What you will learn

This course explains everything you need to know about SharePoint in Microsoft 365. This course is aimed at those who use SharePoint on a day-to-day basis in Microsoft 365 and provides all the techniques required for users to successfully use SharePoint in Microsoft 365.

  • What is SharePoint and the difference between SharePoint and Servers

  • How to access and navigate SharePoint in Microsoft 365

  • Working and collaborating on files in SharePoint

  • Syncing files and folders to your PC or Laptop

  • And more ...

Course content

  • 1

    About SharePoint in Microsoft 365

    • What is SharePoint

    • This is what you can do in SharePoint

    • How to find SharePoint in Microsoft 365

    • How is SharePoint organised

    • What is a SharePoint Site?

    • How to find your SharePoint Sites.

    • Example of someone who has access to multiple SharePoint sites

    • Example of someone who has access to two SharePoint sites

    • The structure of SharePoint

    • Create a shortcut to your SharePoint site

    • Finding all members of a SharePoint Site

    • What are SharePoint Document Libraries?

    • Creating your own SharePoint Document Libraries

    • How to find your files and folders in SharePoint

    • Navigating around SharePoint

    • Who has access to files and folders in SharePoint?

    • Who can change files in a SharePoint site?

    • Differences between SharePoint and a Server

  • 2

    SharePoint Site membership

    • How to find the members of a SharePoint Site

    • Member roles in Sharepoint

    • How to change member roles

    • How to remove members from a site

  • 3

    Working with folders

    • How to create a new folder in SharePoint

    • How to upload folder to SharePoint

    • How to rename a folder

    • How to copy a folder to a new folder in the same SharePoint site

    • How to copy a folder to a different document library

    • How to copy a folder to a different SharePoint Site

    • How to move a folder

    • How to delete a folder

    • How to restore a deleted folder

    • How to create a shortcut to a folder

    • Navigating between folders in SharePoint

  • 4

    Files - the basics

    • About files in SharePoint

    • How to create a new file

    • How to upload a file to SharePoint

    • How to save a new file to SharePoint using File, Save as

    • Making changes to a file in SharePoint

    • Saving changes to a file in SharePoint

    • Opening a file in the desktop version of the app

    • Saving changes to a file open in the desktop app

    • Opening a file as read only

    • About Autosave

    • Moving a file to a different folder in the same SharePoint site

    • Moving multiple files to a different folder

    • Moving a file to a different SharePoint site

    • Who can access a file that has been moved to a new site

    • Copying files between folders

    • Copy files to a different SharePoint site

    • Renaming files

    • Renaming files whilst they are still open

    • Renaming files whilst they are still open in desktop app

    • Deleting files

    • Restoring a deleted file

    • Creating shortcuts to regularly used files

    • Reusing an existing file

  • 5

    Files - version history

    • What is version history?

    • Finding version history in SharePoint

    • Finding version history in desktop app

    • Restoring an earlier version of a file in SharePoint

    • Restoring an earlier version of a file when in desktop app

    • What happens to version history when copying a file?

    • What happens to version history when moving a file to a different SharePoint Site?

  • 6

    Files - collaborating

    • How to work on the same file together

    • How to find out who else has a file open

    • Working together in the desktop app

    • Which change is kept

    • How to find changes that have been made in Excel

  • 7

    Files - check out and check in

    • What is check out and check in?

    • How to check out a file

    • What do other site members see when a file is checked out

    • How to check a file in

    • Discard changes made when checking a file in

    • How to find check in comments

    • How do you know a file has been checked out?

    • Who has checked out a file?

    • Why are check out arrows different colours?

    • SharePoint Site owners can check any files in

  • 8

    Files - setting alerts

    • Receiving email alerts when a file changes

    • What the email alerts look like and viewing changes

    • Finding all alerts

    • Changing and deleting alerts

  • 9

    Files - sharing

    • Sharing a file for editing with someone in your organisation who is not a member of your SharePoint site

    • Sharing a file with someone in your organisation who is not a member of your SharePoint site as read only

    • Sharing a file with someone outside your organisation

    • Share a link to a file to someone in your organisation to edit

    • What it means to send a link to a file to someone

    • How to stop sharing a file - site members will still be able to access

  • 10

    Files - searching

    • About Searching for files and folders in SharePoint

    • Search for specific Excel files in any SharePoint Site

    • Search for specific Word documents in any SharePoint Site

    • Search for specific PowerPoint files in any SharePoint Site

    • Search for PDF's in any SharePoint site

    • Search for folders in any SharePoint site

    • Search for files modified in the last week

    • Search for files modified in the last month

    • Search for files modified in the last three months

    • Search for Excel files when part of file name known

    • Search for Word files when part of file name known

    • Search for PowerPoint files when part of file name known

    • Search the contents of a file

    • Search using OR

    • Search using AND

    • wildcard search for files

    • Search not producing results

  • 11

    Files - syncing files and folders to your laptop or PC

    • How to get files in SharePoint on to PC or Laptop

    • The Sync cloud on Windows 10

    • About the green circle with green tick sync symbol

    • About the blue cloud sync symbol

    • About the red circle with white cross sync symbol

    • Ensure files are available on and offline always

    • How to access files without an internet connection

    • What happens on your pc when you create a new folder in SharePoint

    • What happens in SharePoint when you create a new folder on your pc

    • What happens on your pc when you create a new file in SharePoint

    • What happens in SharePoint when you create a new file on your pc

  • 12

    Files - tips and tricks

    • Navigating from an open file to a folder