SharePoint 2013 Site Owner Beginner

Define the role of the SharePoint 2013 site owner and how they create sites, subsites, lists, libraries, and manage permissions to tailor the site.

Explore the four collaboration site templates in SharePoint 2013: team, project, blog, and community sites, each with distinct defaults and social or project features.

Learn how to create a subsite using the team site template within a SharePoint 2013 site collection, including permissions, URL naming, top link bar navigation, and pre-built libraries.

Learn to manage a SharePoint 2013 site by configuring permissions, look and feel, language options, search, and site collection administration via the gear menu.

Customize the look of your SharePoint 2013 site by selecting themes, colors, fonts, and background images, previewing changes with try it out, and choosing Seattle or Oslo layouts.

Learn how to change a SharePoint 2013 site’s title, description, and logo, and safely adjust or troubleshoot the site url while managing alternate text and file size.

Add an app in SharePoint by creating a new list or library, such as a document library, and choose the template from apps screen, with permissions managed from site settings.

Access the library settings from the library tab to view backstage options, including list information, general, permissions, communications, and settings for content types, columns, and views.

Create a picture library to store images with a built-in content type and thumbnail view, instead of a document library, and use the picture library slideshow web part.

Learn how to delete and restore a library in SharePoint 2013, using library settings or site contents, and recover deleted items from the recycle bin within 30 days.

Rename a library in SharePoint 2013; the url remains unchanged, while you add the library to the quick launch and link to specific views.

Configure library versioning in SharePoint 2013 by choosing major or major and minor versions, managing draft visibility, and setting version limits to control who sees edits.

As a site owner, learn how to check in a document for someone, discard a checkout, and recall a previous version if edits are lost.

Learn to manage items with no checked in version in SharePoint 2013 by using library settings to view unchecked files, take ownership, and check in and publish major versions.

Learn how enterprise keywords provide a centralized, searchable keyword column across SharePoint libraries, enabling shared search results and better filtering through managed metadata.

Learn how to enable or disable the new folder command in SharePoint 2013 libraries and lists via advanced settings, and re-enable it as needed.

Learn how to enable or disable the SharePoint 2013 sync library for offline access using library settings, advanced settings, and offline client availability.

Turn on content approval in a library to require approval before items go live, assign approvers, and set draft item security to only approvers so items stay pending until approved.

Automate SharePoint content approval with library alerts to email you when items change, then approve or reject documents in the files tab so they become visible to all.

Create lists in SharePoint by choosing a template—calendar, tasks, contacts, or custom lists—and tailor fields to your purpose; calendars connect to Outlook, while others offer different features.

Review list settings to modify a SharePoint 2013 list, adjust name, versioning, permissions, and RSS, and learn how columns and views define list data.

Learn how to delete a SharePoint list from list settings or site contents, recover from the recycle bin, and restore items to their original location.

Create and configure a calendar list in SharePoint 2013, choosing between a SharePoint calendar or a group calendar to include Outlook events, and learn about naming and placement.

Turn a calendar into a group calendar in SharePoint 2013 by enabling use this calendar to share member schedule, then add people and view their events.

learn how to create a links list and the promoted links list in SharePoint 2013, including naming the list, adding links with descriptions, and defining background images and launch behavior.

Create a SharePoint 2013 contacts list by selecting the contacts list type and naming it, with automatically generated columns. Connect the list to Outlook to view it in Outlook.

Learn to create a survey list in SharePoint, configure options like show user name and survey results. Design questions with text, date, and choice types, and export responses to Excel.

Create an issue tracking list in SharePoint 2013, assign issues to people, and automatically email them using advanced options when ownership is assigned.

Learn to convert an Excel spreadsheet into a SharePoint 2013 list using the import spreadsheet option, including table data and troubleshooting trusted sites.

Create a custom list in SharePoint 2013 when templates don't fit, such as a time off request list. Start from add an app option and customize fields beyond the title.

Automate issue tracking with a three-state workflow in SharePoint 2013, sending emails and assigning tasks as items move from active to resolved to close.

Learn to control who can view or edit individual list items in SharePoint 2013 by enabling item level permissions and setting read and create and edit access for creators.

Enable or disable versioning for a SharePoint 2013 list, track who changed items and when, and review changed columns with configurable version retention.

Enable or disable attachments for a list item via list settings; use attachments for non-primary, non-editable items like receipts, and store files in a library with hyperlinks.

Access the recycle bin from the quicklaunch or site contents, restore deleted items to their lists or libraries, and they reappear with versioning and metadata after restoration.

Learn to create and customize standard and calendar views in SharePoint 2013, including public versus personal views, column selection, sorting, and filters by me or today.

Learn to create a grouped view in SharePoint 2013 by grouping first by region and then by document purpose, using metadata instead of folders.

Create a flat library view in SharePoint 2013 to display documents without folders, while keeping folders for navigation, and customize columns, sorting, and a public standard view.

Discover how SharePoint columns and metadata describe files in libraries and lists. Learn the difference between site columns and list or library columns for reuse and local use.

Create site columns at the top level to propagate to subsites, configure a choice column with dropdown options, assign it to a group, and understand when to require data.

Learn to modify, rename, or delete a site column via site settings, understanding when edits affect multiple lists or libraries and how to safely transfer data before deletion.

Create library or list columns in SharePoint 2013 using the list tab or list settings. Define a required choice column for time off type with a dropdown.

Remove a column from a SharePoint 2013 list or library via list settings, selecting the column, and clicking delete; the local copy is removed, while the site column remains.

Create a choice column in SharePoint 2013 by defining preset options, choosing display as dropdown or radio buttons, and enforcing required or default values for clean data.

Create a currency column in a SharePoint 2013 list, name it price, and configure min/max, decimals, description, and currency (USD or euros) to display the correct symbol.

Use the column ordering tool in list settings to rearrange how fields appear on the new item form in SharePoint 2013; content types may dictate the final order.

Explore how SharePoint content types define column order, templates, and form fields across lists and libraries, and how to create, modify, hide, or attach custom templates.

Learn how to create a custom content type in SharePoint 2013, choosing the correct parent for lists or libraries, and add metadata columns and workflows.

Enable content type management in the library, add the custom expense report from existing site content types, and set it as the default for the new item menu.

Change the default content type in SharePoint 2013 by using Change new button order and default Content-Type, placing the desired type at position one.

Hide a content type from the new button in library settings, or delete it from the list, noting the site content type remains intact.

Create and manage document sets in SharePoint 2013 to replace folders, enabling multi column metadata, automatic file creation, shared metadata, and streamlined permissions and versioning.

Learn how to modify SharePoint 2013 content types locally and globally, including removing or adding columns, and pushing changes site-wide via site content types, while preserving local edits.

As a SharePoint 2013 site owner, manage access by using groups and permission levels, starting with a closed site and avoiding item-level permissions; assign read, contribute, edit, or full control.

Learn to edit and create permission levels in SharePoint 2013 by copying existing levels to build limited contribute with add edits but not deletes, and apply best practices with descriptions.

Discover how sharepoint 2013 automatically creates three default permission groups: visitors, members, and owners, and how read, contribute, and full control permissions shape access to sites, lists, and libraries.

Discover how to inspect who has access on a SharePoint site by using site permissions, locating groups, viewing group permissions, and checking library and list permissions.

Learn how to change group permission levels in SharePoint 2013 by adjusting site permissions or document library permissions, using the gear, site settings, and edit permissions.

Learn to manage SharePoint 2013 group membership by adding users via the share button or site permissions, and removing users with the remove from group option.

Create and manage SharePoint groups to control permissions across sites, set group owners, manage membership visibility, and assign access levels for libraries and lists.

Change a SharePoint group's name and owner through site settings. Edit the group in group settings, update to team site members, and use the delete option if needed.

Add an existing SharePoint group to a site or subsite via site permissions, choose a permission level, and refresh to apply.

Grant individual permissions on a SharePoint 2013 site by using site permissions to assign a specific permission level and invite the user, while noting the complexity compared to group-based access.

Learn how to check an individual's site permissions in SharePoint by using the check permissions tool under site settings, revealing the groups and access levels assigned to that person.

As a site owner, use the share button to add Ellen to an existing group, type her name, optionally include a personal message, and send an access email.

Learn how to create unique permissions for a subsite by stopping inheritance, customizing visitors, members, and owners groups, and populating or removing users to establish distinct access.

Break permissions for a list or library by stopping inheritance and editing group access. Remove users and hide links so outsiders see an access denied message.

Break permissions on a document or folder in a SharePoint 2013 library. Stop inheritance, use the shared with button and the advanced button to adjust access.

Learn how to remove unique permissions from documents or folders in SharePoint 2013 by using the shared with and advanced options, then deleting unique permissions on the backstage permissions page.

Learn to enhance SharePoint pages by using web parts and app parts to display lists, libraries, and media, customize layouts with views, and edit or delete parts on a page.

Learn to create pages in SharePoint 2013, using wiki pages in the site pages library or web part pages, via gear settings or site contents.

Add the Excel Web Access web part to a SharePoint page and configure it to display a live Excel spreadsheet from a library, using a named range and Chrome type.

Learn to add and configure the relevant documents web part in SharePoint 2013 to display documents checked out or recently edited for each user and encourage timely check-ins.

Change regional settings at the SharePoint site to display dates and times correctly by selecting time zone, language, calendar, and work week, and manage inheritance for subsites.

Inherit the top link bar, the global navigation across a site collection, by enabling 'use links from parent' in a subsite's settings; edit only at the top level.

Add and organize links in the top link bar of a SharePoint 2013 site, using edit links, drag-and-drop reordering, and site settings to reach pages, libraries, or external web pages.

Learn to reorder the top links bar in SharePoint 2013 by clicking edit links, dragging items to position, and managing three levels of hyperlinks in dropdowns.

Learn to add and manage quick launch links in SharePoint 2013, using edit links on the page or site settings, with headings and indented navigation.

Delete a link from the quicklaunch area by editing links and saving. If deleting a quicklaunch heading, all its child links disappear; move a child link out of navigation first.

Turn on treeview to show all lists, libraries, and subsites for quick navigation in SharePoint 2013 team sites, while quicklaunch can be kept or hidden.