Course Outline: SharePoint End User Training

Jump to End User Fundamentals | Power User

1 Introduction

Covers what is to be expected in the course and the skillset the trainee should expect to leave the training with.

2 Understanding Your Roles

Gives an overview of the different roles that a SharePoint user can have mainly SharePoint Administrators, Site Owners, and End Users

3 Why SharePoint

Describes important key benefits of using SharePoint around Collaboration, Document Management, Alerts, Self-service, Forms and Workflows

4 Understanding Key Concepts

Introduces important concepts to understand prior to using SharePoint. Those concepts include Sites, Lists, Permissions, Navigation, Webparts, Views and Metadata.

5 Document Library Gotchas

Warns the users about limitations and best practices to follow when using document libraries as opposed to shared drives.

6 Document Library Basics

Demos how to navigate to document libraries and how to open documents and upload documents.

7 Creating Documents in SharePoint

Demos how to create documents directly in SharePoint.

8 Saving Documents Directly to SharePoint

Demos how to save Office documents directly to SharePoint libraries without opening a browser.

9 Adding Shortcuts to SharePoint Libraries in Office

Demos how to save shortcuts to more relevant document libraries and folders in Office. A trick that would save valuable time frustration to the end user.

10 Understanding Concurrent Editing

Describes the new working habits that a user must get used to in SharePoint and demos how multiple users can work on documents at the same time.

11 Moving SharePoint Documents Around

Demos how to copy and move documents from one location to another, different sites, lists, or portals.

12 Understanding Check-in and Check-out

Demos and walks through the check-in and check-out process, explaining benefits and best practices.

13 Working with Versions

Demos and explains how versions work, what gets versioned, and how to restore versions, pointing to best practices and important details in the process.

14 Working with Metadata

Defines metadata and explains the benefits of metadata with documents. Also shows how to work with metadata and how to update them.

15 Editing Metadata in Datasheet

Shows a trick when working metadata that could save valuable time. The Datasheet allows the users to edit metadata quickly without going through many clicks and screens.

16 Sorting & Filtering Documents

Demos how to work with a collection of documents by sorting and filtered through lists.

17 Understanding Views

Explains views and their benefits and how to modify views.

18 Collaborating with Documents and Emailing Links

Shows how to work documents in SharePoint and how to share them with others. A critical concept to understand and grasp within yours of your orgnization.

19 Understanding Alerts

Describes that benefits of Alerts and demos how to setup alerts on either documents or document libraries.

20 Working Offline

Desribes how to work in a disconnected fashion with SharePoint and how to re-sync once the user is connected.

21 Understanding the Recycle Bin

Explains how the recycle bin works and demos how to retrieve documents from it