Get Started with SharePoint Online 365

How to use key functions of SharePoint 365 to get the most out of implementations.

icon arrow Hands-on one day event

icon arrow Some SharePoint experience required

 icon arrow WHY ATTEND?

In this SharePoint Online 365 getting started course you will learn how use key functions of SharePoint Online 365 to get the most out of your implementations.

icon arrow OBJECTIVES

Self-sufficiency. Build skills and save money by doing more in-house. Empower key users to extend and tune how they and others use SharePoint.

Do more without propeller heads & vendors. Get much more from your SharePoint platform without resorting to expensive software development. Understand what is possible.

Keep control. Gain an understanding to apply SharePoint skills wisely and safely, so SharePoint stays controlled.


Course Outline

Introduction to the Components that Create a SharePoint 365 Digital Workplace

SharePoint 365 Overview

icon arrow SharePoint structure
icon arrow 
SharePoint sites, libraries, lists, and columns

SharePoint Information Architecture and User Experience

icon arrow What information architecture is and how it differs from SharePoint structure
icon arrow User experience through digital workplace pathways that lead users to content and functionality

Security, Permissions, User Administration and Navigation.

Appropriate security and permissions give users the confidence and trust to work with SharePoint. Understand the ‘behind the scenes’ actions necessary to set up security, permissions, and to conduct user administration safely.

List and Library Permissions

icon arrow Grant permissions 
icon arrow Change a user’s permissions 
icon arrow See what permissions are set
icon arrow File or list item level permissions

 Managing Groups

icon arrow See who is a member of a SharePoint group
icon arrow Adding people to groups
icon arrow Adding active directory security groups


icon arrow What are top link quick launch bars?
icon arrow Editing top link and quick launch bars
icon arrow Adding links from site contents and URLs
icon arrow Removing and re-ordering navigation links
icon arrow Changing navigation location

Document Management

The document management capabilities of SharePoint make it a powerful alternative to network shared drives. Understand, experience, and configure this SharePoint functionality...


Document Creation


icon arrow Creating and uploading documents
icon arrow Send a link to a document by e-mail
icon arrow Download a document to your computer

Managing your Documents

icon arrow View and edit the properties of a document
icon arrow Filter and sort documents
icon arrow Create document library views
icon arrow Delete, restore, and move documents


Document Control


icon arrow Why is version control useful and when should it be used?
icon arrow Using versioning
icon arrow Viewing past versions of documents
icon arrow Restoring, viewing, or deleting a version
icon arrow How to check-in and check-out documents




icon arrow Folder use - how and when to use?
icon arrow Enabling or disabling folders in a document library
icon arrow Folder creation within a document library


Content Types

icon arrow What is a content type?
icon arrow Creating content types
icon arrow Adding existing content types to a document library

Working with Lists

Manage your information in a “row and column” format, using the power of SharePoint list templates, custom lists, alerts, and metadata.

Working with Lists

icon arrow Create a new list
icon arrow Change the sorting/filtering of a list
icon arrow Creating a custom list
icon arrow Export the contents of a list to Microsoft Excel

 Working with List Items

icon arrow Create and publish list items
icon arrow View/edit properties of a list item
icon arrow Add, edit, or delete items with datasheet view
icon arrow Versioning and appending changes

Creating and Managing Alerts

icon arrow Alerts allow users to be informed of changes to documents, document libraries, lists, or list items
icon arrow Create and manage alerts on documents, lists, libraries, and items

 Parent Child Metadata

icon arrow How is this useful, where you might use it?
icon arrow 
Using parent child metadata within minor document libraries

Managed Metadata

icon arrow Managed metadata term set for site collections and lists


SharePoint makes it easy to share, collaborate and improve efficiencies with documents and information with the following tools and approaches.

Document Sets

icon arrow Enabling document sets
icon arrow Working within a document set


icon arrow Setting up standard workflows
icon arrow Using workflows

About Lists

icon arrow Task lists and timeline view
icon arrow Issues and risk registers
icon arrow Document library calendar view

Working Together

icon arrow Creating and running a discussion group
icon arrow Announcements, calendars, and surveys
icon arrow Creating and using a community site

Picture Libraries

icon arrow Working with picture libraries
icon arrow Creating an assets library

Working with Pages

Manage your Digital Workplace and Intranet Pages and FAQs. Add wikis and web parts.

How to use a Wiki Library

icon arrow Creating and using a wiki library
icon arrow Managing your wiki library
icon arrow Editing Pages
icon arrow Creating wiki links
icon arrow Restoring a Page
icon arrow Viewing incoming links

Working with Publishing Pages

icon arrow Publishing pages - how and when to use
icon arrow Creating and editing pages
icon arrow Changing page layouts

Web parts

icon arrow Creating and editing promoted links, content editor, and content search web parts
icon arrow Adding an audience to a web part


See the calendar for public workshops or contact us to book

Your Tutors

Paddy Plunket
Master IM in Information Systems; BA

Paddy is an information management specialist. Her work includes taxonomy development, retention and disposal schedule design, Public Records Act audits and change management.

View Paddy's full profile and contact details.


Chrissie Curtis

Chrissie has developed significant expertise in business analysis for SharePoint. This expertise focuses on the provision of enterprise wide solutions to support filing and finding, compliance and intranet technologies. 

View Chrissie's full profile and contact details.


Kristy Archer

Kristy has significant experience leading design and implementation projects for SharePoint for document management and intranet across commercial, government, council and education sectors

View Kristy's full profile and contact details.