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The SharePoint Starting Point: The Basics

Course Length

6 hours (1 day)

Learning Objectives

This SharePoint training equips employees with the basic essential skills for effective collaboration and document management. Participants will learn how to access SharePoint sites, navigate through different site types, work with libraries and lists, collaborate in real time, utilize search features, and leverage Power Automate. Additionally, they’ll explore SharePoint’s News capabilities.


  • Learn about access levels (read-only, edit, etc.) and permissions
  • Explore the layout of team sites, including home pages, left navigation, and top menus
  • Explore custom views to organize and filter library content
  • Discover how to view and restore previous versions of documents
  • Introduce metadata columns for better organization
  • Learn how to create columns, customize views, and filter list data
  • Learn the importance of version control to avoid conflicts

Target Student

This course caters to a diverse audience, including beginners, content creators, collaborators, administrators, and anyone interacting with SharePoint sites, documents, and features. Whether you’re a novice or an experienced SharePoint user, there’s valuable content here for you!

Course Outline

This course equips participants with essential skills for effective collaboration and document management. In this course, you’ll learn how to access SharePoint sites, navigate different site types, work with libraries and lists, collaborate in real time, utilize search features, and leverage Power Automate. The curriculum covers access levels, permissions, team site layouts, custom views, version control, metadata columns, and more. Whether you’re a beginner or an experienced SharePoint user, this course provides valuable content for diverse audiences interacting with SharePoint sites and features.


Section 1: Accessing a SharePoint Site

Logging In

Permissions

Types of SharePoint Sites

 

Section 2: Navigating a SharePoint Site

Navigating a Team Site

Navigating a Communications Site

 

Section 3: SharePoint Libraries

Creating New Documents

Uploading Existing Documents

Creating Custom Views

Version History

Metadata

 

Section 4: SharePoint Lists

List Templates

Custom Lists

Columns and Views

 

Section 5: Co-Authoring

Real-Time Collaboration

Version Control

 

Section 6: Searching and Sharing

The Search Bar

Sharing Documents

 

Section 7: Using Power Automate/Approvals in SharePoint

Using Approvals

 

Section 8: SharePoint News

News Web Part

The SharePoint Starting Point: The Basics

Upcoming Classes

All Public classes are held online
with a live instructor
Dates Price Qty
January 10, 2025
9:00 AM to 4:00 PM ET
$495.00 Online
March 10, 2025
9:00 AM to 4:00 PM ET
$495.00 Online
May 6, 2025
9:00 AM to 4:00 PM ET
$495.00 Online
* Applicable taxes will be applied on checkout

Groups of 6 or more? Consider private training

I want a quote for private or customized training


Have questions about this course? See below or reach out to our training coordinators.

The Great Canadian Training & Consulting Company Advantage

When you train with us, your training will not just check a box. We make sure it is GREAT!

  • Experienced Trainers
  • Learn or Come Back Free Policy on Public Classes
  • 24/7 After Training Support

All of our courses include

PDF Reference Guide

Want a summary of what you’ve learned? Save paper and use your PDF Reference Guide, accessible on any of your devices.


Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.


24/7 After-Training Support

Receive a 30-day after-training support voucher, offering assistance as you apply your new skills on the job. Need help with a specific step? We’re here to provide extra support and clarity even after you’ve left the class!


Want even more?
Check out our add-ons

Printed Reference Guide

While we love technology, we understand that there is something about having a paper copy. Add a printed reference guide to your training, which we will have shipped to your location.


Extended After-Training Support

Extend your support beyond the standard 30 days for ongoing assistance.


Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.


Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!


Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.