Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

SharePoint Power User (Site Owner) Training

4,767 views

Published on

A slide deck to complement my 2-hour, FREE, on demand SharePoint Training available here: https://youtu.be/L--oAoZ5Juo

The following topics are covered in the course:

- How to Create Sites
- How to create proper site navigation
- How to change Look & Feel of the site
- How to manage security Security
- How to Edit Pages
- How to Add new pages
- How to create new web parts
- How to add web parts to a page
- How to add custom metadata
- How to create custom views on a list or a library

Published in: Technology
  • Did You Get Dumped? Do you still want him back? If you act now, I can help you. ♥♥♥ http://goo.gl/nkXEkK
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

SharePoint Power User (Site Owner) Training

  1. 1. sharepointmaven.com @gregoryzelfond SHAREPOINT SITE OWNER TRAINING
  2. 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Before we start…  2-hour, FREE, on-demand session recording is available at https://youtu.be/L--oAoZ5Juo  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 Prerequisites  You know what SharePoint is  You have been using SharePoint for a while  You have Full Control (Site Admin) permission
  7. 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Agenda – SharePoint Elements – Sites • Create New Site • Navigation • Look & Feel • Security – Pages • Editing Pages • Add new page – Web Parts (Apps) • Create new web parts • Add Web Parts to a page • Add custom metadata to lists and libraries • Create custom views – Q & A
  8. 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SHAREPOINT ELEMENTS
  9. 9. 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
  10. 10. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Site Collection Hierarchy Homepage Site HR Site HR Subsite HR Subsite IT Site IT Subsite
  11. 11. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond iPhone® Analogy SITE PAGE WEB PART
  12. 12. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SITES
  13. 13. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Create New Site  Gear icon > Site Contents > New subsite
  14. 14. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SITE NAVIGATION
  15. 15. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 2 types of Navigation  Top Link Bar (can be inherited)  Quick Launch (local/contextual)
  16. 16. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond LOOK & FEEL
  17. 17. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Change the Look
  18. 18. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SECURITY & PERMISSIONS
  19. 19. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Security & Permissions  Gear icon > Site Settings > Site Permissions
  20. 20. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Add Users to Security Groups Always add users to Security Group Never add users directly to the site!
  21. 21. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond PAGES
  22. 22. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Change Page Layout  Edit the Page  Click on Text Layout drop- down  Choose new layout  Click Save
  23. 23. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond WEB PARTS
  24. 24. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Add Web Parts – 2-step process Create Web Part 1 Add Web Part to the Page 2
  25. 25. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond METADATA
  26. 26. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Add Metadata  Library/List Tab > Library/List Settings  Create Column
  27. 27. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond VIEWS
  28. 28. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Create Views
  29. 29. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond “How To” Blog Posts  How to set Security for a SharePoint site  4 ways to create Drop down navigation in SharePoint  What are SharePoint Sites, Pages and Web Parts?  How to configure Metadata Navigation in a document library  How to implement Document Management System in SharePoint using Content Types  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
  30. 30. 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
  31. 31. 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
  32. 32. 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
  33. 33. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Q & A

×