SharePoint Online: Complete Guide to Microsoft SharePoint

Add users in the Microsoft 365 admin portal by creating accounts, configuring usernames, password options, and assigning a Microsoft 365 Business Standard license.

sign in to office.com, open the app launcher, and access SharePoint and other 365 apps like OneDrive, Outlook, Power Apps, and Power Automate.

Access the Microsoft 365 admin center by logging in to Office.com, opening the app launcher, and selecting Admin, or exploring all apps to find the admin option.

Learn to access Outlook emails from Microsoft 365 by using Office.com, the app launcher, and left-hand shortcuts to open Outlook in your web browser as a logged-in user.

Learn to change your password in Office.com by using the settings gear, selecting change your password, entering old and new passwords, and saving, with self-service password reset for cloud accounts.

Change the theme and mode in SharePoint Online by enabling dark or light mode, and selecting a theme to recolor the header and icons.

Navigate the SharePoint page from Office.com, follow sites with the star, and explore sections like news, frequent sites, my files, and my lists to stay organized.

Create a SharePoint site by navigating to SharePoint, choosing a site type, and naming a private marketing department site, linked to a Microsoft 365 group with a group email.

Explore how a SharePoint site's group email address acts as a group mailbox and opens conversations in Outlook, with settings for external emails and copies to inboxes.

Create and manage a group calendar within a SharePoint site to schedule meetings for the marketing group, invite attendees, and view responses in Outlook or Teams.

Create a SharePoint communication site to broadcast intranet information to a wide audience, detailing site name, address, description, and language, with no group email or privacy options.

Compare team site and communication site in SharePoint Online, highlighting layout differences, navigation, full-width hero sections, default news and events, and permissions managed by Microsoft 365 groups versus SharePoint groups.

Compare SharePoint modern and classic experiences, highlighting modern document libraries with top navigation, views, and alert settings, versus the classic experience's older look and limited upload options.

Learn how to customize the SharePoint site header for marketing and portal sites by changing logos, thumbnails, title visibility, background color, and header layouts.

Explore how to customize your SharePoint site header with the extended layout: upload a header background, adjust focal points, and align the logo left, center, or right before saving.

Configure site navigation in SharePoint Online by turning it on, choosing a mega or cascading menu, and building labels and links under Employee Central.

Explore what a document library is in SharePoint Online, a secure place to store, share, and collaborate on documents from anywhere, with access controls and automatic versioning.

Upload folders and files to your document library using drag-and-drop or the upload button. The system counts files within the selected folder and uploads them all to the library.

Upload files into the document library in SharePoint Online by dragging and dropping or using the upload option, selecting the India report and US report, and noting the upload notification.

Create new documents directly in the document library with the new button, using Excel, Word, or PowerPoint, and create folders as needed, with auto save to the chosen site.

Create links to documents in a SharePoint document library to reference files across sites without duplicating copies and keep the latest version accessible.

Learn how to use and manage document templates in a SharePoint Online library, including uploading or adding templates, creating new reports from a prefilled template, and standardizing documents.

Organize items under the new menu by hiding unrelated options and placing the predefined report template at the top, so users can only create documents from templates.

Learn how the top navigation in a SharePoint Online document library enables grid view edits, bulk changes, syncing, and OneDrive shortcuts, with views and filtering to organize content.

Learn how to move and copy documents in SharePoint Online between folders, sites, and document libraries using move to and copy to, ensuring copies appear at the destination.

Learn to use document versioning in SharePoint, view version history, and restore a prior version to revert edits and create a new version.

Learn how to use check out and check in on SharePoint Online to lock documents during editing. Publish updates with version history so others can view changes.

Learn how to delete and restore documents in a SharePoint Online site, using the recycle bin and the second-stage recycle bin to recover items and understand the 93-day retention window.

Learn how to manage access to shared contents in SharePoint Online by reviewing who can view or edit via links, adjusting permissions, and removing or stopping sharing as needed.

Explore how to create, organize, and manage folders and documents in SharePoint, including subfolders, renaming, pinning to top, sharing with links, managing access, and adding shortcuts to OneDrive.

Identify metadata attributes like modified date and modified by to organize documents in SharePoint document libraries, then create columns to improve findability and navigation.

Identify and assign metadata for documents in a SharePoint document library, including report type, country, period, and owner, while noting that metadata applies to documents, not folders.

Learn how to add a number column in SharePoint Online to track report years, configure decimal places, mandatory entry, and optional thousand separators, and edit values in grid view.

Create a report owner person column in a document library to link documents to Microsoft 365 users, support multiple selection, and show profile photos.

Learn to reorder metadata columns in a SharePoint document library, including system columns that cannot be renamed, by dragging or using column settings to place them beside the document name.

Learn to filter and sort a SharePoint document library by metadata such as report type, report year, and owner, using the filter pane and column menus.

Learn how to organize a SharePoint document library by grouping by report type and reporting year, and how to create or modify views so all users see a standard representation.

Modify the all documents view in a document library by editing the current view, selecting and ordering columns like created and created by, and configuring sorting, grouping, and filtering options.

Create a new public view named customer feedback, display it as a list, filter for customer feedback reports, and make it the default view.

Manage general information, permissions, and display options in the document library settings. Configure major and minor versions, check-out, folders, and validation to control access and updates.

Enable star ratings in a document library to collect user feedback and enhance document engagement. Configure ratings settings from library settings and optionally offer likes for added social interaction.

Configure SharePoint alerts for a document library by choosing alert criteria, recipients, and delivery by email, including all changes or new items and daily or weekly summaries.

Download inventory dot excel and task list dot excel from the resources to continue into the list section.

Rename default title column to first name in supplier list, then add text fields for last name, email, and company, plus a number column for phone for filtering and sorting.

Add supplier data to a SharePoint Online list using the form or edit in grid view. Attach documents to list items, validate numeric fields like business phone, and save changes.

Modify list data in SharePoint Online using bulk edits in grid view or edits via the details pane or the three-dots menu, then save changes.

Select a list item and delete it from the top navigation or the three-dots menu. Restore it from the recycle bin to recover all column data in the list.

Learn how to use version history in lists and documents, view changes, and restore previous versions; discover how list version history shows column edits unlike documents.

Share the whole list with the share button by selecting users or groups and setting edit or view permissions; share a single list item with the same options.

Learn how to sort, filter, and group list items using the filter button and column options, including filtering by first name or company, clearing filters, and grouping by company.

Create and edit list views in SharePoint online, customizing columns, sorting, filtering, and grouping, and switch between list, gallery, board, and calendar views with created and created by columns.

Format current view in SharePoint Online to apply alternate row colors and conditional rules, such as highlighting John in the first name column or color-coding status like in progress.

Create a SharePoint list from an Excel file by uploading the table, mapping title, start and end dates, percentage completed, and a status as a choice, with friendly date formats.

Explore calculated columns in SharePoint and learn to build if condition formulas that derive an overall status from percentage completed, using list settings and built-in formulas.

Explore relationship based lists in SharePoint by building a three-list model with department, inventory, and department expenses, using lookup columns to link data and support many-to-many relationships.

Use Microsoft and organization templates to quickly create a travel request list in SharePoint Online, then customize columns or add new items.

Create and manage site events in SharePoint's calendar view, including location, start and end times, and categories, and expose them on pages with the events web part and quick-launch link.

Explore the SharePoint page types—site pages, wiki pages, and web part pages—and see how site pages offer a modern, flexible experience while wiki and web part pages remain legacy options.

Add an app part to a SharePoint page via the insert tab, then edit the web part to select a wiki view, hide columns, and adjust the layout.

Learn to add and customize web parts in SharePoint online, including categories, app parts, edit options, borders, titles, and links, and publish the page for organization-wide access.

Create a classic web part page with a header, footer, and three columns, save to site pages, add web parts, and publish to go live.

Learn how to create a site page in SharePoint Online, a modern page with publish status, draft saving, title and background customization, content sections with web parts, and controllable comments.

Customize the site page title area in SharePoint Online by selecting a layout, adding a background image, and adjusting title, author, and optional text, then preview and publish.

Design a SharePoint page by adding sections with one to three columns, vertical layouts, backgrounds, and web parts.

Explore how to add and configure web parts in sections, categorize them by type, and embed text, media, documents and lists, feeds, and Power BI on SharePoint pages.

Add a text web part to the SharePoint Online vertical column using the plus button, then insert and format text with headers, font size, color, lists, tables, and images.

Add and customize quick links on a SharePoint site page by creating internal or external links, assigning icons or images, and choosing grid, filmstrip, or button layouts with optional descriptions.

Learn to customize a site page in SharePoint Online by adding list or document web parts, selecting a supplier list, adjusting views and command bar, and using see all options.

Add a Twitter web part to a SharePoint Online page, search for Twitter, and configure feeds (three by default, or all) with feeds from the Microsoft Twitter account.

Add a YouTube video to a SharePoint Online page using the YouTube web part, inserting a link or embed code, and adjusting start time, controls, and privacy.

Add a weather web part to your SharePoint page, choose locations like Melbourne or New York, optionally rename the display name or title, and save draft.

Learn to add a word clock web part to a SharePoint page, configure Melbourne and New York times, and adjust display name, time zone, and date and time formats.

Publish your SharePoint site page using the publish option, review it in the pages library under site contents, and manage comments by turning them off before republishing.

Add the site page to navigation via the promote options, then drag it to the top under home and save.

Save a page as a template to standardize page layouts, then reuse it to create new pages, customize content, and publish updates in SharePoint Online.

Learn to set a page as the site home page in SharePoint Online by selecting the page, using more actions, and making it the home page; edit like other pages.

Learn how to add and customize the events web part on a SharePoint Online about us page, including layout options, source, categories, date ranges, and creating events.