SharePoint Beginner Training for End Users

sharepointmaven.com @gregoryzelfond
SHAREPOINT
BEGINNER TRAINING

sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
 2-hour, FREE, on-demand session recording is
available at https://youtu.be/mSVC08zbQ7M
 You can also visit my YouTube Channel:
https://www.youtube.com/c/sharepointmaven
 Slides and Demo based off SharePoint Online,
however, similar functionality is available with
on-premises and older versions of SharePoint

About Me
 Gregory Zelfond
 10+ years of experience with SharePoint
 Huge SharePoint Advocate, blogger
 Love to solve business problems using
code-free, out of the box SharePoint
configurations
 Owner of SharePoint Maven

About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK
THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING

SharePoint User Types
 End User (works with content)
– Uploads/edits/deletes files
– Creates content (documents, tasks, events, etc.)
– Shares content
 Power User/Site Owner (works with site)
– Manages site
– Creates web parts
– Edits pages
– Manages security
 Administrator (works with site collection)
– Manages site collections
– Manages global security & permissions
– Manages advanced SharePoint features

Agenda
– SharePoint vs. OneDrive vs. Office 365
– SharePoint Components
– “How to” Training
• Document Library
• Alerts
• Views
• Tasks
• Sharing
• Sync to Outlook
• Export to Excel
• Recycle Bin
– Q & A

SHAREPOINT vs.
OFFICE 365 vs.
OneDrive

Evolution of SharePoint
 Born in 2001
 Evolved as collaboration platform adopted by
many large organizations
 Required extensive server infrastructure for on-
premise installations
 Major versions: 2001, 2002, 2003, 2007, 2010,
2013 (current) and 2016 (planned)

SharePoint & Office 365
 In 2011, SharePoint got bundled with Office 365 Suite
(Cloud)
– MS Office
– Outlook (Exchange)
– Skype for Business
– SharePoint
– OneDrive
 SharePoint can still be acquired as an on-premises
solution
 Since SharePoint Online doesn’t require infrastructure
investments by organizations, it’s become affordable

OneDrive or SharePoint?

SHAREPOINT
ELEMENTS

Basic SharePoint Elements
 Sites
– Used to organize/separate content
 Pages
– Displays content on a site
 Web Parts (Apps)
– Building blocks of a page/site

iPhone® Analogy
SITE
PAGE
WEB PART

Site Hierarchy Example
Homepage
Site
HR Site
HR Subsite HR Subsite
IT Site
IT Subsite

SharePoint Pages
 Multiple pages per site can be
created
 Pages used to separate and
present content
 Determines look & feel of a site
 Different (default) page layouts
available

Web Parts
 Definition: Web Part is a
modular and reusable
component that can be placed
into SharePoint Page to display
certain content
 Think of iPhone® “Apps” for
SharePoint

Most Common Web Parts
 Document Library (list of documents)
 Calendar (list of events)
 Contact List (list of contacts)
 Issues Tracking (list of Issues)
 Tasks (list of tasks)
 Announcements (list of announcements)
The concept of Lists & Libraries

Document Library
 Add a Document (via Upload button)
 Add Multiple Documents (via Drag & Drop)
– Limit of 100 files at a time (“classic” library only)
– Can’t drag and drop folders (“classic” library only)
 Edit Document Properties + Bulk Edit (Quick Edit)
– Bulk Edit works only with flat list view (not grouped)
 Download a Document
 Viewing a document without Download
 Open in Windows Explorer
– Works with Internet Explorer Browser only
– Doesn’t work well with really large document libraries

Document Library, cont’d
 Edit Documents
– Edit using Office Online
– Edit using Office Desktop
 Version Control
– Major versions
 Concept of co-authoring (Word only)
 Concept of Check-in/Check-out
 Sync library to desktop (via OneDrive)
– No real benefit if you are using metadata
– Known sync issues
– Works only for 5,000 items or less (folders + files)
 Searching for Documents

Views
 Create a View
 Modify a View

Alerts
 Setup an alert on a list or a library
 Setup an alert on individual document,
item or folder
 Modify an existing alert
 Delete an alert

Task Management
 Task Module overview
 Timeline feature
 Sync SharePoint tasks with MS Project

Sharing
 Document/Item Sharing
 Folder Sharing
 Site sharing
 Sharing with External Users

Other Cool Stuff
 Export lists to Excel
 Sync Tasks, Calendar, Contacts to Outlook

Recycle Bin
 All documents, items, lists, libraries, sites go to
Recycle Bin
 Items can be restored up to 93 days!
– User who deleted can restore
– SharePoint Admin on behalf of a user can restore too!
– No way to restore after 93 days!

“How To” Blog Posts
 How to create SharePoint alerts
 How to add SharePoint Tiles to your site
 How to add a Video in SharePoint
 How to create an Org Chart in SharePoint
 How to create a SharePoint Project Site
 4 ways to configure Document Library
 Choosing between OneDrive for Business & SharePoint
 How SharePoint Recycle Bin works
 How to sync SharePoint with Outlook

SharePoint Webinars
 How to manage projects in SharePoint using out of the box features
 How to build amazing Intranet Sites in SharePoint using out of the box features
 How to improve SharePoint User Adoption – practical tips and industry best
practices
 How to manage migration to SharePoint
 SharePoint hacks you can’t live without
 [NEW] Project and Portfolio Management with Project Online
 [NEW] Kick-Ass Project Collaboration with Office 365 Groups
LEARN MORE

Need help with SharePoint?
 SharePoint Site Configuration and Customization
 Document Migration to SharePoint
 SharePoint Implementation Strategy
 SharePoint Training
 SharePoint User Adoption
 SharePoint Governance
 SharePoint Project Management

THANK YOU!
Visit: sharepointmaven.com
Email: greg@sharepointmaven.com
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions

SharePoint Beginner Training for End Users

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