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Working with Files in Microsoft 365

Working with Files in Microsoft 365

Work efficiently with your files across the entire Microsoft 365 platform
Created byBigger Brains
Last updated 9/2024
English
EnglishSpanish

What you'll learn

  • Identify the key benefits of using cloud storage
  • Upload and create files and folders in Teams, SharePoint, and OneDrive
  • Sort, filter, and create new views
  • Demonstrate how to set up and manage syncing OneDrive and SharePoint libraries to a local device
  • Share files and folders through a variety of methods
  • Coauthor in real-time with multiple users
  • Explore the functionalities of comments and tracking
  • Access and manage Version History from multiple locations
  • Describe the functionality and importance of the Recycle Bin
  • Set alerts in SharePoint
  • Manage OneDrive notifications
  • Check out and Check in documents
  • Apply sensitivity labels
  • Request files from internal and external users

Explore related topics

Course content

2 sections • 14 lectures • 1h 36m total length

  • Introduction2:27

    Master cloud file management in Microsoft 365 across OneDrive, Teams, and SharePoint, including uploading, syncing, sharing, co-authoring, version history, alerts, search, data loss prevention policies, and sensitivity labels.

  • Intro to Cloud Files9:24

    Navigate cloud files across OneDrive, Teams, and SharePoint, differentiate personal and business files, and access them from any device for secure collaboration.

  • Basic File Management9:57

    Navigate file management across OneDrive, SharePoint, and Teams. Open files in the browser or desktop apps, and use right-click or a three-dot menu to edit, rename, move, copy, or delete.

  • Create Files and Folders9:52

    Create files and folders in Teams and OneDrive, upload or drag-and-drop items, organize with color-coded folders, and save to SharePoint where files are autosaved.

  • View Files7:10

    Learn to sort, filter, and customize views across Teams, OneDrive, and SharePoint. Create and save public views with added fields like Created and File Size to streamline file access.

  • Locate Files4:53

    Pin, favorite, and shortcut files in OneDrive and Teams to locate documents quickly; turn a file into a tab for easy access without altering the original file.

  • Knowledge Check

Requirements

  • Basic knowledge in OneDrive, Teams, or SharePoint is helpful.

Description

Learn the secrets of using the cloud file features in Teams, SharePoint, and OneDrive.

File management is a key component of working in Microsoft Office. In this course, Kathy Jones will explain and demonstrate both the basics of cloud files and special cloud file abilities. Kathy is a Microsoft certified trainer and has been teaching Microsoft courses for over 25 years.

You’ll learn the key benefits of using cloud storage, how to distinguish between personal and shared files, and how to use basic file management commands. You’ll see how to upload and create files in Teams, SharePoint, and OneDrive as well as how to view and locate files. Kathy will demonstrate how you can set up and manage syncing OneDrive and SharePoint libraries to a local device.

You’ll learn how to share files and folders through a variety of methods, how to coauthor in real-time with multiple users, and then explore the functionalities of comments, tagging, and tracking. You’ll also see how to manage a file’s version history from the multiple interfaces.

Keeping track of shared documents is vital. You’ll learn how to set alerts in SharePoint when changes are made to a file or a folder, how to manage OneDrive notifications, and how to Check out and Check in documents, apply sensitivity labels, and request files from internal and external users.

Topics covered include:

  • Identifying the key benefits of using cloud storage

  • Uploading and creating files and folders in Teams, SharePoint, and OneDrive

  • Sorting, filtering, and creating new views

  • Demonstrating how to set up and manage syncing OneDrive and SharePoint libraries to a local device

  • Sharing files and folders through a variety of methods

  • Coauthoring in real-time with multiple users

  • Exploring the functionalities of comments and tracking

  • Accessing and managing Version History from multiple locations

  • Describing the functionality and importance of the Recycle Bin

  • Setting alerts in SharePoint

  • Managing OneDrive notifications

  • Checking out and checking in documents

  • Applying sensitivity labels

  • Requesting files from internal and external users

Who this course is for:

  • Microsoft 365 users who are working with files in OneDrive, Teams, or SharePoint.

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