Microsoft 365 SharePoint Site Owner

As a site owner, create and configure the site and subsites, manage content, workflows, metadata, and permissions, and enhance navigation and pages for a coherent, accessible SharePoint site.

Learn why folders in SharePoint libraries can hamper search and automation, and how metadata enables better filtering, grouping, sorting, and workflow triggers.

Learn to create a SharePoint site by choosing a team or communication site, selecting a template, setting privacy, and inviting owners and members.

Create a communication site by selecting a template, naming the site, and applying the organization home site template to launch a ready-to-go SharePoint site.

Learn how to create a team site by adding Microsoft Teams to a SharePoint site, pin tabs, and link the backend SharePoint site later.

Create a subsite under a larger site to segment content and control permissions for a subset. Choose between inherited navigation and permissions or use unique permissions for dedicated access.

Explore how to access and navigate SharePoint site settings, view all site settings, and manage look and feel, permissions, alerts, and site collection features across top-level and sub sites.

Apply or reapply a site template to customize the look, preview changes, then adjust theme, header, background, logos, and navigation.

Learn to create a SharePoint document library from home or site contents, choose blank or from existing, and use templates to set up columns and views with a simple url.

Delete a document library from site contents or library settings, then recover it from the recycle bin within a retention window, restoring all content and settings.

Learn to rename a SharePoint library and update its description through library settings or site contents, using the gear menu, with the URL remaining unchanged.

Explore how to customize SharePoint library versioning with major or major and minor versions, control draft visibility, and rely on version history for co-authoring.

As a site owner, learn to discard another user's checkout, check in files, and manage files with no checked in version, including taking ownership of files never checked in.

Explore advanced library settings for SharePoint to control how files open in the browser or desktop app, manage folders and metadata, and adjust search and re-indexing.

Enable content approval in a library to ensure the enterprise reads the approved version. Learn how versioning, drafts, and minor versions enable submit for approval and approve or reject workflows.

Learn to use and edit templates in SharePoint libraries by adding templates to the new menu, managing permissions, and streamlining document creation for site owners.

Create lists on your SharePoint site with the new button or site contents, choosing blank, from an existing list, or from Excel/CSV, noting Excel imports can misconfigure columns.

Delete a list from site contents or list settings, which moves it to the recycle bin where you can restore the list and all its items.

Create a classic calendar list in SharePoint from site contents, name it Cal, and enable recurring and all day events, while understanding the limits of classic versus modern views.

Learn to rename and describe lists, apply color-coding and icons, delete lists, and adjust list settings in modern and classic SharePoint views for clear navigation.

Enable versioning for lists in SharePoint to record every edit to items, choose how many versions to keep, and leverage version history for workflows and approvals.

Modify advanced list settings in SharePoint, including content types and item-level read and edit permissions. Manage attachments, comments, folders, search appearance, offline availability, and the modern list experience.

Discover how forms integrated into SharePoint lists merge form capabilities with list data to create multiple tailored forms, collect responses, and share or embed links across your organization.

Learn to modify a SharePoint list form using PowerApps, customize forms, and publish a powered form with Power Fx formulas like today for default dates, while understanding licensing implications.

Enable approvals in a SharePoint list and automate notifications to Teams, submit items for approval, and track status with an approval column using Power Automate.

Learn to create and manage public views for SharePoint lists and libraries, including two-level sorts, column ordering, grouping, filtering, and saving views for all users.

Create calendar and gallery views in lists and libraries, and board views in lists only, using the plus button to name the view and set the layout and date columns.

Set a list or library default view by selecting the current view as default or via edit mode, then refresh to apply.

Explore how to format views and columns in SharePoint lists and libraries using format current view, including alternating row styles, conditional formatting, data bars, and json customization.

Create a flat library view in SharePoint to show all items without folders, enabling metadata-driven filtering and sorting while folders remain.

Master SharePoint columns for lists and libraries, including site and list columns, to manage metadata. Explore data types like text, date and time, person, lookup, and calculated columns.

Create a site column in SharePoint by selecting the choice type, naming it uniquely, and using an underscore for quick alphabetized access, then manage propagation across lists and libraries.

Add an existing site column to a SharePoint list or library from list settings, then apply grouped columns like department and employee name.

Create and configure columns in a SharePoint list or library using the modern add column workflow. Choose types such as date and time, text, or person, set defaults, and save.

modify and rename SharePoint list columns via the edit option, but delete with caution—deletion is permanent; consider duplicating the column and copying data, as the title column can't be edited.

Create a lookup column in SharePoint to connect corporate sales with the products list, select product name, and bring related data, while acknowledging Power Apps limits.

Shows how to create SharePoint calculated columns that use Excel formulas to compute profit, extract year, or combine names, with updates on edits but not live data.

Create a location column in the modern view that shows address, postal code, and state, and edit it only from the list's modern interface.

Manage site permissions by assigning permission levels to sites, lists, and libraries, leveraging inheritance or unique permissions, and organize groups and deputy owners for resilient access control.

explore how to view and grant site permissions in SharePoint, manage the three groups (owners, members, visitors), and use advanced permissions for fine-grained access control.

Add and remove users in SharePoint via advanced permissions, granting permissions, and placing people into groups. Understand permission levels, Active Directory groups, everyone access, and how removals impact site access.

Create a new group at the top level site, assign a permissions level such as contribute, and ensure membership is managed by the owner's group to prevent access issues.

Change a group name and owner in a Microsoft 365 SharePoint site by navigating to site permissions, editing group settings, adjusting view and membership permissions, and deleting groups as needed.

Use the check permissions tool in site permissions to see who has what access, including read, edit, or full control across visitors and members groups.

Learn how to break permission inheritance for a sub site, manage visitors, members, and owners with existing or new groups, and restore inheritance with delete unique permissions.

Learn to manage unique permissions for SharePoint libraries and lists by breaking inheritance, configuring groups and access levels, and granting or removing user permissions at the top level site.

Master how to create and remove unique permissions for folders and files within a library, stop inheriting permissions, and manage access using links and advanced settings.

Edit modern SharePoint site pages by creating sections and columns, adding web parts, customizing headers, with a right-side panel, collapsible sections, and republishing changes.

Edit the page and insert a text web part to format text with fonts, sizes, colors, lists, tables, and hyperlinks. Markdown offers an alternative for images and embeds.

Learn to insert and configure SharePoint web parts, explore quick links and document libraries, and apply dynamic filtering to build engaging, organized pages.

Learn to create and organize site pages in SharePoint, choose templates, edit web parts, adjust the title and thumbnail, and track version history before publishing or saving.

Configure a SharePoint site's regional settings by adjusting the time zone, locale, and workweek to align with international locations, ensuring correct dates, times, and currency formats.

Understand why top links navigation is deprecated, including how you access it via classic view, and how hub sites provide built-in navigation that should replace top links.

Edit the quick launch in SharePoint by adding links with labels, arranging order, and creating dropdown levels up to three, then save to apply changes across pages and lists.