This introduction to SharePoint course is specifically designed for end users who are working within a SharePoint environment. The course represents an abbreviated and focused version of our comprehensive SharePoint end-user training program, making it ideal for people new to using SharePoint who will not be responsible for the technical administration and management of a SharePoint site. If you are just beginning to use SharePoint or need to understand the fundamental concepts and tools available to end users, this course provides the essential knowledge and skills you need to become productive quickly.
Version Notes:
This course accommodates users of Microsoft SharePoint Online as well as prior versions, including SharePoint 2019 and SharePoint 2016. The instruction will primarily be taught using the SharePoint Online platform, and the minor differences and variations that exist in older versions of SharePoint will be discussed and highlighted during the course so you understand how to work with your specific version.
Course Goals:
Upon successful completion of this course, you will be able to accomplish the following objectives:
- Navigate effectively through a SharePoint Team Site and understand its structure and purpose
- Create new SharePoint lists to organize and manage information
- Customize SharePoint lists to meet your specific organizational needs
- Create SharePoint libraries for document storage and management
- Manage document versions within a library to maintain version control
- Create specialized views of SharePoint lists and libraries for different purposes and user needs
- Integrate Microsoft Office Outlook and Excel applications with SharePoint for enhanced productivity
Course Outline:
Overview Section
- Introduction to SharePoint in the Microsoft 365 environment
- Comprehensive guide to the modern user experience in SharePoint
- Introduction to file collaboration functionality in Microsoft 365, powered by SharePoint infrastructure
SharePoint Sites
- Understanding what a SharePoint team site is and how it functions
- Strategic planning for your SharePoint site design and organization
- Step-by-step process for creating a team site in SharePoint
- Step-by-step process for creating a communication site in SharePoint
- Customizing your team site specifically for file storage and sharing purposes
- How to change site information settings or delete a site when necessary
SharePoint Lists
- Understanding what a list is in the Microsoft 365 environment
- Creating a new SharePoint list from scratch
- Creating a list based on data from an existing spreadsheet
- Creating a new column in a list to add fields for information
- Creating and configuring other specialized types of columns for different data types
- Editing list settings to adjust list behavior and display options
- Deleting a list from SharePoint when it is no longer needed
- Using the recycle bin feature to restore a list that was deleted
SharePoint Libraries
- Understanding the purpose and function of a document library
- Creating a new library in SharePoint in the Microsoft 365 environment
- Creating a new column in a library to add metadata fields
- Creating and configuring other specialized types of columns for different data and document attributes
- Enabling and configuring version control for a list or library
- Using drag-and-drop functionality to move files to your OneDrive or SharePoint site library
- Deleting a library in SharePoint when it is no longer needed
- Restoring items from the recycle bin in SharePoint after deletion
List and Library Views
- Creating, changing, or deleting a custom view of a list or library
- Applying formatting to list views for improved visual presentation
- Prioritizing content management tasks using attention views
- Understanding the list and library filters pane and its functionality
- Creating a filtered view based on a column index for focused data display
- Implementing filters based on the current date or user for dynamic views
Managing SharePoint Sites
- Sharing an Office 365 group-connected team sites with users and groups
- Sharing SharePoint files or folders with specific people
- Implementing a request sign-off flow for document approval workflows
- Setting a reminder flow to manage deadlines and important dates
