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sharepointmaven.com @gregoryzelfond
SHAREPOINT
BEGINNER TRAINING
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
 2-hour, FREE, on-demand session ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About Me
 Gregory Zelfond
 10+ years of experienc...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About SharePoint Maven
I HELP ORGANIZATIONS TO UNLO...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint User Types
 End User (works with conten...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Agenda
– SharePoint vs. OneDrive vs. Office 365
– S...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SHAREPOINT vs.
OFFICE 365 vs.
OneDrive
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Evolution of SharePoint
 Born in 2001
 Evolved as...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint & Office 365
 In 2011, SharePoint got b...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
OneDrive or SharePoint?
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SHAREPOINT
ELEMENTS
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Basic SharePoint Elements
 Sites
– Used to organiz...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
iPhone® Analogy
SITE
PAGE
WEB PART
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Site Hierarchy Example
Homepage
Site
HR Site
HR Sub...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint Pages
 Multiple pages per site can be
c...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Web Parts
 Definition: Web Part is a
modular and r...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Most Common Web Parts
 Document Library (list of d...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Document Library
 Add a Document (via Upload butto...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Document Library, cont’d
 Edit Documents
– Edit us...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Views
 Create a View
 Modify a View
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Alerts
 Setup an alert on a list or a library
 Se...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Task Management
 Task Module overview
 Timeline f...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Sharing
 Document/Item Sharing
 Folder Sharing
 ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Other Cool Stuff
 Export lists to Excel
 Sync Tas...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Recycle Bin
 All documents, items, lists, librarie...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
“How To” Blog Posts
 How to create SharePoint aler...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SharePoint Webinars
 How to manage projects in Sha...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Need help with SharePoint?
 SharePoint Site Config...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
THANK YOU!
Visit: sharepointmaven.com
Email: greg@s...
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SharePoint Beginner Training for End Users

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A slide deck to complement my 2-hour, FREE, on demand SharePoint Training available here: https://youtu.be/mSVC08zbQ7M

The following topics are covered in the course:

- What is SharePoint, OneDrive and Office 365
- The concept of Sites, Pages and Web Parts
- How to upload and download documents from the document library
- How to share a document in SharePoint
- How to setup alerts to be notified of changes to your documents or content
- How to create your own views in a library or list
- The concept of Versioning, Check-in and Check-out
- The concept of Co-Authoring
- How to sync documents to your desktop via OneDrive
- How to sync Calendar, Tasks and Contacts to Outlook
- How to search for documents and items in SharePoint
- How to Export SharePoint information to Excel

Published in: Technology
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SharePoint Beginner Training for End Users

  1. 1. sharepointmaven.com @gregoryzelfond SHAREPOINT BEGINNER TRAINING
  2. 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Before we start…  2-hour, FREE, on-demand session recording is available at https://youtu.be/mSVC08zbQ7M  You can also visit my YouTube Channel: https://www.youtube.com/c/sharepointmaven  Slides and Demo based off SharePoint Online, however, similar functionality is available with on-premises and older versions of SharePoint
  3. 3. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About Me  Gregory Zelfond  10+ years of experience with SharePoint  Huge SharePoint Advocate, blogger  Love to solve business problems using code-free, out of the box SharePoint configurations  Owner of SharePoint Maven
  4. 4. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About SharePoint Maven I HELP ORGANIZATIONS TO UNLOCK THE POWER OF SHAREPOINT MIGRATION CONSULTING TRAINING
  5. 5. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint User Types  End User (works with content) – Uploads/edits/deletes files – Creates content (documents, tasks, events, etc.) – Shares content  Power User/Site Owner (works with site) – Manages site – Creates web parts – Edits pages – Manages security  Administrator (works with site collection) – Manages site collections – Manages global security & permissions – Manages advanced SharePoint features
  6. 6. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Agenda – SharePoint vs. OneDrive vs. Office 365 – SharePoint Components – “How to” Training • Document Library • Alerts • Views • Tasks • Sharing • Sync to Outlook • Export to Excel • Recycle Bin – Q & A
  7. 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SHAREPOINT vs. OFFICE 365 vs. OneDrive
  8. 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Evolution of SharePoint  Born in 2001  Evolved as collaboration platform adopted by many large organizations  Required extensive server infrastructure for on- premise installations  Major versions: 2001, 2002, 2003, 2007, 2010, 2013 (current) and 2016 (planned)
  9. 9. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint & Office 365  In 2011, SharePoint got bundled with Office 365 Suite (Cloud) – MS Office – Outlook (Exchange) – Skype for Business – SharePoint – OneDrive  SharePoint can still be acquired as an on-premises solution  Since SharePoint Online doesn’t require infrastructure investments by organizations, it’s become affordable
  10. 10. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond OneDrive or SharePoint?
  11. 11. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SHAREPOINT ELEMENTS
  12. 12. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Basic SharePoint Elements  Sites – Used to organize/separate content  Pages – Displays content on a site  Web Parts (Apps) – Building blocks of a page/site
  13. 13. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond iPhone® Analogy SITE PAGE WEB PART
  14. 14. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Site Hierarchy Example Homepage Site HR Site HR Subsite HR Subsite IT Site IT Subsite
  15. 15. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint Pages  Multiple pages per site can be created  Pages used to separate and present content  Determines look & feel of a site  Different (default) page layouts available
  16. 16. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Web Parts  Definition: Web Part is a modular and reusable component that can be placed into SharePoint Page to display certain content  Think of iPhone® “Apps” for SharePoint
  17. 17. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Most Common Web Parts  Document Library (list of documents)  Calendar (list of events)  Contact List (list of contacts)  Issues Tracking (list of Issues)  Tasks (list of tasks)  Announcements (list of announcements) The concept of Lists & Libraries
  18. 18. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Document Library  Add a Document (via Upload button)  Add Multiple Documents (via Drag & Drop) – Limit of 100 files at a time (“classic” library only) – Can’t drag and drop folders (“classic” library only)  Edit Document Properties + Bulk Edit (Quick Edit) – Bulk Edit works only with flat list view (not grouped)  Download a Document  Viewing a document without Download  Open in Windows Explorer – Works with Internet Explorer Browser only – Doesn’t work well with really large document libraries
  19. 19. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Document Library, cont’d  Edit Documents – Edit using Office Online – Edit using Office Desktop  Version Control – Major versions  Concept of co-authoring (Word only)  Concept of Check-in/Check-out  Sync library to desktop (via OneDrive) – No real benefit if you are using metadata – Known sync issues – Works only for 5,000 items or less (folders + files)  Searching for Documents
  20. 20. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Views  Create a View  Modify a View
  21. 21. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Alerts  Setup an alert on a list or a library  Setup an alert on individual document, item or folder  Modify an existing alert  Delete an alert
  22. 22. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Task Management  Task Module overview  Timeline feature  Sync SharePoint tasks with MS Project
  23. 23. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Sharing  Document/Item Sharing  Folder Sharing  Site sharing  Sharing with External Users
  24. 24. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Other Cool Stuff  Export lists to Excel  Sync Tasks, Calendar, Contacts to Outlook
  25. 25. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Recycle Bin  All documents, items, lists, libraries, sites go to Recycle Bin  Items can be restored up to 93 days! – User who deleted can restore – SharePoint Admin on behalf of a user can restore too! – No way to restore after 93 days!
  26. 26. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond “How To” Blog Posts  How to create SharePoint alerts  How to add SharePoint Tiles to your site  How to add a Video in SharePoint  How to create an Org Chart in SharePoint  How to create a SharePoint Project Site  4 ways to configure Document Library  Choosing between OneDrive for Business & SharePoint  How SharePoint Recycle Bin works  How to sync SharePoint with Outlook
  27. 27. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint Webinars  How to manage projects in SharePoint using out of the box features  How to build amazing Intranet Sites in SharePoint using out of the box features  How to improve SharePoint User Adoption – practical tips and industry best practices  How to manage migration to SharePoint  SharePoint hacks you can’t live without  [NEW] Project and Portfolio Management with Project Online  [NEW] Kick-Ass Project Collaboration with Office 365 Groups LEARN MORE
  28. 28. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Need help with SharePoint?  SharePoint Site Configuration and Customization  Document Migration to SharePoint  SharePoint Implementation Strategy  SharePoint Training  SharePoint User Adoption  SharePoint Governance  SharePoint Project Management
  29. 29. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond THANK YOU! Visit: sharepointmaven.com Email: greg@sharepointmaven.com Follow: @gregoryzelfond Connect: linkedin.com/company/sharepoint-maven View: www.slideshare.net/gzelfond Watch: SharePoint Maven YouTube Channel Get in touch if you have questions

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