has complex permission models \u2013 it\u2019s easy to lose auditing and end up in chaos.<\/p><\/li><li data-start=\"762\" data-end=\"841\"><p data-start=\"764\" data-end=\"841\">\u2022 Permission sprawl leads to hard-to-recover errors<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"924\" data-end=\"939\">Solution<\/strong>: stick to groups, limit inheritance only where necessary, document and test.<\/p><div>\u00a0<span style=\"color: #ff6500; font-size: 20px; text-align: start;\">OneDrive Sync Errors and Problems<\/span><\/div><ul data-start=\"1090\" data-end=\"1282\"><li data-start=\"1090\" data-end=\"1282\"><p data-start=\"1092\" data-end=\"1282\">\u2022 Sync often \u201changs\u201d or downloads old versions, especially with large libraries.<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"1174\" data-end=\"1189\">Solution<\/strong>: limit local sync, educate users, use web editor or mobile app.<\/p><h3 data-start=\"1289\" data-end=\"1335\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Broken links and navigation difficulties<\/span><\/h3><ul data-start=\"1337\" data-end=\"1566\"><li data-start=\"1337\" data-end=\"1566\"><p data-start=\"1339\" data-end=\"1566\">\u2022 File transfers lead to broken links \u2013 a classic scenario.<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"1421\" data-end=\"1436\">Solution<\/strong>: use Document ID, regularly scan pages for corruption, use Highlighted Content instead of static links.<\/p><h3 data-start=\"1573\" data-end=\"1621\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Integration and personalization limitations<\/span><\/h3><ul data-start=\"1623\" data-end=\"1851\"><li data-start=\"1623\" data-end=\"1851\"><p data-start=\"1625\" data-end=\"1851\">\u2022 SharePoint requires programming skills for advanced integrations<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"1707\" data-end=\"1722\">Solution<\/strong>: use Power Platform (<a href=\"https:\/\/prosteit.pl\/en\/power-automate-for-beginners-simple-guide\/\">Power Automate<\/a>, Power Apps), explore alternatives. Consider technical support if necessary.<\/p><h3 data-start=\"1858\" data-end=\"1904\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Administrative Complexity and Governance<\/span><\/h3><ul data-start=\"1906\" data-end=\"2120\"><li data-start=\"1906\" data-end=\"2120\"><p data-start=\"1908\" data-end=\"2120\">\u2022 SharePoint easily grows \u201csideways\u201d \u2013 the lack of a strategic governance plan leads to chaos.<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"1990\" data-end=\"2005\">Solution<\/strong>: define site creation process, metadata rules, retention and audit policies \u2014 IT + business support required.<\/p><h3 data-start=\"2127\" data-end=\"2169\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Page Performance and UX Issues<\/span><\/h3><ul data-start=\"2171\" data-end=\"2359\"><li data-start=\"2171\" data-end=\"2359\"><p data-start=\"2173\" data-end=\"2359\">\u2022 Pages with many web parts, graphics, scripts load slowly.<\/p><\/li><\/ul><p><strong style=\"color: #151718;\" data-start=\"2255\" data-end=\"2270\">Solution<\/strong>: test with Page Diagnostics tools, optimize images and layout, minimize web parts.<\/p><p data-start=\"2587\" data-end=\"2796\">SharePoint is a key system for organizations, but it requires <strong data-start=\"2645\" data-end=\"2722\">well-thought-out architecture, structured data and user control<\/strong>. That&#039;s why it&#039;s worth having support during implementation, audit and training.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-81022b9 elementor-widget elementor-widget-image\" data-id=\"81022b9\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1560\" height=\"1040\" src=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow.jpg\" class=\"attachment-full size-full wp-image-7970\" alt=\"\" srcset=\"https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow.jpg 1560w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow-300x200.jpg 300w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow-1024x683.jpg 1024w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow-768x512.jpg 768w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow-1536x1024.jpg 1536w, https:\/\/prosteit.pl\/wp-content\/uploads\/2025\/06\/problem-z-komputerem-jak-rozwiazac-pomoc-informatyczna-pruszkow-18x12.jpg 18w\" sizes=\"(max-width: 1560px) 100vw, 1560px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3400eac elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"3400eac\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"praktyczny-przewodnik-mini-projekt-system-zgloszen-urlopowych\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"47\" data-end=\"118\"><span style=\"color: #ff6500; font-size: 24px; text-align: start;\">Practical guide - mini-project: leave notification system<\/span><\/h2><p data-start=\"120\" data-end=\"157\">Below I describe step by step how to build a simple and effective SharePoint <strong data-start=\"76\" data-end=\"106\">leave notification system<\/strong> using Power Automate and (optionally) Power Apps. Thanks to this solution, each reported leave goes through the approval process, and the entire application is saved and supervised.<\/p><h3 data-start=\"164\" data-end=\"204\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Project concept and plan<\/span><\/h3><ol data-start=\"205\" data-end=\"286\"><li data-start=\"205\" data-end=\"245\"><p data-start=\"208\" data-end=\"245\">Define business requirements: who reports leave, who approves, what fields are needed.<\/p><\/li><li data-start=\"246\" data-end=\"286\"><p data-start=\"249\" data-end=\"286\">Design a SharePoint list with columns such as: Name, Start Date, End Date, Leave Type, Supervisor (person), Status (New, Approved, Rejected), Approver Comment.<\/p><\/li><\/ol><h3 data-start=\"293\" data-end=\"325\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">We create a SharePoint list<\/span><\/h3><ul data-start=\"326\" data-end=\"481\"><li data-start=\"326\" data-end=\"403\"><p data-start=\"328\" data-end=\"403\">\u2022 Create a list called \u201cLeave Requests\u201d with the above mentioned columns.<\/p><\/li><li data-start=\"404\" data-end=\"481\"><p data-start=\"406\" data-end=\"481\">\u2022 You can add a calendar view to visualize your planned holidays.<\/p><\/li><\/ul><h3 data-start=\"488\" data-end=\"536\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Add a basic form or Power Apps<\/span><\/h3><ul data-start=\"537\" data-end=\"614\"><li data-start=\"537\" data-end=\"614\"><p data-start=\"539\" data-end=\"614\">\u2022 SharePoint form will work in most cases, but using <strong data-start=\"70\" data-end=\"84\">Power Apps<\/strong> allows for better validation, e.g. date clash checking.<\/p><\/li><\/ul><h3 data-start=\"621\" data-end=\"658\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Automation in Power Automate<\/span><\/h3><p data-start=\"659\" data-end=\"698\">Configure a flow that starts when a new item is added to the list:<\/p><ul data-start=\"699\" data-end=\"864\"><li data-start=\"699\" data-end=\"740\"><p data-start=\"701\" data-end=\"740\">\u2022 Trigger: <strong data-start=\"9\" data-end=\"38\">&quot;When an item is created&quot;<\/strong>.<\/p><\/li><li data-start=\"741\" data-end=\"822\"><p data-start=\"743\" data-end=\"822\">\u2022 Action: <strong data-start=\"7\" data-end=\"41\">Start and wait for an approval<\/strong> \u2013 sends an email to the supervisor with an approval\/rejection option.<\/p><\/li><li data-start=\"823\" data-end=\"864\"><p data-start=\"825\" data-end=\"864\">\u2022 Condition: if approved \u2192 update the Status field to &quot;Approved&quot;, send an email to the author; if rejected \u2192 Status &quot;Rejected&quot; + email.<\/p><\/li><\/ul><p data-start=\"866\" data-end=\"945\">This is a classic scenario \u2013 no coding and using standard functions.<\/p><h3 data-start=\"952\" data-end=\"1001\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">(Optional) Calendar Sync<\/span><\/h3><ul data-start=\"1002\" data-end=\"1083\"><li data-start=\"1002\" data-end=\"1083\"><p data-start=\"1004\" data-end=\"1083\">\u2022 Add another step in the flow that, if approved, creates an event in the SharePoint or Outlook calendar \u2013 shown in the Power Platform discussion .<\/p><\/li><\/ul><h3 data-start=\"1090\" data-end=\"1113\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">Validation and test<\/span><\/h3><ul data-start=\"1114\" data-end=\"1279\"><li data-start=\"1114\" data-end=\"1155\"><p data-start=\"1116\" data-end=\"1155\">\u2022 Make sure the dates are correct (e.g. Start before End).<\/p><\/li><li data-start=\"1156\" data-end=\"1197\"><p data-start=\"1158\" data-end=\"1197\">\u2022 Test all variants: approvals, rejections, copying tasks to calendar.<\/p><\/li><li data-start=\"1198\" data-end=\"1279\"><p data-start=\"1200\" data-end=\"1279\">\u2022 (Optional) add validation in Power Apps \u2013 e.g., preventing overlapping holidays.<\/p><\/li><\/ul><h3 data-start=\"1286\" data-end=\"1305\"><span style=\"color: #ff6500; font-size: 20px; text-align: start;\">What do you gain:<\/span><\/h3><ul data-start=\"1306\" data-end=\"1432\"><li data-start=\"1306\" data-end=\"1352\"><p data-start=\"1308\" data-end=\"1352\">\u2022 Transparent submission and approval process,<\/p><\/li><li data-start=\"1353\" data-end=\"1382\"><p data-start=\"1355\" data-end=\"1382\">\u2022 Automatic notifications,<\/p><\/li><li data-start=\"1383\" data-end=\"1432\"><p data-start=\"1385\" data-end=\"1432\">\u2022 Decision history and audit trail in SharePoint<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0152146 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"0152146\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"148\" data-end=\"425\">We have created a solid guide to SharePoint: from structure and metadata, through permissions, UX, to automation and a real example of leave requests. This is a tool that can really improve the work of your company - order, time savings and control over information.<\/p><p data-start=\"427\" data-end=\"686\">If you want SharePoint to run like a well-oiled machine in your enterprise\u2014from implementation to team training\u2014 <b>We are<\/b><strong data-start=\"557\" data-end=\"595\">\u00a0at your disposal<\/strong>.<br data-start=\"596\" data-end=\"599\" \/>We will be happy to help you adapt the system to your company&#039;s needs and carry out the entire implementation.<\/p><p data-start=\"688\" data-end=\"765\" data-is-last-node=\"\" data-is-only-node=\"\">\ud83d\udc49 Contact us and together we will take SharePoint to the next level.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Imagine all your documentation\u2014from contracts and proposals, through manuals and project records\u2014securely stored in one place, accessible online from any device, and easily organized. No more chaotic file names, endless versions, or cluttered folders. Sounds like a dream? SharePoint makes it possible\u2014and usually without additional [\u2026]<\/p>","protected":false},"author":4,"featured_media":7964,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[552],"tags":[751,449,225,731,685,227,234,748,749],"class_list":["post-7959","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automatyzacja","tag-co-to-sharepoint","tag-informatyk-ozarow-mazowiecki","tag-it-dla-firm","tag-obsluga-informatyczna-firm","tag-opieka-informatyczna-dla-firm","tag-pomoc-informatyczna","tag-pomoc-it-dla-firm","tag-sharepoint-poradnik","tag-sharepoint-wdrozenie"],"_links":{"self":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts\/7959","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/comments?post=7959"}],"version-history":[{"count":10,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts\/7959\/revisions"}],"predecessor-version":[{"id":8138,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/posts\/7959\/revisions\/8138"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/media\/7964"}],"wp:attachment":[{"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/media?parent=7959"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/categories?post=7959"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prosteit.pl\/en\/wp-json\/wp\/v2\/tags?post=7959"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}