SharePoint for Site Owners

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Description

In this SharePoint course you will learn about the administrative functions of SharePoint at the level of a site, but you will especially get tips and best practices about setting up your own site.

Contents

Introduction

  • The structure of SharePoint with Site Collections and (sub)sites
  • Understanding the relationship between SharePoint, OneDrive and Teams

Create Sites

  • SharePoint structure of a site
  • Create a new site or site collection
  • Customize logo, name, and theme

Create and provision document libraries

  • When to create a document library
  • Features and limitations of a document library
  • Set up versioning
  • Manage major and minor versions
  • Using file check-in and check-out
  • (De)activate synchronization as an option

Metadata

  • Use existing metadata
  • Add different types of metadata to a library and provision options
  • Metadata indexing
  • Setting column formatting
  • How to use and create site columns
  • Add and use managed metadata
  • Provisioning views and setting the default view

Content Types and Document Sets

  • Create content types for files
  • Make content types available in a library
  • Linking Site Columns to a Content Type
  • Setting up and using Document Sets

Add lists to your site

  • Add and customize an app
  • Examples of useful apps: to-do list, survey, calendar

Rights management on your site

  • Assigning permissions on site and components
  • The difference between the types of groups used
  • View and manage permissions
  • Influence of sharing and linking on file access

Create and customize pages

  • The characteristics of a good portal page
  • Determine the layout and structure of a page
  • Add and provision web assets to a page
  • Adding news to your site
  • Go over examples of useful web elements
  • Manage a site's pages

Hub site

  • What is a hub site
  • Create hub sites (demo)
  • Associating sites with an existing hub site
  • Search within all associated sites
  • Set up a hub's overarching menu
  • Customize web parts that can use the hub

Target audience

Site owners

Prerequisites

Good basic knowledge of how to use SharePoint

Duration

2 days (or split into 4 half-days)
Tailor-made training
Each organization is unique in its identity, and no co-worker is the same. That's why we at Learnia offer our clients tailor-made courses as well.
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