Introduction to SharePoint 2013 for Collaboration and Document Management

Session Detail:    Classroom 1 Day

This to full day 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. This class can be delivered using a Site Collection on an in-house server, virtual machines or Office 365.


  • Have basic Microsoft Office skills

Who Can Benefit

  • SharePoint end users
  • SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class
  • SharePoint administrators and developers

Session Outline

Class Outline

Module 1: SharePoint Overview

  • 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

After completing this module, students will be able to:

  • Explain the core SharePoint feature sets

Module 2: Accessing SharePoint

  • 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

After completing this module, students will be able to:

  • Log into SharePoint 2013 and Office 365
  • Explore a library
  • Navigate SharePoint Pages
  • Follow and return to sites

Module 3: SharePoint Libraries

  • 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

After completing this module, students will be able to:

  • Navigate library pages and web parts
  • Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail
  • Open and edit documents in Word and other applications
  • Open and edit documents using Office Web Apps
  • Check out and check in documents using browser and Office features
  • Delete documents and recover them from the Recycle Bin
  • Upload a single file, multiple files and use Windows Explorer view
  • Understand that certain file types are blocked and cannot be uploaded
  • Work with folders
  • Create new documents from within SharePoint
  • Work with document versioning
  • Display libraries using views

Module 4: SharePoint 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

After completing this module, students will be able to:

  • Create, edit and update tasks and other SharePoint lists
  • Work with list views
  • Synchronize Task Lists with Outlook
  • Create, edit and update events
  • Work with calendar views
  • Synchronize SharePoint Calendars with Outlook
  • Explain the role of External Lists

Module 5: SharePoint Search

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

After completing this module, students will be able to:

  • Search for content
  • Search for people
  • Refine their searches

Module 6: SharePoint Wikis

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

After completing this module, students will be able to:

  • Use Wikis as FAQ lists, self-service help sites, and knowledgebases
  • Create, edit and update Wiki articles
  • Work with Wiki views

Module 7: SharePoint 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

After completing this module, students will be able to:

  • Update their user profile
  • Follow sites, content, and people
  • Add folksonomy to content using tags and ratings
  • Use the Newsfeed features to micro-blogging and follow coworkers

Module 8: Discussion Boards

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

After completing this module, students will be able to:

  • Read and explore Discussion Boards
  • Create and reply to discussions

Module 9: 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

After completing this module, students will be able to:

  • Understand the difference between Discussion Board lists and Community Site subsites
  • How to access to Community Sites is controlled and how to request access and join the community
  • How to create new discussions and how to reply to existing discussions
  • How to mark replies as Best Reply
  • How to create Alerts on topics of interest

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Introduction to SharePoint 2013 for Collaboration and Document Management

1 Day


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