SharePoint Level 1 - Site Building Blocks

Class Duration: 8 hours

Welcome to SharePoint 101! This class is designed to be an Introduction to SharePoint, and covers basic concepts which allow you to design and develop a SharePoint site. This SharePoint course is intended for non-technical administrators of sites and pages, and will enable you to be comfortable with SharePoint’s out-of-the-box functionality, after the back-end of the application’s structure has been set up. 

The skills learned in this course can be applied to SharePoint sites hosted onsite or via SharePoint 365. This course includes plenty of interactive activities to make sure you have mastered each lesson. Our knowledgeable instructors will be on hand to answer questions and lead you to a thorough understanding of the subject matter.

Training Class Goal

Upon completion of this SharePoint introduction training course, students will have a mastery of the basic functionality and tools of the application. They will be able to navigate sites, search for and work with content, create and customize a home page, create additional types of content, work with libraries, and integrate other applications, such as Outlook and Excel, into their SharePoint sites. Students will also be able to create projects pages and task lists, to help users tackle complex activities. After completing this class, students will have a basic competency in creating and managing SharePoint sites.


Students should enter this course with basic computer skills, including proficiency with websites and browsers, and should be familiar with email and Microsoft Office.

Topics Covered


  • Home Page Navigation


  • Searching for a Document
  • Setting Search Preferences
  • Using Search Terms

Working with Content

  • Accessing a Link
  • Adding Calendar Appointment
  • Taking a Survey
  • Adding a Contact
  • Sorting a Contact List
  • Responding to a Discussion Board Posting
  • Viewing All Site Content
  • Considerations When Building a SharePoint Site

Developing a Homepage

  • SharePoint Content Options
  • Creating an Announcement List and Adding as a Web Part
  • Attaching Documents to List Items
  • Creating an Image Library
  • Changing the Page Layout
  • Deleting Web Parts
  • Content Editor Areas

Creating Additional types of content

  • Creating a Calendar
  • Creating a Contacts List
  • Populating a Contacts List
  • Creating a Discussion Board
  • Re-Organizing Web Parts

Modifying List Columns

  • Editing List Columns
  • Deleting Columns
  • Changing Column Names
  • Changing Column Ordering – in a Form

Working with Views

  • Changing Column Order in a View
  • Applying a View to a Web Part
  • Changing a View from the Web Part Edit Panel

Working with Links

  • Creating a Links List
  • Removing and Adding Links to the Quick Launch Menu

Creating Surveys

Document Libraries

  • Creating a Document Library
  • Creating Library Filing Structure
  • Populating a Document Library
  • Viewing Document Properties
  • Adding Metadata Columns
  • Modifying Metadata Columns
  • Creating Custom Metadata Columns
  • Creating a Multi-Selection Metadata Column
  • Creating the Column Order
  • Assign Metadata to Documents

Working with Document Libraries

  • Checking Documents In & Out
  • Using Quick Edit View to Populate Metadata
  • Document Versioning

Managing Projects & Tasks with Sharepoint

  • Creating a Project Site

Task Lists

  • Using a Task List
  • Adding a Task to the Timeline
  • Integrating SharePoint Tasks with Outlook
  • Changing Task Views
  • Creating an Issue Tracking Task List
  • Creating Issue Categories
  • Using Issue Tracking Lists
  • Customizing List View

Additional Views & Site Customizations

  • Creating Views Based on a Filter
  • Changing Menu Order on the Quick Launch Menu
  • Adding a View to the Top Link Bar

Customizing the Homepage

  • Formatting Web Part Size & Color
  • Applying a Theme
  • Deleting a Site
  • Deleting Content – the Recycle Bin
  • Restoring Content from Recycle Bin

Integration with Office Applications

  • Adding a SharePoint Calendar to Outlook
  • Adding a Contact List to Outlook
  • Importing Excel Spreadsheets
  • Customize List Settings
  • Exporting to Excel Spreadsheets

AdvantEdge Training & Consulting’s introductory SharePoint Training Level 1, prepares you to create and administer your organization’s SharePoint website with this powerful application. Our courses are designed specifically for companies and their employees. Our Instructors are based in Denver and Phoenix, but can travel to your company location anywhere in the country.

Upcoming Classes

If you have at least 5 people we can create a session just for you.  Or, you can contact us for a private session. Contact Us

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