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Microsoft 365 SharePoint
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Microsoft 365 SharePoint is a collaboration platform that allows multiple users to share documents, exchange ideas, and work together.
This course is intended to help SharePoint users understand how to create and manage sites, covering the user interface; showing users how to create new sites, libraries, lists, apps, and pages; and how to change site settings and manage site options. A brief user’s guide is also provided to help administrators train site users.
By the end of this course, users should be comfortable with creating new sites in SharePoint, adding and configuring libraries and other site assets; configuring site settings, assigning permissions and access rights; and working with advanced site options. They should also be familiar with basic user tasks, such as accessing the site, using document libraries, and working with files.
About This Course
Course Prerequisites
Course Overview
Course Objectives
How to Use This Book
Lesson 1: Creating a New Site
TOPIC A: Create a Site
What is SharePoint?
Creating Your Site
Customizing the Home Page
Using the Site Settings Menu
Using the Site Settings Page
Activity 1-1: Create a Site
TOPIC B: Customize a Site
Using Next Steps
Customizing Navigation Options in the Quick Launch Pane
Changing Site Information
Deleting a Site
Activity 1-2: Customize a Site
TOPIC C: Design a Site
Accessing Design Options
Changing the Theme
Setting Header Options
Using the Site Settings Page to Change Design Options
Activity 1-3: Design a Site
Summary
Review Questions
Lesson 2: Adding and Configuring Libraries, Apps, Lists, and Pages
TOPIC A: Configure Document Libraries
Document Library Settings
Navigate the Documents – Settings Page
Change Library Name, Description, and Navigation Settings
Change Versioning Settings
Change Advanced Settings
Change Enterprise Metadata and Keyword Settings
Activity 2-1: Configure a Document Library
TOPIC B: Create Additional Libraries
Create a New Document Library
Create a New Custom Library
Use the Asset Library
View Libraries
Customize Libraries
Delete a Library
Activity 2-2: Create Additional Libraries
TOPIC C: Add Apps
Add an App
Use Apps
Customize Apps
Delete Apps
Activity 2-3: Adding Apps
TOPIC D: Add Lists
Add a List
Use Lists
Customize Lists
Delete Lists
Activity 2-4: Adding Lists
TOPIC E: Add Pages
Create a Page
View a Page
Edit a Page
Delete a Page
Activity 2-5: Adding Pages
Summary
Review Questions
Lesson 3: Configuring Site Settings
TOPIC A: Configure Site Search Options
What are Result Sources?
What are Result Pages?
Configure Site Search Settings
What is the SharePoint Search Center?
Activity 3-1: Configuring Site Search Options
TOPIC B: Configure Site Administration Settings
Site Administration Settings Group
Configure Regional Settings
View Site Usage Data
View Site Performance Data
Activity 3-2: Configuring Site Administration Settings
TOPIC C: Configure Site Navigation Settings
Customize Navigation Elements
Configure Quick Launch Options
Add Links to Other SharePoint Sites
Activity 3-3: Configuring Site Navigation Options
TOPIC D: Configure Site Permissions, Part 1
What are SharePoint Permissions?
What are SharePoint Groups?
SharePoint Permission Levels
Viewing Permission Settings
Activity 3-4: Configuring Site Permissions, Part 1
TOPIC E: Configuring Site Permissions, Part 2
What is Permission Inheritance?
What are Securable Objects?
Permissions for Securable Objects
Activity 3-5: Configuring Site Permissions, Part 1
Summary
Review Questions
Lesson 4: User’s Guide
TOPIC A: Getting Started with SharePoint
Navigate to a SharePoint Team Site
Components of a SharePoint Team Site
A Closer Look at Libraries
View a Document Library
Activity 4-1: Getting Started with SharePoint
TOPIC B: Working with Files
Upload Files
View and Edit Files
Create Files
Share Files
Delete Files
Activity 4-2: Working with Files
TOPIC C: Advanced Features
Check In and Check Out Files
View File Version History
Roll Back File Versions
Delete Versions
Activity 4-3: Using Advanced Features
Summary
Review Questions
Lesson Labs
Lesson 1
Lesson Lab 1-1
Lesson 2
Lesson Lab 2-1
Lesson Lab 2-2
Lesson 3
Lesson Lab 3-1
Lesson Lab 3-2
Lesson 4
Lesson Lab 4-1
Course Wrap-Up
Post-Course Assessment
Course Summary
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
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