SharePoint 2016 End User Course

This SharePoint 2016 End User course is geared towards people using a SharePoint environment  a basic level. During this course users are taken through the best practice ways of using and working within a SharePoint environment. This is a non-technical course.

Duration – 1 day

Max number of delegates – 10

Module One – Introduction to SharePoint 2016

1.1 – Understanding SharePoint 2016
1.2 – Roles and Responsibilities in a SharePoint Environment
1.3 – Understanding a SharePoint site hierarchy
1.4 – Navigation of a SharePoint Environment
1.5 – Best practice on storing data in a SharePoint Environment using Libraries/List/Views and Document Sets.

Module Two – Working with Documents in a SharePoint Environment

2.1 – Understanding library app functions and navigation
2.2 – Uploading single documents into a document library
2.3 – Uploading multiple documents into a document library
2.4 – Adding metadata to an existing document in a library
2.5 – Connecting libraries to Microsoft Office
2.6 – Creating documentation directly within a SharePoint library
2.7 – Best practice of editing documents in a SharePoint library

  • Checking documents out
  • Checking documents in
  • Knowledge of discarding Check outs

2.8 – Understanding best practice of versioning in SharePoint
2.9 – Sharing documents from a library via email
2.10 – Exporting library information into Microsoft Excel
2.11 – Understanding the recycle bin policies
2.12 – Deleting information from a library
2.13 – Retrieving information from the Site recycle bin

Module Three – Using the View functionality

3.1 – Introduction to ‘What are views?’ and how they can be used
3.2 – Creating a new view layout –

  • In a document library
  • In a List

3.3 – Creating a ‘Filter By’ view
3.4 – Collating data by creating a ‘Group By’ view
3.5 – How to modify an existing view
3.6 – How to remove an existing view

Module Four – Understanding and Using Document Sets

4.1 – Introduction into ‘What is a Document Set?’
4.2 – Creating a Document Set in a library
4.3 – Uploading data into a Document Set
4.4 – Creating documents in a Document Set

Module Five – Alerts – How to use create and use this feature in SharePoint

5.1 – Introduction on Alert functionality
5.2 – Creating an Alert to track data in a library
5.3 – Creating an Alert to track changes on individual items
5.4 – Managing Alerts within a SharePoint Site

Module Six – Understand List Apps in a SharePoint Environment

6.1 – Introduction into the List apps that are available in a SharePoint Environment.
6.2 – Using a Calendar App and its functionality in SharePoint
6.3 – Connecting a SharePoint Calendar to a Microsoft Outlook Calendar
6.4 – Using a Task App and understanding its functionality
6.5 – Syncing a SharePoint Task List App to Microsoft Outlook
6.6 – Understanding a Discussion Board
6.7 – Using the Announcement App on a SharePoint Site

Module Seven – Social SharePoint Functionality

7.1 – Introduction into Social SharePoint
7.2 – How to follow an item
7.3 – Tagging an Item with a custom key word
7.4 – Creating an item on a Note Board
7.5 – Rating items in a SharePoint Site
7.6 – My SharePoint profile

This course is based on SharePoint 2016 Server.  We offer a separate course for SharePoint 2016 via O365.  Please contact your training team to find out more.

Email: or Call us on 01383 745674

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