SharePoint Training & Courses

The first section of the course focuses on introducing sharepoint, explaining the terminology that is commonly used and some typical uses.

The key topics covered are:

• What is SharePoint Online
• Team and Communication Sites Overview
• Roles and Responsibilities in a SharePoint environment
• SharePoint Terminology
• Access to SharePoint Online – Web, File Explorer, Teams, Desktop Apps

Then we move on to how you can navigate around SharePoint, giving you an insight on how to use it efficiently. This section will make sure you know how to do what you want to do quickly and effectively.

The key topics covered are:

• Navigation Elements in a SharePoint site
• Navigating to Your Delve Profile
• Following a Site

This section covers how to start managing the social network side of SharePoint. It gives an overview of the Delve system and gives a detailed tutorial on how you can use it.

The key topics covered are:

• Overview of Delve
• Navigating to your Delve Account
• Editing your Profile Page
• Checking the Language and Region settings
• Working with Favourites & Boards

Now you are comfortable with the basics of SharePoint, the course moves on to show how you can add documents into your SharePoint site.

The key topics covered are:

• Creating new files via SharePoint Online, Online Apps, Desktop Apps
• Creating Folders in a Document Library]
• Live Document AutoSave
• Understanding MetaData
• Saving Files within the Online Apps
• Saving Files from the Desktop Apps

To continue on with the document work, this session teaches you how to work with the Documents once they are on SharePoint.

The key topics covered are:

• Opening Files from Desktop Apps vs Online
• Editing Files from Desktop Apps vs Online
• Working with Document Check Out/In
• Working with Document Version History
• Uploading single and multiple documents
• Renaming Files
• Copying and Moving Files
• Deleting and Restoring Files

This session explains how you can then organise your SharePoint, managing the way Documents, Files and Metadata is shown to you. Metadata is also explained in full.

The key topics covered are:

• Document Views
• Sorting and Filtering document Views
• Pinning Files within a Library
• Searching for Files
• Understanding Metadata
• Adding/Editing Metadata to new and existing documents

This section shows how you can use SharePoint with other users, collaborating with others at the workplace.

The key topics covered are:

• Adding Comments
• Co-Authoring Files
• Best Practice for Sharing Documents
• Sharing Documents Internally and Externally
• Sharing Files via Document Libraries, Desktop App, Email, File Explorer
• Manage Access including Stop Sharing

To expand your knowledge on how SharePoint files can be accessed, we explain each option you have for some extra insurance.

The key topics covered are:

• Benefits and Disadvantages of Sync
• Syncing to File Explorer
• Creating shortcut to OneDrive
• Following Sites
• Pin to Quick Access

Finally the course ends with an expansive section on lists. Explaining the concept fully and giving detailed examples on how to create and use them.

The key topics covered are:

• Understanding Lists
• Navigating within Lists
• Creating a new Entry – Form vs Grid View
• Editing a List Entry
• Creating a Personal List
• Share a Personal List
• Working with Alerts on Lists
• Working with List Version History

The first section of the course covers what libraries are and how to work with them.

The key topics covered are:

• Understanding Library Apps
• Creating a New Document Library
• Creating a New Folder in a Library
• Adding Columns to Libraries

The course then goes on to cover views – explaining key terminology and giving a detailed walkthough on their use.

The key topics covered are:

• Creating a New View from an Existing View
• Creating a Custom View
• Understanding the Create View Page
• Selecting the Columns
• Modifying a View
• Specifying Sort Criteria
• Specifying Filter Criteria
• Specifying Grouping Criteria
• Creating a Dynamic View
• Creating a Calendar List View
• Deleting a View

Then we move on to how you can implement Calendars in SharePoint.

The key topics covered are:

• Adding a Calendar
• Adding an Event
• Adding a Recurring Event
• Changing an Event
• Connecting a Calendar to Outlook
• Working with Connected Calendars in Outlook
• Disconnecting a SharePoint Calendar
• Deleting an Event
• Setting Up for Calendars Overlay
• Using Calendars Overlay

Now some of the basics are covered, the course covers Advanced Lists. Explaining them in depth and showing you how to implement them.

The key topics covered are:

• Importing a List from Excel/CSV
• Publishing an Excel Table as a List
• Updating Data in a Connected Excel Table
• Adding a Custom List
• Understanding Column Types
• Adding a Column to a List
• Adding a Column with Custom Validation
• The List and Library Settings Page
• Modifying a Column in a List or Library
• Deleting a Column From a List or Library
• Reordering Columns in a List or Library
• Changing the Versioning Settings
• Creating Multiple Items from Excel
• Editing the Document Template for a Library
• Deleting a List or Library

Now all the organisational aspects are taken care of, we cover working with Pages. Showing how to create them, work with them and editing them.

The key topics covered are:

• Understanding Page Types
• Editing and Publishing the Home Page
• Creating New Pages
• Adding Sections and Web Parts to Pages
• Page Versioning
• Scheduling Page Publications
• Building Page Templates
• Creating and Working with Wiki Pages
• Working with News Pages

Lastly we cover the SharePoint Mobile App, as it’s an extremely useful tool to manage things on the go.

The key topics covered are:

• Signing in to the SharePoint Mobile App
• Navigating the SharePoint Mobile App
• Navigating a Site in the Mobile App
• Working with “News”
• Working with “Me”

Click on the SharePoint logo for full details of our SharePoint User Fundamentals course

Click on the SharePoint logo for full details of our SharePoint Content Authors course

• SharePoint Online overview
• SharePoint roadmap
• Office integration points
• Site hierarchy

• Wiki pages
• Page layout
• Web parts
• Streaming media

• Policies
• Active Directory integration
• Defining roles
• Creating groups
• Assigning roles and users to groups
• Authenticating users
• Anonymous users
• Revoking access

• Logos
• Footers
• Navigation
• Web parts connections

• Site templates
• Permissions inheritance
• Site collection recycle bin
• Site design and logo

• Creating and customising forms
• Templates
• Processing responses

• Managing content types
• Access
• Presentation

• Creating and managing libraries
• Best practices
• Permissions

• Usage (views and unique users)
• Search (top queries)

Click on the SharePoint logo below to see full details of our SharePoint End User Training.

This is the basic level of training that we recommend for all employees where a company is rolling out SharePoint. Specifically designed to get people comfortable using SharePoint, it ensures that everyone understands the basics and is using your new system correctly.

Click on the SharePoint logo below to see full details of our SharePoint Super User Training.

This is a more advanced level of training than that offered to End Users.

It leads delegates through things like designing permission roles and managing users with groups, designing SharePoint sites with features like lists and libraries, and setting up a SharePoint site’s structure.

We generally recommend that each department has one Site Administrator so that they can deal with low-level day-to-day issues, both at roll out and ongoing, quickly and simply.