SharePoint Online Training Classes

August 21, 2024 by Chris

Welcome to this SharePoint online training class! In the next few hours, we will cover the basics of using SharePoint online for collaboration and content management.

Getting Started

To get started with SharePoint online, you will need to log in to your account or create one if you don’t already have one. Once logged in, you will be taken to the SharePoint home page where you can access all of your sites and libraries.

Understanding Sites and Libraries

In SharePoint, a site is a collection of pages, lists, and libraries that are organized around a specific theme or purpose. A library is a place where you can store and manage files and documents. There are several types of libraries in SharePoint, including document libraries, picture libraries, and video libraries.

Creating a Site

To create a new site in SharePoint online, follow these steps:

  1. Log in to your account and click on the “Sites” button.
  2. Click on the “New Site” button.
  3. Fill in the required information, such as the site title and description.
  4. Choose the template you want to use for your site (e.g. team site, intranet site, etc.).
  5. Click “Create” to create the new site.

Creating a Library

To create a new library in SharePoint online, follow these steps:

  1. Log in to your account and click on the “Sites” button.
  2. Click on the site you want to add the library to.
  3. Click on the “Library” button.
  4. Fill in the required information, such as the library title and description.
  5. Choose the type of library you want to create (e.g. document library, picture library, etc.).
  6. Click “Create” to create the new library.

Uploading Files

To upload files to a library in SharePoint online, follow these steps:

  1. Log in to your account and click on the site containing the library.
  2. Click on the library you want to add files to.
  3. Click on the “Upload Document” button.
  4. Select the file you want to upload from your computer.
  5. Fill in any required information, such as the file name and description.
  6. Click “Upload” to upload the file.

Collaborating with Others

SharePoint online allows you to collaborate with others by assigning roles and permissions to users. To assign a role or permission to a user, follow these steps:

  1. Log in to your account and click on the site containing the library.
  2. Click on the “People” button.
  3. Search for the user you want to assign a role or permission to.
  4. Click on the user’s name to view their profile.
  5. Assign the desired role or permission by clicking on the appropriate button.

Best Practices

Here are some best practices to keep in mind when using SharePoint online:

  • Keep your site and libraries organized by using clear and concise naming conventions.
  • Use permissions and roles to control access to your site and libraries.
  • Regularly back up your files and data to prevent loss.
  • Use search functionality to quickly find the files you need.

Conclusion

That’s it! This SharePoint online training class has covered the basics of using SharePoint online for collaboration and content management. With these skills, you can effectively use SharePoint online to manage and share information with others.