Office Online: Creating a Work Hub

Faculty Staff Student Web Portal Office how-to online M365 office-portal work-hub content-hub hub recommended-actions create-content

Summary

This article provides instructions to create a functioning Portal.Office.Com work hub where you can immediately respond to activities that might need your attention and quickly access content that is relevant to you no matter where it is stored. Your work hub provides easy access to all the Office 365 applications and an area where you can create new documents that are automatically saved in your OneDrive making it simple to share and collaborate with others.

Contents

I. Accessing and Navigating through your Work Hub

A. Accessing Portal.Office.Com

B. Launching your documents or Office applications

C. Using Enterprise Search

II. Accessing the Standard Office menu icons

A. Accessing your Calendar

B. Accessing your To Do list

C. Accessing your Settings

D. Accessing Help

E. Accessing your Account Information

III. Accessing the App Bar

IV. Recommended Actions and Quick Access Area

A. Recommended actions area

B. Quick Access Area

V. Personalise your View

VI. Quick Action Menu

VII. Creating a New Document

VIII. My Content Area

How-To

I. Accessing and Navigating through your Work Hub

Task A: To access Portal.Office.Com.

Instructions

Step 1 - Open a browser and enter Portal.Office.Com into the URL address field.

Step 2 - Log in using your USNH credentials.

The Home page contains activities and content that are most relevant to you.

Portal.Office.Com Home Page.

Task B: To launch your documents or Office applications.

Instructions

Step 1 - Click the Waffle icon on the far left of the Home page.

Step 2 - Click one of your listed documents or office applications to open.

Note: Click the Waffle icon again to close it if it is in the way.

Task C: To search across Apps, Files, People, and Sites available to you using Enterprise Search.

Instructions

Step 1 - Select the Search box on the top center of the Home page.

Step 2 - Type in a search term.

Step 3 - Press Enter.

II. Accessing the Standard Office menu icons

At the top of the Home page on the far right are four standard Office menu icons . Information and instructions on their purpose is documented below.

The My Day icon provides access to both your Calendar and your To Do list .

Task A: To access your Calendar.

Instructions

Step 1 - Click the My Day icon

Step 2 - Select the Calendar tab to view your upcoming events.

To see more details, click an event.
To create a new event, click New event.
To change the day you're viewing, select the date at the top of the panel.

Task B: To access your To Do list.

Instructions

Step 1 - Click the My Day icon

Step 2 - Select the To-Do tab to view your tasks.

To create a new task, click Add a task or drag an email into the task pane.
To mark a task as important, select Mark as important.
To create a calendar event for a task, drag it from the task pane onto your calendar.
To mark a task as complete, select Mark as completed.
To view tasks you've marked as completed, click Show recently completed.

Task C: To access your Settings.

Instructions

Step 1 - Click the Gear icon

To change the appearance of Office.Com, choose a theme thumbnail.
To change you language, click Change your language.
To change your background color to black, activate the Dark Mode toggle.
To change your password, click Change your password.
To modify your privacy settings, click Update contact preferences.

Task D: To access Help.

Instructions

Step 1 - Click the Help icon .

Step 2 - Select the search box.

Step 3 - Type in a search term.

Step 4 - Press Enter. A list of help options available to you is displayed.

Task E: To access your Account Information.

Instructions

Step 1 - Click the Account manager icon .

To view/modify your account information, click View account.
To view/modify your Office profile, click My Office profile.

III. Accessing the App Bar

Task A: To become familiar with the App Bar.

Instructions

On the left side of the Home page is the App Bar.

To return to the Home page, click the Home icon .
To create new content, click the Create icon .
To view all your content in a single location, click the My Content icon .
To launch any of your Office applications, click the appropriate Office Application icon.
To launch Office applications not displayed on the App Bar, click the ellipse (...) and click an icon from the menu.

Note: The Recommended actions area located near the top of the Home page contains cards highlighting activities across Microsoft 365 that might need your attention.

IV. Recommended Actions and Quick Access Area

Task A: To familiarize yourself with the Recommended actions area.

Instructions

To reply to an @mention in a document, click Reply.
To add a suggested task to your To Do list, click Add to To Do.
To join a meeting that is starting, click Joining meeting.
To dismiss a recommendation you don’t want to address, click X in the top right corner of the card.

Task B: To familiarize yourself with the Quick access area.

The Quick access area, located just below the Recommended actions area, contains documents that are relevant to you.

Instructions

To change between list or grid view, click the List or Grid icon .
To upload a file and automatically save to your personal OneDrive, click .
To switch between Recently Opened, Shared, items you marked as a Favorite, or the default All view, select a pivot.
To open a file, click on it.

V. Personalise your View

Task: To personalize the view with a custom pivot.

Instructions

Step 1 - Select +

Step 2 - Choose a filter

Type
Location
Shared by`
Owned by

VI. Quick Action Menu

Task: To familiarize yourself with the Quick action menu.

Instructions

Step 1 - Right-click a file or click the ellipse (...) next to it to open the Quick action menu.

Step 2 - Select an action from the menu.

To choose where you want to open the file, click Open.
To add the item to your To Do list or create a calendar event related to the item, click Add to.
To share the file by Email, Copy Link, or Teams, click Share.
To add to your favorites, click Add to Favorites.
To stop displaying the file in the list, click Hide.
To have access to the file offline add it to you location computer, click Download.
To convert the file to PDF, click Convert to PDF.

Note: The actions available for each file vary by content type and storage location.

VII. Creating a New Document

Task: To create a new document, workbook, notebook, form, etc. in Portal.Office.Com.

Instructions

Step 1- Select Create.

Step 2 - Choose one of the options to immediately create.

Or

Step 2 - Use the template pivots to find options for calendars, flyers, trackers, and more across all your applications.

New content is automatically saved in your OneDrive.

Upcoming Feature: Office templates specific to your collage/university will soon be available on a customized pivot.

VIII. My Content Area

Task: To view all your content across file types and storage locations in My Content.

Instructions

Step 1 - When you open My Content, you see a mix of documents, meeting attachments, etc. Each item displays the file name, last modified date, owner, and any recent activity within the file.

Step 2 - The filters and pivots within My Content narrow your search to only files related to you specifically.

Use Filter by keyword to find a file by typing in part of the document name.
Select Filter to open a robust set of options, including File Types, Activity, and Time.
Choose one of the popular pivots, such as Recently opened, Shared, or Favorites.
Browse by People or Meetings.
Filter by Locations such as Cloud, Local, or Attachments.

Outcome

You are familiar with the features of the Portal.Office.Com Home page and can access and open Office 365 applications and documents that are relevant to you. You know how to immediately respond to activities that might need your attention and create new documents that are automatically saved in your OneDrive.

Further Readings

Quick Start Guide to Office on the Web

Microsoft Licensing: Installing/Logging into Microsoft Office - Faculty & Staff

Need additional help?

For assistance concerning site creation, content sharing, file synchronization, or other common SharePoint, OneDrive, Teams, or Office app activities, we recommend our Microsoft 365 Learning sites:

USNH M365 Learning Pathways: On-Demand Online Walk-throughs, Tutorials, & Guides for M365 Products
https://universitysystemnh.sharepoint.com/sites/M365LP/
SharePoint Success Site: Learn How to Plan, Build, Launch, Share, & Manage Your Sites
https://universitysystemnh.sharepoint.com/sites/SharePointSuccessSite/

Learn more about the great tools our Microsoft 365 Learning sites offer!

Visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request. For password issues you must call or visit the Help Desk in person.

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