This document provides an overview of the modules covered in a SharePoint class. The class introduces SharePoint terminology and covers features like lists, calendars, tasks, documents and social features. Individual modules explain how to create and edit items within each feature. The goal is for students to understand the core SharePoint features and how to use them.

1. 0

2. Module 1: SharePoint
THIS MODULE PROVIDES AN INTRODUCTION TO THE TOPICS
COVERED IN THE CLASS, INTRODUCES SHAREPOINT
TERMINOLOGY AND PROVIDES AN OVERVIEW OF THE
AVAILABLE VERSIONS OF SHAREPOINT 2013 AND OFFICE 365.
• WHAT IS SHAREPOINT?
• WHY IT IS SO POWERFUL
• BEST SOLUTION FOR MOST CORPORATIONS
• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE
TO:
• EXPLAIN THE CORE SHAREPOINT FEATURE SETS
0

3. Composites
Search
Microsoft Office
Lists
Projects
Collaboration
Mobile AppsWorkflows
Websites
What is SharePoint?
0

4. Lists Templates
BASIC LISTS
• ANNOUNCEMENTS
• CONTACTS
• DISCUSSION BOARDS
• PROMOTED LINKS
• CALENDAR
• TASKS
• PROJECT TASKS
• ISSUE TRACKING
• SURVEY
ADVANCED LISTS
• EXTERNAL LISTS
• CUSTOM LIST IN DATASHEET
• STATUS LIST
• CIRCULATIONS
• PERFORMANCE POINT
• LANGUAGES & TRANSLATIONS
• KPI
• SPREADSHEETS
• CUSTOM

5. Module 1a: Navigation
• LESSONS
• LOGGING ONTO SHAREPOINT
• SHAREPOINT NAVIGATION: THE SUITE BAR
• SHAREPOINT NAVIGATION: THE SHAREPOINT SCREEN
• SHAREPOINT NAVIGATION: THE TITLE AREA CRUMB TRAIL
• SHAREPOINT NAVIGATION: FOLLOWING AND RETURNING TO
SITES
• SHAREPOINT NAVIGATION: THE SHAREPOINT RIBBONS
• SHAREPOINT NAVIGATION: QUICK LAUNCH AND WEB PARTS
0

6. Summary
• PROBLEMS: STORAGE, RETRIEVAL, ACCESS, DATA
• SOLUTION: SHAREPOINT
• ORGANIZE (WHETHER YOU’RE WORKING AS A TEAM OR AN
INDIVIDUAL, SHAREPOINT HELPS YOU ORGANIZE
INFORMATION, PEOPLE, AND PROJECTS)
• DISCOVER (SHAREPOINT MAKES IT EASY TO FIND ANSWERS,
DISCOVER INSIGHTS, CONNECT WITH EXPERTS)
• MANAGE(PROVIDES POWERFUL CONTROLS THAT ALLOW USERS
TO MANAGE COSTS, RISK, AND TIME)
0

7. Announcements
• THIS LIST IS DESIGNED TO BE USED TO POST
NEWS, STATUS AND OTHER SHORT BITS OF
INFORMATION TO SHARE WITH TEAM MEMBERS
FOR THE CURRENT SITE COLLECTION.
• AN EXAMPLE OF AN ANNOUNCEMENT WEB PART
CAN BE FOUND ON THE HOMEPAGE OF THE
INTRAMET WEB SITE COLLECTION
0

8. Module 2: Announcements
THIS MODULE COVERS ADDING ANNOUNCEMENTS.
• LESSONS
• CREATING AND EDITING A NEW ANNOUNCEMENT
0

9. • CONTAINER OF URLS TO VARIOUS RESOURCES
BOTH INSIDE AND OUTSIDE OF YOUR SITE.
• CAN BE GROUPED INTO CATEGORIES AND
CONTAIN IMAGES AND DESCRIPTIVE TEXT
Web links
a printed address of a website in a book, newspaper, etc
0

10. Module 3: Web links
THIS MODULE COVERS ADDING LINKS.
• LESSONS
• CREATING AND EDITING A WEB ADDRESS LINK
0

11. Calendar
IN SHAREPOINT, CALENDARS ARE REFERRED TO AS EVENTS
CALENDARS – SUCH AS TEAM-RELATED, BUSINESS, SOCIAL,
AND ALL-DAY EVENTS, OR MILESTONES – SUCH AS PROJECT
DEADLINES AND PRODUCT RELEASE DATES.
• HAS WAY MORE FUNCTIONALLY
THAN THE MS OUTLOOK
CALENDAR
• CAN BE SYNCED TO PROJECT
CALENDARS, MASTER
CALENDARS AND EVEN
INDIVIDUAL USERS CALENDARS
IN MS OUTLOOK.
• CAN BE CONNECTED TO
0

12. Module 4: Calendars
THIS MODULE COVERS ADDING EVENTS.
• LESSONS
• CREATING AND EDITING A CALENDAR EVENT
0

13. Tasks
IS AN EASY WAY TO TRACK AND COORDINATE TO-DOS, EASILY
COMMUNICATE STATUS, AND STAY IN SYNC WITH YOUR TEAM
AND OR DAILY ASSIGNMENTS.
• COMES WITH A TIMELINE
• CAN BE ASSIGNED TO MULTIPLE RESOURCES.
• INTEGRATES WITH MS PROJECT
• CAN BE ATTACHED TO CALENDARS
• SUPPORTS SUBTASKS AND OTHER RELATIONSHIPS
• ADVANCED: TASK ROLLUP SUPPORT
0

14. Module 5: Tasks
THIS MODULE COVERS ADDING LINKS.
• LESSONS
• CREATING AND EDITING A TASK
0

15. Issue Tracking
IN SHAREPOINT YOU CAN BUILD AND RUN BUSINESS
APPLICATIONS TO TRACK AND ADDRESS INCIDENTS AS THEY
OCCUR AND ROUTE THEM BASED ON TYPE OF INCIDENT,
AFFECTED SYSTEMS OR POTENTIAL IMPACT.
• WORKFLOWS
• PROVIDES NOTIFICATIONS AND AUDIT TRAILS
• INTEGRATES WITH MS PROJECT AND SERVICE
MANAGER
• THE COMMENT FIELD MAKES ISSUES UNIQUE FROM
TASK
• CAN BE RELATED TO EXISTING ISSUES
1

16. Module 6: Issue Tracking
THIS MODULE COVERS THE USE OF SHAREPOINT ISSUE LISTS.
• LESSONS
• CREATE, EDIT AND UPDATE ISSUES
• ASSIGNING ISSUES TO USERS
• PRIORITIZE AND TRACK ISSUES
• ATTACHING FILES (I.E., SCREENSHOTS, EMAIL AND VOICE)
• UNDERSTANDING ALERTS BASED ON ISSUE PRIORITY
• WORKING WITH MS OUTLOOK TO RESPOND TO AN ASSIGNMENT
• UNDERSTAND THE RUNNING HISTORY FEATURE THROUGH COMMENTS
1

17. Documents
DOCUMENT MANAGEMENT CONTROLS THE LIFE CYCLE OF
DOCUMENTS –HOW THEY ARE CREATED, REVIEWED, AND
PUBLISHED, AND HOW THEY ARE ULTIMATELY DISPOSED OF OR
RETAINED.
• AFTER COMPLETING THIS MODULE, STUDENTS WILL
BE ABLE TO:
• UNDERSTAND THE NEW PARADIGM SHIFT OF
COLLABORATION
• UNDERSTAND THE DIFFERENCE BETWEEN
DOCUMENTS AND DOCUMENT SETS
• VIEW, AND EDIT DOCUMENTS STORED IN
SHAREPOINT
• WORK WITH MULTIPLE DOCUMENTS
• WORK WITH DOCUMENT HISTORY
• ATTACH WORK FLOWS TO DOCUMENTS, AND HOW
1

18. Module 7: Working with Documents
THIS MODULE COVERS THE USE OF SHAREPOINT 2013 LISTS.
• LESSONS
• PERFORM COMMON TASKS IN DOCUMENT LIBRARY
• UPLOAD AND EDITING FILES
• CHECKING FILE VERSION HISTORY (DEMO ONLY)
1

19. Document Paradigm shift
• FIRST-TIME SHAREPOINT USERS STRUGGLE WITH THE USE
OF METADATA, OR DATA ABOUT DATA TO ORGANIZE
DOCUMENTS INSTEAD OF FOLDERS. SHARED DRIVES ARE
PREVALENT IN JUST ABOUT EVERY COMPANY DUE TO THEIR
LOW COST. HOWEVER, SHARE FOLDERS OFTEN SUFFER FROM
SOME DRAWBACKS SUCH AS SECURITY AT A MORE
GRANULAR LEVEL, HAVING MULTIPLE VERSIONS OF
DOCUMENTS STORED IN DIFFERENT PLACE (OR WORSE…
HAVING THE SAME DOCUMENT STORED IN MORE THAN ONE
PLACE), AND VIEWING THE FILES IN FOLDERS IN VARIOUS
WAS.
• TO OVERCOME SOME OF THESE CHALLENGES, SHAREPOINT
OFFERS THE USER DOCUMENT LIBRARIES. OF COURSE IT IS
POSSIBLE TO CREATE COMPLEX HIERARCHIES OF FOLDERS TO
MIRROR THE SHARE DRIVES, BUT WHY? BY LEVERAGING
METADATA THE USER IS ABLE TO PROVIDE IMPORTANT
INFORMATION THAT WILL MAKE A DOCUMENT EASIER TO
FIND AND ORGANIZE INTO A LOGICAL STRUCTURE

20. What is Metadata?
METADATA IS INFORMATION THAT DESCRIBES, CLASSIFIES OR
IDENTIFIES A PIECE OF INFORMATION. METADATA IS
TYPICALLY DESCRIBED AS A SET OF ATTRIBUTES THAT HELP TO
DESCRIBE OR CLASSIFY AN OBJECT.

21. Documents
SOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,
THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.
• IDENTIFY DOCUMENT ROLES
• ANALYZE DOCUMENT USAGE
• PLAN THE ORGANIZATION OF DOCUMENTS
• PLAN HOW TO CONTENT MOVES BETWEEN
LOCATIONS
• PLAN CONTENT TYPES
• PAN CONTENT GOVERNANCE
• PLAN POLICIES
• EXTEND DOCUMENTS WITH METADATA
• PLAN AND INCORPORATE WORKFLOWS AND OTHER
BUSINESS LOGIC TO MANAGE DOCUMENTS
1

22. Search
SOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,
THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.
• HANDS-ON PRACTICE IS DELIVERED AS PART OF THE
INSTRUCTOR’S PRESENTATION. THE STUDENTS WILL USE
THE FEATURES OF THE MODULE IN AN INSTRUCTOR LED
COLLABORATION EXPERIENCE.
• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE
ABLE TO:
• SEARCH FOR CONTENT.
• SEARCH FOR PEOPLE.
• REFINE THEIR SEARCHES.
1

23. Module 8: SharePoint Search
THIS MODULE COVERS THE SHAREPOINT 2013 SEARCH
FEATURES.
• LESSONS
• SEARCHING SHAREPOINT
• WHAT IS SEARCHABLE
• SEARCH RESULTS AND REFINERS
• SEARCH TIPS AND TRICKS
1

24. Wikis
SOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,
THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.
• HANDS-ON PRACTICE IS DELIVERED AS PART OF THE
INSTRUCTOR’S PRESENTATION. THE STUDENTS WILL USE
THE FEATURES OF THE MODULE IN AN INSTRUCTOR LED
COLLABORATION EXPERIENCE.
• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE
ABLE TO:
• USE WIKIS AS FAQ LISTS, SELF-SERVICE HELP SITES, AND
KNOWLEDGEBASE'S.
• CREATE, EDIT AND UPDATE WIKI ARTICLES.
• WORK WITH WIKI VIEWS.

25. Module 9: SharePoint Wikis
THIS MODULE COVERS WORKING WITH SHAREPOINT 2013
WIKIS.
• LESSONS
• USES OF A WIKI
• EDITING WIKI ARTICLES
• WORKING WITH WIKI VERSION TRACKING
• WIKI VIEWS

26. Social Features
SOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,
THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.
• HANDS-ON PRACTICE IS DELIVERED AS PART OF THE
INSTRUCTOR’S PRESENTATION. THE STUDENTS WILL USE THE
FEATURES OF THE MODULE IN AN INSTRUCTOR LED
COLLABORATION EXPERIENCE.
• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE
TO:
• UPDATE THEIR USER PROFILE.
• FOLLOW SITES, CONTENT AND PEOPLE.
• ADD FOLKSONOMY TO CONTENT USING TAGS AND RATINGS.
• USE THE NEWSFEED FEATURES TO MICRO-BLOGGING AND
FOLLOW COWORKERS.

27. Module 10: SharePoint Social Features
THIS MODULE INTRODUCES THE SHAREPOINT 2013 SOCIAL FEATURES.
• LESSONS
• WHAT ARE “SOCIAL FEATURES”?
• INTERACTING WITH PEOPLE
• ABOUT ME AND UPDATING YOUR PROFILE
• YOUR NEWSFEED
• MICRO-BLOGGING
• TAGGING AND RATING DOCUMENTS
• BLOGS

28. Discussion Boards
SOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,
THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.
• HANDS-ON PRACTICE IS DELIVERED AS PART OF THE
INSTRUCTOR’S PRESENTATION. THE STUDENTS WILL USE
THE FEATURES OF THE MODULE IN AN INSTRUCTOR LED
COLLABORATION EXPERIENCE.
• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE
ABLE TO:
• READ AND EXPLORE DISCUSSION BOARDS.
• CREATE AND REPLY TO DISCUSSIONS.

29. Module 11: Discussion Boards
THIS MODULE COVERS WORKING WITH SHAREPOINT 2013
DISCUSSION BOARDS.
• LESSONS
• SHAREPOINT DISCUSSION BOARDS
• READING, CREATING AND RESPONDING TO DISCUSSIONS

30. Community Sites
SOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,
THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.
• HANDS-ON PRACTICE IS DELIVERED AS PART OF THE INSTRUCTOR’S PRESENTATION.
THE STUDENTS WILL USE THE FEATURES OF THE MODULE IN AN INSTRUCTOR LED
COLLABORATION EXPERIENCE.
• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:
• UNDERSTAND THE DIFFERENCE BETWEEN DISCUSSION BOARD LISTS AND
COMMUNITY SITE SUBSITES.
• HOW ACCESS TO COMMUNITY SITES IS CONTROLLED AND HOW TO REQUEST ACCESS
AND JOIN THE COMMUNITY.
• HOW TO CREATE NEW DISCUSSIONS AND HOW TO REPLY TO EXISTING DISCUSSIONS.
• HOW TO MARK REPLIES AS BEST REPLY.
• HOW TO CREATE ALERTS ON TOPICS OF INTEREST.

31. Module 12: Community Sites
THIS MODULE COVERS WORKING WITH SHAREPOINT 2013 COMMUNITY
SITES.
• LESSONS
• COMMUNITY SITES
• REQUESTING ACCESS
• JOINING THE COMMUNITY
• EXPLORING TOPICS
• POSTING AND REPLYING
• BEST REPLIES AND ALERTS