SharePoint 365 Essentials

Printable, customizable, training materials

In this workshop your participants will learn how to sign on to the Microsoft Office 365 portal, and see where their SharePoint content will be stored. They will learn about the home page of the portal, where to sign into the Team Site and the Office 365 web apps, including Outlook.

Through SharePoint Essentials your participants will take a look at the Team Site and how to navigate around and view the SharePoint site. SharePoint Online is the Office 365 answer to collaboration. SharePoint Online will let your participants manage documents and information in one place that customers and colleagues can access from virtually anywhere.
SharePoint 365 Essentials


  • Unlimited Users
  • Unlimited Printing Rights
  • Completely Customizable

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Everything you need to teach a one-day workshop for SharePoint 365 Essentials:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes

Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

SharePoint 365 Essentials Course Outline:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives

Module Two: Basic SharePoint Concepts
  • The Home Page
  • The Team Site
  • About Permissions
  • Changing Site Theme
  • Module Two: Review Questions

Module Three: Working with My Site
  • View Your Profile
  • Update Your Profile
  • Follow Colleagues
  • Share Information
  • Follow Newsfeed and Status Updates
  • Module Three: Review Questions

Module Four: Working with SharePoint Content
  • About Content Types
  • Adding an Item to a List
  • Uploading a File to a Library
  • Checking Items In and Out
  • Tracking Versions
  • Module Four: Review Questions

Module Five: Working with Libraries
  • Types of Libraries
  • Viewing Library Items
  • Creating a New Document in Your Library
  • Editing or Deleting a Library Item
  • Understanding the Library Tools
  • Create a Library
  • Module Five: Review Questions

Module Six: Working with Lists
  • Types of Lists
  • The List Tool Bars
  • Viewing Items
  • Editing or Deleing a List Item
  • Creating a New List
  • Module Six: Review Questions

Module Seven: Working with Other Types of Lists
  • Viewing and Adding Announcements
  • Working with an Issues List
  • Adding a Link
  • Adding a Task
  • Searching List Items
  • Module Seven: Review Questions

Module Eight: Working with Calendars
  • Viewing and Navigating Calendars
  • Adding a New Event
  • Managing Events
  • Connecting to Outlook
  • Creating a New Calendar
  • Module Eight: Review Questions

Module Nine: Working with Sites and Pages
  • Editing a Page
  • Understanding Web Parts
  • Editing and Deleting Web Parts
  • Creating a Site
  • Module Nine: Review Questions

Module Ten: Working with Views
  • Sorting and Filtering Lists and Libraries
  • Creating a Column
  • Creating a Private View
  • Selecting a View
  • Modifying a View
  • Module Ten: Review Questions

Module Eleven: Using Workflows
  • About Workflows
  • Types of Workflows
  • Add a Three-State Workflow to a List
  • Start a Workflow
  • Monitor a Workflow
  • Review a Workflow
  • Module Eleven: Review Questions

Module Twelve: Wrapping Up
  • Words from the Wise
  • Review of the Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

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