Practical SharePoint 2013 Introduction & Overview for the Workplace (ILT)

Course Description

This course is an Introduction and Overview of Microsoft SharePoint 2013. It introduces the concepts and practical features that someone new to SharePoint needs to know.  It shows use scenarios of a typical knowledge worker and does not require or cover administration or programming skills in SharePoint.  In a quick and lively manner this will cover the main uses of SharePoint for a new user.  This course is also a good review of the end user perspective for SharePoint administrators.

The course begins with a definition of SharePoint and some basic navigation techniques.  It then builds on the concept of Team Sites with a Document Library and its many uses.  Document storage and use is covered including checking out a document and versioning.  The basics of Team Site creation and customizing are reviewed all from a non-developer skill set. Basics of Alerts are covered and how to use a list including importing and exporting Lists to Excel.  Tasks and custom views are demonstrated with a special project view of a timeline.  The concept of Workflow is introduced and a basic example shown with a document being routed through multiple users.  The powerful Calendar function is addressed and demonstrated.

Finally the social aspects of SharePoint are covered including Profiles, Newsfeeds, Discussions and Blogging.  A community site is also shown.  If you are new to SharePoint this is an excellent introduction that does not get too technical or deep in the weeds.

Category: Office Productivity/Microsoft

Duration: 1/2 Day

What are the requirements?

• Microsoft SharePoint 2013

Pre-requisite: Basic browser skills in navigating a web page

What am I going to get from this course?

• A good concise explanation of what SharePoint is and what it does
• Intro to concepts & examples of Team Sites & basic Site Creation
• Intro to Document Libraries, navigating, adding and removing documents
• How to check out & check in a document and track it with versioning
• Basic ways to change the apps and look of a Team Site
• Using Alerts to stay on top of changes in SharePoint data
• How to use, create & edit a list including importing from Excel
• Using tasks to stay on top of upcoming due dates
• See the powerful search capabilities including refining results
• Intro to Workflows and step through an example routed to many users
• How to use the Calendar app and see multiple calendars
• How to see tasks listed in a special Project View timeline
• How to use the Social aspects of SharePoint with Profiles and Following
• How to use the Newsfeed, Discussions and Blogs
• Intro to Community Sites

What is the target audience?

New SharePoint users of any skill level who want a quick look at what SharePoint is and what it can do to efficiently share information in your organization.  You should have basic skills in navigating a web page in a browser.

Lesson Plan

1. 1. Introduction

Introduction to SharePoint 2013 Overview Course

1. 2. What is SharePoint

Overviews of Sites, Communities, Content, Search, Insights and Composites in SharePoint

1. 3. How to Connect

Connecting from an Email link, User ID and Permissions,  other platforms and phones

1. 4. Navigating

Use of Top link bar and Quick Launch links, drag & drop editing of links

1. 5. Team Sites

Collections, Sites & Sub site concepts, Site settings, Create & delete a site

1. 6. Site Content

Look at Doc libraries, lists, tasks, photos, videos and all Site Content

1. 7. Adding to doc Libraries

Adding docs with drag a& drop, deleting & restoring with recycle bin

1. 8. Opening and Saving from Office

Copy a URL to open from Office & saving a favorite link to SharePoint in Office

1. 9. Using Document Libraries

Filtering, Sorting, Selecting documents.  Tour of the File and Site tab in the ribbon

1. 10. Check In and Check Out

Checking In & Out from library and from Word

1. 11. Versioning

Looking at & restoring past versions & setup in site settings

1. 12. Office Web Apps

Viewing and editing in Excel, Word and PowerPoint entirely in the browser

1. 13. Co-Authoring in SharePoint

Multiple editors at once in Excel, Word and PowerPoint

1. 14. Apps and Web Parts

Examples of Apps and where to add them with Web Parts.

1. 15. Editing a Page

Editing the layout and adding and removing Web Parts on a page, Web Part properties

1. 16. Change Site Appearance

Adding a logo, changing site colors, graphics, layouts and fonts

1. 17. Alerts

Set Alerts on Libraries and individual documents, managing alerts

1. 18. Lists

Sorting, filtering and editing in the Quick Edit grid. Creating a list and deleting a column.

1. 19. Import a List from Excel

Using an App that will import a list from an Excel worksheet into SharePoint

1. 20. Tasks

Filtering tasks, creating tasks, adding to the timeline and syncing with Outlook tasks

1. 21. Views

Using standard views on libraries, tasks and calendars.  Setting default views.

1. 22. Custom Views

Custom views for sorting, filtering and grouping. Deleting views & Shaded views.

1. 23. Sharing

Sharing sites and documents, setting permissions, populatiry reports

1. 24. Search

Searching, previewing and refining results.  People and skill searches.

1. 25. Workflows

Defining and creating a workflow.  Starting a Workflow.

1. 26. Workflow Status

Tracking the status of a workflow and the approval process, completing a workflow

1. 27. Calendar

Calendar views, navigating the calendar, adding & moving events, create a calendar

1. 28. Additional Calendars

Viewing multiple calndars with overlays, changing the colors

1. 29. Project Sites

Creating a Project Site, using the timeline, formatting the timeline, gnatt chart view

1. 30. SkyDrive Pro

Making offline copies to sync to your desktop.  Management panel & unsyncing folders

1. 31. Profiles

Viewing and populating profiles. Hiding select information. Profiles in Search.

1. 32. Newsfeed

Viewing the Newsfeed, what it includes.  Newsfeed settings to control feeds.

1. 33. Following

Following sites, documents, people.  Unfollow people.

1. 34. Discussions

Discussion thread tools and management. Best reply & Featured discussions.

1. 35. Blogs

Blog tools for creating, formatting and managing Blog posts.  Blog layouts.

1. 36. Community Sites

Site for discussions. Tracking contributor activity, awarding badges & reputation points.