SharePoint 2013: Site Manager

Define what content is in SharePoint and explain SharePoint's role in creating and storing content. Explore how to manage content, address common challenges, and use SharePoint's content management tools.

Explore how SharePoint 2013 defines content across lists, libraries, and pages, including web parts and app parts, and how external data and metadata support content management.

Learn to manage content in SharePoint 2013 by applying version control, metadata, content types, workflows, and security settings to create accurate views and efficient searches.

Create standard and custom lists and libraries in SharePoint 2013 sites to manage content. Configure settings, columns, and views, build custom views, use web parts, and create list templates.

Create and structure a SharePoint list by defining columns and rows, and plan a site blueprint to store content like training support contacts for focused audiences.

Create new lists and apps in sharepoint 2013, then add items using the new item form, explore default views and metadata, and adjust advanced options.

View and edit list item details via the active link or ellipsis menu, then save changes. Manage calendars and lists, including export to Outlook, workflows, and quick navigation.

Explore how to define and create libraries in SharePoint, store files like course handouts, and use metadata to enable powerful views, searches, and collaboration.

Create a SharePoint 2013 custom list by starting with a title field and adding metadata columns. Capture courseware orders and plan future lessons on columns, views, and list settings.

Learn how to access list and library settings in SharePoint 2013, review versioning, content approval, check in/out, and metadata options across lists and libraries.

Learn to create and manage columns in SharePoint 2013 lists and libraries to collect metadata. Build effective views that leverage this metadata for precise searching and consistent data entry.

Learn to create and configure columns in a SharePoint 2013 custom list, including date fields, quantity, currency, calculated totals, and a course lookup to the training schedule.

Learn to create and edit list items and calendar events in SharePoint, configure a choice column with dropdowns, radio buttons, or checkboxes, and ensure consistent data entry.

Create a library metadata column named application as a required choice with Excel, Outlook, and SharePoint, using radio buttons and quick edit for existing items.

Learn to create and modify views in SharePoint lists and libraries, apply sorting and filtering, and build specialized views like Excel handouts and the upcoming courses calendar.

Design SharePoint pages with web parts and app parts to display lists and libraries, using edit mode, custom views, and the office training courses calendar and course handouts library.

Learn to save a configured list or library as a template, enabling others to create new lists with identical structure and views from the template gallery.

Explore content approval, versioning with check in/out, and edited versus checked out files in libraries; learn to transfer content between libraries and configure expiration policies.

Learn how content approval in SharePoint 2013 lists and libraries controls what goes live, with owners or approvers approving, rejecting, or leaving items pending under versioning.

Enable version control on lists and libraries to create, view, and restore multiple versions, manage drafts with content approval, and understand major and minor library versions.

Explore version control in SharePoint 2013 libraries, enabling major and minor versions and drafts, and learn how content approval affects visibility and the publishing flow from draft to major version.

Explore how checking out grants exclusive editing rights in SharePoint 2013 libraries, how changes publish only after check-in, and how coauthoring works in web apps versus full Office.

Demonstrates copying files between libraries in SharePoint 2013 with the SINTA command and customizing the destination to libraries like shared documents or course guides.

Set expiration policies for library or list items using retention policies via information management policy settings, triggered by created or modified, with options to move to recycle bin or delete.

Explore how to utilize the built-in workflows in SharePoint 2013 by defining what a workflow is and using these workflows.

Define workflows in SharePoint as automated processes using triggers, actions, and workflow history, with default templates and options to extend via SharePoint designer or Visual Studio.

Learn to set up a serial expense report approval workflow in SharePoint 2013 with content approval, approvers, task and history lists, and auto start on new or changed items.

Learn to build a three-state workflow for a SharePoint 2013 help desk tickets list, with automated tasks and email notices as tickets move from active to resolved to closed.

Demonstrates automating expense report approvals in SharePoint 2013 with workflows, task lists, and email alerts, plus a retention workflow tied to information management policy.

Learn to add and configure web pages in SharePoint 2013, creating pages, formatting text and graphics, inserting hyperlinks for navigation, and displaying content with web parts and app parts.

Create a SharePoint portal page that consolidates content from multiple lists and libraries using web parts and app parts to display help desk tickets.

Demonstrate displaying Excel data in SharePoint with the Excel Web Access Web Part, naming ranges, uploading the workbook, and linking via wiki hyperlinks for navigation.

Demonstrate web part connections in SharePoint 2013 by using a current user filter to pass the user name and show only tickets assigned to you.

Explore how SharePoint security governs site and content access, with inheritance to lists and libraries, security trimming, and adding users to groups with custom permission levels.

Learn to manage SharePoint site security by using default groups—members, owners, and visitors—and assign permission levels, add users to groups, and review the sum of permissions.

Create a new designers group in SharePoint 2013 and assign it the designers permission level to grant targeted access beyond default members, owners, and visitors.

Create permission levels at the topmost site in the site collection, as they inherit downward; then assign to groups or copy existing levels to tailor new ones.

Explore how to break permissions inheritance for sites, lists, libraries, or items, assign or remove groups like the Help Desk, and rejoin the parent via delete unique permissions.

Create standard and sub sites with templates, customize look and content areas, save as a template for reuse, and manage per-site permissions and ownership.

Customize your site by removing the get started tiles and adding them back with a web part. Explore changing the look with themes, colors, fonts, and layout, preview before applying.

Save a site as a template to reuse its structure across the site collection, naming the template, deciding on content inclusion, and enabling others to build new sites from it.

Understand and customize site navigation, including the quick launch bar and top links bar, and review creating custom navigation with web pages as described in module eight.

Master intuitive SharePoint navigation by configuring the top links bar, quick launch, and tree view, and using the site content and structure page to move content across sites.

Customize the quick launch bar by adding or removing lists and libraries, then drag, drop, or use the add link dialog to organize navigation and reorder or edit links.

Customize the top links bar by editing, dragging links to reorder, adding with text to display and a URL, and saving changes, including sub site settings.

Explore creating and managing content types for SharePoint sites within a site collection, including understanding content types, using site columns, and creating site content types.

SharePoint uses metadata and reusable content—site columns and site content types—to tailor lists and libraries, with forms and documents defining available content types.

Create and manage site columns from the top-level site in the site collection, including creating new site columns in the custom columns group, and propagating changes to lists.

Activate content type management in the list or library settings, then create a desktop instructor content type from the parent contact type and refine its columns.

Learn to create and configure content types in SharePoint 2013 by adding site columns and assigning desktop instructor and pro dev instructor types to a list.

Learn to build and attach a custom content type to a document library, set a default template for expense reports, and add site columns for related metadata.