SharePoint Fundamentals

Who should attend

This class is for end users that are new to SharePoint and want to learn how they can create, update, and find resources on their organization’s internal SharePoint sites.

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SharePoint Fundamentals

From $0
Two, 2-hour Modules (9am - 11:30am PT)

SharePoint is similar to WordPress in that it is a customizable website with add-ons, but unlike WordPress, SharePoint is specifically for intranets: websites visible to employees only. For the add-ons, Microsoft has collected the best features of its software applications. Which applications? Here are some: spreadsheets, calendars, contact lists, file shares, instant messaging, wikis, task lists, discussion boards, workflows, etc. – pretty much everything and the kitchen sink. Working in a SharePoint environment can be confusing at first since you’re presented with so many individual features – but with our trainer’s guidance and some hands-on practice, you’ll learn how the parts fit together and quickly become productive.

Sites and Apps. A “Site” is SharePoint’s term for a section of your intranet, for example, the Accounting department of your organization. In that Site you might find a contact list of employees in that department, a shared calendar of tax deadlines, a document library of tax forms, and a set of workflows for accounts receivable and payable. To set up these features, the site owner would have earlier installed a corresponding “App” to add sections to the Site to handle those features. We’ll show you how to navigate the basic Site structures and use the most common Apps.

Office 365 Collaboration. Since you can upload MS Office files to SharePoint, it only makes sense that you should be able to edit them inside a web environment, and indeed you can. You can also choose whether to have exclusive editing abilities (check-in/check-out features), or if you want to have multiple employees be able to simultaneously edit Excel, Word, and similar files, just like Google Docs. We’ll also show you how to set up content approval workflows using versioned documents where employees handle them at different stages.

Lists and Libraries. Whether your data is from a worksheet in Excel, an address book from Outlook, or a timeline of dates and duration from MS Project, these all have the same structure: they are lists of rows with column headings. SharePoint makes it easy to work with “Lists” like these – and in this class you’ll learn how to put them to good use. “Libraries,” on the other hand, are like folders full of documents, but with extra features that make it easier to organize and search them. We’ll show you when to use Lists and when Libraries are better.

Course ID
Upcoming LIVE ONLINE public classes
No Upcoming public classes
June 17 & June 18, 2021
June 17 & June 18, 2021
June 17 & June 18, 2021
June 17 & June 18, 2021
June 17, 2021
June 17, 2021
June 17, 2021
June 17, 2021
June 17, 2021

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Course Outline


  • Understand the different parts of MS SharePoint.
  • Efficiently navigate your organization’s SharePoint Team Site.
  • Create SharePoint Libraries; upload and organize documents.
  • Integrate SharePoint with Office 365.
  • Collaborate with coworkers to edit documents and track workflows.
  • Use SharePoint sort, filter, tagging, and search tools.
  • Customize user views to improve their user interface.
  • Create and edit SharePoint Lists to organize and share your organization’s data.
  • Create, design and interlink Site Pages to build out a site.

Day 1 Topics:

  • Understanding the SharePoint Structure and Components
  • The SharePoint Apps Ecosystem
  • How Site Permissions Affect User Access
  • Navigating Your Company's SharePoint Team Site
  • Using the Quick Launch and Top Link Bars
  • Accessing Site Apps Through the Site Contents Area
  • “Following” Sites
  • Understanding SharePoint Libraries
  • Creating SharePoint Libraries for Document Files
  • Adding Files to A Library
  • Creating Library Folders
  • Different Types of Libraries
  • Integrating SharePoint with MS Office Programs
  • Opening and Editing Library Documents
  • Working with the Office 365 On-Line Apps
  • Editing in Office 365 On-Line vs. Desktop Apps
  • Collaborating with Others in the SharePoint Environment
  • Working in Simultaneous Multi-User Environment
  • Understanding and Managing Versioning
  • Using the Check-Out/Check-In Process to Ensure Single User Editing
  • How the Content-Approval Process Works
  • What Happens to Deleted Documents
  • Using Alerts to Keep Up-To-Date on Users’ Activities in a Library

Day 2 Topics:

  • Using Sort, Filter, And Search Tools; Locating Documents
  • Understanding Search Levels
  • Grouping Library Documents
  • Customizing User Views
  • Controlling the Visibility of Column Information
  • Creating New Columns in a Library or List
  • Creating Team and Personal Views
  • Tracking Data with SharePoint Lists
  • Creating New Lists
  • Creating Records in a List
  • Using Links Lists
  • Calendars
  • Task Lists
  • Exporting Excel Data into a SharePoint List
  • How Site Pages Are Used in SharePoint
  • Creating and Formatting Site Pages
  • Creating Links and Adding Content
  • Creating and Configuring New SharePoint Sites as a Site Owner
  • Adding News Pages and Quick Links
  • Assigning Access Rights to Team Members
  • Configuring Site Settings, Navigation and Search Capabilities

Skills covered

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SharePoint Fundamentals


Loved that the instructor asked if there were any specific topics we wanted to learn about in the beginning of the course such as Power Apps and was able to answer those questions after giving us the basic fundamentals. It made catering the lesson to the audience feel great and really engaging.

Mark S.
Mark S.

Useful class, easy to ask questions and get answers, covers all the basics plus shortcuts.

Carl C.
Carl C.

The pace of the class and the material was great.

Jennifer M.
Jennifer M.