Course Overview

SharePoint 2013 Designer and Workflow Course

Our SharePoint 2013 Designer and Workflow Course is geared towards people using a SharePoint 2013 environment as a high level site owner/designer. During this course users are taken through the best practice ways of using SharePoint 2013 Designer to configure a site and create customised workflows to match your business requirements. This is a technical course and is not recommended for basic users.

Duration – 5 day

Max number of delegates – 10

Module One – Introduction to SharePoint 2013 Designer

1.1 – What is SharePoint 2013 Designer?
1.2 – Opening a SharePoint Site
1.3 – Navigating SharePoint 2013 Designer
1.4 – Customize Ribbon Tools
1.5 – Preview Options

Module Two – Working with Sites

2.1 – Creating Sites and Subsites
2.2 – Managing Existing Sites
2.3 – Create and Import Site Templates
2.4 – Files and Folder Hierarchy

Module Three – Working with Pages

3.1 – Create Pages
3.2 – Attaching a Master Pages
3.3 – Page Placeholders
3.4 – Understanding Basic HTML
3.5 – Using HTML in SharePoint Designer

Module Four – Working with Lists

4.1 – Creating Lists
4.2 – Customizing Lists
4.3 – Creating Site Columns
4.4 – Designing Content Types
4.5 – Using Content Types in Lists
4.6 – Creating List Templates

Module Five – Working with Document Libraries

5.1 – Creating Document Libraries
5.2 – Customising library settings

Module Six – Managing Permissions

6.1 – Who can use SharePoint Designer?
6.2 – Viewing Permissions in Designer
6.3 – Adding Users
6.4 – Creating New Groups
6.5 – Creating Unique Permissions on Subsites

Module Seven – Branding

7.1 – Branding Techniques
7.2 – Master Pages
7.3 – Cascading Style Sheets CSS
7.4 – Styling SharePoint Server/Office 365

Module Eight – Administer SharePoint Using Designer

8.1 – Modify the Default Name Column
8.2 – Sites and Subsite Storage Used
8.3 – Modify List and Library URLs

Module Nine – Limitations of Using Built In Workflows

9.1 – Understanding the limitations of out of the box workflows

Module Ten – Using SharePoint Designer Workflows

10.1 – Opening the Workflows Site Object Interface
10.2 – Understand the Different Types of Workflow
10.3 – SharePoint 2010 Workflows Vs SharePoint 2013 Workflows
10.4 – Creating a List Workflow
10.5 – Using the Workflow Editor Interface
10.6 – Use Variables and Workflow Lookup Data within a Send an Email Action
10.7 – Publishing a Workflow
10.8 – Running a Workflow

Module Eleven – Workflow Tasks and Initiation Forms

11.1 – Workflow Task Actions
11.2 – The Assign a To-Do Item Task
11.3 – The Collect Data from a User Task
11.4 – Creating Cross List Lookups using Workflow Variables
11.5 – The Assign a Form to a Group Task

Module Twelve – Utilising Data Workflows

12.1 – Using Calculations in Workflows
12.2 – Update Data in the Current List
12.3 – Look Up Data from Other SharePoint Lists
12.4 – Create Items in Other SharePoint Lists
12.5 – Update Data in Other SharePoint Lists

Module Thirteen – Managing Information using Workflows

13.1 – Check In and Check Out Documents using Workflow Actions
13.2 – Delete Drafts and Previous Document Versions
13.3 – Declare and Undeclare a Record

Module Fourteen – SharePoint 2013 Workflows

14.1 – Create a SharePoint 2013 Workflow Type
14.2 – Create and Configure Initial Holiday Request Workflow settings
14.3 – Create 2013 Workflow and Workflow Settings
14.4 – Workflow Start Options, Task and History List Options
14.5 – Creating Stages
14.6 – Task Process Action
14.7 – Connecting Stages
14.8 – Holiday Reminder Email
14.9 – Publish and Run Workflow

Module Fifteen – Reusable and Site Workflows

15.1 – Reusable Workflows
15.2– Globally Reusable Workflows
15.3 – Create a Site Workflow

SharePoint 2013 Designer and Workflow Course

We can be adapted our SharePoint 2013 Designer and Workflow Course to meet the requirements of your business. When booking your course we will discuss the outcome you are looking for an tailor the course to meet your expectations.

We are happy to discuss a tailored course if the above does not meet your exact requirements. Our aim is to deliver the best IT training experience for our clients and make sure we help you reach your business goals.

Contact us now to discuss course dates via email: training@blackbirdcorporate.co.uk or call our office on 0800 107 6362.

We offer both onsite training and online training using Microsoft Teams, so we can meet your organisational needs.