SharePoint Essentials: Sites, Libraries & Collaboration
SharePoint is similar to WordPress in that it is a customizable website with add-ons, but unlike WordPress, SharePoint is specifically for intranets: websites visible to employees only. For the add-ons, Microsoft has collected the best features of its software applications. Which applications? Here are some: spreadsheets, calendars, contact lists, file shares, instant messaging, wikis, task lists, discussion boards, workflows, etc. – pretty much everything and the kitchen sink. Working in a SharePoint environment can be confusing at first since you’re presented with so many individual features – but with our trainer’s guidance and some hands-on practice, you’ll learn how the parts fit together and quickly become productive.
Sites and Apps. A “Site” is SharePoint’s term for a section of your intranet, for example, the Accounting department of your organization. In that Site you might find a contact list of employees in that department, a shared calendar of tax deadlines, a document library of tax forms, and a set of workflows for accounts receivable and payable. To set up these features, the site owner would have earlier installed a corresponding “App” to add sections to the Site to handle those features. We’ll show you how to navigate the basic Site structures and use the most common Apps.
Office 365 Collaboration. Since you can upload MS Office files to SharePoint, it only makes sense that you should be able to edit them inside a web environment, and indeed you can. You can also choose whether to have exclusive editing abilities (check-in/check-out features), or if you want to have multiple employees be able to simultaneously edit Excel, Word, and similar files, just like Google Docs. We’ll also show you how to set up content approval workflows using versioned documents where employees handle them at different stages.
Lists and Libraries. Whether your data is from a worksheet in Excel, an address book from Outlook, or a timeline of dates and duration from MS Project, these all have the same structure: they are lists of rows with column headings. SharePoint makes it easy to work with “Lists” like these – and in this class you’ll learn how to put them to good use. “Libraries,” on the other hand, are like folders full of documents, but with extra features that make it easier to organize and search them. We’ll show you when to use Lists and when Libraries are better.
Course Outline
Module 1: Navigating SharePoint & Site Essentials
Understanding SharePoint Structure & Components
Exploring the SharePoint Apps Ecosystem
How Permissions Shape User Access
Navigating Team Sites
Using Quick Launch & Top Link Bars
Accessing Site Apps via Site Contents
Following Sites for Easy Access
Module 2: Working with Libraries & Collaboration Tools
Creating Libraries for Document Files
Adding Files & Creating Folders
Exploring Different Library Types
Opening & Editing Library Documents
Using Office 365 Online vs. Desktop Apps
Collaborating in Real-Time with Multiple Users
Managing Version History
Check-Out/Check-In for Controlled Editing
Understanding the Content Approval Process
Handling Deleted Documents
Setting Up Alerts to Track Activity
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