SharePoint 365 Essentials

In this workshop your participants will learn how to sign on to the Microsoft Office 365 portal, and see where their SharePoint content will be stored. They will learn about the home page of the portal, where to sign into the Team Site and the Office 365 web apps, including Outlook.
Through SharePoint Essentials your participants will take a look at the Team Site and how to navigate around and view the SharePoint site. SharePoint Online is the Office 365 answer to collaboration. SharePoint Online will let your participants manage documents and information in one place that customers and colleagues can access from virtually anywhere.

Course Outline

Module One: Getting Started
Icebreaker
Housekeeping Items
The Parking Lot
Workshop Objectives

Module Two: Basic SharePoint Concepts
The Home Page
The Team Site
About Permissions
Changing Site Theme
Module Two: Review Questions

Module Three: Working with My Site
View Your Profile
Update Your Profile
Follow Colleagues
Share Information
Follow Newsfeed and Status Updates
Module Three: Review Questions

Module Four: Working with SharePoint Content
About Content Types
Adding an Item to a List
Uploading a File to a Library
Checking Items In and Out
Tracking Versions
Module Four: Review Questions


Module Five: Working with Libraries
Types of Libraries
Viewing Library Items
Creating a New Document in Your Library
Editing or Deleting a Library Item
Understanding the Library Tools
Create a Library
Module Five: Review Questions

Module Six: Working with Lists
Types of Lists
The List Tool Bars
Viewing Items
Editing or Deleing a List Item
Creating a New List
Module Six: Review Questions

Module Seven: Working with Other Types of Lists
Viewing and Adding Announcements
Working with an Issues List
Adding a Link
Adding a Task
Searching List Items
Module Seven: Review Questions

Module Eight: Working with Calendars
Viewing and Navigating Calendars
Adding a New Event
Managing Events
Connecting to Outlook
Creating a New Calendar
Module Eight: Review Questions

Module Nine: Working with Sites and Pages
Editing a Page
Understanding Web Parts
Editing and Deleting Web Parts
Creating a Site
Module Nine: Review Questions

Module Ten: Working with Views
Sorting and Filtering Lists and Libraries
Creating a Column
Creating a Private View
Selecting a View
Modifying a View
Module Ten: Review Questions

Module Eleven: Using Workflows
About Workflows
Types of Workflows
Add a Three-State Workflow to a List
Start a Workflow
Monitor a Workflow
Review a Workflow
Module Eleven: Review Questions

Module Twelve: Wrapping Up
Words from the Wise
Review of the Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations

Previous

Next