Microsoft SharePoint – Intermediate

Microsoft SharePoint Training – Intermediate

Our trainers teach tailored MS SharePoint courses either inhouse at your premises or remotely using Teams for £775.00 plus vat per day.

This fee covers up to 6 people attending. Additional attendees: £35 + VAT per person.

 

Scheduled one-day public courses are held at our classrooms in Preston, Liverpool, Manchester, Leeds, Birmingham & London.

Each place on a public course is £245.00 plus vat.

Please call 0845 402 2781 or email [email protected] to discuss your needs.

Introduction

This one-day SharePoint Intermediate lesson plan is designed to build confidence and practical capability in managing and customising SharePoint sites. The session focuses on the key responsibilities of site owners, including creating sites, managing permissions, working with documents, libraries and lists, and tailoring site appearance and navigation. By the end of the course, attendees will have a clearer understanding of how to maintain secure, well-organised, and user-friendly SharePoint environments that support effective collaboration.

Intended for:  SharePoint site owners, team leaders, administrators, and key users who are responsible for managing or maintaining SharePoint sites within their organisation. It is best suited to attendees who already have a basic understanding of SharePoint and want to develop their skills in site creation, permissions, document management, libraries, lists, and site customisation.

(Our trainers also teach the more advanced tools of SharePoint as customised onsite courses. If this is of interest, please contact 0845 402 2781 or email [email protected] )

Course Objectives

  • To understand the administration features of SharePoint
  • To create and manage permission levels and security settings
  • To become confident managing and maintaining your sites
  • To tailor site appearance and navigation
  • To become confident customising & managing your site

Pre-requisites

Delegates should already have a basic knowledge of MS Windows, web browsers and MS Word, Excel and Outlook and be confident using a mouse and keyboard.

Course Content

SharePoint for Owners

  • SharePoint Terminology
  • The role of an Owner – Champion and Teacher

 

Creating a site

  • Team site vs Communication Site
  • Members, Owners and Visitors

 

Permissions and Security Settings

  • Creating a Share
  • Understanding Share Permissions
  • Working with File Permissions
  • Creating a Restricted Folder
  • Understanding Permission inheritance
  • Share vs Direct Access
  • How security differs on a Communication Site
  • Best Practice

 

Working with Documents

  • Version Control
  • Recycle bin

 

Working with Libraries

  • What is a library
  • Creating a Library
  • Library settings
    • Versions
    • Check in / out
    • Default Open
  • Custom Meta Data
  • Calculated Fields
  • Custom Views
  • Conditional formatting

 

Working with Lists

  • What is a list
  • List Templates
  • Building a new list
  • Customising

 

Site Permissions

  • Delete a site
  • Region Settings

 

Site Customisation

  • Setting Site Title, Theme & Logo
  • Change the Look
  • Managing menus
  • Site Templates

 

 Customising the Home Page and Navigation Bar

  • Edit the Home Page
  • Working with Pages and Web Parts
  • Quick Links and HERO
  • Creating News Pages (Optional)
  • Working with the Navigation Bar