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Getting Started with Microsoft SharePoint

1 Day, 9:00-4:00

Course Overview

This introductory level course teaches the fundamental skills that will quickly get you up to speed with Microsoft SharePoint! Beginning with an introduction to the SharePoint environment, you will then explore the Team Site, learn the essentials of file collaboration, shared files on the Team Site, how to create a new site, best practices for organizing and managing content, understanding lists and libraries, and organizing people and work with task lists. You will also create a project schedule to track events using a calendar list.

Course Outline

Getting Started

  • Sign in to Office 365
  • Explore the Office 365 Environment

Collaborating with Shared Files

  • Work with Shared Documents on the Team Site
    • Team Site Groups and Permissions
    • Sort, Filter, Add and Delete Documents
  • Edit Documents in Web Apps
    • Viewing Documents in Web Apps
    • Editing a Document in Word Online
  • Collaborate on the SharePoint Team Site
    • Co-Authoring Documents
    • Simultaneously Edit the Same Document
    • Check Out, Check In and Versioning
  • Work with My Site
    • Adding Documents to OneDrive
    • Sharing a OneDrive Document
    • Syncing OneDrive Documents

Overview of What’s New and Improved in SharePoint

  • Creating a new site
  • Customizing the interface
  • Creating an asset library
  • Adding a thumbnail to a video
  • Using SkyDrive Pro
  • Using the timeline feature for tasks
  • Expanding My Tasks settings
  • Previewing search documents

Organizing and Managing Information

  • Browsing through site columns
  • Creating site columns
  • Browsing through content types
  • Creating a new content type
  • Associating document templates with content types


List and Library Essentials

  • Using your apps
  • Creating and deleting lists
  • Adding and editing list items
  • Deleting and restoring list items
  • Creating list columns
  • Editing and deleting list columns
  • Using list and column validation rules
  • Sorting and filtering lists
  • Creating and selecting a list view
  • Sorting or filtering a list view
  • Organizing items by using folders

Working with Documents

  • Managing documents with a document library
  • Moving documents
  • Copying or sharing documents

Working with Media

  • Introducing the Asset Library app
  • Uploading and tagging media files
  • Tagging media files
  • Organizing by using keywords and metadata
  • Using SharePoint assets in Microsoft Office

Using OneDrive

  • Accessing your OneDrive account
  • Saving files to OneDrive
  • Saving files to be accessible only to you
  • Sharing OneDrive files

Organizing People And Work

  • Creating a project schedule by using a tasks list
  • Adding tasks
  • Viewing tasks in a Gantt Chart
  • Adding multiple tasks and subtasks
  • Creating a calendar list
  • Scheduling events on the calendar
  • Using the issue tracking list


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student $560
Private Group Class: Live Virtual
1-4 students $1960
5-8 students $2240
9-12 students* $2520
*$175 per additional student
Private Group Class: At Your Location
1-4 students $2210
5-8 students $2490
9-12 students* $2770
*$175 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee