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Training
SharePoint Training Overview
This one-day course teaches you how to create a SharePoint site including: knowledge management overview and considerations, adding logos, creating web parts (announcements, calendar, discussion boards, contacts, links, surveys), workspaces, Quick launch panel, creating content libraries, customizing views, collaboration tools, entering and labeling content, user tracking, permissions.
SharePoint Training Audience:
Non-IT administrator who wants to design, edit and manage content on a SharePoint site once the backend SharePoint server has been set up.
SharePoint Training Prerequisites
Proficient in using a mouse and keyboard, familiarity with Word and Excel programs.
SharePoint Training Course duration
1 day
SharePoint Training Course outline
1.Exploring SharePoint
- Home Page Navigation
- Searching for a Document
- Accessing a Link
- Adding Calendar Appointment
- Taking a Survey
- Add a Contact
- Sort a Contact List
- Viewing All Site Contents
- Editing Pages View
- My Settings
- Considerations When Building a SharePoint Site
2. Developing A HomePage
- Creating an Image Library
- Adding a Logo Web Part
- Adding Announcement Web Parts
- Adding Additional Announcements
- Editing an Item in a Web Part
- Deleing a Web Part
- Re-organizing Web Parts
- Content Editor Web Parts
- Adding a Contacts Web Part
- Populating a Contacts List
- Adding a Calendar Web Part
- Adding a Discussion Board Web Part
- Posting a Discussion Board Item
- Additional Content Features & Customizations
- Attaching Documents to List Items
- Editing List Columns
- Deleting Columns
- Changing Column Names
- Changing Column Views
3. Additional Page Features
- Working with Links
- Creating a Links List
- Adding SharePoint Site Pages as Links
- Adding a Links Web Part
- Creating a Unique Web Part View
- Adding a Link to the Quick Launch
- Deleting a Link from the Quick Launch
- Creating Surveys
- Adding Survey questions
- Add a Survey Web Part
- Creating Alerts for Survey Responses
- Test the Survey
- Creating a Survey Summary
4.Creating Content
- Content Management Considerations
- Creating a Library
- Creating a Document Library
- Populating a Document Library
- Viewing Document Properties
- Adding Metadata Columns
- Modifying Metadata Columns
- Creating Custom Metadata Columns
- Creating a Multi-Selection Metadata Column
- Creating the Column Order
- Assign Metadata to Documents
- Working with Document Libraries
- Checking Documents In & Out
- Checking Documents In & Out through Office Applications
- Making Document Check Out Required for Editing
- Automatic Document Versioning
- Accessing Past Versions
5.People & Permissions
- Groups
- Authentication vs. Authorization
- Creating Groups
- Email a Group
- Setting Permissions
- Edit User Permissions
- Library Level Permissions
- Folder Level Permissions
- List Item Level Permissions
- Checking Permissions
- Reports
- Site Usage Reports
- Alert Reports
6. Creating Child Sites & Workspaces
- Meeting Workspaces
- Linking a Calendar Appointment to a Meeting Workspace
- Linking Multiple Appointments to a
Workspace
- Creating a Document Workspace
7. Customizing a Site
- Views Based on a Document Library
- Accessing a View
- Adding a View to the Quick Launch Panel
- Adding a View to the Links Web Part
- Adding a View to the Top Link Bar
- Creating a Client Page/Tab
- Formatting Web Parts
- Changing Menu Order on the Quick Launch Panel
- Applying a Theme
- Deleting a Site
- Deleting Content – the Recycle Bin
- Restoring Content from Recycle Bin
8. Integration with Office Applications
- Adding a SharePoint Calendar to Outlook
- Adding a Contact List to Outlook
- E-mailing a Contact List
- Importing Excel Spreadsheets
- Customize List Settings
- Exporting to Excel Spreadsheets
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