SharePoint 2016 Site User Beginner

Explore SharePoint as a web-based platform for easy web design and document storage. Store, share, and collaborate on documents and lists within site collections, libraries, and lists.

Access SharePoint by typing or pasting the url, or clicking a link. Sign in via officeonline.com or microsoftonline.com for online or hybrid, then view followed, frequent, and recent sites.

learn how the open menu, three dots, appears for lists, libraries, and site contents with options like settings, details, or remove, and how right-clicking or checking items reveals the commands.

Explore how SharePoint permissions grant access from the top-level site to subsites, lists, and libraries, with inheritance, breaks, and roles like read, contribute, edit, and full control for site users.

Locate libraries and lists using top links, left navigation, and site contents on a SharePoint 2016 site. Learn how subsites and permissions influence access to each library or list.

Explore how SharePoint 2016 offers a robust search experience, with a home page search box and refiners that filter results by metadata, enabling targeted searches across sites, libraries, and documents.

Discover how a SharePoint library stores files for collaboration and access, using metadata-driven views, version history, and workflows to organize, filter, and automate content delivery.

Learn to view and download library files in SharePoint 2016, using browser-based viewing for common formats and download options, and manage version awareness with bookmarks.

Learn how to upload items to a SharePoint 2016 document library using the upload button or drag-and-drop, including files and folders, and ensure they are checked in.

Sync a SharePoint library for offline access and easy editing in your office programs. The Sync button creates a SharePoint link in File Explorer for offline work and automatic uploads.

Create new documents directly in a SharePoint site from the browser or Office programs, including Word, Excel, PowerPoint, OneNote, or a link, and save directly into a SharePoint library.

Edit office files in the browser or in Excel, then save back to SharePoint; for non-office files, download, edit, and re-upload with the same file name to update the library.

Create a new folder in SharePoint using the new button, name it. Evaluate whether folders are necessary and use views or metadata; check view settings and site permissions.

Upload files directly to a target folder using navigate or drag and drop, and move items between folders with drag and drop or the move to feature in SharePoint 2016.

Move documents between libraries by downloading and re-uploading or syncing libraries to drag and drop between client documents and product promotions, using offline folders for mass movement.

Pin important documents to the top of a SharePoint 2016 library to give them a prominent, easily visible position.

Rename files and folders in a SharePoint 2016 library using traditional methods, or quickly via the details pane by editing the file name directly.

Learn how to delete documents and folders in SharePoint 2016, including deleting multiple items, restore options in the recycle bin, and how folders remove their contents.

Learn how to recover a deleted document in SharePoint 2016 by using the recycle bin, restoring items to their original location, and understanding 30–60 day retention and backups.

Learn how to view who has access to a document in SharePoint 2016 using the share option and the details pane.

Learn how version history works in SharePoint, including major and minor versions in libraries and on-off versioning in lists, with visibility controls and revision details.

Discover how to view, compare, restore, and delete prior document versions in SharePoint 2016, using version history from right-click or details pane, with insights from recent activity and Office integration.

Learn how check out and check in work in SharePoint 2016 libraries to provide exclusive editing access, ensure faithful versioning, and control when your changes become visible to others.

Check out a document to secure exclusive editing, then check it back in or discard the checkout to revert to the previous version using the call out or right-click options.

Learn to edit documents in a SharePoint library with check-in and check-out, open in Word, check out to edit, save changes, and check in with version comments.

Upload a document to a library with check in and out enabled, then check it in. Fill in the metadata to complete the process and make the file visible.

Learn to discard a check out in SharePoint 2016 to avoid unnecessary versioning while editing documents. The steps restore the previous version as current by discarding the check out.

Set an alert on a document in SharePoint to email notifications when changes occur, using the alert me option, and choose immediate, daily, or weekly alert timing.

Set alerts on a SharePoint library to email you when items are created, modified, or deleted, with options for immediate, daily, or weekly notifications and custom alert titles.

Manage all site alerts from a single Manage My Alerts area, across libraries and lists. Modify or delete alerts directly, choosing weekly or daily frequencies as needed.

Discover how SharePoint 2016 lets you tailor the current view in libraries and lists by renaming, rearranging, showing or hiding columns, and adding new ones without creating new views.

Learn to quickly filter and sort a SharePoint 2016 library—filter by region or document purpose, or sort by name using reverse order (tertiary first, secondary, primary), with view options.

Learn how to share links in SharePoint 2016, including get a link options and durable links that use document IDs to keep URLs working when files move within a site.

Learn how metadata and properties power SharePoint sites by enriching files with fields like author, price, and genre, enabling views, filters, and workflows; replacing folders with property-driven organization.

use quick edit to mass edit metadata across files in a sharepoint 2016 library with excel-like grid, then edit a single file via the details pane, where changes save automatically.

Edit and update metadata in a SharePoint 2016 site using the file's native program or the browser, then save and check in after filling required fields.

Discover how metadata powers targeted searches in SharePoint 2016 by using refiners to filter results by author, date, and other properties, and compare metadata to folders.

A SharePoint list stores data only, like a table of records with columns, entered via a form, viewed in layouts, and templates for announcements, links, calendar, and tasks.

Add items to a SharePoint list by filling out a form with the new button and save. Use new view, classic view, or quick edit to add or edit items.

Add a new contact to a SharePoint 2016 contact list using the classic interface, via the plus new item button or items menu to open and save the form.

Add a calendar item in SharePoint 2016 by using new event or new item, then fill title, location, dates, time, and optional all-day or recurring options.

Learn to create recurring calendar events in SharePoint 2016, using the recurrence option to schedule weekly patterns (every Thursday) and set end dates or after a number of occurrences.

Add items to a SharePoint 2016 task list using new task or new item, then show more to fill details like percent complete, description, predecessors, status, and priority.

A links list lets you enter a url and display custom text; add items by clicking new item, filling url, description, notes, and saving.

Learn how to attach files to announcements in SharePoint 2016, including attaching via the items tab, editing the announcement, and inserting pictures or hyperlinks into the body.

Edit or delete a list item in SharePoint 2016 using the New view, save changes, and deleted items go to the recycle bin for 30 days, with versioning tracking changes.

Select a contact in the classic SharePoint contact list, then edit to update details or delete to remove it. Deleted items go to the recycle bin for 30 days.

Edit or delete calendar events in SharePoint 2016 by using the all events view or calendar view, and handle recurring events with edit item or edit series.

Learn how to edit or delete tasks in a SharePoint 2016 task list, adjust progress, use indent and outdent for subtasks, and manage deleted items in the 30-day recycle bin.

Learn to edit or delete announcements in SharePoint 2016 using the Items tab or announcement details, adjust expiry and attachments, and recover items from the recycle bin within 30 days.

Edit links in a SharePoint 2016 site with the edit column or items tab; delete moves items to the recycle bin for 30 days.

Learn how to add and edit multiple items quickly with Quick Edit, turning a list into an editable data sheet, using dropdowns, autofill, and required-column validation.

Export SharePoint lists to Excel with the export button, and see how the current view and filters decide which columns and records export, plus how to refresh data.

Sort and filter a SharePoint 2016 list and save views for reuse. Group items by a column, customize column visibility and order, and perform multi-column sorts for refined results.

Learn to move data from an Excel file into a SharePoint 2016 list using quick-edit, ensuring column order matches and pasting from Excel works in Internet Explorer.

Create a per-item alert for a SharePoint 2016 list to notify you by email when changes occur, with options for immediate or daily summaries and easy alert management.

Create an alert for an entire SharePoint list to receive email notifications when new items are added, changed, or deleted, with options for immediate or periodic delivery.

Explore how to use views in SharePoint 2016 to filter, group, and switch between list and library displays, including public, private, and personal views.

Create standard views in SharePoint 2016, choosing public or personal audience, and configure columns, sorting, filtering, grouping, totals, and mobile options, then save and manage views.

Explore pre-built task views in SharePoint 2016, including all tasks, calendar, completed, late, and my tasks. Use the me and today filters to personalize views and create your own.

Learn to create and customize views in SharePoint 2016, including standard views, public visibility, column selection, item limits, and how views appear on a web part or a webpage.

Modify a view by adjusting columns, grouping, and show/hide settings, then save or replace. Delete or manage views via libraries settings, set a new default, noting webparts may not update.

Use metadata to replace folders by creating a grouped view in SharePoint 2016, enabling two-level grouping by document purpose and region for searchable, organized libraries without cluttered URLs.

Create a data sheet view to edit items quickly in quick edit mode, add extra columns, and customize sort for personal use in list or library settings.

Create a flat view that shows all items without folders, by using library settings or manage view to show all items without folders in a standard public view called NoFolders.

Learn to create a standard view in SharePoint 2016 that shows items checked out to me, with public access, file name sort, and the option to flatten folders.

Explore sharing documents and sites in SharePoint 2016, using the share button to invite others by email and set view or edit access based on permissions.

Learn how to co-author office files in SharePoint 2016, enabling real-time collaboration across Word, Excel, and PowerPoint Online or on desktop, with visible collaborators' cursors.

Learn how Office Online integrates with SharePoint 2016 and SharePoint Online to create and co-author Word, Excel, PowerPoint, and OneNote documents directly in a library, with auto-save and a limited ribbon.

Learn how to check out and check in documents from Office and SharePoint 2016, including discarding checkout and saving edits back to SharePoint.

Update metadata properties directly from your Office document, using the file tab in Office 2016 or the properties panel in older versions, so custom SharePoint properties update on save.

Access prior versions of SharePoint documents in local Office, using the 2016 history pane to view and restore, and compare with older versions from 2013 or 2010.

Save documents directly to SharePoint from Microsoft Office by selecting the site library in save as, ensure you're logged in, and complete required metadata before saving.

Connect a SharePoint 2016 calendar to your local Outlook using the calendar template and the Connect to Outlook option. Manage appointments by dragging events between calendars, noting invitations aren’t supported.

Discover how to sync a SharePoint library to your computer for two-way updates, why Outlook folder method lacks syncing in newer views, and why the dedicated sync feature is preferred.

Explore how SharePoint 2016 integrates with Office 365, enabling cloud, on-premises, or hybrid use, and access mail, newsfeed, OneDrive, Delve, and online Word, Excel, and PowerPoint via the waffle.

Update your profile in SharePoint 2016 by editing basic and contact information, skills, and projects. Manage newsfeed preferences, follow people and sites, and improve discoverability in search.

Use the follow feature in SharePoint 2016 to access sites from any computer without favorites, with the option to unfollow when you no longer need them.

OneDrive provides a personal library within SharePoint for individual use, with uploading and syncing. It supports per-file permissions for specific people or everyone, offline access, and sharing attachments via links.

Upload documents to OneDrive mirrors a SharePoint library, using new and upload options to add files, folders, or links; edit, delete, or download items, with sharing managed separately.

Learn how to share and manage permissions in OneDrive by inviting specific people, generating links with restricted or no sign-in options, and setting expiration for collaborative access.

The news feed is the social hub in SharePoint and Office 365, offering posts, following people and documents, mentions, hashtags, and conversations across classic and new views.

Create and customize a blog in SharePoint, manage posts and comments, organize categories, and access blog features from your My Site or newsfeed for easy publishing.

Learn how to reply to blogs, post and edit comments, and like posts. As a blog owner, manage and delete comments, edit replies, and use filters to group feedback.

Recap covers a SharePoint overview, libraries and lists, advanced views and syncing, Office integration across 2010–2016, and your my site with OneDrive, the newsfeed, and a personal blog.