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SharePoint 2013 Site User - Beginner

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Course Overview

This course is designed to teach students an overview of end-user SharePoint interface and functionality. Students will also work with document libraries, work with lists and items, work with various views, update their personal profiles, use the Newsfeed, and learn about SharePoint integration with other Microsoft Office products.

Course Objectives

SharePoint Overview, Working with Document Libraries, Working with SharePoint Lists, Enhancing the SharePoint Experience, Integration with Microsoft Office, Managing Your Personal Profile and Newsfeed, Working with Document Library Settings

Course Outline

1 - Introduction

  • Introduction

2 - SharePoint Overview

  • Sharepoint Overview
  • Accessing SharePoint Sites
  • Understanding SharePoint Navigation and Interface
  • Using the Open Menu
  • Overview of SharePoint Permissions for Site Users
  • Locating Sites, Libraries, and Lists
  • Searching for People and SharePoint Content

3 - Working with Document Libraries

  • SharePoint Library Overview
  • Viewing and Downloading a Document from a Library
  • Uploading Items to a Document Library
  • Using Explorer View to Upload Documents to a Library
  • Creating and Saving New Documents
  • Editing a Document
  • Creating a New Folder
  • Uploading and Moving Documents into Folders and Libraries
  • Renaming a Document or Folder
  • Deleting a Document or Folder
  • Restoring a Document from the Recycle Bin

4 - Working with Document Library Settings

  • Viewing Permissions for a Document
  • Version History Overview
  • Viewing, Comparing, and Restoring Prior Document Versions
  • Check In/Check Out Overview
  • Checking Documents In/Out and Discarding Documents
  • Uploading a File to a Library with Check In/Check In Enabled
  • Setting an Alert on a Document
  • Setting an Alert on a Library
  • Modifying or Deleting Alert Subscriptions
  • Sorting and Filtering Library Content
  • Emailing a Link to a Library or Document
  • Working with Properties
  • Adding and Editing Properties

5 - Working with SharePoint Lists

  • SharePoint List Overview
  • Adding List Items
  • Editing or Deleting List Items
  • Sorting and Filtering List Items
  • Attaching a File to a Calendar Event
  • Emailing a Link to a Calendar
  • Importing/Exporting Excel Information into a List
  • Creating an Alert for an Item or List

6 - Enhancing the SharePoint Experience

  • Working with Library or List Views
  • Creating Personal Views
  • Using Views to See Late, Upcoming, or Completed Tasks and Tasks Assigned to Me
  • Modifying or Deleting a Library or List View
  • Creating a Grouped View Instead of Using Folders
  • Creating a DataSheet View
  • Creating a View to Display Items Checked Out to Me
  • Using Enterprise Keywords
  • Sharing Documents and Sites
  • Adding Document Library Shortcuts and Syncing Libraries
  • Using Co-Authoring

7 - Integration with Microsoft Office

  • Using SharePoint with Office Online
  • Accessing Prior Versions, Check In/Out, and Updating Properties via Microsoft Office
  • Saving a Document to SharePoint from Microsoft Office
  • Syncing a Calendar, Task List, or Library to Outlook

8 - Managing Your Personal Profile and Newsfeed

  • Updating Your Profile
  • Following Sites and Documents
  • OneDrive Overview
  • Uploading and Sharing a Document in OneDrive
  • Understanding the Newsfeed and Following People
  • Creating, Editing, and Replying to Blogs

9 - Conclusion

  • Course Recap