Aims

This course covers complete user functionality training on site creation/design and structure via front end functionality. During this course, users are taken through the best practice ways of using and working within a SharePoint Site.

Prerequisites

This course is aimed at advanced users of SharePoint 2013 and is classed as a non-technical course.

Objectives

On completion of this course, delegates will be able to design and create a site considering the architecture and permission structures of SharePoint. Delegates will achieve this with the knowledge of Pages, Web Parts and List and Library Apps whilst identifying how Delve and OneDrive integrate with SharePoint.

What will I learn?

Module 1 – Introduction to SharePoint for Site Owners

  • What is SharePoint and how does it work with Office365?
  • SharePoint site hierarchy
  • SharePoint Terminology
  • SharePoint Family Structure
  • Understanding permission structures in SharePoint
  • Best Practice of using SharePoint

Module 2 – Sites, Sub-sites and Architecture

  • SharePoint Architecture
  • Creating a Team Site
  • Creating a Community Site Navigation
  • Change the Look of SharePoint Sites
  • Adding a Logo
  • Manage Site Regional Settings
  • Managing Site Features

Module 3 – Working with Pages and Web Parts

  • SharePoint Page Types
  • How to Create a New Page
  • How to Edit Existing Pages
  • Changing the Page Layout
  • Adding Text to a Page
  • Adding Images to a Page
  • Adding App Parts to a Page
  • Configuring Web Parts
  • Using the Relevant Document Web Part
  • How to Delete a Web Part from the Page

Module 4 – Using Library Apps

  • Create a Document Library
  • Uploading Documents
  • Creating New Documents within SharePoint
  • Document Properties
  • Editing Documents
  • Document Versioning
  • Check-in and Check-out (controlling one version of truth)
  • Content Approval
  • Document Content Types
  • Document Sets
  • Deleting Documents and Document Recovery
  • Create and use a Picture Library
  • Sync your SharePoint Libraries to Office

Module 5 – Using List Apps

  • Create Calendar List App
  • Create Task List App
  • Create Discussion Board List App
  • Create Announcement List App
  • Create Promoted Links List App
  • Attach a Document to a List Item
  • Import, Export List Data with Excel
  • Creating and Build a Custom List App
  • Sync SharePoint Apps to Outlook

Module 6 – Creating and Using Views

  • Changing the default view of a List or Library App
  • Creating a Sort view
  • Creating a Filter view
  • Creating a Custom Group by view

Module 7 – Workflows

  • Understanding Workflow
  • Activate Site Collection Workflow Feature
  • Create and Configure the Approval Workflow
  • Create and Configure a Flow for Automation and Processes
  • Managing Workflows

Module 8 – Permissions

  • Understanding SharePoint Permissions Levels and best practice of setting up permissions
  • Creating a New SharePoint Group
  • Adding Users to a Group
  • Checking User Permissions
  • Manage Site Permissions
  • Managing List and Library Permissions
  • Managing Individual Item and Document Permissions
  • Re-Inheriting Permissions
  • View Existing Permissions Levels
  • Create new Permission Levels

Module 9 – SharePoint and Delve

  • What is Delve
  • How SharePoint connects with Delve
  • User profiles in Delve

Module 10 – SharePoint and OneDrive

  • What is OneDrive and how can it work with SharePoint
  • Sync OneDrive for Business to SharePoint Libraries

How we deliver

Training can be delivered at your offices in either of the following ways:

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Microsoft or Adobe training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical exercises within the Microsoft or Adobe apps of your choosing.

  • Face to face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with a table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

Sprint learning

Short on time, but still want to boost staff performance?
Book a Sprint Session!

Each Sprint Session follows a 90-minute format for ultra-focused team learning.

Pick a topic, tell us what you want to achieve from your session, and we’ll put together a short, fun, entirely bespoke programme that meets the needs of your team.

Designed to cater for 10-15 delegates at a time

Developed by our team to cover the subject matter of your choice

Delivered online or face-to-face

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