Microsoft Office 365 by EckoTango

Microsoft Office 365

CHAPTER 7

Adding and Managing Workflows IN THIS CHAPTER:

Introducing Office 365 workflows

■

Creating a new workflow

■

Using a workflow for your project

■

Managing workflows

■

WHE THE R YOU K NOW IT or not, you use workflows all the time. They might not be written down, and others might not follow the same process (which might or might not cause you lots of headaches), but there is some kind of flow to the work you’re doing. Whether you’re publishing an annual report, getting a mailing out, launching a new Web site, or trying to support a sales force, the tasks you complete in your day fit into a larger work process that can be mapped and organized.

Workflows in the traditional sense are logical structures that help you know who does what when in the work process. When you’re working with a team, workflows can help keep a project on track and help you see easily which team member is responsible for tasks at any given time. SharePoint Online in Office 365 makes it easy for you to create and apply workflows to the team projects you create. This chapter shows you how to create and use a workflow to keep your team engaged and working smoothly together.

Introducing Office 365 Workflows Your SharePoint Online team site offers all kind of features and tools you can use to keep your team on track. Creating workflows for processes you use often—especially if they involve customer interactions or important project tasks or documents—can help you reduce the amount of time you spend worrying about getting things done. 137

Microsoft Office 365

Articles inside

Changing Mail Views

Creating a New Message

Checking, Reading, and Responding to Your Mail

■ Checking and Managing Email

■ Introducing Outlook Web App

■ What’s Next

Saving and Sending Your Presentation

Mobile Editing for Your Presentation

■ Tweaking a PowerPoint Presentation on Your Phone

■ Reviewing and Updating Excel Data

Saving and Sending Worksheet Changes

Saving and Sending Your Edited Document

Making Simple Editing Changes

Working with the Worksheet

Editing a Word Document on Your Phone

Formatting Text

■ Last-Minute Word Editing on Your Mobile Device

■ Using the Office Hub on Your Windows Phone 7

■ How Will You Use Your Phone with Office 365?

■ Receiving and Sending Email on Your Phone

■ What’s Next

■ Working with OneNote Notebooks

Another Way to Co-author in Office 365

■ Reviewing and Editing Excel Worksheets

Editing in the Browser

■ Co-authoring with Office Web Apps

■ Choosing Your Tools

■ Working with an Existing File

Editing in Your Web Browser

Taking It to the Desktop

How Office Web Apps Work

■ Creating, Saving, and Closing a New File

Introducing Office Web Apps

■ A First Look at Office Web Apps

Stopping a Workflow

Editing Your Workflow

Completing a Workflow Task

Specifying Task Details

■ Creating a New Workflow

Setting Workflow States

■ Introducing Office 365 Workflows

Checking Out and Checking In Files

Viewing File Properties

Adding a New Column to the Document Library

Creating a New View for Your Document Library

■ Organizing Document Libraries

Modifying the Current View

Ordering Files in Your Document Library

Adding Documents

■ Creating a Document Library

■ Sharing Your Site

■ What’s Next

■ What Is a Document Library (and Where Is It)?

■ Adding Web Parts

■ Adding a New

Adding Text Styles

Editing Your Picture

■ Adding and Formatting Pictures

■ Changing the Text Layout of Your

■ Posting an Update

■ Choosing a Site Theme

■ Putting Some Thought into the Team Site Design

■ What’s Next

■ Creating and Modifying a Website

■ Broadcasting Presentations Online

■ Holding Online Meetings

■ Making Instant Contact with Team Members

■ Translating Content on the Fly

■ Sharing Calendars Securely

Creating a Space for Announcements

Displaying the Team Site

Working with Document Libraries

■ Creating a Shared Space

■ Starting with the End in Mind

■ What’s Next

Creating Service Requests

Checking System Status

Assigning User Permissions