
Set up a hands-on practice environment for SharePoint 2013 by using SharePoint online or a sandbox site, and safely explore concepts before mastering the course topics.
Harness SharePoint as a one-stop shop that centralizes documents, libraries, calendars, and tasks, enables automated workflows, and enforces permissions to boost efficiency and make data accessible.
Understand SharePoint permissions by inviting users and assigning three default groups: owners with full control, contributors who upload and edit content, and visitors with read-only access.
Learn to create a SharePoint task list using templates, add an app, and set list name, navigation, and URL rules to avoid spaces while keeping a readable display.
Learn how to delete a calendar item in SharePoint, confirm the deletion, and manage the site recycle bin to restore or permanently remove items.
Sort and filter a SharePoint 2013 list to find records quickly using column headers. Explore calendar views and other list views to manage and search data efficiently.
Learn to store records in a list and use predefined and custom views to filter tasks—completed, assigned to me, or calendar and Gantt views.
Learn how to customize SharePoint lists built on templates by adding and removing columns, creating department choices, and using quick edit to modify records.
Explore how to use the list settings in SharePoint 2013 to manage list structure, permissions, versioning, views, columns, and information management policies.
Import an Excel list into SharePoint using the import spreadsheet template to create a new list with headers and records, avoiding manual data entry.
Explore the document library as a common SharePoint library and compare it with form, picture, wiki page, asset, data connection, and report libraries. Learn about storing documents, templates, and metadata.
Learn to create a document library in SharePoint 2013, configure version history, set the default document template, and manage documents in a central site library.
Create and edit documents in a SharePoint 2013 library using the Word web app or the desktop Word, with automatic saving and switching between Word Online and the desktop version.
Explore how libraries use metadata to capture data about documents, enabling search by type, name, and other fields. Create custom columns to tailor metadata and improve finding content.
Create a custom library view to display only project A documents using a new project name column, then set it as a public standard view with filters and versioning.
Explore SharePoint 2013 library settings to manage metadata, versioning, views, columns, navigation, and permissions, workflows, and configure information management policy settings and retention policies.
Enable versioning in a SharePoint document library, explore majors and minors (drafts), view and restore prior versions, and publish major versions to manage document changes.
Set up SharePoint 2013 email alerts on lists or libraries to monitor new or changed items, choose delivery options, and receive item-level or list-level notifications.
Create a SharePoint 2013 discussion board using the discussion board template, post topics, and enable replies and filters to identify questions and turn emails into accessible group discussions.
Export a SharePoint list to Excel using the export to Excel tool, creating a one-way internet query connection that can be refreshed to reflect updates from SharePoint.
Integrate your SharePoint calendar with Outlook for two-way synchronization of calendars, tasks, and contacts. Update in either platform to keep data accessible across Microsoft tools.
Open with Windows Explorer from the library's connect and export tab to connect your SharePoint library for easy drag-and-drop mass uploads and deletions.
Discover how SharePoint workflows automate business processes by routing emails, assigning tasks, and maintaining a history list to track approvals, bottlenecks, and retention or disposition actions.
Learn how to manually trigger a SharePoint approval workflow on existing documents by selecting the document, opening advanced workflows, and starting training doc approval with assigned users and due dates.
Explore how SharePoint pages display site content using web apps and web parts, organizing lists, libraries, images, and charts on topic pages while managing permissions and settings.
discover how to locate, create, and use a wiki page library in a sharepoint 2013 team site, including navigating site contents and working with site pages.
Create a wiki page in the site pages library with the new button, avoid spaces in the name to prevent %20 in the url, then edit to add project content.
Explore how web parts and app parts display content on SharePoint 2013 pages, compare their uses, and learn to insert, configure, and preview lists, libraries, and media.
Learn to customize SharePoint navigation by editing the top navigation bar and quick launch, dragging and dropping links, and adding internal and external links to streamline access to data.
Create a links list in SharePoint 2013, add project-specific links, and display them on a page using a web part, with filtering options.
Get Organized with SharePoint 2013
Are you looking to become more efficient working with a SharePoint site? Or, maybe you're brand new to SharePoint. In either case, this course is for you.
I Feel Your Pain
SharePoint allows you to build a central location for all relevant data. Imagine removing all the pain points that we all experience working with an unorganized shared drive, sending documents through email, following up on tasks, updating an Excel document that everyone else in the office needs to update at the same time. At times, work can become very inefficient!
Don't Waste More Time, Join Me
As you participate in this course you will learn not only the basics of working with a SharePoint site, but unlock the full potential of SharePoint. Most people think of SharePoint as a place to store documents, but it is so much more than storage.
During this course you will learn to:
Take learning SharePoint a step at a time. I've been teaching SharePoint since the 2003 version, to people just like you, wanting to learn how to become more productive in collaborating with others. Over the years SharePoint has progressed by leaps and bounds. Allow me to guide you through the becoming a SharePoint champion and guru. You will be amazed with all that you can do with SharePoint and eliminate many of your pains in office collaboration.
Enroll now and you'll learn how SharePoint will become your new best friend and you'll even thank me for it.