5 Simple Steps to Maximize SharePoint Usability – “Modernify” Your Classic SharePoint Sites

Have you been just living with the classic SharePoint UI and waiting for the right moment to change?  Maybe you have switched your site, but many of the others you are using have been switched.  The Modern UI/UX has been out for some time, but it’s confusing where some lists are classic and others modern… Let’s stop the madness…  It’s time.  It’s taken more than a year to be embraced fully, and has gone through a TON of A/B testing by Microsoft by simply allowing users to willy nilly turn it on for themselves.  There are a half dozen ways users can turn on a list or turn off a list, but imagine you’re now ready to go.  Let’s do it!

 

Why Stay Classic?

1. More flexibility in master pages and custom look and feel including custom UI/UX

2. Embedding of custom actions in the ribbon of your SharePoint site and alternate CSS on publishing sites.

3. Content in Modern webparts is not reusable

Why Go Modern?

1. Modern SharePoint Development in SharePoint Framework – SPFx

2. Drag and Drop Documents with the cool modern libraries

3. Drag and Drop Metadata and groupings

4. Pinning and the new Property and search tabs

Note: Personally I’m recommending if you are planning on sticking with a simple out of the box experience for your sites that are ok with basic look and feel, you should switch to Modern.  As well, Ideally if you are going to change.  You should change for everything except for maybe your Intranet or Publishing type sites.

During an upgrade or migration where you’re moving out of custom look and feel into something built on Modern UI, you shouldn’t be worried, but if the site already looks really custom and is already in O365 you should be more cautious.

 

Modernify SharePoint

 

 

Enable Modern Lists for all Lists and Libraries in the UI.

 

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Using Powershell Enable Modern Lists

If you want to enable it on specific Sites, you can use powershell.  Build your own powershell based on the instructions include a sample of doing it for one, but you can loop through or pull from a list.   “Switch the default experience for lists or document libraries from new or classic”

 

Troubleshooting

If you are having problems with the list experience not showing the way it should, you can clear your cookies which may be forcing the classic experience otherwise indicates to use the new experience UI. The article states to clear all cookies, but I found I only needed to clear the cookies related to my SharePoint site. I was not able to figure out which cookie specifically needs to be cleared.  The name of the cookie is “spInu” with a value of 0. Deleting that one will restore the modern UI without having to clear all cookies.  As an example if it works in one browser and not the other… this could be why.

 

More info on why.

 

Now let’s make the pages Modern

First your lists should be made modern using either the powershell or admin UI to switch the list experience.

The Site Pages Library must be in the “New Experience” then create a “new page,” make it the way you want it like a Communication Site or Team site with the Hero Webpart or Activity Web part then select the page and from the top menu options click on the 3 dots and select “Make homepage”.

5 Powerful Steps to Maximize Office 365 & SharePoint UX

5 Simple Steps to Maximize Office 365 and SharePoint Usability

 

I am humbled to have been selected as a Microsoft Regional Director, which made me realize it’s been a little while since I’ve posted.  I intend to correct that.  I’m excited to announce a new blog series on how to drive maximum usability in Office 365 in SharePoint Online, Office 365 Groups and beyond.  In my experience at Blizzard I’ve found simply migrating our data to SharePoint Online won’t accomplish the most important updates in the past year.

 

5 Steps to Maximize Office 365 & SharePoint Usability

Classify – Both Sites and Groups support classification in Office 365.  Being able to take action such as not listing a group or site in a directory, or using a flow to approve a site based on the need to support external guests can allow one to have a much better handle on HR data vs Finance or Legal data as an example.  It can also lend itself to support putting sites in Hubs based on department, division or location.

Hubify – Hubs are a new type of site, but really they simply roll up the documents and provide search scopes.  It’s running a Windows Powershell that makes a site into a hub site.  In this post we’ll dig into the how and why with samples.

Groupify – Groups is all the buzz.  Groups gives you all storts of stuff you never asked for, but the approach does have some merits especially in relation to adoption.  Much of the new tools will never be used until people experience them.  Teams and Groups expose these new tools.  The Group OneDrive and Group Inbox and Group Calendar are fantastic as is Planner for a team.

Modernify – The Modern UI is out, but there’s no one big switch to take your classic site all the way to a Modern SharePoint Site, but you can do it in 3 pretty basic steps.

CulturifyHow are you going to handle branding and incorporating company culture? We’ll look at the best approaches available today the answer is slightly different in Modern and Classic sites.