Microsoft 365 SharePoint Site User

Discover SharePoint, a cloud-based platform for website design and content storage, integrated with Teams and OneDrive, organized by site collections, libraries, and lists.

Understand the modern view as the main SharePoint experience and why classic view still exists. Learn how to return to modern, when site settings stay classic, and the navigation differences.

Navigate the SharePoint interface with a standard layout, top bar, app launcher, and context-aware search. Explore Site Contents, libraries, lists, and the site pages library.

Explore how vertical and horizontal ellipses reveal item options and how the details pane shows properties, activity, and a copyable link to the file path for sharing.

Explore how permissions govern access in SharePoint, including inheritance, permission levels (read, contribute, edit, owner), site collection administrators, and group-based management for site users.

Discover how SharePoint searches metadata and content inside office files across sites, lists, and libraries, with site, list, or library scope and filters such as type and last modified.

Learn how SharePoint libraries store files, use zip workarounds for restricted types, and organize with folders to store up to 30 million files per library based on tenant capacity.

Learn to create new files in a SharePoint document library, save or upload existing files, and use drag-and-drop or upload to keep your library organized.

Create folders in a SharePoint library to organize items, manage per-folder permissions, and extend library capacity beyond 5000 items, while maintaining short folder names to minimize URL length.

Rename files or folders in your SharePoint library by right-clicking or editing in the browser or desktop app. Same-name uploads overwrite after a prompt.

Delete files or folders directly in SharePoint from your library, using the delete button or batch delete for multiple items, with recovery from the recycle bin within 90 days.

Check out a file to lock edits, then check in to publish and resume coauthoring; utilize major/minor versions and version comments, or discard checkout to revert.

Explore SharePoint versioning to view, restore, and compare file versions and metadata in document views, using check-out and check-in and in-app version histories for precise recovery.

Set up alerts and rules in your SharePoint library to receive email notifications for new items or changes, choose immediate or digest delivery, and manage or disable them as needed.

Learn how to share durable links in SharePoint, set access levels, expiration dates, and manage access to files or libraries with copy link or share options.

Learn how SharePoint lists store rows of data with customizable columns, edit in the browser, export to Excel, and connect to Power Apps and Power BI, including classic calendar lists.

Learn how to add items to a SharePoint list using the default form, including field types and attachments, and distinguish list items from libraries.

Edit or delete list items by selecting them and using the details pane, grid view, or pop-out editor, with batch edits and deletions.

Edit a single calendar item or the entire recurring series in the legacy SharePoint calendar, and delete a single occurrence or the full series, using calendar and all events views.

Learn how editing in grid view turns a SharePoint list into an Excel-like editor, enabling paste from Excel, autofill, and adding new items, with Power Automate for bulk imports.

Sort by release date or product type and filter to a subset in a SharePoint modern list, then group by columns and view totals for MSRP.

Explore how SharePoint integrates with the Power Platform and use Power BI to automatically visualize list data, create a report and semantic model, and publish insights.

Export SharePoint list data to Excel or CSV, preserving the current view with visible columns and filters. Refresh the Excel table to see live updates from SharePoint and enable pivot tables.

Create a calendar view in a modern SharePoint list or library, set start and end dates, and choose default layouts like month, week, or day.

Create a gallery (card) view using the plus button, adjust fields and their order, and apply filters or sorts; use gallery for both lists and libraries.

Create board view in a list using a Kanban board, not library view, organized by a choice column like product type, with an unassigned section for items lacking a value.

Modify and delete views in lists and libraries via the view drop down; default views can't be deleted and at least one view must remain.

Format SharePoint list and library views and columns with alternating row styles and conditional formatting. Use data bars and rules, with JSON in advanced mode, and refresh to see changes.

Create dynamic views in SharePoint by using filters that reference the current user and date, such as me and today, through edit current view and refresh as needed.

Learn how to save a new Excel file directly to a SharePoint site, choosing a library and folder, and handling the required document metadata with Office app integration.

Explore how Microsoft Teams automatically creates and links SharePoint sites for teams, private channels, and the documents library, and how files, lists, and OneNote integrate across Teams and SharePoint.

Explore coauthoring in SharePoint, where multiple users edit the same file in near real time, see who's editing, and manage sync and save-as conflicts.

Follow sites in SharePoint to quickly access content you use most. Save links with the follow star and let followed items appear first when you open SharePoint content.

Navigate your SharePoint site, create and edit content, use views and office integration, and embrace metadata and custom lists to replace spreadsheets.