Introduction

Master the basics of Microsoft SharePoint the easy way on this 2-day course.

Learn the key features and capabilities of SharePoint and start using it as quickly as possible.

It is a hands-on course. It includes plenty of time for trying things out, experimenting with what you are being taught and asking questions.

By the time you finish, you’ll have a confident SharePoint user.

✔ A complete beginner’s SharePoint course that covers all of the basics.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

What Will I Learn?

By the end of this course you will be able to:

  • Understand the basics of SharePoint including SharePoint sites and their components.
  • Navigate and perform searches on SharePoint sites.
  • Use the social networking features
  • Work with OneDrive For Business
  • Create and work with files, lists and libraries
  • Work with calendars and events
  • Create, modify and delete views for lists and libraries
  • Create and work with custom content types and document set content types
  • Create and modify team sites
  • Manage the security for a site and its content
  • Customise and work with workflows
  • Install and use the SharePoint mobile app

Am I Ready For This Course?

This course does not assume any prior SharePoint knowledge.

So long as you have experience of using Windows and Office applications at work you’ll be absolutely fine.

Your Training Day

Our courses run from 9.30am to roughly 4.15pm with refreshments throughout the day and a break for a tasty, freshly prepared lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual covering everything in the course so that you can recap.
✔ A USB stick for the course exercises to let you practice more in your own time.
✔ A Certificate of Attendance to show that you trained with the best.

This course begins with a general introduction to SharePoint. It discusses the team sites and also the types of libraries that an be used to store information. It then looks as permissions and how access to and the ability to edit documents is controlled. It finishes by showing delegates how to access SharePoint and how to navigate around the SharePoint window.

The key topics trained include:

  • SharePoint Sites
  • Team Sites
  • Library Types
  • Permissions and Groups
  • Accessing SharePoint
  • The SharePoint Window

This session looks in detail at working with documents in SharePoint. It starts with an explanation of how shared document libraries work, before looking at the practicalities of creating a new document. It also looks at how you upload a document to a SharePoint library. This can be done for individual files or for multiple files at the same time.

The key topics trained include:

  • The Shared Document Library
  • Create a New Document
  • Upload a Single Document
  • Upload Multiple Documents

Having looked at the basics of working with documents in libraries, this course now moves to look at more advanced functions. It looks at the different document views that are available in SharePoint, before reviews how to sort and filter documents in a library. This is especially useful for large libraries where finding the file you require can be frustrating.

The key topics trained include:

  • Document Library Standard View
  • Document Library Datasheet View
  • Using Windows Explorer
  • Sorting in a Document Library
  • Filtering in a Document Library
  • Custom Filters

We now look at how we edit documents that are held in a SharePoint library. We look at editing a document directly in SharePoint and also how documents can be checked out, stopping other users from editing them until the document is checked back in again. Importantly the course then covers the basics of deleting documents, reviewing document versions and how to restore a previous document version.

The key topics trained include:

  • Edit a Document in Standard View
  • Edit a Document in Datasheet View
  • Check In and Check Out a Document
  • Delete a Document
  • View Document Versions
  • Restore and Delete Document Versions

Ensuring that a document library works well for all users requires a little maintenance. This session covers the ins and outs of creating a SharePoint document library, setting and editing the templates for a document library and how to override the check out feature on a specific document.

The key topics trained include:

  • Create a Document Library
  • Document Templates
  • Change the Document Library Template
  • Override Check Out
  • Create a Document Library View

Wikis are a very good way to capture and make available knowledge within an organisation. SharePoint allows you to create your own Wikis. This session covers the basics of establishing a wiki, how to edit a wiki page, how to create a link to a wiki page and how to maintain a wiki page.

The key topics trained include:

  • Edit a Wiki Page
  • Create Links to a Page
  • Create a New Wiki Page
  • Wiki Page Maintenance

Similarly to Wikis, SharePoint allows you to create picture libraries. This section of the course shows delegates how to upload single and multiple pictures to a picture library. It also shows them how to edit and delete a picture which has already been uploaded. Finally it shows them how to download a picture from a library and how to share the picture.

The key topics trained are:

  • Upload a Picture to a Library
  • Upload Multiple Pictures to a Library
  • Edit and Delete a Picture in a Library
  • Downloading and Sending Pictures

We now take a look at how to create a library in SharePoint. We look at the various types of library that can be created before look at how to format a library and control its setting. We finish this section of the course looking at the views that are available for libraries.

The key topics trained include:

  • Create a Wiki Page Library
  • Create a Picture Library
  • Create a Slide Library
  • Change Library Settings
  • Add Site Columns to a Library
  • Library Views

The course now looks a communications in SharePoint. It shows delegates how to see announcements made by others as well as creating and editing their own announcements. It also looks a how you can see a list of contacts and edit it. The final part of this section of the course looks at discussions. It shows delegates how to view a discussion thread as well as how to join in by either creating a new discussion or replying to an existing discussion.

The key topics trained include:

  • View Announcements
  • Add, Edit and Delete an Announcement
  • View Contacts List
  • Add, Edit and Delete a Contact
  • View a Discussion Thread
  • Add a New Discussion
  • Reply to a Discussion
  • Setting Alerts
  • Subscribe to a List
  • Sorting and Filtering Lists

Having introduced communications in the previous section of the training, this section deals with how to manage communications lists. Communications lists are used to track announcements, contacts, and discussion boards. The course covers the settings and permissions when establishing and managing a list, as well as how to set up a list. It then looks at creating custom columns in a communications list and how to create a custom view for the list.

The key topics trained include:

  • General Settings for a List
  • Permission Settings
  • Communications Settings
  • Create Custom Column in a List
  • Create a View for a List
  • Create a Communications List

Events can be added to a calendar in SharePoint to allow you to keep yourself, as well as other users, informed of upcoming meetings, deadlines, and other important events. When someone logs in, they will see any existing events on the main page. We cover the basics of events in this section of the course. We look at adding an event and how to edit and delete and event. We also look at the various ways of viewing events in a calendar.

The key topics trained include:

  • Add, Edit and Delete an Event
  • Viewing Events in a Calendar
  • Other Events List Views

In SharePoint tasks make it very simple to capture actions, to-dos, and deadlines. This ensures that everyone who uses the site understands what is going on when and what needs to be done by when. We look at the basics in this section of the course. How to add a task, how to view and filter tasks and how to delete them.

The key topics trained include:

  • Add a New Task
  • Manage and Filter Tasks
  • Delete a Task
  • Task List Views

Tracking lists allow you to easily track links, calendars, tasks, issues, and surveys. Just as weve previously looked at managing communications lists, this section of the course covers the detail of managing tracking lists. It looks at how you set up a list and create the relevant permissions. It then moves on to how to customise the list and the view of the list. It finishes by showing you how to add the list that you have created and customised to a page.

The key topics trained include:

  • General Settings for a List
  • Permission Settings
  • Communications Settings
  • Create Custom Column in a List
  • Create a View for a List
  • Create a Tracking List
  • Add List Content to a Page

Creating a survey to poll users is so easy in SharePoint that it can be done in five steps. It can be extremely useful to quickly poll employees when trying to answer a question, and SharePoint is the obvious place to do it when you know how. This section of the course covers all aspects of surveys. So how to set up a survey and configure the various questions that you want to ask depending on the type of response that it requires. It also looks at how to respond to a survey and also how to see other responses to a survey.

The key topics trained include:

Respond to a Survey
Survey Question Types
Viewing Survey Responses
Create a Survey
Survey Text Questions
Survey Rating Scale Question
Survey Number or Currency Questions
Survey Lookup Questions
Survey Yes or No Question
Modify Survey Settings

The ease of working with other Microsoft products is one of SharePoint’s great strengths given how widely the Office suite is used. This section of the course covers the various ways that SharePoint can work with Excel, including exporting a list to Excel and how to link data to a list in Excel.

The key topics trained include:

  • Export a List to Excel
  • Table Tools in Excel
  • Linking Lists

The ability to easily see and work with SharePoint data in Outlook and vice versa is very useful. This brief section looks at adding SharePoint contacts and calendars to your Outlook so that you can access them there as well.

The key topics trained include:

  • Adding SharePoint Contacts to Outlook
  • Add a SharePoint Calendar to Outlook

We now cover the basics of creating web pages. So how to create a web page and now to add links and pictures to web page as well as how to edit existing pages.

The key topics trained include:

  • Create a Web Page
  • Create and Edit a Basic Web Page
  • Add an Image to a Basic Web Page
  • Add a Hyperlink to a Basic Web Page

Web part pages are very useful for creating dashboards and customising content for a specific user profile. So for example, if a manager logs into a web part page he sees overdue tasks, whereas a team member just sees a list of their specific tasks. Web part pages also have the benefit of being less resource intensive than setting up a sub-site for the same purpose. This section of the course covers the basics of creating and editing a web part page.

The key topics trained are:

  • Create a Web Part Page
  • Modify the Page Title Bar
  • Add a Web Part to a Page
  • Content Editor Web Parts
  • Modifying Web Parts

Given that SharePoint is used to hold business-critical and highly confidential information it is critical to control which users can access and which users can edit certain information. Users within SharePoint are granted permissions to objects such as Sites, Lists, Folders and List Items. The permission that any particular user has is granted either according to their specific user account or according to the SharePoint group or groups that they are a member of. This course section looks at how permissions are controlled by individual and groups of users as well as how to add new individuals and groups.

The key topics trained include:

  • About Users, Groups and Permissions
  • Add and Remove a User
  • Create a New User Group
  • View Group Permissions
  • Change Group Settings
  • Add a User with Individual Permissions

My Site is a personal site for each user in SharePoint. It gives them somewhere to manage and store their documents, content, links, and contacts. It also gives them a way to show others in the organisation what their skills and interests are. This session covers the basics of setting up a My Site.

The key topics trained are:

  • Define My Site
  • Apply a Theme to My Site
  • My Site Document Libraries
  • My Site Profile