One of the more remarkable features of Loop is the ability to sync Loop Tasks with Planner and To Do. In today’s article, I would like to explain how this works and what happens behind the scenes when you create and assign tasks in the Loop Task List. I also discuss some interesting nuances on the synchronization aspect of Microsoft Loop and Planner/To Do. Loop vs. Planner vs. To Do What is Loop? If you do not know what I am talking about, I suggest you read this post and familiarize yourself with Loop. Planner Microsoft Planner is a Team task Management application that is also part of the M ..read more

I previously wrote a blog on improving the search experience by customizing and configuring various options within the Search & Intelligence Center. There is also another cool option you can configure, something called Locations. This would only make sense for companies that have multiple offices in different locations across the country or the globe. So, in this post, I would like to explain the feature and also explain how you can add locations in the Microsoft Search & Intelligence Center. What is Search & Intelligence Center? The Search & Intelligence Center is the Admin Ce ..read more

One of the most frustrating things with SharePoint and OneDrive is that we have several features with names that imply the same thing but are quite different. One such combination of features is the difference between Add Shortcut to OneDrive and OneDrive Sync. I explained the difference between the two in this article. Today, I want to focus on another pair of similar features:  The ability to Favorite Files & Folders and Add Shortcut to OneDrive. I will explain what each one is all about and the key differences. Favorite Files and Folders The ability to Favorite Files and Folders is ..read more

I have already published several articles on Microsoft Loop. Today, I would like to summarize 6 unique ways to create Loop Components. This will become super important to understand, especially if you are trying to assess security and permissions for a certain Loop Component. Loop Apps vs. Loop Components vs. Loop Pages Before I explain all the options, it is essential to understand the Loop terminology. As such, I suggest you check out this post to learn more about Loop’s structure and the elements involved. Option 1: Create a Loop Component out of a single Loop Application The first option ..read more

I recently blogged about creating a copy of the Plan in Planner. However, sometimes, you need to copy only specific tasks, not the entire plan. Luckily, we do have such capability within Planner. That is precisely what I would like to describe to you in this article. Let me explain how to properly move and copy tasks between Plans in Planner and what happens behind the scenes. Planner is part of the Microsoft 365 Group The first essential thing to note is that Planner does not exist out there in space by itself. It is part of the Microsoft 365 Group. The above is really important to understan ..read more

One of the posts I plan to write in the future will be about the security and permissions model in a Microsoft Loop application. However, to understand how Loop permissions work, we must first understand where the Loop Components are stored. This article might be a bit of an eye-opener for you. Due to Microsoft Loop’s “fluid” model, where its components can easily be created from and shared in various Microsoft 365 applications, the storage location of the Microsoft Loop component depends on which application it originated from. Below, I summarize all applications/locations we have available a ..read more

Time flies. It seemed like it was yesterday when I wrote a very detailed blog post on Document Sets (I remember that because Document Sets are one of the most sophisticated document management features in SharePoint, and creating one and especially writing a post on the topic is very time-consuming). But that was back in 2017 when we still had classic SharePoint. With the modernization of SharePoint, we also got modernization of the Document Set capability. So, I figured I would write a detailed post on creating and configuring a modern Document Set in SharePoint Online. What is a Docume ..read more

In this article, I would like to answer a question that arises more often than it should. The question is whether or not to save documents in SharePoint as PDFs to avoid editing. This often comes up when an organization wants to store some official and formal policies and procedures or SOPs. Here is my take on this. Microsoft Word vs. Adobe PDF The question stems from the fact that it is so easy to change the Word document compared to PDF. With Microsoft Word, you can open a document in the browser or the native application and make the changes immediately. PDF files, however, are not that eas ..read more

I kind of blogged about this topic recently, but since Microsoft updated the user interface and functionality on this, I would like to write another post on the topic as well. That said, this article will not be much about the new functionality, but rather the consequences of using it. Sharing Pages in SharePoint Online As mentioned above, we could share pages in SharePoint Online for quite some time. I described that mechanism in this article. Page is just like another file (Word, Excel, PDF) and can be shared individually, independent of a site. A new way to share pages in SharePoint Online ..read more

I recently published an article on creating and publishing retention policies on SharePoint sites. However, in that scenario,  the assumption was that all content on a site would follow the same retention policies. However, what if you have various types of documents that need to be retained for different periods of time? In this case, we need to rely on Retention Labels. By tagging content with different retention labels, we can apply different and unique retention schedules to different files and folders. And that is what I would like to explain in this article. 3 Steps to Set up Docume ..read more