Customize your team site for file storage and sharing
If you have a small business with a few employees, one of the best ways to set up and facilitate file sharing and online collaboration is to use OneDrive and a SharePoint team site together. We recommend creating a team site that's connected to a Microsoft 365 group. If you want to use chat, you can create this site by creating a team in Microsoft Teams. For more info about Teams, see Video: What is Microsoft Teams?. If you don't want to use Teams, you can create a team site from the SharePoint start page.
Here are some ideas and links to help you customize, organize, and manage your team site.
Customize your team site
To give more visibility to data on a team site, you can customize the SharePoint start page to help you and your employees get to the information you need quickly. For example, you might have a links to employee OneDrive folders, and links to Documents, Contacts, Tasks, Calendars, and a OneNote notebook where you store meeting agendas and notes.
For info on customizing the look and feel of your start page, see Change the look of your SharePoint site.
Improve navigation on your site with Customize the navigation on your SharePoint site.
To improve the discoverability of a site, add it as a featured link on the SharePoint start page. For info, see Add featured links to the SharePoint start page.
To add an image to a team site start page, see Add a picture or image file to a SharePoint page.
To add pages to your site, see Add a page to a site.
To learn about team site settings, see Manage your SharePoint team site settings.
Work with document libraries
A team site includes a document library that you can start using immediately for file storage and document management.
To begin uploading, see Upload a folder or files to a document library
Learn how to edit, delete, check out files, and more. For more info, see Work with files in a document library.
For info on creating views of libraries to surface specific data, see Create a custom view of a document library.
Work with lists to organize data
SharePoint includes many templates for lists that you can add to your site, such as a list of links, a calendar, contacts, or tasks.
Learn how to Create a list in SharePoint.
For info on expanding your lists with more columns, see Create a column in a SharePoint list or library.
If you're storing a lot of data in a list, see Manage large lists and libraries in SharePoint.
View a video on adding calendars to your site, see Create a shared calendar.
Organize sites into hubs
Your team site shares almost everything with all members of the group associated with the site. If you want to have a separate site for specific customers, you can create additional team sites, and manage them using SharePoint hub sites. Here's more information.
Hub sites let you add and associate sites. For more info, see What is a SharePoint hub site?.
Ready to build a hub site, see Create a hub site in SharePoint Online.
To learn how to add sites to a hub site, see Associate a SharePoint site with a hub site.
Sharing files with the team
While file storage and document management is a start, sharing with your team and external clients is also important. The following articles will help you manage users and share your data:
For file sharing with your team, see Share SharePoint files or folders in Microsoft 365.
To understand sharing outside your team, see External sharing overview.
Managing users and groups
As you manage your team site, you may have to add or remove users. Here's information to help you understand, add, and manage users on your team site.
View a video on groups with Understand and manage groups.
To add users to a Microsoft 365 group, see Add users and assign licenses at the same time.
Learn how to handle access requests with Set up and manage access requests.
You must set up Office apps on your devices so you can edit files that are stored on your team site from your tablet or phone. If you don't install the Office apps for your tablet or phone, you'll be able to view the files on your team site, but not edit them.