#spstc 25 usability tips for sharepoint 2013/sharepoint online sites by @sharepointwendy

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25 Usability Tips for SharePoint 2013/ SharePoint Online Sites SharePoint Saturday Twin Cities November 22, 2014 Wendy Neal @SharePointWendy http://wendy-neal.com

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Presented at SharePoint Saturday Twin Cities on November 22, 2014. Abstract: SharePoint sites out of the box have the capability of being user-friendly, but only if they are designed and configured that way. Wendy shows you 25 simple tips and tricks that site owners or front end SharePoint developers can implement on their SharePoint sites to make them more user-friendly. From navigation best practices, to forms etiquette, to what to put on the home page, to graphics optimization, and much more - you will come away armed with a list of practical usability tips that are easy to implement, and your users will thank you. Accompanying video demos are located here: https://www.youtube.com/playlist?list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet

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Page 1: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

25 Usability Tips for SharePoint 2013/

SharePoint Online Sites

SharePoint Saturday Twin Cities

November 22, 2014

Wendy Neal

@SharePointWendy http://wendy-neal.com

Page 2: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Wendy NealSenior SharePoint ConsultantMcGladreyCedar Rapids, Iowa

@SharePointWendy

facebook.com/wendynealblog

linkedin/in/wendyneal

youtube.com/sharepointwendy

plus.google.com/+WendyNeal

[email protected]

wendy-neal.com

• Co-author of Black Magic Solutions for White Hat SharePoint

• Co-founder of SharePoint-Community.net

• Writer for CMSWire.com

Page 3: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Website usability overview

25 usability tipso Navigation

o Forms Etiquette

o Content

o Design

o Metadata

Questions

Agenda

Page 4: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Website usability overview

Rule #1: Don’t make your users think

Read this book!!

Page 5: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Usability Tips (1-6):

Navigation

Page 6: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

Primary navigation links should always be visible and consistent no matter where you are on the site

Page 7: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

Limit the number of primary navigation links to 9 or less

Page 8: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

Use function-driven navigation when possible (verbs instead of nouns)

Page 9: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

You should have a link back to the home page on every page of your site

Page 10: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

Hyperlinks should open in same window if going to same site, or new window if external site

Page 11: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

Even though it’s tedious, be sure to test all hyperlinks on your site

Page 12: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Navigation

Demo

https://www.youtube.com/watch?v=xeG1u9FnrjU&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet&index=1

Page 13: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Usability Tips (7-11):

Forms Etiquette

Page 14: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Forms Etiquette

Identify required fields and other validation on forms

Page 15: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Forms Etiquette

Set default values on fields when it makes sense

Page 16: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Forms Etiquette

Group fields logically on forms

Page 17: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Forms Etiquette

Hide unnecessary form data from users

Page 18: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Forms Etiquette

Let users know that their form submission was successful

Page 19: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Forms Etiquette

Demo

https://www.youtube.com/watch?v=GB9ZNhFL1xE&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet&index=2

Page 20: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Usability Tips (12-16):

Content

Page 21: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Content

Avoid too much content on the home page and landing pages

Page 22: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Content

Only show relevant information to the user

Page 23: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Content

Change the default views on lists to a view that is more useful

Page 24: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Content

Use descriptive names for content (lists, libraries, documents, items)

Page 25: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Content

Be sure to continuously add fresh content to your site

Page 26: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Content

Demo

https://www.youtube.com/watch?v=sqIcB7R_Doc&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet&index=3

Page 27: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Usability Tips (17-21):

Design

Page 28: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Design

Your site should have a consistent look and feel across all sub sites and pages

Page 29: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Design

Use good balance of images, text, and white space

Page 30: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Design

Optimize all graphics to reduce page download times

Page 31: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Design

Use contrasting colors in your design to improve readability

Page 32: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Design

Use consistent hyperlink colors and styles

Page 33: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Design

Demo

https://www.youtube.com/watch?v=wLBZQ9g7J9k&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet&index=4

Page 34: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Usability Tips (22-25):

Metadata

Page 35: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Metadata

Don’t use folders (unless you really need to use folders)

Page 36: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Metadata

If you must use folders, be sure to set default metadata on them

Page 37: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Metadata

Pay attention to what your users are searching for

Page 38: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Metadata

Only index the things that you want to show up in search results

Page 39: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Metadata

Demo

https://www.youtube.com/watch?v=W92_xcRMmmI&list=PLxSc1uqWwEXly_q8Ae1WzrE8s4l9QQpet&index=5

Page 40: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Questions…

Page 41: #SPSTC 25 Usability Tips for SharePoint 2013/SharePoint Online Sites by @SharePointWendy

Thank you #SPSTC sponsors!