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SharePoint Training Overview
This one-day course will teach non-IT administrators how to create a SharePoint site and covers topics such as knowledge management overview and considerations, adding logos, creating web parts, workspaces, customizing views, creating content libraries, and entering and labeling content.
SharePoint Training Prerequisites
Proficient in using a mouse and keyboard, familiarity with Word and Excel programs.
SharePoint Training Audience
Non-technical individuals who want to design, edit and manage content on a SharePoint site once the backend SharePoint server has been set up.
SharePoint Training Course duration
2 Days
SharePoint Training Course outline
Exploring SharePoint
Navigation
Home Page Navigation
Searching for a Document
Accessing a Link
Adding Calendar Appointment
Taking a Survey
Add a Contact
Sort a Contact List
Respond to a Discussion Board Posting
Viewing All Site Content
Editing Pages View
My Settings
Considerations When Building a SharePoint Site
Developing a Homepage
Web Parts
Creating an Image Library
Adding a Logo Web Part
Adding Announcement Web Parts
Adding Additional Announcements
Content Editor Web Parts
Re-Organizing Web Parts
Editing a Web Part
Deleting a Web Part
Working with Lists
Adding a Contacts Web Part
Populating a Contact List
Adding a Calendar Web Part
Changing the Calendar View
Adding a Discussion Board Web Part
Posting a Discussion Board Item
Additional List Features & Customizations
Attaching Documents to List Items
Editing List Columns
Deleting Columns
Changing Column Views
Setting up Alerts
Additional Page Features
Working with Links
Creating a Links List
Adding SharePoint Site Pages as Links
Adding a Links Web Part
Adding a Link to the Quick Launch
Deleting a Link from the Quick Launch
Creating Surveys
Creating a Survey
Adding Survey Questions
Add a Survey Web Part
Creating Alerts for Survey Responses
Test the Survey
Creating a Survey Summary
Creating Content
Content Management Considerations
Creating a Library
Creating a Document Library
Creating Library Filing Structure
Populating a Document Library
Editing Document Properties
Adding Metadata Columns
Modifying Metadata Columns
Creating Custom Metadata Columns
Creating a Multi-Selection Metadata Column
Creating the Column Order
Assign Metadata to Documents
Working with Document Libraries
Checking Documents In & Out
Checking Documents In & Out Through Office Applications
Making Document Check Out Required for Editing
Automatic Document Versioning
Accessing Past Versions
People & Permissions
Groups
Authentication vs. Authorization
Creating Groups
Email a Group
Setting Permissions
Edit User Permissions
Library Level Permissions
Folder Level Permissions
List Item Level Permissions
Reports
Site Usage Reports
Alert Reports
Creating Child Sites & Workspaces
Meeting Workspaces
Meeting Workspaces
Linking a Calendar Appointment to a Meeting Workspace
Document Workspaces
Creating a Document Workspace
Adding Users to a Workspace
Customizing a Site
Views Based on a Document Library
Accessing a View
Adding a View to the Quick Launch Panel
Adding a View to the Links Web Part
Adding a View to the Top Link Bar
Creating a Client Page/Tab
Formatting Web Parts
Customizing the Quick Launch Panel
Changing Menu Order on the Quick Launch Panel
Applying a Theme
Deleting a Site
Deleting Content – the Recycle Bin
Restoring Content from Recycle Bin
Integration with Office Applications
Adding a SharePoint Calendar to Outlook
Creating a Meeting Workspace from Outlook
Adding a Contact List to Outlook
E-mailing a Contact List
Importing Excel Spreadsheets
Customize List Settings
Exporting to Excel Spreadsheets
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