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Pin It to Win It: Make Key SharePoint Documents Impossible to Miss

  • echotransformation
  • Sep 26
  • 2 min read

It’s Friday, and at Echo Transformation we’re back with a quick tip for easier navigation within SharePoint.


Ever spent too much time scrolling through a long list of files to find the one document everyone needs? SharePoint makes it easy to keep key files front and center by pinning documents to the top of a library.


With just a few clicks, you can ensure important content stays visible, no matter how many new files are added.



Why Pinning Matters


Pinning documents is perfect for:


  • Frequently used resources - templates, policies, or reference guides.

  • Current project files - the latest report, presentation, or working draft.

  • Team announcements - keep a key file visible until a deadline passes.


Instead of relying on naming conventions or email reminders, pinning gives everyone a clear visual cue about what’s most important.



How to Pin a Document in SharePoint


Pinning works in any modern document library. Here’s how to do it in seconds:


Step 1: Open the Library

Navigate to the SharePoint document library where the file lives.


Step 2: Select the File

Hover over the document and click the ellipsis (…) or right-click the file name.


Step 3: Pin to Top

Choose Pin to top from the menu. The file will now appear in a special “pinned” row at the top of the library.


Pin to Top Functionality
Pin to Top Functionality

Note: You can pin up to three items in a single library and even rearrange them by dragging.


Tips for Managing Pinned Files


  • Rotate Regularly - Update or unpin items as priorities change.

  • Use for Links Too - You can pin folders, links, or even views (like a filtered list).

  • Keep It Clean - Too many pins can clutter the view, so choose only what truly matters.



Why It Matters


Pinning documents keeps your team focused on what’s important and reduces the time spent searching. It’s a small change with a big impact, helping everyone stay on the same page, literally.



At Echo Transformation


We help organizations unlock the full potential of Microsoft 365 with simple, people-first strategies like this. Whether it’s optimizing your SharePoint libraries or rethinking how your team collaborates, small improvements add up to real productivity gains.


Ready to make Microsoft 365 work harder for your business? Book a call with Echo Transformation today.

 
 
 

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