Microsoft 365 SharePoint Site User - Beginner

Duration
2 Hours, 31 Minutes

 

Delivery Method
Self-Paced

UT Pro from New Horizons

This class is part of a 12‑month UT Pro Subscription

Course Overview

This course is an introduction to Microsoft 365 Sites. Upon completion of this course, users will have a basic understanding of Sharepoint Sites and Sites structure, navigation, libraries, searching, newsfeeds, views, permissions, and organization. Students will learn the differences of Libraries and Lists and how to create different kinds of Libraries and Lists, add files to Libraries, add items to Lists, learn to use the Newsfeed to keep abreast of action on the site, and create and customize Views. In addition, students will explore Site and content organization, understand navigation of sites, search for content, and learn the basics of Permissions.

Course Objectives

Introduction , Working with Microsoft 365 SharePoint , Working with Libraries , Working with Lists , Optimizing SharePoint , Working with Permissions , What is New in Office 365 , Conclusion

Course Prerequisites

Basic computer skills and experience navigating the Internet

Agenda

1 - Introduction

  • Introduction

2 - SharePoint Overview

  • SharePoint Overview
  • Accessing SharePoint Sites
  • Modern vs Classic View Explained
  • SharePoint Interface and Navigation
  • Using the Open Menu and Details Pane
  • Overview of SharePoint Permissions for Site Users
  • Site Contents, Site Settings, and the Recycle Bin
  • Searching for SharePoint Content

3 - Working with Document Libraries

  • SharePoint Library Overview
  • Creating and Uploading Items to a Document Library
  • Viewing and Editing a Document
  • Creating a New Folder
  • Moving Documents to a Folder or Library
  • Pin to Top and Other View Settings
  • Renaming Documents or Folders in SharePoint
  • Deleting Documents or Folders in SharePoint
  • Syncing a Library

4 - Working with Document Library Settings

  • Checking In or Checking Out a Document
  • Working with Document Versions
  • Setting an Alert within SharePoint
  • Changing View Column Settings
  • Sharing Links Including Durable Links
  • Working with Properties

5 - Working with SharePoint Lists

  • SharePoint List Overview
  • Adding an Item to a List in Modern View
  • Adding an Item to a List in Classic View
  • Adding an Event or Recurring Event to a Calendar
  • Editing or Deleting a List in Modern View
  • Editing or Deleting a List in Classic View
  • Editing or Deleting a Calendar Event
  • Adding and Editing Items Using Quick Edit
  • Sorting and Filtering List Items
  • Copying and Pasting Excel Info Into a List
  • Exporting List Data into Excel

6 - Working with Views

  • Creating a View
  • Creating a Calendar View
  • Modifying or Deleting a View
  • Creating a Grouped View
  • Creating a View to Display Items Without Folders
  • Creating a View to Display Items Checked Out By Me
  • Creating a View Using Today

7 - Integration with Microsoft Office

  • Integration with Microsoft Office
  • Saving Documents to SharePoint from Microsoft Office
  • Syncing a Calendar, Task List, or Contact List to Outlook
  • O365 App Integration
  • Co-Authoring in SharePoint
  • Following Sites

8 - Conclusion

  • Course Recap

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