Create SharePoint Group Widget

Create SharePoint Group Widget The Create SharePoint Group widget creates a SharePoint group for any site in any site collection in the current Web application. NOTE: Creating a SharePoint group requires the Create Groups site permission in SharePoint. If it is possible that the workflow initiator will not have this permission, use the Run As…

Create a New Discussion Board Plus List

Create a New Discussion Board Plus List Top Return to Configuration Overview After Discussion Board Plus is installed, a new application called Discussion Board Plus is added to the SharePoint Site Contents. Users with rights to add applications can create a new Discussion Board Plus list. NOTE: If you do not see Discussion Board Plus…

Topics for Workflow Conductor

About Bamboo product Release NumbersA license error occurs after successful license activationAbout the Installation FilesAbout Workflow ConductorWorkflow Conductor Deployment MethodsAbout Workflow Publishing ScopesAccess SP via RESTHow to activate a Bamboo Site Collection FeatureActivating Your Bamboo Product License OfflineActivating Your Bamboo Product LicenseActive Directory Account OptionsActive Directory SettingsAdd Attachment WidgetAdd ColumnAdd User To AD Group WidgetHow…

Topics for Project Management Central

About Bamboo product Release NumbersA license error occurs after successful license activationAbout the Installation FilesAbout Workflow ConductorWorkflow Conductor Deployment MethodsAbout Workflow Publishing ScopesAccess SP via RESTHow to activate a Bamboo Site Collection FeatureActivating Your Bamboo Product License OfflineActivating Your Bamboo Product LicenseActive Directory Account OptionsActive Directory SettingsAdd Attachment WidgetAdd ColumnAdd User To AD Group WidgetHow…

Overview of Workflow Conductor Templates

Overview of Workflow Conductor Templates Return to Workflow Conductor Whenever you save a workflow in the Workflow Conductor Studio, you create a template. Templates are accessed via the Workflow Conductor Template Gallery which is displayed when you click Open in the Workflow Conductor Studio ribbon (shown here). By default, a workflow you save is a…

Workflow Conductor

  Bamboo’s Workflow Conductor™ Workflow Conductor is a simple, yet powerful, solution for creating and managing custom workflows in SharePoint. When Workflow Conductor is installed, SharePoint users with the Design permission level can create and deploy custom workflows using Workflow Conductor Studio. Highlights Release Notes Complementary Products   Install Permissions License Permissions System Requirements Installing…

User Registration Accelerator

  With Bamboo’s User Registration Accelerator you save time registering, approving and creating SharePoint accounts by letting users self-register. Users can register for SharePoint access and, once validated, can have both their domain and SharePoint accounts created automatically.   Highlights Release Notes Complementary Products   Install Permissions License Permissions System Requirements Installing for the first…

User & Site Administration

User & Site Administration Delegate and streamline the execution of common IT tasks on SharePoint with Bamboo’s full range of tools for password, user, and site management. Our Web Parts and toolkits make it easy to simplify and offload the execution of common tasks like password changes and site creation which provides faster results for…

Overview of the TTM Control Panel

Overview of the TTM Control Panel TTM Configuration Overview The Time Tracking and Management Control Panel provides a central location for the configuration and administration of the TTM site. When working in the TTM Control Panel keep in mind: Users with Full Control or Design permissions can access the Time Tracking and Management Control Panel…

Quick Add Highlights

Quick Add Highlights SharePoint is a great tool for collaboration, but in some instances, the interface can slow down business processes. For instance, capturing a list of project tasks in real-time can be difficult using SharePoint. There can also be times when you just want to get content from some existing notes to populate a…

PM Central Portfolio Site

PM Central Portfolio Site Overview of PM Central Hierarchy The Portfolio Site is the top site in the PM Central hierarchy and provides a place where information regarding the health of projects managed within the portfolio can be quickly relayed to executives and stakeholders through dashboards that report on tasks, issues, risks and schedules, and…

PM Central Portfolio – Project Central

PM Central Portfolio – Project Central Overview of PM Central Hierarchy Overview of the Portfolio Site Project Central is the default home page of the portfolio site. Name /Web Part Description 1. PMC Message Configuration Web Part PM Central Custom Web Part The Warning message displayed in the custom PMC Message Configuration web part provides…

Performance Considerations

Performance Considerations Alert Plus Highlights Alert Plus Performance Tuning As a general rule, Alert Plus does not require special performance tuning after installation. Because some organizations may have special performance considerations, the suggestions included in this section are intended to provide users with configuration guidance for specific scenarios that may affect Alert Plus performance. In…

Password Reset Administrative Options

Password Reset Administrative Options Overview of Password Reset Configuration settings Enter Administrative Account that has rights to reset user password. Step Action Result 1. Configure the Administrative Options. Enter the Administrator Credentials for the Administrative Account used to reset passwords. This Administrator account must have the right to Manage Site Group and Create Cross Site…

Overview of the Discussion Board Plus Configuration Toolpane

Overview of the Discussion Board Plus Configuration Toolpane There are several areas that need to be configured before you open Discussion Board Plus to your users. Areas that need configuration are illustrated in the topics linked below. Getting Started One of the first things you need to consider after creating a new Discussion Board Plus…

Overview of Team Calendar

Overview of Team Calendar Team Calendar provides a centralized group calendar that can interact with a SharePoint calendar list, multiple Microsoft Exchange calendars, or do both side-by-side. You can add and edit items in a SharePoint list directly from the Team Calendar or you can create and update Exchange meetings and appointments through an Outlook-style…

Overview of Calendar Plus Configuration Settings

Overview of Calendar Plus Configuration Settings Calendar Plus is configured in the Web Part Settings pop up window accessed from the Web part’s configuration tool pane when you click the Calendar Plus Web Part Settings button. NOTE: When the links below take you to a new page, the Overview of Calendar Plus Configuration Settings link…

List of Blog Site Lists

List of Blog Site Lists By default, each blog site includes various lists as described below: Archives List The Archives list is automatically created based on the Created date for blog posts in the site. Click on a month to see all blog posts created in that time period. Categories List Blog post authors can…

Highlights of Team Calendar

Highlights of Team Calendar Team Calendar provides a centralized group calendar that can interact with a SharePoint calendar list, multiple Microsoft Exchange calendars, or do both side-by-side. Users can add and edit items in a SharePoint list directly from Team Calendar, or they can create and update Exchange meetings and appointments through an Outlook-style resource…

Highlights of Site Creation Plus

Highlights of Site Creation Plus Governance of SharePoint is a real concern for organizations today. In particular, SharePoint’s dynamic site creation capability has become an issue. The adoption of this powerful feature is often stymied by administrators who are reluctant to put it into the hands of end users. The out-of-the-box end user interface for…

Highlights of QuickAdd

Highlights of QuickAdd SharePoint Apps combine the best of traditional SharePoint web parts with the flexibility of SharePoint Apps. An app for SharePoint is a small, easy-to-use, stand-alone application that performs a specific task or meets a business need. You can add apps to your site to customize it with specific functionality or to display…

Forum Sites and Blog Sites Link Names

Forum Sites and Blog Sites Link Names Top Return to User Display Overview Forum sites are sub-sites of the Community Central Home site and collect related forums. The main forum site page rolls up information from all individual forums in the site. It contains general information about forums in the site and links to individual…

Enable Tagging

Enable Tagging Return to Configuration Overview By default, Tagging is not enabled. When you check this box in the configuration tool pane, users with the required permissions can apply Tags when creating new topics. Users see a text box on screen where they can type in tags for this topic. When tagging is enabled, users…

Best Practices for Knowledge Management Using Knowledge Base

Best Practices for Knowledge Management Using Knowledge Base Knowledge Base Overview Beyond what is visible to the end users in Knowledge Base, your KB administrator may want to control who has access to write the articles, review articles and publish them. These are the processes and business intelligence that go beyond the tool and are…

Create the KB Client Site

Create the KB Client Site Knowledge Base Overview The KB Client site enables end users to search for articles and content; print or e-mail articles or export them to PDF; submit questions to Knowledge Base Administrators; rate and comment on articles; view the most popular and recently added articles; and more. Step Action Result 1.…

Create a PM Central Department site

Create a PM Central Department site Getting started with PM Central PM Central uses Site Creation Plus to simplify the process of creating the project and department sites that will be associated with a PM Central portfolio. Keep in mind: PM Central project and department sites should not be created using the SharePoint New Site…

Create a tasks rollup for TTM

Create a tasks rollup for TTM TTM Configuration Overview Timesheet Entry Configuration A key feature of Time Tracking and Management (TTM) is the ability to add project tasks to timesheets so resources can report work for those tasks. By default TTM is configured to display tasks found in the local Timesheet Tasks list, however the…

Configure List Rotator on Grants Mangement master site

Configure List Rotator on Grants Mangement master site Configuring Grants Management After creating a new Grants Management master site, there are a few things you will want to configure before you open up the site to your users. The first is the List Rotator web part that sits at the top of your master site.…

Community Central FAQs

Community Central FAQs Can I attach a file to a forum post? Yes, files can be attached to a forum post. Can I attach a file to a blog post? No. Who can close or lock a topic? Community Central users with the SharePoint Manage Lists permission or above, including Community Central moderators and administrators,…

Using the Central Actions menu

Using the Central Actions menu The Central Actions menu provides quick access to areas where common activities are performed on the site. The specific options available to users from the Central Actions menu are determined by SharePoint Permissions. NOTES: 1. Items marked with an asterisk (*) are made available by default with the Enhanced Central…

View by Category

Alerts Take email alerts and alert management to a new level by providing a supplemental alert mechanism which provides both users and administrators with the ultimate in flexibility in terms of how alerts are generated, who to whom they’re sent, and how they’re managed across Sites and Site Collections. With our alerts management tools, you’ll…