Hands-on one day event
Some SharePoint experience required
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.
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.
Introduction to the Components that Create a SharePoint 365 Digital Workplace
SharePoint 365 Overview
SharePoint sites, libraries, lists, and columns
SharePoint Information Architecture and User Experience
What information architecture is and how it differs from SharePoint structure
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
Change a user’s permissions
See what permissions are set
File or list item level permissions
See who is a member of a SharePoint group
Adding people to groups
Adding active directory security groups
What are top link quick launch bars?
Editing top link and quick launch bars
Adding links from site contents and URLs
Removing and re-ordering navigation links
Changing navigation location
The document management capabilities of SharePoint make it a powerful alternative to network shared drives. Understand, experience, and configure this SharePoint functionality...
Creating and uploading documents
Send a link to a document by e-mail
Download a document to your computer
Managing your Documents
View and edit the properties of a document
Filter and sort documents
Create document library views
Delete, restore, and move documents
Why is version control useful and when should it be used?
Viewing past versions of documents
Restoring, viewing, or deleting a version
How to check-in and check-out documents
Folder use - how and when to use?
Enabling or disabling folders in a document library
Folder creation within a document library
What is a content type?
Creating content types
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
Create a new list
Change the sorting/filtering of a list
Creating a custom list
Export the contents of a list to Microsoft Excel
Working with List Items
Create and publish list items
View/edit properties of a list item
Add, edit, or delete items with datasheet view
Versioning and appending changes
Creating and Managing Alerts
Alerts allow users to be informed of changes to documents, document libraries, lists, or list items
Create and manage alerts on documents, lists, libraries, and items
Parent Child Metadata
How is this useful, where you might use it?
Using parent child metadata within minor document libraries
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.
Enabling document sets
Working within a document set
Setting up standard workflows
Task lists and timeline view
Issues and risk registers
Document library calendar view
Creating and running a discussion group
Announcements, calendars, and surveys
Creating and using a community site
Working with picture libraries
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
Creating and using a wiki library
Managing your wiki library
Creating wiki links
Restoring a Page
Viewing incoming links
Working with Publishing Pages
Publishing pages - how and when to use
Creating and editing pages
Changing page layouts
Creating and editing promoted links, content editor, and content search web parts
Adding an audience to a web part
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 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 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.