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Introduction to Microsoft SharePoint

365 Online
2 Days, 9:00-4:00

Course Overview

This 2‐day course is geared for users who need a comprehensive working knowledge of SharePoint and its capabilities to implement team sites, share information and collaborate with colleagues.

Note: This class can be customized to cover select topics in a 1-day timeframe.

Course Objectives

  • Understand, navigate and create sites
  • Add and modify list items, configure list views, and sort/filter lists
  • Add, upload, modify, search for, check in/out, and share documents in document libraries
  • Use and collaborate with Office Applications
  • Create project schedules, add tasks, and create calendar lists
  • Search for information and people

Course Outline

Introduction to SharePoint

  • Get started with SharePoint
  • Collaborate and share within teams
  • Control access to SharePoint sites
  • Use SharePoint integration with Office
  • Compare SharePoint products

Navigate SharePoint Sites

  • Understanding sites
  • Understand site structure
  • Customize site navigation
  • Work with the ribbon
  • Navigate lists and libraries
  • Understand web parts and app parts

Create and Manage Sites

  • Creating a site
  • Understanding the layouts directory
  • Naming a URL
  • Create personal sites
  • Manage site users and permissions
  • Change site themes
  • Create and use custom site templates
  • Manage site features
  • Delete sites

Work with Content in Lists and Libraries

  • Discover lists and libraries in a site
  • Creating, populate and edit list items
  • Create and upload existing files
  • Create documents from a library
  • Understanding Office Online programs
  • Check files in and out
  • Working work with versions
  • Organize lists and libraries
  • Delete and restore list items and documents
  • Setting alerts
  • Follow documents
  • Work offline

Making the Most of Lists and Libraries

  • Using list and library settings
  • Manage list and library users and permissions
  • Configure versioning
  • Work with advanced settings
  • Work with site columns
  • Work with content type and create views
  • Set up validation settings and ratings
  • Delete and restore lists and libraries

Work with My Site and OneDrive for Business

Note: This module is only covered for clients using OneDrive

  • Understand My Site
  • Converse and monitor by using the Newsfeed page
  • Work with OneDrive for Business
  • Understanding the OneDrive Business library
  • Using the OneDrive for Business sync client
  • Understanding OneDrive for Business limitations

Collaborate with Office Programs Using SharePoint

  • Edit documents in Office
  • View and change file properties
  • Co-author by using Office and Office Online
  • Share OneNote notebooks with SharePoint
  • Import data from and export data to Excel
  • Work with SharePoint content in Outlook
  • Integrate Access with SharePoint
  • Work with an Access app in your browser

Work with Webpages

  • Understand SharePoint pages
  • Web part pages
  • Wiki pages
  • Publishing pages
  • Application pages
  • Create pages
  • Add content to page
  • Modify pages
  • Format and display content
  • Reusable content
  • Manage pages
  • Use app parts and web parts

Search for Information and People

  • Search SharePoint sites
  • Target search queries
  • Create and manage terms
  • Influence relevance rankings
  • Configure search behavior
  • Customize search results pages
  • Define visibility and indexing for sites

Manage Work Tasks

  • Create and manage project sites
  • Work with tasks, subtasks, and the timeline
  • Manage projects by using SharePoint and Project Professional

Introduction to Built-in Workflows

  • Automate business processes using SharePoint
  • Use built-in workflows
  • Interact with workflows
  • Manage workflows

Optional Topics

Work with Wikis, Blogs and Community Sites

  • Create wiki libraries
  • Create and use Enterprise Wiki sites
  • Create and manage blog sites
  • Create, manage and delete blog posts
  • Create and manage community sites
  • Community Portal
  • Community site pages an web parts
  • Permissions and Auto Approval
  • Work with community sites

Work with Business Intelligence

  • Getting started with SharePoint BI
  • Shape your data
  • Create and publish Power Pivot dashboards
  • Display Power Pivot dashboards in web parts
  • Build visualizations by using Power View
  • Display Power View reports in web parts

Manage and Monitor Content

  • Manage documents
  • Create enterprise content management sites
  • Work with document IDs
  • Create and modify document sets
  • Set up the Content Organizer
  • Store and manage records
  • Protect data in SharePoint
  • eDiscovery Center
  • Data loss protection queries
  • Document deletion policies
  • Data loss protection policies
  • Time-based in-place hold policies
  • Define and apply a site policy
  • Work with information management policies
  • Audit user actions



Public Course at Softek Private Course at Your Office Private Course at Softek
$800 per student $2800 flat fee up to 8 students $3100 flat fee up to 8 students
or 3 vouchers $3200 flat fee up to 12 students $3500 flat fee up to 12 students
10% discount when 3+ attend $200 per additional student $200 per additional student

Private Group Training

Private group courses are cost effective when you have a group of students who need the same course. Pricing is based on the maximum number of students anticipated per day per course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your office, you are responsible for the classroom setup, including student computers, instructor station, LCD projector, and software installation. For courses conducted at Softek, we take care of classroom setup.


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 $125 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. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee