Introduction to SharePoint 2016 for Collaboration and Document Management

About this course

This one day class is designed for SharePoint team members and end users who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2016. This class features live inline interactive labs where the student interacts with both SharePoint and other students.

Course Outline

Module 1: SharePoint Overview

This module provides an overview of SharePoint and Office 365. It explores the use of SharePoint for team collaboration and document management.

  • SharePoint
  • Team Collaboration
  • Document Management
  • SharePoint Web Sites
  • SharePoint Security

Module 2: Accessing SharePoint

This module explains how connect to SharePoint, find your way around sites and libraries, follow sites and use the App Launcher.

  • Accessing SharePoint
  • Following Sites
  • SharePoint Navigation
  • Quick Launch and Other Links
  • List and Library Navigation
  • The Ribbon
  • Regional Settings
  • Working with the App Launcher and Following Sites.
  • Navigating Libraries.
  • Changing your Time Zone settings.

Module 3: SharePoint Libraries

This module explains how work with SharePoint libraries, from uploading files to working with versioning and check out/in. You will learn how to create and edit documents in SharePoint using Office Online and how to use the co-authoring features.

  • Libraries
  • Document Libraries
  • Document Library Pages and Web Parts
  • Document Library Ribbons and Menus
  • Opening and Downloading Documents
  • Following Documents
  • Working with Office Online server and Co-authoring
  • Exploring Libraries and Office Online.
  • Working with the Co-authoring features of Excel.
  • Working with Checked Out Files.
  • Creating and Managing Alerts.
  • Uploading Files.
  • Creating a New Document with Office Online and Working with Content Approval.
  • Working with Versioning.

Module 4: SharePoint Lists

This module explains how to work with both the out of the box sample lists and custom lists. Here we will add, edit and delete list items, work with list views and synchronize Task and Calendar lists to Outlook.

  • SharePoint Lists
  • Working with a Custom SharePoint List
  • Working with SharePoint Task Lists
  • Adding and Updating Tasks
  • Using Task Views
  • Synchronizing Task Lists with Outlook
  • Working with SharePoint Calendars
  • Calendar Navigation and Views
  • Add Calendar Events
  • Synchronizing SharePoint Calendars with Outlook
  • Adding items to a custom list.
  • Working with the Quick Edit view.
  • Creating and Updating Tasks.
  • Working with List Views.
  • Working with Calendar Events.

Module 5: SharePoint Search

This module explains how to use SharePoint Search to find sites, documents and list items.

  • SharePoint Search
  • What is Searchable
  • Search Tips and Tricks
  • Searching by keywords
  • Searching by property
  • Searching for people

Module 6: SharePoint Social Features

This module introduces the SharePoint 2016 social features.

  • SharePoint Social Features
  • Interacting with People
  • About Me

Module 7: Newsfeed

This module explorers the SharePoint Newsfeed page, explorers the Follow features for sites, documents, users and tags, and introduces SharePoint Micro-blogging.

  • Your Newsfeed
  • Micro-blogging

Module 8: One Drive for Business

This module explains how to use OneDrive for Business to store and share files.

  • OneDrive
  • OneDrive in SharePoint 2016 vs. OneDrive in Office 365
  • Sharing Files
  • Sync’ing Files to Your Device