Episodes

  • Kanban in Microsoft 365: 4 Easy Ways to Visualize Your Work
    Sep 12 2025

    Love Kanban boards? So do I! In this episode, I cover four different ways you can build Kanban-style boards using Microsoft 365 tools like Planner, Lists, and more — so you can manage tasks visually and stay organized.

    BLOG REFERENCES

    • 4 ways to create Kanban Boards in Microsoft 365

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    10 mins
  • When Does Retention Start? 4 Options You Need to Know.
    Sep 5 2025

    Not sure when your retention period actually kicks in? In this episode, I walk through the four options Microsoft Purview gives you to define the start of the retention clock — and how each one can impact your compliance strategy.

    BLOG REFERENCES

    • 4 Options that define the Start of the Retention Period

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    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    11 mins
  • Top 5 Loop Components You Should Be Using
    Aug 22 2025

    Loop is changing the way we collaborate in Microsoft 365 — and in this episode, I highlight my top 5 favorite Loop components. From task lists to voting tables, find out which ones can save you time and boost productivity across Teams, Outlook, and beyond.

    BLOG REFERENCES

    • Top 5 Loop Components

    NEED HELP?

    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    11 mins
  • Retention’s Over - Now What? 5 Options for Your SharePoint Content.
    Aug 15 2025

    What happens to your files after the retention period ends? In this episode, I break down the five options available in Microsoft Purview and SharePoint, so you can decide whether to delete, archive, or do something else entirely with your content.

    BLOG REFERENCES

    • 5 options at the end of the Retention Period

    NEED HELP?

    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint

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    10 mins
  • Admin Units in Microsoft 365: What They Are and Why They Matter
    Aug 8 2025

    Ever heard of Admin Units and wondered what they actually do? In this episode, I explain how Admin Units work in Microsoft Entra and Microsoft Purview - and how they can help you better manage permissions and data across your organization.

    BLOG REFERENCES

    • Admin Units in Microsoft Entra and Microsoft Purview

    NEED HELP?

    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    9 mins
  • Microsoft 365 On the Go: A Quick Guide to Mobile Apps
    Aug 1 2025

    Want to stay productive from your phone or tablet? In this episode, I walk you through the key mobile apps available with Microsoft 365 - so you can work smarter, whether you’re at your desk or on the move.

    BLOG REFERENCES

    • An overview of the Mobile Apps available with Microsoft 365

    NEED HELP?

    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint

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    13 mins
  • Folders vs. Metadata: Why Mixing Them in SharePoint Can Backfire
    Jul 25 2025

    Thinking of using both folders and metadata in the same library? In this episode, I explain why that can cause confusion, mess up search, and make life harder for your users - and what you should do instead.

    BLOG REFERENCES

    • Why it is not a good idea to mix folders and metadata in the same document library

    NEED HELP?

    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    13 mins
  • SharePoint Governance: Key Decisions You Can't Skip
    Jul 18 2025

    Thinking about SharePoint governance but not sure where to start? In this episode, I break down the important decisions you need to make when building a governance plan - so your SharePoint environment stays organized, secure, and easy to manage.

    BLOG REFERENCES

    • Decisions for you to consider when creating a Governance Plan for SharePoint Online

    NEED HELP?

    Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy

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    11 mins