In this episode, I walk through the five Microsoft 365 tools you can use to manage Agile and Scrum projects: Planner, Planner Premium, the Loop Kanban board, Loop Tasks, and Lists with a Board view. I explain what each one does well, where each falls short, and how to pick the one that fits your team.

BLOG REFERENCES

• Microsoft 365 Tools you can use to manage Agile and Scrum Projects

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In this episode, I compare folders and metadata in SharePoint and walk through the pros and cons of each approach. I explain where folders still make perfect sense, where metadata gives you a real advantage, and why the right answer for most organizations is a mix of both.

BLOG REFERENCES

• Folders vs. Metadata

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In this episode, I walk through the seven different ways to create a form in the Microsoft Forms application, from starting with a blank form or a template to uploading a Word or PDF document, using Copilot, building from a SharePoint list, or setting one up for Excel. I explain when each option makes the most sense so you can pick the fastest route for what you need.

BLOG REFERENCES

• 7 ways to create a Form in Forms application

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In this episode, I compare Microsoft Lists and Excel and explain which one to reach for depending on what you are tracking. I walk through the advantages Lists brings to everyday business data, and the situations where Excel is still the better choice.

BLOG REFERENCES

• Lists vs. Excel

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In this episode, I walk through my five-week plan for implementing a SharePoint intranet - what happens each week, from kick-off and prototype through branding, site build, admin and site owner training, and go-live. I also cover the assumptions that make this timeline realistic.

BLOG REFERENCES

• How to implement SharePoint Intranet in 5 weeks

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In this episode, I share 8 proven ways to improve the design of your SharePoint site - flexible sections, background images, design ideas, dividers and spacers, custom themes and fonts, and extended headers and footers. No code, no designer, just features already sitting in your tenant.

BLOG REFERENCES

• 8 Proven Ways to Improve Your SharePoint Site Design

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In this episode, I explain how to send praise and recognition to colleagues using Viva Insights. I walk through the three ways to do it - the Viva Insights app, Microsoft Teams, and the Praise card on the Viva Connections dashboard - and what you need licensed for it to work.

BLOG REFERENCES

• How to Send Praise to Colleagues Using Viva Insights

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In this episode, I explain how to create an intake form for file uploads in SharePoint - a simple way to collect documents along with the metadata you actually need. I walk through how to set it up, why required fields finally work here, and the limitations you need to know before you roll it out.

BLOG REFERENCES

• Create an Intake Form for File Uploads in SharePoint

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Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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