SharePoint Level 1 - Site Building Blocks

Class Duration: 8 hours

Welcome to SharePoint 101! This class is designed to be an Introduction to SharePoint, and covers basic concepts which allow you to design and develop a SharePoint site. This SharePoint course is intended for non-technical administrators of sites and pages, and will enable you to be comfortable with SharePoint’s out-of-the-box functionality, after the back-end of the application’s structure has been set up.

The skills learned in this course can be applied to SharePoint sites hosted onsite or via SharePoint 365. This course includes plenty of interactive activities to make sure you have mastered each lesson. Our knowledgeable instructors will be on hand to answer questions and lead you to a thorough understanding of the subject matter.

Training Class Goal

Upon completion of this SharePoint introduction training course, students will have a mastery of the basic functionality and tools of the application. They will be able to navigate sites, search for and work with content, create and customize a home page, create additional types of content, work with libraries, and integrate other applications, such as Outlook and Excel, into their SharePoint sites. Students will also be able to create projects pages and task lists, to help users tackle complex activities. After completing this class, students will have a basic competency in creating and managing SharePoint sites.

Prerequisites

Students should enter this course with basic computer skills, including proficiency with websites and browsers, and should be familiar with email and Microsoft Office.

Navigation

Home Page Navigation

Searching

Searching for a Document
Setting Search Preferences
Using Search Terms

Working with Content

Accessing a Link
Adding Calendar Appointment
Taking a Survey
Adding a Contact
Sorting a Contact List
Responding to a Discussion Board Posting
Viewing All Site Content
Considerations When Building a SharePoint Site

Developing a Homepage

SharePoint Content Options
Creating an Announcement List and Adding as a Web Part
Attaching Documents to List Items
Creating an Image Library
Changing the Page Layout
Deleting Web Parts
Content Editor Areas

Creating Additional types of content

Creating a Calendar
Creating a Contacts List
Populating a Contacts List
Creating a Discussion Board
Re-Organizing Web Parts

Modifying List Columns

Editing List Columns
Deleting Columns
Changing Column Names
Changing Column Ordering – in a Form

Working with Views

Changing Column Order in a View
Applying a View to a Web Part
Changing a View from the Web Part Edit Panel

Working with Links

Creating a Links List
Removing and Adding Links to the Quick Launch Menu

Creating Surveys

Document Libraries

Creating a Document Library
Creating Library Filing Structure
Populating a Document Library
Viewing 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
Using Quick Edit View to Populate Metadata
Document Versioning

Managing Projects & Tasks with Sharepoint

Creating a Project Site

Task Lists

Using a Task List
Adding a Task to the Timeline
Integrating SharePoint Tasks with Outlook
Changing Task Views
Creating an Issue Tracking Task List
Creating Issue Categories
Using Issue Tracking Lists
Customizing List View

Additional Views & Site Customizations

Creating Views Based on a Filter
Changing Menu Order on the Quick Launch Menu
Adding a View to the Top Link Bar

Customizing the Homepage

Formatting Web Part Size & Color
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
Adding a Contact List to Outlook
Importing Excel Spreadsheets
Customize List Settings
Exporting to Excel Spreadsheets

AdvantEdge Training & Consulting’s introductory SharePoint Training Level 1, prepares you to create and administer your organization’s SharePoint website with this powerful application. Our courses are designed specifically for companies and their employees. Our Instructors are based in Denver and Phoenix, but can travel to your company location anywhere in the country.