SharePoint Online Site Manager

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Description
Materials

Who it's for:  This course was designed for those tasked with managing a SharePoint site or site collection. It’s for individuals intending to get an in-depth, hands-on understanding of what’s possible in SharePoint Online, including potential site owners, power users, support professionals, and portal designers. Users looking to specialize in SharePoint environments are also recommended to take this course.

What it is:  SharePoint is a web-based platform designed to facilitate more effective communication and collaboration on projects, within teams, as well as improve standard day-to-day operations.

What you'll learn:  Become proficient in the foundational concepts necessary to build, manage, and support a SharePoint Online site. This course has been designed from start to finish to provide the latest information on tools available, as well as effective strategies for implementation in the areas of metadata, permissions, site structure, and more.

SharePoint Online Site Manager - Beginner

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  • Introduction
  • SharePoint Components
  • Site Hierarchy
  • Elements
  • Creating Lists and Libraries
  • Creating Lists
  • Creating New Modern Lists
  • Creating a Library
  • Creating a New Modern Library
  • Creating Custom Columns (Ad-Hoc Metadata)
  • Using Columns to Sort and Filter
  • Creating Custom Views
  • Creating Custom Columns (Classic Interface)
  • Creating Custom Views (Classic Interface)
  • Using Lists on Pages
  • Using Libraries on Pages
  • Creating List or Library Templates
  • Creating a List or Library Based on a Template
 

SharePoint Online Site Manager - Beginner II

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  • Managing Content in Lists and Libraries
  • Content Approval
  • Versioning
  • Moving Files Between Libraries
  • Library Retention Policies
  • Folder Based Retention Policies
  • Configuring Workflows
  • Workflows
  • Building a Built-In Workflow
  • Completing Assigned Workflow Tasks
  • Introduction to Flow
  • Building a Flow Template
  • Running a Flow
  • Editing and Sharing a Flow
 

SharePoint Online Site Manager - Intermediate

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  • Adding and Configuring Web Pages
  • What are Web Pages?
  • Types of Pages and Creating Wiki Pages
  • Editing Wiki Pages
  • Adding Context to a Wiki Page
  • Saving Pages and Viewing Page History
  • Creating Site Pages
  • Editing Site Pages
  • Saving and Publishing Site Pages
  • Setting a New Home Page
  • Managing Site and List Security
  • Introduction to Site Permissions
  • Levels and Groups
  • Assigning Permissions to Individuals vs Groups
  • Creating Permission Groups
  • Assigning Permission Levels to Groups
  • Changing Assigned Permission Levels
  • Creating New Permission Levels
  • Defining New Permission Level Permissions
  • Combining Permission Levels in One Group
  • Adding and Removing Users and Managing Groups
  • Breaking Permissions Inheritance
  • Deleting Unique Permissions (Reinheriting Permissions)
 

SharePoint Online Site Manager - Intermediate II

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  • Creating and Managing Sites
  • Creating a New Subsite
  • Customizing the Look and Feel of Sites
  • Choosing a Site Theme
  • Saving a Site Theme
  • Saving a Site as a Template
  • Saving a Site as a Template with Content
  • Building a Site from a Template without Content
  • Building a Site from a Template with Content
  • Downloading, Sharing, and Uploading Site Templates
  • Configuring Site Navigation
  • Site Navigation
  • Quick Launch Navigation vs Top Links Navigation
  • Adding Pages, Lists, and Libraries to Quick Launch
  • Customizing the Top Links
  • Tree View
  • Nesting Quick Launch Links
 

SharePoint Online Site Manager - Advanced

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  • Creating and Managing Content Types
  • Introduction to Content Types
  • Creating Site Content Types
  • Associating Metadata with Content Type
  • Associating Document Templates with Content Type
  • Assigning Content Types to Library
 

SharePoint Online Site Manager - Advanced II

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  • Understanding Delve
  • About Me
  • Updating About Me
  • Searching and Favoriting Items in Delve
  • Delve Boards
  • Searching for Boards
  • Using Blogs
  • Closing
 
No Exercise Files

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