Introduction to SharePoint 2013 for Collaboration & Document Management

Introduction

This one day of class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013.

Audience

This course is intended for SharePoint end users, SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class, SharePoint administrators and developers.

Prerequisites

Before attending this course, participants should have basic Microsoft Office skills.

At course completion

After completing this course, participants will be able to:

  • Navigate SharePoint sites
  • Manage content in lists and libraries
  • Create and edit Alerts
  • Collaborate using Tasks lists, Discussion Boards and Community Sites
  • Work with libraries, including upload, download, editing, check out/in and versioning
  • Use the SharePoint social features

Exams

N/A

Course outline

Module 1: SharePoint Overview

This module provides an introduction to the topics covered in the class, introduces SharePoint
terminology and provides an overview of the available versions of SharePoint 2013 and Office 365.

  • Lesson 1: What is SharePoint?
  • Lesson 2: Team Collaboration
  • Lesson 3: Document Management
  • Lesson 4: Web Sites
  • Lesson 5: Social Features
  • Lesson 6: SharePoint Security

Module 2: Accessing SharePoint

This module covers the logging onto SharePoint and SharePoint site navigation.

  • Lesson 1: Logging onto SharePoint
  • Lesson 2: SharePoint Navigation: The Suite Bar
  • Lesson 3: SharePoint Navigation: The SharePoint Screen
  • Lesson 4: SharePoint Navigation: The Title area crumb trail
  • Lesson 5: SharePoint Navigation: Following and returning to sites
  • Lesson 6: SharePoint Navigation: The SharePoint Ribbons
  • Lesson 7: SharePoint Navigation: Quick Launch and Web Parts
  • Lesson 8: Regional Settings

Module 3: SharePoint Libraries

This module covers the use of SharePoint libraries and document management.

  • Lesson 1: Document Libraries
  • Lesson 2: Ribbon options and the “Open Menu” link (…)
  • Lesson 3: Accessing Documents
  • Lesson 4: Office Web Apps
  • Lesson 5: Checking Out Documents
  • Lesson 6: Deleting Documents and the Recycle Bin
  • Lesson 7: Creating and Managing Alerts
  • Lesson 8: Uploading Documents
  • Lesson 9: Blocked File Types
  • Lesson 10: Creating Folders
  • Lesson 11: Creating New Documents
  • Lesson 12: Versioning
  • Lesson 13: List and Library Views
  • Lesson 14: Asset and Picture Libraries

Module 4: SharePoint Lists

This module covers the use of SharePoint 2013 lists.
 

  • Lesson 1: SharePoint Lists
  • Lesson 2: Working with Custom Lists
  • Lesson 3: Working with Task Lists
  • Lesson 4: Using Task Lists to manage team tasks
  • Lesson 5: Adding and Updating Tasks
  • Lesson 6: Using Task Views
  • Lesson 7: Synchronizing Task Lists with Outlook
  • Lesson 8: Working with SharePoint Calendars
  • Lesson 9: Calendar Navigation and Views
  • Lesson 10: Adding Calendar Events
  • Lesson 11: Dealing with long lists of events
  • Lesson 12: Synchronizing SharePoint Calendars with Outlook
  • Lesson 13: External Lists

Module 5: SharePoint Search

This module covers the SharePoint 2013 search features.
 

  • Lesson 1: Searching SharePoint
  • Lesson 2: What is searchable
  • Lesson 3: Search results and refiners
  • Lesson 4: Search Tips and Tricks

Module 6: SharePoint Wikis

This module covers working with SharePoint 2013 Wikis.
 

  • Lesson 1: Uses of a Wiki
  • Lesson 2: Editing Wiki Articles
  • Lesson 3: Working with Wiki Version Tracking
  • Lesson 4: Wiki Views

Module 7: SharePoint Social Features

This module introduces the SharePoint 2013 social features.
 

  • Lesson 1: What are “Social Features”?
  • Lesson 2: Interacting with People
  • Lesson 3: About Me and Updating Your Profile
  • Lesson 4: Your Newsfeed
  • Lesson 5: Micro-blogging
  • Lesson 6: Tagging and Rating Documents
  • Lesson 7: Blogs

Module 8: Discussion Boards

This module covers working with SharePoint 2013 Discussion Boards.
 

  • Lesson 1: SharePoint Discussion Boards
  • Lesson 2: Reading, creating and responding to discussions

Module 9: Community Sites

This module covers working with SharePoint 2013 Community Sites.
 

  • Lesson 1: Community Sites
  • Lesson 2: Requesting Access
  • Lesson 3: Joining the Community
  • Lesson 4: Exploring Topics
  • Lesson 5: Posting and Replying
  • Lesson 6: Best Replies and Alerts

Documentation

Official courseware

Cursus de certification

N/A

Lab

Lab 1: Accessing SharePoint
Lab 2: SharePoint Libraries
Lab 3: SharePoint Lists
Lab 4: SharePoint Search
Lab 5: SharePoint Wikis
Lab 6: SharePoint Social Features
Lab 7: Discussion Boards
Lab 8: Community Sites

Formations complémentaires

N/A