SharePoint 2016 Site Owner

Take ownership of a SharePoint site by managing the site collection, creating subsites, configuring lists and libraries, and governing access permissions and managing top links and web pages.

Explore why folders in SharePoint cause URL length issues and poor searchability, and how metadata and a document set offer better, viewable organization and workflow compatibility.

Explore collaboration site templates in SharePoint 2016, including team, project, blog, and community templates. Enable or disable features to tailor sites, noting project site task lists and blog template's focus.

Create a SharePoint 2016 subsite using the Team Site template by providing a unique short URL, choosing permissions, and configuring top links for consistent navigation.

Create a subsite with the project site template from site contents, set a short url and title, configure permissions and navigation, noting calendar and tasks are built-in.

Create a subsite with the blog template, set a short web address, and inherit permissions, then explore the ready-to-use blog with posts, comments, and categories.

Learn to create a subsite using the community site template in SharePoint, configure homepage interactions, manage permissions, and enable or disable community features from site settings.

Understand how to manage access, branding, and features across top-level and sub-sites using SharePoint 2016 site settings. Explore site collection administration and essential controls like templates, alerts, and regional settings.

Customize the SharePoint site look by changing colors, fonts, and background images without coding, then choose Seattle or Oslo layouts and preview changes before applying.

Change the site title, description, logo, and url from site settings under look and feel; upload logos to site assets, keep the url stable after creation.

Add apps to your SharePoint site to create lists, libraries, or third-party apps. Use the add an app option or site contents to choose document library or custom list.

Create a document library on your SharePoint site to store any file type, aiming for a short name to keep the url under 260 characters.

Access library settings via the library tab, gear in the new view, or site contents, then adjust general settings, permissions, columns, and views.

Learn how to switch between the new and classic SharePoint 2016 views, set per-library defaults in advanced settings, and recognize which lists—such as calendars and tasks—may remain in the old experience.

Create a picture library in SharePoint to get thumbnails and enable a slideshow webpart, by adding the app from site contents and uploading pictures.

Delete a library via library settings or site contents, then restore it from the recycle bin if needed; both actions preserve the library and its contents in SharePoint 2016.

Change the name of a library or list in SharePoint 2016 via library settings, save; the URL stays short while the display name updates and it appears in quick launch.

Set and manage library versioning by adjusting versioning settings in library settings, enabling major versions or major and minor versions, and configuring retention and who can view drafts.

Restore a previous version in SharePoint 2016 by opening the version history in the library, selecting a version, and restoring it as the current version while preserving the version history.

As a SharePoint 2016 site owner, you monitor check-ins and may discard a check out when needed. This last resort can recover files but may lose unsaved work.

Save a library as a template to reuse its columns, views, and versioning settings across sites, with optional included content and a central template location.

Enable the enterprise keywords column and synchronize keywords across libraries to enhance searchability, using enterprise metadata and keyword settings in library settings.

As a SharePoint 2016 site owner, disable or enable the make new folder command in library or list advanced settings to control folder creation, while existing folders remain intact.

Enable or disable offline access for a SharePoint library by adjusting advanced settings—offline client availability—and use the sync feature for offline access on Windows 7, 8, and 10.

Enable content approval in a library to require approval for uploaded or edited items. Turn it on via library settings and versioning settings, and use approval status for site owners.

Learn to use content approval with alerts to create automatic notifications for libraries and lists, covering new items, existing items, or all changes, including approving and rejecting items.

Explore the difference between libraries and lists in SharePoint 2016, and learn about common list templates, their features, and how to create lists via apps or Excel import.

Access list settings from site contents or the gear menu, then tailor the list’s configuration. Adjust general settings, columns, InfoPath form usage, permissions, and views to manage SharePoint 2016 list.

Delete a list from the SharePoint 2016 site using list settings or the site contents option, and restore deleted lists from the recycle bin with a restore command.

Create a calendar list in SharePoint 2016 by using the calendar template, add an app, connect to Outlook, overlay calendars, and adjust calendar views.

Enable the group calendar option to share team member schedules in SharePoint, connect to active directory, and view collaborators' free and busy times.

Create a task list in SharePoint 2016 by adding an app from site contents, then customize fields like percent complete, predecessors, priority, and status, and connect to Outlook.

Create announcements list in SharePoint 2016 by adding an app and configuring title, body, and expires fields, with expired items filtered and title shown on pages via a web part.

Create and configure a links list and a promoted links list in SharePoint by adding an app, naming it, setting URL and description, and using a square background image.

Create a contact list in SharePoint 2016 by adding the contacts template, then customize with a choice column and extra fields, and connect to Outlook.

Create a survey in SharePoint 2016 by adding an app, naming it, and configuring questions with branching logic; export to a spreadsheet, set alerts, and view graphical summaries.

Create an issue tracking list in SharePoint 2016 using the built-in template or a custom list, and enable email alerts when ownership is assigned.

Learn how to create a SharePoint 2016 list from an Excel worksheet using the import spreadsheet method, including handling table ranges and common column type challenges.

Create a custom list in SharePoint 2016, a template for when no other list fits, using the add an app option or the site contents new button, then add columns.

Open the list settings to rename a SharePoint list, add a description, and decide whether to display it on the Quick Launch, with the URL remaining unchanged.

Turn on list versioning in list settings to create versions and specify how many to keep, enabling quick viewing of changes and who made them in version history.

Manage attachments in a SharePoint 2016 list by turning the attachment feature on or off in list settings—via advanced settings—with a warning that disabling may delete existing attachments.

Learn to use and manage the quick edit feature in SharePoint 2016 to edit multiple items quickly in a library or list, and know how to disable it if needed.

Change and customize list or library views by showing or hiding columns, editing the current view, and saving to set a new default view.

Create and configure public views in SharePoint 2016 for libraries and lists, using standard view, and set naming, default status, sorting, filtering, grouping, totals, and mobile options.

Learn to create a grouped library or list view by metadata, grouping by document purpose and region, save as a public view, and understand two-level grouping limitations.

Create a flat library view in SharePoint 2016 to show all items without folders, using metadata-driven filtering, sorting, and grouping for flexible views.

Understand how SharePoint columns, or metadata, store region, purpose, and department as front-of-file properties to enable sorting, filtering, and searching; distinguish site columns from list or library columns across libraries.

Create top level site columns so they propagate to subsites in the site collection, name them to avoid reserved names, and place in a _Arrowmar group as a choice column.

Modify, rename, or delete a site column in site settings, noting that deletion removes it from all libraries and lists.

Learn to add and manage columns in SharePoint 2016 libraries and lists, using the plus button to create various column types and capture metadata.

Learn how to modify or rename a column in SharePoint by using on-screen edits or the list/library settings, including changing column types, options, defaults, and visibility.

delete a column from a SharePoint 2016 list or library via list settings, noting that hiding it from a view only removes it from display, and deletion is permanent.

Create text columns in a SharePoint 2016 list or library, including single line and multiple lines with formatting, and configure requirements, defaults, max characters, and descriptions.

Create a SharePoint 2016 choice column to standardize inputs by offering a fixed set of options as radio buttons or drop-downs, improving views and workflows.

Create a true number column by using the SharePoint number type for numerical values, not zip or phone data, and configure description, required, unique values, min/max, decimals, and default settings.

Create and configure a currency column in SharePoint lists or libraries using the plus menu and more, set min/max, decimals, description, and currency format; values auto-display with the symbol.

Create an end date column as a date and time field in the SharePoint 2016 time off list, configure the display format, and use the date picker to enter values.

Explore how to create and use lookup columns in SharePoint 2016 to link lists or libraries, generate dropdowns from a source list, and bring in fields like address and city.

Create calculated columns in SharePoint to automatically compute values from quantity and price, or end date minus start date plus one, using Excel-like formulas.

Create a top-level content type in site settings, select a parent (list or document) to control inherited columns, and add or upload columns and a document template with optional workflows.

Learn how to enable content type management in a SharePoint 2016 library, add an existing content type like New Expense Report, and set it as the default for new items.

Enable content types, then remove a content type by hiding it in the new button settings, or delete it only if no documents use that content type.

Create a document set content type to replace folders, enabling shared metadata across all files, and configure document set settings, default content, and permissions in the library.

Learn how to modify content types in SharePoint 2016, choosing edits at the library or list level or globally at site settings, including changing name, description, group, and document template.

Assign and manage site-level permissions in SharePoint to control access for groups to libraries and lists, with standard levels like read, view only, contribute, edit, and full control.

Explore how to view, copy, and customize SharePoint permission levels from site settings, creating a limited contribute level while preserving pre-built permissions and managing item and version permissions.

Discover SharePoint 2016 default permission groups (owners, members, and visitors) and their access levels. Understand how read, download, and contribute or edit permissions shape site usage and security.

Learn how to view, edit, and delete site groups in SharePoint 2016, and manage group permissions and access across your site using site settings, people and groups, and SharePoint Designer.

Adjust a group's permission level to apply to all members by navigating to site permissions, selecting the Members group, and turning off Edit while preserving Contribute.

Go to site permissions to view group members and add or remove users to control access, using the add users dialog or remove users from group.

Learn how to create new sharepoint groups from the site permissions, assign a group owner, and set who can view or edit membership while planning permission-breaking strategies.

Change a SharePoint 2016 group's name or owner by navigating to site settings, accessing site permissions or people and groups, then updating the group's settings, or deleting the group.

Grant or remove permissions in site permissions, add a group with a permission level such as limited contribute, and know you cannot nest SharePoint groups.

Learn how to grant, edit, and remove individual permissions in SharePoint 2016 by assigning a single user a design or edit level outside of group-based site permissions.

Learn how to check a user's permissions on a SharePoint 2016 site, view their group memberships, and determine access levels from full control to read access.

Use the share button on any page to grant access by selecting a user, choosing a permission group, and optionally sending an email invitation; removal or edits require site settings.

Change the default share group for your SharePoint 2016 site by selecting the Members group in site permissions and choosing Make Default Group.

Break subsite permissions by stopping inheritance, assign or create visitors, members, and owners groups, and selectively remove access to establish unique permissions; reinherit with delete unique permissions.

Break inheritance on a library or list to create unique permissions and adjust groups such as readers. Reinstate permissions by deleting unique permissions and avoid touching the owners group.

Avoid breaking unique permissions at the item level; use separate libraries when possible, and when necessary, use advanced sharing or get a link to grant access.

Create and edit SharePoint web pages without HTML using uniform templates and web parts, and manage them in the site pages library with zones and clear navigation.

Edit SharePoint pages by adding text in sections while in edit mode. Configure text layout and apply styles from the built-in format text tools to ensure a consistent, brand-aligned look.

Create pages in SharePoint 2016 using wiki, web part, or site pages, and store them in the Site Pages library for visibility; add to quick launch for findability.

Learn how a SharePoint 2016 site owner adds pages to the quick launch using drag-and-drop from the site pages library, keeping navigation direct for users.

Learn how to add the Excel Web Access Web Part to a SharePoint page, enabling a live, interactive Excel workbook powered by Excel Services and stored in a library.

Configure the relevant documents web part to show users documents related to them, such as checked-out or recently edited items, on the home page.