Basic SharePoint Online

This course builds upon the foundational knowledge gained in the Introduction to SharePoint Online course.

Description

This course builds upon the foundational knowledge gained in the Introduction to SharePoint Online course. Participants will delve deeper into basic functionalities for document management, collaboration, and customization.

Course Objectives

  • Explore advanced document management features such as version control and metadata tagging.
  • Learn basic workflow creation and customization for process automation.
  • Understand how to customize views, sites, and integrate data within SharePoint Online.

 

Benefits for Attending:

  • Enhance document management skills with advanced features like version control and metadata tagging.
  • Gain proficiency in basic workflow creation and customization.
  • Learn how to customize views and sites for improved usability and productivity.

Who is this Training Course for?

  • SharePoint users with some prior experience or those who have completed the Introduction to SharePoint Online course.
  • Team members responsible for managing documents and workflows within SharePoint Online.
  • Individuals looking to expand their basic SharePoint Online skills for improved collaboration and productivity.

The Course Content

Document Version Control

  • Understanding document versioning
  • Managing version history
  • Restoring previous versions

 

Document Metadata and Tagging

  • Adding metadata to documents
  • Tagging documents for better organization
  • Filtering and sorting documents based on metadata

 

Workflow Basics

  • Introduction to workflows in SharePoint Online
  • Creating simple approval workflows
  • Monitoring and managing workflows

 

Customizing Views

  • Creating custom views for lists and libraries
  • Sorting and filtering data in views
  • Modifying view settings

 

Basic Site Customization

  • Introduction to site customization options
  • Adding web parts to pages
  • Customizing site navigation

 

Basic Data Integration

  • Integrating SharePoint data with Microsoft Office applications
  • Exporting and importing data to/from SharePoint
  • Using SharePoint data in Excel

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