Getting Started with Microsoft SharePoint

Getting Started with Microsoft SharePoint is an introductory training course designed to help you quickly build the core skills needed to work with SharePoint. You’ll begin with an overview of the SharePoint environment, then learn how to create and navigate Team Sites, collaborate on shared files, and manage lists and libraries. The course also covers customizing sites with web parts, organizing documents, and working with task lists. By the end of this training, you’ll be able to confidently use SharePoint to improve collaboration, manage content, and streamline teamwork across your organization.

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$560.00

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Getting Started with Microsoft SharePoint

Course Overview

Microsoft SharePoint helps teams create, store, organize, and share information seamlessly. In this hands-on class, you’ll learn the fundamentals of SharePoint—from launching and navigating sites to managing documents and collaborating with colleagues. You’ll gain practical skills with lists, libraries, and workflows so your team stays connected and productive.

By the end of the session, you’ll be able to confidently create and manage SharePoint sites, customize them for your team’s needs and streamline everyday tasks through automation.

Key Takeaways

  • Launch & Navigate: Sign in to Office 365, create SharePoint Team Sites, and customize them with web parts.
  • Lists & Libraries: Create, edit, and manage lists and libraries, including columns, views, sorting, and filters.
  • Content Management: Upload, organize, and share documents; use folders, versioning, and permissions.
  • Collaboration Tools: Co-author documents, edit in Word Online, and manage shared content on Team Sites.
  • Automation Basics: Use rules and workflows (automated, scheduled, instant) to simplify repetitive tasks.

Course Outline

Launching SharePoint

  • Sign in to Office 365
  • Explore the Office 365 Environment
  • Types of Sites (Team vs Communication)
  • Create a SharePoint Team Site
  • Navigation within a Site
  • Customize a Team Site using Web Part

List and Library Essentials

  • Using your apps
  • Creating and deleting lists
  • Adding and editing list items
  • Deleting and restoring list items
  • Creating list columns
  • Editing and deleting list columns
  • Sorting and filtering lists
  • Creating and selecting a list view
  • Sorting or filtering a list view
  • Create a custom view

Finding and Sharing Content

  • Searching sites, libraries, or lists
  • Linking document libraries to OneDrive
  • Deleting and restoring list items
  • Creating list columns
  • Editing and deleting list columns

 

 

Collaborating with Shared Files

  • Work with Shared Documents on the Team Site
    • Uploading documents to a Library
    • Team Site Groups and Permissions
    • Sort, filter, add and delete documents
  • Edit Documents in Web Apps
    • Viewing Documents in Web Apps
    • Editing a Document in Word Online
  • Collaborate on the SharePoint Team Site
    • Co-Authoring documents
    • Check out, Check in and versioning

Working with Documents

  • Managing documents within the document library
  • Copying or moving documents
  • Organizing items by using folders

Automating Processes

  • Using Rule-Based automation
    • New documents
    • Deleted documents
  • Types of Workflows
    • Automated Workflows
    • Scheduled Workflows
    • Instant Workflows