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This one-day intermediate-level course is designed for users who are comfortable with the basics of SharePoint Online and want to deepen their knowledge of its collaborative, organisational, and automation features. Through a mix of demonstrations, hands-on practice, and guided exercises, participants will explore how to manage content more effectively using SharePoint’s powerful toolset.
This course begins with a brief overview of the basics, and then covers topics such as how to create smarter lists, implement approval processes, manage tasks, and collaborate in real time on shared documents. You’ll also learn how SharePoint integrates with other Microsoft 365 tools like Power BI, Teams, and OneDrive to help your team stay connected and productive.
Each participant will receive access to a private SharePoint training site and login credentials, with continued access for one day after the course to reinforce learning.
Microsoft SharePoint Intermediate
Whats covered in this course
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Overview of basics
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SharePoint Online Site Structure
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Hubs and Associated sites
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SharePoint Online Sites and integration with MS Teams
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SharePoint Online Integration with OneDrive
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Modern Experience Vs Classic SharePoint
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Overview of Libraries, Folders and Lists
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Basics of Permissions
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SharePoint Online Site Permission
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SharePoint Online Library / List Permission
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Adding / Removing people to and from a SharePoint Online Library / List
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Document Libraries
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Understanding Document Library Versioning
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View Document Library Version History
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Restoring an earlier Document Library Version
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Delete a Document Library Version
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Document Library Settings
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Creating and using a Document Approval Library
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Online Collaboration
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Document Collaboration
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Collaborating on a Word Online and Desktop file
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Collaborating on an Excel Online and Desktop file
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Who else is in the document?
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Who was the last person to edit the document?
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Let’s play Catchup
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Save the document
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Working with Lists
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Creating a List from Excel
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Visualise the List with Power BI
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Creating a List from a CSV file
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Create a Form from a List
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Create a Rule for a list
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Set a Reminder for a List
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Export a List to Excel or CSV file
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Configure Approvals
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List Library Settings
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Working with Plans
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Create a new Plan
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Add tasks to the Plan
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Move a Task
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Delete a Task
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Add Members
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Change the view of the Plan
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Grid View, Board View, Chart View, Schedule View
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Filter and Group
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Update the Plan
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Rules
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Create a Rule
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Manage a Rule
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Edit a Rule
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Turn a Rule on or off
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Delete a Rule
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Simple Workflows
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Create a Simple Workflow
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Test a simple Workflow
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View My Flows
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Turn off a Flow
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Delete a Flow
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A fully interactive, instructor-led training course you can attend from the comfort of your own home or office. Enjoy an interactive learning session online with our most convenient and accessible method yet.
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We regularly host training courses in our city-centre venue. Join our experienced trainers in person for a fully interactive training session, and enjoy access to our comfortable breakout room and on-site café.
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Looking for private training in central Scotland? Our qualified trainers can make the trip to your office, providing professional on-site training in an environment that's comfortable and familiar to you.