Duration: 1 Day (To Be Scheduled)

Target Audience:

  • SharePoint Users
  • Business Analysts
  • Project Managers
  • Knowledge Managers


  • Basic computer operational skills
  • Familiarity with web browsers

Learning Outcomes:

  • Participants will be able to navigate SharePoint Online confidently, manage content within libraries and lists, work with site pages, and understand the basics of permissions and security settings.

Course Materials:

  • Step-by-step Lab Exercise Manual
  • Access to a SharePoint Online Training Environment

Course Objective:

This training is aimed at instilling a fundamental understanding of SharePoint Online, focusing on its core functionalities including navigation, content management, and permissions through interactive learning and hands-on lab exercises.

Course Outline:

Module 1: Getting Started with SharePoint Online (1 Hour)

  • Topics:
    • Overview of SharePoint Online
      • MS Teams vs. SharePoint
    • SharePoint Online Core Features and Capabilities
    • Navigating the Interface
  • Lab Exercise: Navigating the SharePoint Online Interface
    1. Log into SharePoint Online.
    2. Navigate through the home page and identify key features.
    3. Explore the basic layout and structure of a SharePoint site.

Module 2: Document Libraries in Depth (1 Hour)

  • Topics:
    • Creating and Managing Document Libraries
    • Organizing Files and Folders
    • Library Views and Settings
  • Lab Exercise: Mastering Document Libraries
    1. Create a document library, upload files, and organize them with metadata.
    2. Customize the library view and explore the settings options.
    3. Manage documents, including edit, delete, and restore options.

Module 3: Leveraging Lists for Organized Data (1 Hour)

  • Topics:
    • Introduction to SharePoint Lists
    • Creating and Managing Lists
    • Customizing List Views
  • Lab Exercise: Building and Managing Lists
    1. Create a new SharePoint list and add items.
    2. Customize the list view to filter and sort data effectively.
    3. Edit and delete list items.

Module 4: Customizing SharePoint Sites (1 Hour)

  • Adding and Editing Site Pages
  • Customizing Navigation and Appearance
  • Managing Site Permissions and Access Control

Lab Exercise: Site Customization

  1. Create and edit a new site page.
  2. Customize site navigation and appearance.

Module 5: Permissions and Security (30 Minutes)

  • Topics:
    • Understanding Permissions Levels
    • Unique permissions for specific folders and files.

Module 6: Hands-On Project and Review (Optional)

  • Topics:
    • Applying learned concepts
    • Navigating and Managing Content
    • Configuring Permissions
  • Lab Exercise: Comprehensive SharePoint Online Project
    1. Apply learned skills in a comprehensive scenario – navigate, manage content, and configure permissions.
    2. Participants will receive feedback on their performance and areas for improvement.

Module 7: Q&A and Wrap-Up (30 Minutes)

  • Topics:
    • Addressing any remaining questions
    • Recap of key points
    • SharePoint vs MS Teams
    • Evaluation and feedback

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