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Microsoft SharePoint - End User SharePoint for Content Authors

End User SharePoint for Content Authors

Description

Module 1 - Understand Office 365

  • Introducing Office 365 and SharePoint Online
  • Connect and log on to Office365 in the browser
  • The Office 365 environment
  • Navigating the Office 365 Apps
  • OneDrive, Outlook, Teams and SharePoint
  • Settings, Notifications, and Profile

Module 2 - Introduction to SharePoint

  • Reasons for using SharePoint
  • Roles: End User, Content Manager/Creator and Site Owner Overview
  • Introducing a SharePoint Site
  • Create a SharePoint Team Site and investigate the content
  • Site owners and Site members
  • Brief introduction to working with documents and pages in SharePoint
  • Exercise:
    • Create or Upload a document
    • Create a News Page for your site
    • Edit the home page
  • Libraries, versions and the recycle bin
  • Restoring documents from the recycle bin

Module 3 - SharePoint Lists & Libraries

  • Intro: Creating a SharePoint Team Site and Configure Lists and Libraries
  • What are Libraries vs what is a List?
  • Types of Library and Types of List
  • Exercise:
    • Create a new Document Library – Policies
    • Create and Image Library
    • Create an Issues List
  • Working with Documents
    • Create new document
    • Uploading document
    • Edit Library Documents,
  • Document menu and Document Info panel
  • Sort/Filter and use Views
  • Library Settings

 Module 4 - Create and Manage Pages and Content

  • Document and Pages libraries
  • Home Page vs News Pages
  • Simple Edit process for Home page
  • Pages library and types of pages
  • Page Creation process
    • Draft, Saved, Publish
  • Adding Web Parts
    • Common Web Parts
  • Sections
    • Create a new section
    • Change the section layout
  • Exercise:
    • Create a 2 column News page
    • Add Image and Text
    • Add a News Post Link
  • Adding Pages to your SharePoint Site, Adding and Modifying Web Parts
  • Other types of page:
  • Create Wiki Pages and Building a Knowledge-Base style Wiki site or area

Module 5 - SharePoint Site Customisation

  • Site Information and Site Settings
  • Change Site Title, Description, and Icon
  • Modifying Navigation
  • Change the Themes/ Custom Look
  • Team vs Comms sites and Layout choices
  • Other types of site: Publishing Sites, Document Centre, Records Centre, Project site
  • SharePoint Site Hierarchy and Sub sites
  • Modern Hub sites and navigation

Module 6 - SharePoint Security and Site Users / Groups Management

  • Security Overview
  • Manage User Access to SharePoint Site, Manage Office365 Groups and Users
  • Permissions Inheritance Hierarchy
  • SharePoint Security Best Practices
  • Share document / email a link

Module 7 - Search / Discover Information

  • Search
  • People Search
  • Your Profile, Delve and Security

Module 8 - Optional / If time Browser vs Desktop versions of Word / Excel

  • Working with documents in the Browser
  • Co-Authoring
  • Open in Desktop Word or Excel
  • Check-out and check in
  • Document item menu
  • Viewing version history
  • Restoring versions and using the recycle bin

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This course is designed for existing SharePoint site users who will create and manage a SharePoint site. Prerequisites: To ensure your success in your course you should be have basic end-user skills with Microsoft Windows 8 or later and any or all of the Microsoft Office 2010, or 2013 suite components, plus basic competence with Internet browsing. You should also have basic SharePoint site user skills such as the ability to access and use lists, libraries, and documents on a typical SharePoint team site.

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