SharePoint Mobile App Review, Tips and Tricks

Today I’d like to discuss the new SharePoint Mobile App, aka the Intranet in your pocket. In 2016, Microsoft released SharePoint 2016, along with a mobile application for the product. If you have not already downloaded the app, I highly suggest you download it, and follow along with the tips provided below. This post will serve as an introduction to the SharePoint Mobile app, highlight some of its capabilities and provide tips to make sure you take advantage of the features offered. So, let’s get started.

SharePoint Sites Feature

Sites 1It is important to understand that SharePoint is hierarchical and the sites screen illustrates this concept. This concept was not illustrated well in the current mobile web view of SharePoint, so the progress made with the app has not gone unnoticed. The mobile app provides a clean and simple sites screen, and by default settings, sites are ordered by your most recent activity. The sites screen menu provides access to view lists, libraries and sub-sites. Along with seeing the sites that you use, you also have the ability to share sites with others, or mark one as a favorite. This screen brings the best of SharePoint right to your fingertips and is a perfect start.

Embedded Browser View

A view of a site in an embedded browser view.

While navigating between sites the app will display each site differently. Some sites will load via an embedded browser in the app whereas others will have a native app screen. The embedded browser view is SharePoint’s mobile web view, and while it is not as clean or user-friendly as a native screen, it still provides the ability to see the site’s content. In the past, the mobile web view would open every site on a separate browser page causing confusion and a poor user experience, so having the embedded browser view for sites as part of the mobile app navigation is a major improvement.

Quick Tip

If you regularly use a site, I highly recommend pressing the “star” button on the site screen. This will add the site to the “Following” tab for quicker access. Remember to remove sites which you no longer have an interest in, by un-clicking on the “star” button.

SharePoint Links Feature

LinksMicrosoft knows that SharePoint is a great tool for collaboration, sharing and empowering users. The links screen provides you with easy access to both internal and external resources.  If your company has a “Quick Links” section on their intranet, then those links should also display on the SharePoint App.  If you don’t see any links displayed, contact your administrator and request that they update the “Featured Links” section in Office 365.

 

SharePoint People Feature

PeopleThe people screen provides you with direct access to your contact list and their profile pages. Creating and managing your contacts is key to getting the most out of SharePoint. If you have never used the Microsoft contacts capabilities, now is a great time to give it a try. To add new contacts you just need to navigate to Office 365, select the people link from the quick launch and start adding contacts.

I highly suggest you start by creating contacts for leaders within your organization. If you need help finding these individuals, the search feature will serve as a big help. To view an individual’s page, click on their name in the people screen. This will open a page that clearly displays their contact information, title, a photo, who they work with and recent activity.

Quick Tip

One of the most important features of people is the ability for you to add notes about your contact. For example, you can create a note that contains information about when you met a certain individual. This information can only be seen from your end and is one of the “hidden” features available in Microsoft People.

SharePoint Search Feature

In my opinion, the greatest feature in the new SharePoint mobile app is search. Using the search feature in the app is the easiest way to find the information you are looking for. The app allows you to drill down and search based on specific dimensions including sites, files, people or recommended It is clear to me that Microsoft’s investment in SharePoint search is paying off. Give it a try—go ahead and search for a file either by name or the content of the file.

See what else SharePoint can do, when it comes to workflows and automation of business processes.

Conclusion

Microsoft’s release of this SharePoint app shows their commitment to both the mobile space and SharePoint. Here at BlumShapiro Consulting, we are Gold Certified in Collaboration and Content. We are Partners in Office and Collaboration and are ready to help your business leverage these Microsoft tools. Learn more about SharePoint by looking at our library of posts on the topic here. Contact us to learn more about how SharePoint can help your organization.

Learn more about SharePoint from our library of blog content >>

 

About Hector: 

hectorHector Luciano, Jr., is a Consulting Manager at BlumShapiro, a Microsoft Gold Partner focusing on SharePoint, Office 365, mobile technologies and custom development solutions. Hector is focused on delivering high value solutions to his customers in Mobile and SharePoint.

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