Microsoft SharePoint for Information Workers

Microsoft SharePoint for Information Workers

Duration:
1 Day
Aims:

This 1 day course is designed to help power users get the most out of SharePoint. It covers the intermediate and advanced features that can take SharePoint collaboration to the next level. This course is also a prerequisite for subsequent courses.

Objectives:

By the end of this course participants will be able to describe the different components of SharePoint; create and manage Lists; create and manage Libraries; work with different Views.

Pre-Requistites:

Delegates wishing to attend this course must attend the SharePoint for Beginners course or have equivalent practical experience with SharePoint.

Versions

Courses are delivered in 2007, 2010, 2013, 2016.

What will I learn?
Getting Started
Introduction
  • - What is an Information Worker?
  • - SharePoint user interface
Key Concepts
  • - Collaboration
  • - Security
Understanding Site Structure
  • - Sites
  • - Lists and Libraries
  • - Site contents
  • - Site configuration settings
SharePoint Lists
List and Library Fundamentals
  • - List concepts
  • - Lists vs. libraries
  • - List limits
  • - Review of list and library templates
Creating Lists
  • - List naming conventions
  • - Create collaboration lists
  • - Create a custom list
  • - Create a list template
  • - Excel import and export
  • - Delete a list
List Management
  • - List item versioning
  • - Quick edit
  • - Migrate data from Excel
List Columns
  • - Understanding Metadata
  • - Create a column
  • - Edit column settings
  • - Delete a column
  • - Create a lookup column
  • - Add site columns
  • - Add managed metadata columns
SharePoint Libraries
Creating Libraries
  • - Review of built in libraries
  • - Library naming conventions
  • - Create a document library
  • - Create an image library
  • - Create a slide library
  • - Connect to Office
Organising Files with Folders
  • - Create a folder
  • - Deprecating folders
Moving Files
  • - 3 methods of bulk upload
  • - Moving files
  • - Pitfalls of moving files
Creating Documents
  • - Modify the library template
Checking Out/In
  • - Display check out status in a view
  • - Require document check out on a library
Versioning
  • - Enable and configure major versioning
  • - Enable and configure draft versioning
  • - Enable and configure content approval
Views
Public Views
  • - Create a view
  • - Edit a view
  • - Alerts on views
If Time Permits…
Organising and Managing Information
Content Approval
  • - Manual Content Approval
  • - Content Approval Workflow
Workflows
  • - Create a workflow
  • - Associate a workflow with a library
  • - Start a workflow
  • - Check workflow status
Content Types
  • - What are Content Types?
  • - Built-in content types
  • - Associate a content type with a library
Related courses
Run this
course at
your offices
Request a quote
Speak to a friendly advisor

call

0333 344 6630

or visit our

Online Chat
Trustpilot