Introduction to SharePoint 2013 for Collaboration and Document Management

This module covers the logging onto SharePoint and SharePoint site navigation.

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

Regional Settings

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:

Log into SharePoint 2013 and Office 365.

Explore a library.

Navigate SharePoint Pages.

Follow and return to sites.

This module covers the use of SharePoint libraries and document management.

Document Libraries

Ribbon options and the “Open Menu” link (…)

Accessing Documents

Office Web Apps

Checking Out Documents

Deleting Documents and the Recycle Bin

Creating and Managing Alerts

Uploading Documents

Blocked File Types

Creating Folders

Creating New Documents

Versioning

List and Library Views

Asset and Picture Libraries

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:

Navigate library pages and web parts.

Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail.

Open and edit documents in Word and other applications.

Open and edit documents using Office Web Apps.

Check out and check in documents using browser and Office features.

Delete documents and recover them from the Recycle Bin.

Upload a single file, multiple files and use Windows Explorer view.

Understand that certain file types are blocked and cannot be uploaded.

Work with folders.

Create new documents from within SharePoint.

Work with document versioning.

Display libraries using views.

This module covers the use of SharePoint 2013 lists.

SharePoint Lists

Working with Custom Lists

Working with Task Lists

Using Task Lists to manage team tasks

Adding and Updating Tasks

Using Task Views

Synchronizing Task Lists with Outlook

Working with SharePoint Calendars

Calendar Navigation and Views

Adding Calendar Events

Dealing with long lists of events

Synchronizing SharePoint Calendars with Outlook

External Lists

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:

Create, edit and update tasks and other SharePoint lists.

Work with list views.

Synchronize Task Lists with Outlook.

Create, edit and update events.

Work with calendar views.

Synchronize SharePoint Calendars with Outlook.

Explain the role of External Lists

This module covers the SharePoint 2013 search features.

Searching SharePoint

What is searchable

Search results and refiners

Search Tips and Tricks

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.

This module covers working with SharePoint 2013 Wikis.

Uses of a Wiki

Editing Wiki Articles

Working with Wiki Version Tracking

Wiki Views

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 knowledgebases.

Create, edit and update Wiki articles.

Work with Wiki views.

This module introduces the SharePoint 2013 social features.

What are “Social Features”?

Interacting with People

About Me and Updating Your Profile

Your Newsfeed

Micro-blogging

Tagging and Rating Documents

Blogs

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.

This module covers working with SharePoint 2013 Discussion Boards.

SharePoint Discussion Boards

Reading, creating and responding to discussions

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.

This module covers working with SharePoint 2013 Community Sites.

Community Sites

Requesting Access

Joining the Community

Exploring Topics

Posting and Replying

Best Replies and Alerts

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.