Use powerful, dynamic SharePoint sites to achieve your business goals! This class guides you through the most important tools and functions of SharePoint. First, you will get comfortable with the SharePoint layout and navigation. From there, we introduce you to SharePoint lists, which allow you to store and view important data. Then, you will learn to use SharePoint libraries to improve your teams file management and document versioning. Next, get hands-on with SharePoint sites. You will use built-in site templates to create project sites, team sites, community sites, and blog sites. This class is for end users working in a SharePoint environment. If you need to learn to manage a SharePoint site, consider taking our SharePoint Site Owner class after completing this Introductory training.
Skills Gained
- Navigate a SharePoint Team Site.
- Create SharePoint lists.
- Customize SharePoint lists.
- Create SharePoint libraries.
- Manage library document versions.
- Create SharePoint list and library views.
- Integrate Office Outlook and Excel applications with SharePoint.
Who Can Benefit
This course is intended for end users working in a SharePoint environment.
Outline
Module 1: SharePoint 365 Setup
This module explains how to set up the sample site for class.
Lessons
Lab 1: No Lab
After completing this module, students will be able to:
- Set up the sample site for class.
Module 2: SharePoint 365 Introduction
SharePoint 365 is a collaboration tool at its heart. Its primary goal is to make it easy for users to find and share information, and there are many features built into SharePoint to facilitate this. SharePoint's library system feature can provide a superior alternative to the traditional file server. SharePoint lists can be an easy-to-design and easy-to-use alternative to sharing spreadsheet files or more formal database tables. Both lists and libraries can be customized and extended to provide enhanced appearances and functionality. All of this collaboration can be done through a browser interface.
Lessons - SharePoint Online
- Site Layout and Navigation
- Navigation
Lab 1: Team Site Navigation
After completing this module, students will be able to:
- Learn abbout SharePoint online.
- Learn about SharePoint site hierarchy.
Module 3: SharePoint List Basics
Lists are a fundamental building block in SharePoint that provides a way for users to store and view data. SharePoint comes "out of the box" with many predefined list templates that are easy to use. Lists can be further customized by adding columnsto store just about any type of information. Additionally, list columns can be validated as well as linked between other lists. Lists are a very flexible and powerful tool in SharePoint.
Lessons - Creating Apps Using List Templates
- Creating Lists
- List Columns
- Column Validation
Lab 1: Working with Team Site Lists
- Working with Team Site Lists
Lab 2: Create Custom Lists and Columns
- Create Custom Lists and Columns
After completing this module, students will be able to:
- Understand List Templates.
- Work with default lists in a Team Site.
- Create a new list from a List Template.
- Create a custom list.
- Add columns to a list.
- Control and validate input into list fields.
- Link data from separate lists
Module 4: Library Basics
SharePoint Libraries share the same characteristics as SharePoint lists such as columns, views, and validation to name a few. What distinguishes SharePoint libraries is that each item in a library has a underlying document. So in addition to the data stored in library columns, the document stores its own data based on the type of document. Because of the extra data that can be stored in columns that can be used to filter and search by and features such as versioning, libraries are considered a great replacement for the more traditional file server system. Libraries are, like lists, a fundamental building block in a SharePoint site.
Lessons - Library Templates
- Creating Libraries
- Managing Documents and Versioning
Lab 1: Working with Team Site Libraries
- Working with Team Site Libraries
Lab 2: Creating Libraries
Lab 3: Document Versioning
After completing this module, students will be able to:
- Create new libraries using library templates.
- Work with the different libraries in a default Team Site.
- Add columns to a library.
- Check out documents for editing.
- Delete and restore documents from document libraries.
- Enable versioning on a library.
- Revert a library document to a an earlier version.
Module 5: Working with Lists and Library Views
Views provide a flexible system to display SharePoint list and library data in an easy-to-read and easy-to-use manner. Every SharePoint list and library can have multiple views created and configured, and some list and library templates come with special views preconfigured. Views can be defined for personal use or shared use.
Lessons - Default Views
- Custom Views
Lab 1: Working with Views
Lab 2: Creating Public and Personal Views
- Creating Public and Personal Views
After completing this module, students will be able to:
- Use default views built into lists and libraries.
- Create personal views.
- Create shared views.
- Configure views.
- Set the default view for a list or library.
Module 6: Working with Sites
All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.
Lessons - Site Templates
- Creating Sites
- Site Navigation
Lab 1: Creating Team Sites
Lab 2: Creating a Blog Site
After completing this module, students will be able to:
- Understand what Site Templates are.
- Understand different types of Site Templates that come "out of the box" with
- different versions of SharePoint.
- Create a new site using Site Templates.
- Create a Project site.
- Create a Team site.
- Create a Blog site.
- Manage the sites listed in the top link bar.
