SharePoint - Complete Guide to Microsoft SharePoint Online

Understand how a SharePoint site functions as a shared website for team collaboration. See versioning, check out, metadata, social features, discussion boards, posts, comments, and workflows with Office 365 apps.

Explore the differences between modern and classic SharePoint Online, including when to use each flavor, how pages switch between views, and why Microsoft is migrating features to the modern experience.

Download and unzip the reference materials, explore folders for images, expenses, pages, and a contact data Excel file, and learn uploading data from Excel to SharePoint via a database conversion.

Learn how to select a file and view its properties in SharePoint, edit Office 365 documents online, share with your organization, and manage access, including version history and metadata columns.

Open files in browser or in the app with autosave and live edits, and use immersive reader for notes and read-aloud support.

Explore versioning in SharePoint, including version history, check in/out, and restoring previous versions to track edits, enable concurrent collaboration, and audit trails for Office files.

Master the check in and check out workflow in SharePoint to control edits and track changes. Explore version history and audit-friendly comments for contracts and file management.

Learn how to version non-office files in SharePoint by uploading videos, replacing with updated drafts under the same name, and using version history to track changes and download previous versions.

Explore the SharePoint details pane to view file properties, who has access (owners, visitors, members), activity history, metadata, and copy the path or share link.

Delete files in SharePoint by selecting a file and clicking delete with confirmation, then restore from the recycling bin to its original location.

Discover how to add SharePoint document libraries to your desktop via OneDrive, sync the documents folder, and compare desktop access with SharePoint; note version history and metadata considerations.

Learn to use templates in SharePoint to standardize quotes and documents, enforce price quote templates for new items, and keep Ford and Honda quotes consistent.

Compare the traditional folder-based organization with a metadata-driven approach for organizing expenses and receipts in SharePoint. Show how metadata enables cross-category searches and consistent tagging across departments, addressing folder limitations.

By applying metadata to files, you can sort and filter by department or expense type, group by these fields, and create dynamic, user-driven views that boost organizational efficiency.

Learn to format views in SharePoint online, apply conditional formatting to highlight expenses over 500, especially travel, and use data bars and column formatting to visualize amounts.

SharePoint marks files with a red dot to flag missing required metadata, such as department and expense type, and keeps separate libraries for expenses and photos due to differing metadata.

Create separate document libraries for expenses and quotes to keep their metadata distinct. Learn to add a new document library from site contents, name it, and add relevant metadata columns.

Create and publish a SharePoint wiki page by naming it, formatting text, inserting parts, and saving to the expense page while navigating the pages library for access.

Learn how to modify web part properties and views on a wiki page by accessing web part properties, editing the expenses view, applying grouping by department, and adjusting appearance.

Learn how to insert and resize photos in wiki pages within SharePoint Online, including adding images to the assets library and saving the updated page.

Learn how to embed code in SharePoint Online pages using simple HTML snippets and iframe embeds, add YouTube videos, and adjust width and height.

Explore creating a site page in SharePoint, comparing it to wiki pages, and learn to publish a dynamic, template-based page with images, text blocks, and navigation.

Learn to create hero sections on SharePoint Online site pages, using a five-tile image-driven layout with parallax effects, hover zoom, and configurable call-to-action links.

Add a countdown web part to SharePoint Online site pages, customize its target date, background, title, and call-to-action link, and publish to spotlight upcoming launches.

Build and customize a SharePoint home page by arranging four web parts—news, activity, documents, quick links—and edit layout, calendar, and calls to action.

Learn to design a branded SharePoint site by changing the look with themes and headers, customizing colors, logos, and backgrounds, and using site designs as templates.

Design and organize the left hand side menu by adding sub links, creating pages, and grouping items into subdirectories to improve navigation and site structure in SharePoint online.

Explore SharePoint site collections, create and manage sub sites with nested options, apply hierarchical permissions and navigation, and design templates to organize a company site without overload.

Create a subsite within a SharePoint test site by accessing site contents, selecting sub sites, naming it, choosing a team site template, and configuring inherited permissions and navigation inheritance.

Set up intuitive navigation between a central SharePoint site and its sub sites by adding top bar links, back to home page, department portals, and header tweaks with call-to-action buttons.

Learn how to create a SharePoint list from Excel, from blank, or from existing lists, using templates and workflows, and how to prepare Excel data as a table for import.

Create a SharePoint list from an Excel table by uploading the file, selecting the table, and designating a title column (for example email) to identify each row.

Explore multiple methods to create SharePoint lists, including blank lists, template-based lists, and importing from Excel, and learn how columns, choices, and dates organize data.

Discover filtering and sorting in SharePoint lists, including filtering by office, sorting by title, grouping by office, and adding totals to show counts.

Learn to use the person column in SharePoint to store and manage people data, link records to employees, enable profile photos, and drive automated emails through workflows.

Modify and verify SharePoint online columns by changing types to date, selecting whether to include time, applying friendly date formats, and noting edit limits and validation concepts for certain columns.

Create a new SharePoint Online list, add fields such as specialty and address, and use a look up column to link it with another list by city.

See how lookup columns link related records, letting you open a repair shop item page from a customer record to view owner, website, and address, with edits refreshing automatically.

Learn input validation based on field descriptions in SharePoint, ensuring the affiliate shop name is entered only when the repair shop type is affiliates and shown as guidance on forms.

Learn how row level validation in SharePoint acts as the last defense for add or edit entries. Configure it in list settings using end and not formulas to enforce rules.

Learn how to create and customize SharePoint list views, including modern and classical modes, selecting columns, sorting by sign up date, applying filters, and building salesperson and management views.

Learn to format views in SharePoint by applying column formatting with choice pills, creating conditional rules, and managing rule precedence for overlapping conditions.

Learn to set up SharePoint list alerts with the quick method or a customizable Power Automate approach, delivering via email or SMS and targeting specific records or all items.

Export SharePoint lists to excel or csv, using filters like Dallas; Excel exports create a Power Query file requiring login, while csv exports are static and don’t require login.

Discover how groups and levels structure SharePoint permissions, mapping owners, members, and visitors to levels like full control, design, edit, contribute, and read, avoiding direct user-level assignments.

Explore how permission inheritance works in SharePoint, where subsites inherit a shared permission set from the parent site, and when to break inheritance to create unique permissions for sensitive subsites.

Set permissions at the highest level to preserve inheritance, and assign permission levels to groups rather than individuals for scalable, secure SharePoint access.

Navigate to the main site, open site permissions, and explore groups, users, and permission levels in SharePoint Online, including advanced permissions, access requests, and site collection admins.

Learn how to grant permissions in a SharePoint site by adding users to groups (visitor, member, owner), inviting Brad Pitt, and validating read access through the visitor group.

Revoke permissions in SharePoint Online by removing a user from the visitors and the members groups using the members page and the remove users from the group action.

Create a custom permission level that lets users view, update, and approve items without adding or deleting them, then create a managers group with read and approve permissions.

Show how to create a group and a custom permission level in SharePoint Online, assign users, and grant edit permissions without add or delete rights.

Set a default group in SharePoint Online so approved requests auto-add members with transitive permissions, using the visitors and test site members groups, and manage group membership.

Break permission inheritance to create unique permissions on the sales sub site, showing that Brad Pitt can access only the sales site while other sites remain inaccessible.

learn how to backtrack on permission inheritance by deleting unique permissions and returning to inherited rights from the parent site, including cleaning up unused groups.