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After deciding which tasks, audiences, and resources to promote using the SharePoint app in Teams in the planning phase, you're ready to move onto the building phase.
You know you're ready to move onto the building phase if you've met the following requirements and reviewed best practices:
- The most valuable tasks and processes can be completed using the SharePoint app in Teams.
- Considerations have been made for specific audiences.
- You have started an adoption and launch plan along with success metrics.
Start by creating your SharePoint app in Teams experience. You can create a new SharePoint communication site and enable it as a SharePoint home site. Or, you can leverage an existing communication site and enable it as a SharePoint home site.
Learn more how to convert a SharePoint communication site into a SharePoint home site.
Step 1: Configure your SharePoint app in Teams experience
Once you enabled a SharePoint communication site as your SharePoint home site, you can adjust all content, design, and permissions with its site settings - within the home site itself.
You can:
- Assign permissions
- Decide which Microsoft 365 groups to associate with the new experience
- Add and adjust the home page and its web parts
- Set the order of experiences (if more than one is created)
- Enable the experience.
For more information, learn how to configure the SharePoint app in Teams for use across dekstop and mobile.
Step 2: Customize the SharePoint app in Teams dashboard
The dashboard brings it all together; providing a personalized landing experience for users and is designed to be the central destination where everyone can discover your organization's resources and complete daily tasks. Users with site owner and site member permissions are able to customize the dashboard, apply audience targeting to role-specific cards, preview, and publish the dashboard.
Learn more about the SharePoint Dashboard web part.
Step 3: Ensure high-traffic content provides an ideal viewing experience
For a smooth launch, you want to make sure information can be easily accessed and that high-traffic sites and pages are high-performing.
Test the performance of the home site to ensure an optimal viewing experience.
Share the SharePoint home site with the entire organization before launching. Make sure that the target audiences for the cards in the SharePoint app in Teams dashboard are shared with the right audiences.
Consider using the Portal launch scheduler to monitor performance for high-traffic sites that are being shared for the first time.
Step 4: Test and refine the SharePoint app in Teams
Before sharing the SharePoint app in Teams with the rest of your organization, recruit a small group of users to test and refine popular workflows to ensure end-users have a great experience using the SharePoint app in Teams for the first time. Consider recruiting specific people from different audiences to complete popular tasks.
If your organization has a Viva suite or Viva Communications and Communities license, use analytics data for that SharePoint app in Teams experience to review data on overall traffic, usage, and engagement. Make improvements until the experience is ideal for the rest of the organization.
Best practices for testing:
- Test SharePoint app in Teams through SharePoint on the web - viewing the SharePoint home site native within a modern browser.
- Depending what devices your organization prefers, test SharePoint app in Teams on desktop, mobile, and tablet devices.
- Make sure all links are active and there aren't any dead ends.
- Pay attention to labels on dashboard cards and buttons – do they make sense to the rest of the organization?
- Evaluate the quality and effectiveness of icons and images.
- Check for performance issues like slow loading times or missing images.
- Ask testers about the navigation experience.
- Test with early adopters and champions and capture their feedback.
Next, launch SharePoint app in Teams for your organization
After you have finished planning, building, and testing the SharePoint app in Teams, it's time to let the rest of the organization know that it's available for use. Learn more about how to launch the SharePoint app in Teams.