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SharePoint

These coaching sessions are designed to be hands on, practical, relevant and specific to each person and their particular requirements.  This will be followed by detailed coaching, feedback, content edits, recommendations, top tips, and Q&A. We aim to elevate your confidence and grow your virtual classroom skillset significantly! Let’s chat and explore how we can help you!

Premium Skill sheets

Professional Coaches

Personalized learning

Regularly updated content

Over Topics to choose from

Learn at your own pace

Online Delivery

Tests and quizzes

 Free Support after course

Certificate on Completion

Live online sessions are virtual instructor-led sessions conducted online from your location.  You will be sent an invitation to join the session. A computer with an internet connection and a browser.

You will have an opportunity to have your own virtual classroom displayed as comfort of own home or at work.

You will be sent an invitation to join the session online.

Entry requirements

Learners must have basic literacy and numeracy skills.

Computer requirements

Learners will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows
  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Microsoft edge , Firefox, Chrome, Safari)

MAC/iOS

  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster

Learners will also need access the following applications

  • Adobe Acrobat Reader

 

Business Outcomes Covered in these courses

  • Sharing and Collaboration
  • Productivity
  • Reduces need for email attachments.
  • Reduces different versions of files.
  • Accessible on all devices.

To inquire about Live Online Courses, please Call +61 2 6243 4862

SharePoint

Document management and collaboration tool. Share and manage content and knowledge.

Courses 

Introduction Topics

SharePoint Online

 Learning Outcomes:

  • understand the basics of SharePoint including SharePoint sites and their components
  • create and modify team sites
  • navigate SharePoint sites
  • work with OneDrive For Business
  • understand how to work with existing SharePoint libraries
  • create and work with files and list items
  • create lists and libraries
  • work with calendars and events
  • create, modify and delete views for lists and libraries
  • perform searches in SharePoint Online

Getting to Know SharePoint

  • What Is SharePoint
  • SharePoint Sites
  • Team Sites
  • Core Elements of a SharePoint Site
  • SharePoint Apps
  • Accessing SharePoint Online
  • Signing Out of SharePoint

Creating Team Sites

  • Sites and Site Collections
  • Understanding Creating Sites
  • Creating a Team Site
  • Quickly Changing the Theme
  • Changing the Logo
  • Change the Look Options
  • Changing the Look of a Site

Navigating a SharePoint Site

  • Navigation Elements in a SharePoint Site
  • Navigating a Site Using the Quick Launch
  • Customising the Quick Launch
  • Displaying All Content in Your Site
  • Navigating to Your Delve Profile
  • Following a Site

Getting Started With Libraries

  • Understanding Library Apps
  • Uploading a Single File
  • Uploading Multiple Files
  • Creating a New Document in a
    Library
  • Creating a New Folder in a Library
  • Selecting Files
  • Reading a Document
  • Downloading a Copy of a Document
  • Editing a Document
    Deleting a File
  • Restoring a Deleted File

Working With Libraries

  • Understanding Document Coauthoring
  • Emailing a Link to a File
  • Synchronising a Library or Folder
  • Viewing Properties
  • Editing the Properties of a File
  • Understanding Versioning and Check Out
  • Using Check in and Check Out
  • Viewing Version History
  • Approving or Rejecting a File or List Item
  • Restoring an Earlier Version
  • Checking Permissions on Files
  • Sorting and Filtering Libraries
  • Creating an Alert on a Document
  • Creating an Alert on a Library
  • Managing Your Alerts

OneDrive for Business

  • Understanding OneDrive for Business
  • Accessing OneDrive for Business
  • Uploading Files
  • Creating New Files
  • Creating New Folders
  • Editing Files
  • Sharing Files
  • Synchronising Your Library
  • Deleting Files and Folders

Working With Lists

  • Understanding Lists
  • Adding a List
  • Adding Items to a List
  • Adding Columns
  • Creating a List From a List App
  • Creating a New Item in a List
  • Creating a New List Item Using
  • Quick Edit
  • Editing the Properties of a List Item
  • Deleting a File or List Item
  • Restoring a Deleted List item

 Working With Calendars

  • Adding a Calendar
  • Adding an Event
  • Adding a Recurring Event
  • Changing an Event
  • Connecting a Calendar to Outlook
  • Working With Connected Calendars in Outlook
  • Disconnecting a SharePoint Calendar
  • Deleting an Event
  • Setting Up for Calendars Overlay
  • Using Calendars Overlay

Creating Views

  • Creating a New View From an
    Existing View
  • Creating a Custom View
  • Understanding the Create View Page
  • Selecting the Columns
  • Modifying a View
  • Specifying Sort Criteria
  • Specifying Filter Criteria
  • Specifying Grouping Criteria
  • Creating a Dynamic View
  • Creating a Calendar List View
  • Deleting a View

 

Document Management in SharePoint

 Learning Outcomes:

  • understand the basics of SharePoint including SharePoint sites and their components
  • use meta tags/data columns to tag documents, rather than recreating network drive folders
  • use content types for dynamic meta tagging
  • setup an alert for a document library
  • use version control/check-out features only if users require it
  • create views, many views!

Getting Started With Libraries

  • Understanding Library Apps
  • Uploading a Single File
  • Uploading Multiple Files
  • Creating a New Document in a Library
  • Creating a New Folder in a Library
  • Selecting Files
  • Reading a Document
  • Downloading a Copy of a Document
  • Editing a Document
  • Deleting a File
  • Restoring a Deleted File

Meta Data

  • Viewing Properties
  • Editing the Properties of a File
  • Sorting and Filtering with meta data
  • Create a managed metadata column
  • Understand Term Set Settings
  • Adding Tags

     

    Version and Check in and Check Out

    • Understanding Versioning and Check Out
    • Using Check in and Check Out
    • Viewing Version History
    • Approving or Rejecting a File or List Item
    • Restoring an Earlier Version
    • Checking Permissions on Files

    Alert Me

    • Creating an Alert on a Document or List Item
    • Creating an Alert on a Library or List
    • Managing Your Alerts

    Pining Files

    • Pin Files To Top
    • Edit Pin
    • UnPin Files
    • Add Shortcut to OneDrive

    Working With Lists

    • Understanding Lists
    • Adding a List
    • Adding Items to a List
    • Adding Columns
    • Creating a List From a List App
    • Creating a New Item in a List
    • Creating a New List Item Using
    • Quick Edit
    • Editing the Properties of a List Item
    • Deleting a File or List Item
    • Restoring a Deleted List item

    Creating Views

    • Creating a New View From an
      Existing View
    • Creating a Custom View
    • Understanding the Create View Page
    • Selecting the Columns
    • Modifying a View
    • Specifying Sort Criteria
    • Specifying Filter Criteria
    • Specifying Grouping Criteria
    • Creating a Dynamic View
    • Creating a Calendar List View
    • Deleting a View

    Column Indexing

    • Create column
    • Add from existing site columns
    • Column ordering
    • Indexed columns
    • Add Columns to a View
    • Primary Column
    • Secondary Column
    • Long form descriptions, using rich text
    • Reference numbers or IDs, often auto generated
    • Data from dropdowns, including multiple choices and values pulled from other sources

     

    SharePoint Must Know

     Learning Outcomes:
    • Create a team site using a standard SharePoint template and add text, images, hyperlinks, Web Parts and tables to pages.
    • Work with Libraries and lists.
    • Create apps to import records from spreadsheet, conduct surveys, export the results to excel.
    • Use SharePoint calendars and tasks.
    • Create and maintain a document library, enable version control and integrate with Office documents.
    • Use workflow to automate and alerts to notify.
    • Learn to set site permissions, apps permission and items permission

    Introduction

    • Navigate SharePoint interface
    • Understand pages, lists and libraries
    • Search SharePoint

    Newsfeeds

    • View your stream of newsfeed updates
    • Follow a site/document/user
    • Engage in newsfeed conversation
    • Show/hide newsfeed activity
    • @mentions, #hashtags, liking

    Setting up a new site

    • Understanding sites, subsites, site collections
    • Create a team site
    • Change site theme

    Creating and managing pages

    • Edit existing pages
    • Create new page
    • Add images, lists, tables
    • Create hyperlinks
    • Embedding code

    Working with library apps

    • Create a document library app
    • Add/delete documents to a library
    • Document properties
    • Check-in/check out
    • File versioning
    • Add columns
    • Create a picture library app

    The Recycle Bin

    • Restore items
    • Permanently delete items
    • Site collection recycle bin

    Working with list apps

    • Issue tracking app
    • Links app
    • Promoted links app
    • Contacts app
    • Synchronise contacts with Outlook
    • Import spreadsheet app
    • Custom list app
    • Managing Items in a list
    • Add Web Parts / App Parts to a page

    Working with views

    • Create a view
    • Modify existing views
    • Personal views
    • Modify Web Part with a view
    • Key filters

    Alerts

    • Subscribe to alerts for a list, library, document or item
    • Change alert settings
    • Cancel an alert

    Customising the Navigation

    • Unlink global navigation from parent site
    • Add links via drag and drop
    • Add links via list/library settings
    • Add manual links

    Permissions

    • Permission levels
    • Manage permissions for a new subsite
    • Modifying groups
    • Unique permissions for a list/library
    • Stop inheriting permissions

    Working with Calendars

    • Create a new calendar
    • Add/edit events
    • Multiple calendars
    • Calendar overlay
    • Synchronise a calendar with Outlook

    Working with Wikis

    • Create a wiki library
    • Wiki link syntax

    Workflows

    • Content approval on a library
    • Create an approval workflow
    • Using a workflow
    • Assign a workflow to a file
    • Manage workflows
    • Create a very simple custom workflow

    Surveys

    • Create a survey
    • Set up branching logic
    • View survey results

     

    SharePoint for Readers

     Learning Outcomes:

    • understand the basics of SharePoint including SharePoint sites and their components
    • navigate SharePoint sites
    • work with documents, lists and libraries
    • perform searches in SharePoint
    • use the social networking features
    • work with OneDrive For Business
    • create, modify and delete sites in your personal site

    Getting to Know SharePoint

    • What Is SharePoint
    • Course User Accounts
    • Starting SharePoint
    • Core Elements of a SharePoint Site
    • SharePoint Sites
    • Team Sites
    • Lists
    • Libraries
    • Views
    • SharePoint Apps
    • Signing Out of SharePoint

    Navigating a SharePoint Site

    • Navigation Elements in a SharePoint Site
    • Using the Navigation Bars
    • Using Links in the Page
    • Displaying All Content in Your Site
    • Using the Ribbon
    • Navigating to My Site Features
    • Navigating to a SharePoint Site From
    • My Site

    Documents Lists and Libraries

    • Selecting Files and Items
    • Reading a Document
    • Downloading a Copy of a Document
    • Emailing a Link to a Library
    • Emailing a Link to a Document
    • Exporting Lists to Excel
    • Viewing Version History
    • Viewing Properties
    • Sorting and Filtering Lists and Libraries
    • Switching Views in Lists and Libraries

    Tagging and Notes

    • Tagging a Document or List Item
    • Tagging an External Site
    • Adding Notes to a Document or List Item
    • Managing Tags and Notes

    Alert Me

    • Creating an Alert on a Document or List Item
    • Creating an Alert on a Library or List
    • Managing Your Alerts

    Searching in SharePoint

    • Searching in a Library or List
    • The Search Centre
    • Searching Anywhere in SharePoint
    • Refining a Search
    • Performing an Advanced Search
    • Searching for People

    Social Networking

    • Understanding Your Profile Page
    • Editing Your Profile Page
    • Checking the Language and Region Settings
    • Understanding Your Newsfeed
    • Viewing Your Newsfeed
    • Following People
    • Following Documents and Sites
    • Viewing Sites That You Are Following
    • Posting to Your Newsfeed
    • Mentioning People in Posts
    • Using Tags in Posts
    • Replying to and Liking Posts
    • Changing Newsfeed Settings
    • Managing Your Tasks
    • Using Your Blog
    • Managing Your Blog

    OneDrive for Business

    • Understanding OneDrive for Business
    • Accessing OneDrive for Business
    • Uploading Files
    • Creating New Files
    • Creating New Folders
    • Editing Files
    • Sharing Files
    • Synchronising Your Library
    • Deleting Files and Folders

    Working With Personal Sites

    • Creating a Subsite
    • Changing the Appearance
    • Adding Apps
    • Adding a Page
    • Changing the Navigation
    • Deleting a Subsite

     

    SharePoint for Readers and Authors

     Learning Outcomes:

    • understand the basics of SharePoint including SharePoint sites and their components
    • navigate SharePoint sites
    • work with documents, lists and libraries
    • perform searches in SharePoint
    • use the social networking features
    • work with OneDrive For Business
    • create, modify and delete sites in your personal site
    • prepare a training site
    • create and work with files and list items
    • create lists and libraries
    • work with calendars and events
    • create, modify and delete views for lists and libraries
    • create and work with wiki pages
    • create and work with web part pages
    • understand workflows and be able to create and work with three-state workflows

    Getting to Know SharePoint

    • What Is SharePoint
    • Course User Accounts
    • Starting SharePoint
    • Core Elements of a SharePoint Site
    • SharePoint Sites
    • Team Sites
    • Lists
    • Libraries
    • Views
    • SharePoint Apps
    • Signing Out of SharePoint

    Navigating a SharePoint Site

    • Navigation Elements in a SharePoint Site
    • Using the Navigation Bars
    • Using Links in the Page
    • Displaying All Content in Your Site
    • Using the Ribbon
    • Navigating to My Site Features
    • Navigating to a SharePoint Site From
    • My Site

    Documents Lists and Libraries

    • Selecting Files and Items
    • Reading a Document
    • Downloading a Copy of a Document
    • Emailing a Link to a Library
    • Emailing a Link to a Document
    • Exporting Lists to Excel
    • Viewing Version History
    • Viewing Properties
    • Sorting and Filtering Lists and Libraries
    • Switching Views in Lists and Libraries

    Tagging and Notes

    • Tagging a Document or List Item
    • Tagging an External Site
    • Adding Notes to a Document or List Item
    • Managing Tags and Notes

    Alert Me

    • Creating an Alert on a Document or List Item
    • Creating an Alert on a Library or List
    • Managing Your Alerts

    Searching in SharePoint

    • Searching in a Library or List
    • The Search Centre
    • Searching Anywhere in SharePoint
    • Refining a Search
    • Performing an Advanced Search
    • Searching for People

    Social Networking

    • Understanding Your Profile Page
    • Editing Your Profile Page
    • Checking the Language and Region Settings
    • Understanding Your Newsfeed
    • Viewing Your Newsfeed
    • Following People
    • Following Documents and Sites
    • Viewing Sites That You Are Following
    • Posting to Your Newsfeed
    • Mentioning People in Posts
    • Using Tags in Posts
    • Replying to and Liking Posts
    • Changing Newsfeed Settings
    • Managing Your Tasks
    • Using Your Blog
    • Managing Your Blog

    OneDrive for Business

    • Understanding OneDrive for Business
    • Accessing OneDrive for Business
    • Uploading Files
    • Creating New Files
    • Creating New Folders
    • Editing Files
    • Sharing Files
    • Synchronising Your Library
    • Deleting Files and Folders

    Working With Personal Sites

    • Creating a Subsite
    • Changing the Appearance
    • Adding Apps
    • Adding a Page
    • Changing the Navigation
    • Deleting a Subsite

    Preparing Your Training Site

    • Creating a Training Subsite
    • Preparing a Document Library
    • Adding a Tasks List

    Working With Files and Items

    • Uploading a Single File
    • Uploading Multiple Files
    • Uploading Files Using an Explorer Folder
    • Creating a New Document in a Library
    • Creating a New Folder in a Library
    • Creating a New Item in a List
    • Creating a New List Item
    • Using Quick Edit
    • Editing a Document
    • Editing the Properties of a File
    • Editing the Properties of a List Item
    • Adding Tasks to the Timeline
    • Deleting a File or List Item
    • Restoring a Deleted File or List item
    • Understanding Versioning and Check Out
    • Using Check in and Check Out
    • Publishing a File or List Item
    • Restoring an Earlier Version
    • Checking Permissions on Files
    • Understanding Document Coauthoring
    • Synchronising a Library or Folder
    • Approving or Rejecting a File or List Item

    Creating Lists and Libraries

    • Understanding Your Apps Page
    • Adding a Document Library
      Adding a List
    • Importing a List From Excel
    • Publishing an Excel Table as a List
    • Updating Data in a Connected Excel Table
    • Adding a Custom List
    • Understanding Column Types
    • Adding a Column to a List or Library
    • Adding a Column in Datasheet View
    • Adding a Column With Custom Validation
    • The List and Library Settings Page
    • Modifying a Column in a List or Library
    • Deleting a Column From a List or Library
    • Reordering Columns in a List or Library
    • Renaming a List or Library
    • Changing the Versioning Settings
    • Creating Multiple Items From Excel
    • Editing the Document Template for a Library
    • Adding Content Types to a Library
    • Deleting a List or Library

    Working With Calendars

    • Adding a Calendar
    • Adding an Event
    • Adding a Recurring Event
    • Changing an Event
    • Connecting a Calendar to Outlook
    • Working With Connected Calendars in Outlook
    • Disconnecting a SharePoint Calendar
    • Deleting an Event
    • Setting Up for Calendars Overlay
    • Using Calendars Overlay

    Creating Views

    • Creating a New View From an Existing View
    • Creating a Custom View
    • Understanding the Create View Page
    • Selecting the Columns
    • Modifying a View
    • Specifying Sort Criteria
    • Specifying Filter Criteria
    • Specifying Grouping Criteria
    • Specifying Other Criteria
    • Creating a Dynamic View
    • Creating a Calendar List View
    • Deleting a View

    Authoring Wiki Pages

    • Understanding Page Types
    • Placing a Wiki Page in Edit Mode
    • Inserting and Formatting Text
    • Inserting Tables
    • Inserting Pictures
    • Inserting Links
    • Inserting Web Parts Into a Text Editor Control
    • Creating a New Wiki Page
    • Linking to an Existing Wiki Page
    • Linking to a New Wiki Page
    • Renaming a Wiki Page
    • Deleting a Page

    Authoring Web Part Pages

    • Understanding App Parts and Web Parts
    • Creating a Web Part Page
    • Placing a Page in Edit Mode
    • Adding an App Part
    • Adding a Content Editor Web Part
    • Fix for Enabling Content Editor Web Part
    • Adding an Image Viewer Web Part
    • Understanding the Tool Pane
    • Modifying an App Part
    • Linking to an Image in an Image
    • Viewer Web Part
    • Moving Web Parts
    • Reusing Web Parts
    • Deleting a Web Part
    • Editing the Properties of a Web Part Page
    • Comparing Page Versions

    Working With Workflows

    • What Is a Workflow
    • Understanding Three-State
      Workflows
    • Understanding the Add a Workflow Page
    • Adding a Three-State Workflow
    • The Customise the Three-State
    • Workflow Page
    • Customising the Workflow Settings
    • Initiating a Workflow
    • Completing the First Step in a Workflow
    • Finalising the Workflow
    • Tracking a Workflow

     

    SharePoint for Readers and Authors

    Learning Outcomes:

     

     

     

    SharePoint for Site Managers

     Learning Outcomes:

    • understand the basics of SharePoint including SharePoint sites and their components
    • understand workflows and be able to create and work with three-state workflows
    • create custom list workflows in SharePoint Designer
    • create and work with custom content types and document set content types
    • create and modify team sites and create a custom template from a SharePoint site
    • create a project and community site
    • work with Search in your site
    • manage the security for a site and its content

    Working With Workflows

    • What Is a Workflow
    • Understanding Three-State
      Workflows
    • Understanding the Add a Workflow Page
    • Adding a Three-State Workflow
    • The Customise the Three-State
    • Workflow Page
    • Customising the Workflow Settings
    • Initiating a Workflow
    • Completing the First Step in a Workflow
    • Finalising the Workflow
    • Tracking a Workflow

    Custom Workflows

    • Downloading SharePoint Designer
    • Planning the Workflow
    • Creating a List for a Custom
      Workflow
    • Creating a Custom Workflow
    • Understanding the Workflow
    • Settings Page
    • Setting the Workflow Options
    • Understanding Workflow
      Components
    • Inserting Stages
    • Inserting Steps
    • Inserting a Send an Email Action
    • Assignment Adding Extra Send an
    • Email Actions
    • Inserting a Wait for Field Change Action
    • Inserting a Transition Go to a Stage Action
    • Inserting a Condition
    • Saving and Publishing a Workflow
    • Testing a Workflow
    • Opening an Existing Workflow

    Document Management

    • Understanding Site Columns
    • Understanding Content Types
    • Creating a Content Type
    • Adding Columns to a Content Type
    • Connecting a Content Type to a Library
    • Using a Custom Content Type
    • Changing the Template for a ContentnType
    • Understanding Document Sets
    • Creating a Document Set Content Type
    • Configuring a Document Set Content Type
    • Using a Document Set Content Type

    Creating Team Sites

    • A Reminder About Sites and Site Collections
    • Understanding the New SharePoint Site Page
    • Creating a Team Site
    • Branding Your Site
    • Change the Look Options
    • Changing the Look of a Site
    • Adding Navigation Links
    • With Drag and Drop
    • Adding Links to a Navigation Bar
    • Reordering and Deleting Links
    • Saving a Site as a Template
    • Deleting a Custom Template

    Other Collaboration Sites

    • Understanding Project Management
    • Creating a Project Site
    • SharePoint Community Sites
    • Creating a Community Site
    • Working With a Community Site

    Working With Search

    • Understanding How Search Works
    • Understanding Search Verticals
    • Checking for Default Search Verticals
    • Displaying the Default
    • Search Results Pages
    • Adding Default Search Verticals to a Site
    • Understanding Custom Search Verticals
    • Creating a New Result Source
    • Creating a New Search Results Page
    • Editing the Search Results Web Part
    • Adding a Custom Search Vertical
    • Understanding Query Rules
    • Creating a Query Rule
    • Testing a Query Rule

    Managing Security

    • Understanding Permissions
    • Understanding Inheritance
    • Breaking Permissions Inheritance
    • Viewing Permissions for Groups
    • Viewing Permissions for Users
    • Adding Users to a Group
    • Removing Users From a Group
    • Creating a Custom Group
    • Modifying a Group
    • Deleting a Group
    • Viewing Permissions on Libraries and Lists
    • Granting Unique Permissions to a Library or List
    • Restoring Permissions Inheritance
    • Creating Customised Permission Levels

     

    FAQ

    Does the course include hands-on training?

    Yes, you can follow the coach as you do the training. The course also includes a quick skillsheets reference guide and quiz for each lesson, to help you cement your knowledge.

    What version of software do I need?

    The course is compatible with Microsoft 365 (previously known as Office 365) and Excel for Windows 2019, 2016, 2013, 2010. Also available for Mac.

    I’m a beginner. Can I take this course?

    Yes, you can! This online course starts with the basics and is suitable for beginners. With each lesson, you will build your knowledge, going from beginner to intermediate and advanced lessons. Once enrolled, our friendly support team and instructors are here to help with any course related inquiries.

    What if I have some experience with? Is this the right course for me?

    Contact our staff and customise the session based on topics you would like to learn.

    How long does it take to complete the course?

    Each bite-sized lesson consists of a 30min, 45min, 60min, 120min sessions.  This microlearning format makes it easy to fit learning into your busy schedule, so you can even complete a lesson during a lunch break or on your commute. Have a look at our packages www.janszgroup.com.au/digital-coaches

     

    Do you have other online courses?

    Yes, we do! Here are the other courses we offer:

    www.janszgroup.com.au/courses

    Do you have any free resources?

    You’re in luck! Start learning OVER 100 of the best shortcuts for PC and Mac (free PDF cheat sheet included). And check out our resources for regular posts.

    What our learners say!

    Great personality so didn't feel like a .....when I didn’t know the obvious - so that was fab.

    TriciaTAFE Teacher