Details
About the workshop
Get confident using SharePoint Online (including via Teams) to collaborate and manage content. This practical, interactive workshop is designed for end users working across different organisations using SharePoint Online. Following the training, you will be able to practice in your own environment, learn about real-world examples, and obtain clear guidance to help you work smarter, avoid common pitfalls, and feel confident using SharePoint as part of the wider Microsoft 365 suite.
Who it's for:
Individuals who need to work confidently with SharePoint Online and Teams as part of their everyday role. Whether they are new to the platform or looking to fill in knowledge gaps.
What you'll leave with:
Clear understanding of how SharePoint Online works, how to use it effectively, and how to manage documents and sites (including as records) within the broader Microsoft 365 environment.
Agenda
SharePoint Foundations
- Key differences between SharePoint Online and older systems
- How it connects with Teams, OneDrive, and Outlook
- Understanding site types and permissions
Access and Navigation
- Accessing SharePoint via browser, Teams, Outlook and File Explorer
- Navigating sites, libraries, lists and web parts
- Common access issues and how to resolve them
- Using search and personalising your view
Working with Libraries, Lists and Documents
- Uploading, editing and organising files
- Using version history, metadata and co-authoring tools
- Sharing documents and setting permissions
- Approvals and working with documents in Teams
Records and Best Practice
- Managing records, retention labels and sensitivity settings
- When to use libraries, folders or lists
- Naming conventions and avoiding common pitfalls
- Tips to keep your SharePoint clean and user-friendly
Tailor Your Training Experience
To make sure you get the learning solution that’s right for you, we offer different levels of tailoring to suit your needs. Choose from three levels of customisation:
1.Off the Shelf
Love what you see? Great! Choose this option to take one of our most popular courses and bring it in-house for your team. Includes a pre-course consult session with our facilitator to make sure we hit the mark, and deliver the right learning experience for you.
2.Customised
Make sure you get the most from the course you choose, by tailoring the content to get the right fit for you. Speak to our team, who will work with you to pick and mix from a curated bank of training modules to help customise your learning experience.
3.Premium
Not on the list? Let us know what you’re looking for and we will find the right solution. Our team of learning specialists will work with you to develop a unique training course for your business. Through an in-depth consultation process, we will work with you to profile your learning needs and build a bespoke program from the ground up.
Speak with one of our team today to find which option is right for you.
Who Will Attend
Designed for teams and individuals who are new to SharePoint or need a refresher on its main features.
This includes:
- Employees who need to collaborate and manage documents using SharePoint
- Team members who use SharePoint or Teams for daily tasks like file sharing, document versioning, and project collaboration
- Those who work with SharePoint alongside Microsoft Teams, OneDrive, or other Microsoft 365 tools
- Individuals seeking to improve their ability to navigate and use SharePoint efficiently in their day-to-day work
- Records managers who need to manage records