SharePoint 365 Fundamentals of Site Management- Intermediate from Udemy

This course is an introduction to the Fundamentals of Site Management. Upon completion of this course, users will have a basic understanding of SharePoint Sites and Sites structure, navigation, libraries, searching, newsfeeds, views, permissions, and organization. Students will learn the differences of Libraries and Lists and how to create different kinds of Libraries and Lists, add files to Libraries, add items to Lists, learn to use the Newsfeed to keep abreast of action on the site, and create and customize Views. In addition, students will explore Site and content organization, understand navigation of sites, search for content, and learn the basics of Permissions.

With nearly 10,000 training videos available for desktop applications, technical concepts, and business skills that comprise hundreds of courses, Intellezy has many of the videos and courses you and your workforce needs to stay relevant and take your skills to the next level. Our video content is engaging and offers assessments that can be used to test knowledge levels pre and/or post course. Our training content is also frequently refreshed to keep current with changes in the software. This ensures you and your employees get the most up-to-date information and techniques for success. And, because our video development is in-house, we can adapt quickly and create custom content for a more exclusive approach to software and computer system roll-outs.

What's inside

Learning objectives

Understand sites and libraries
Working with libraries
Working with lists

Optimizing sharepoint
Working with permissions
What is new in office 365

Understand sites and libraries
Working with libraries
Working with lists
Optimizing sharepoint
Working with permissions
What is new in office 365

Syllabus

Students will gain a basic understanding of Sites, navigation, libraries, searching, newsfeeds, views, permissions, and

Introduction

Students will get an overview of sites and libraries.

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Covers site and content organization, which is essential for effective information architecture and user experience

Explores permissions configuration, which is crucial for maintaining data security and compliance within an organization

Teaches how to create and manage lists and libraries, which are fundamental components for storing and organizing data

Examines the use of newsfeeds, which can help users stay informed about site activity and updates

Focuses on SharePoint 365, which is a specific version of SharePoint, so learners should ensure it aligns with their environment

Requires learners to have a basic understanding of SharePoint sites, which may necessitate introductory training for some users

Reviews summary

Sharepoint 365 site management basics

According to learners, this course serves as a solid introduction to the fundamentals of SharePoint 365 site management. Many find it helpful for understanding core concepts like libraries, lists, views, and basic permissions. It's often described as a good starting point or a refresher for those new to managing sites. However, some students note that while it covers the syllabus points, it may lack the depth expected for an 'Intermediate' level, suggesting it might be more suitable for beginners transitioning into a site management role rather than experienced users seeking advanced knowledge.

Explains libraries and lists well.

"The course clarified the differences between libraries and lists and how to use them."

"Creating and adding items to libraries and lists was clearly demonstrated."

"Working with views for both libraries and lists was covered effectively."

"I now understand how to better manage different types of information using these features."

Covers basic permission concepts clearly.

"The section on configuring permissions using default groups was very helpful for understanding access control."

"I liked how it explained the basics of assigning unique permissions to apps."

"Gave me a good foundational understanding of how permissions work in SharePoint 365."

"Explains the principles of permissions without getting overly technical."

Content is practical for site management tasks.

"I can immediately apply what I learned about creating views and organizing content on my team's site."

"Understanding permissions based on groups was really useful for my daily tasks."

"Learning about search and navigation definitely helps make our site more user-friendly."

"Good practical tips for managing documents and lists effectively."

Good introduction to key SharePoint basics.

"This course really helped me grasp the basic concepts of SharePoint sites and libraries."

"I found the sections on creating lists and managing files particularly clear and easy to follow."

"It provides a solid foundation for understanding how SharePoint sites are structured and navigated."

"Great for someone just starting out or needing a basic overview of site features."

May be too basic for 'intermediate' learners.

"While the content was good, I expected more depth for an intermediate course. It felt more like a solid beginner course."

"If you already have some experience with SharePoint, much of this might be review."

"I was hoping for more advanced topics on permissions or customization, which weren't covered in detail."

"The syllabus covers the topics but the treatment of them felt quite introductory."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in SharePoint 365 Fundamentals of Site Management- Intermediate with these activities:

Review SharePoint Terminology

Show steps

Familiarize yourself with common SharePoint terms and concepts to better understand the course material.

Show steps

Find a glossary of SharePoint terms online.
Review the definitions of key terms like 'site,' 'library,' 'list,' 'web part,' and 'permissions.'
Take a short quiz to test your understanding.

Review 'Microsoft SharePoint 2019 Step by Step'

Show steps

Reinforce your understanding of SharePoint fundamentals by working through practical examples in a step-by-step guide.

View Putting Knowledge to Work on Amazon

Show steps

Obtain a copy of 'Microsoft SharePoint 2019 Step by Step'.
Work through the chapters related to site creation, library management, and permissions.
Compare the steps in the book to the processes demonstrated in the course.

Practice Creating and Configuring Lists

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Solidify your understanding of lists by creating and configuring different types of lists in a SharePoint environment.

Browse courses on SharePoint Lists

Show steps

Create a new SharePoint site or use an existing one.
Create several different types of lists (e.g., task list, calendar, custom list).
Configure the settings for each list, such as columns, views, and permissions.
Add sample data to each list.

Four other activities

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Review 'SharePoint Online from Scratch'

Show steps

Supplement your learning with a beginner-friendly guide to SharePoint Online, covering essential concepts and features.

View Putting Knowledge to Work on Amazon

Show steps

Obtain a copy of 'SharePoint Online from Scratch'.
Read the chapters related to the topics covered in the course.
Compare the information in the book to the course materials.

Create a SharePoint Site Management Guide

Show steps

Deepen your understanding by creating a comprehensive guide to SharePoint site management, covering key concepts and best practices.

Show steps

Outline the key topics to cover in your guide (e.g., site creation, library management, permissions).
Research best practices for each topic.
Write clear and concise explanations of each concept.
Include screenshots and examples to illustrate your points.
Share your guide with others and solicit feedback.

Design a SharePoint Site for a Specific Purpose

Show steps

Apply your knowledge by designing a SharePoint site for a specific purpose, such as project management or document collaboration.

Browse courses on Site Design

Show steps

Identify a specific purpose for your SharePoint site.
Plan the structure and navigation of the site.
Create the necessary libraries and lists.
Configure permissions and security settings.
Test the site with a group of users and gather feedback.

Help Others with SharePoint Questions

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Reinforce your understanding by helping others with their SharePoint questions and challenges.

Browse courses on SharePoint

Show steps

Find online forums or communities where people ask SharePoint questions.
Answer questions to the best of your ability, drawing on your knowledge from the course.
Explain your reasoning and provide clear instructions.

Career center

Learners who complete SharePoint 365 Fundamentals of Site Management- Intermediate will develop knowledge and skills that may be useful to these careers:

SharePoint Administrator

A SharePoint Administrator is responsible for the maintenance and optimal functioning of an organization's SharePoint environment. This role involves managing site structures, permissions, libraries, and content organization. This course helps build a foundation in understanding SharePoint Sites and their structure, navigation, libraries, searching, newsfeeds, views, permissions, and organization. The course specifically covers creating sites and subsites, working with lists and libraries, managing versions, and configuring permissions, which are all core responsibilities of the SharePoint administrator role. Individuals seeking this career should take this course to gain valuable practical experience.

See salaries and explore the career path for SharePoint Administrator

Content Manager

A Content Manager oversees the creation, organization, and maintenance of digital content, often within a platform like SharePoint. This role requires an understanding of how to structure and organize information for easy access and retrieval. This course provides a valuable introduction to SharePoint site structures, navigation, libraries, and search functionality, which are essential for effective content management. Learning to create and manage libraries, add files, configure views, and understand content organization within this platform helps prepare an individual for the duties of a Content Manager. Specifically, the course's instruction on version history is useful for tracking content changes.

See salaries and explore the career path for Content Manager

Digital Workplace Specialist

A Digital Workplace Specialist is responsible for optimizing an organization's digital tools and platforms to enhance employee productivity and collaboration, often using systems such as SharePoint. This course is relevant as it provides a baseline understanding of SharePoint site management, including navigation, libraries, lists, and permissions. The skills learned about configuring sites, managing content, and optimizing search functionality are directly applicable to a Digital Workplace Specialist who aims to make the platform more effective for users. The course’s instruction on M365 helps understand the evolution of the software.

See salaries and explore the career path for Digital Workplace Specialist

Knowledge Manager

A Knowledge Manager focuses on capturing, organizing, and sharing knowledge within an organization to enhance efficiency and innovation. This role often involves managing content on collaborative platforms like SharePoint. This course is valuable as it introduces how to structure and organize content within SharePoint sites and libraries. The course’s lessons on navigation, search functionality, and permissions will be helpful to someone tasked with creating and maintaining a knowledge repository within SharePoint. Specifically, learning how to create pages and use web parts helps with presentation.

See salaries and explore the career path for Knowledge Manager

Project Coordinator

A Project Coordinator supports project teams by ensuring that tasks and information are well-organized and accessible. This role often involves using collaborative platforms like SharePoint for document management and communication. This course helps build a foundation by covering the basics of SharePoint site and library structure, navigation, and user permissions. The ability to create libraries and lists, add and organize files, configure views, and manage alerts and permissions, are all relevant for a Project Coordinator who uses SharePoint to manage project resources. The course’s instruction of the sync tool and how to show items without folders are useful for collaboration.

See salaries and explore the career path for Project Coordinator

Collaboration Specialist

A Collaboration Specialist focuses on implementing strategies and tools to improve teamwork and communication within an organization. This role often requires expertise with platforms like SharePoint. This course is useful because it provides foundational skills in SharePoint site management, including structuring sites, creating libraries and lists, configuring permissions, and using features to enhance collaboration. The course's instruction on managing content and configuring permissions are important to a Collaboration Specialist who seeks to facilitate collaboration and information sharing through SharePoint. The course also teaches how to work with alerts to keep users abreast of changes.

See salaries and explore the career path for Collaboration Specialist

Training Specialist

A Training Specialist designs and delivers training programs. This role often involves using platforms like SharePoint to store and share training materials. This course is helpful because it introduces key aspects of SharePoint site management such as libraries, lists, navigation, and permissions which will assist the Training Specialist in organizing course materials effectively. The course’s instruction on creating and managing libraries, adding files, and managing access is directly applicable. This course helps a training specialist build skills to improve how they manage course material delivery.

See salaries and explore the career path for Training Specialist

Records Manager

A Records Manager oversees the lifecycle of an organization's records, ensuring they are properly created, organized, stored, and disposed of in line with policy. This role often uses content management systems like SharePoint. This course may be helpful because it provides an introduction to managing content within SharePoint libraries and lists. The course’s overview of site and content organization, along with an understanding of permissions and version control is beneficial for someone in this role. The course also covers important aspects like search functionality for easy retrieval of documents.

See salaries and explore the career path for Records Manager

Information Architect

An Information Architect structures and organizes information within an organization to maximize its usability and accessibility. They design systems that make it easy for users to find what they need. This course may be helpful because it explores the structuring and navigation of content within SharePoint, including libraries, lists, and site organization. Understanding how to build sites and subsites, organize content, and implement effective search functionality, as covered in the course, provides valuable insight into information architecture principles. The course's focus on creating custom views aligns with the responsibilities of an Information Architect.

See salaries and explore the career path for Information Architect

Training Coordinator

A Training Coordinator manages and organizes training programs. This role may use SharePoint to share training materials. This course may be useful for a Training Coordinator because it teaches aspects of site management such as configuring navigation, creating pages and using web parts, which may be used to share course information. In addition, the course's coverage of lists, libraries, and site permissions are relevant to providing access to the appropriate training materials for learners. It teaches the fundamentals of a system in which they may be creating or maintaining course materials.

See salaries and explore the career path for Training Coordinator

Business Analyst

A Business Analyst analyzes business processes and requirements to recommend and implement solutions. They frequently use platforms like SharePoint to collaborate and manage information. This course may be helpful because it provides a solid understanding of how SharePoint sites and libraries are structured and how to navigate them. The understanding of permissions and content organization gained in the course are important for a Business Analyst who may be involved in configuring and using SharePoint for project management and team collaboration. This course gives someone the necessary concepts to make recommendations around implementing SharePoint.

See salaries and explore the career path for Business Analyst

Systems Analyst

A Systems Analyst reviews and evaluates computer systems. This role often uses platforms like SharePoint to collaborate and manage project information. This course is helpful because it gives experience with the functionality and structure of SharePoint sites. An understanding of site structures, navigation, libraries, searching, permissions, and organization, gained in this course, is important for a Systems Analyst who may need to understand and evaluate the effective use of SharePoint with respect to business workflows. The course’s instruction around site usage and permissions is particularly useful.

See salaries and explore the career path for Systems Analyst

Help Desk Technician

A Help Desk Technician provides technical support to users, often including assistance with software and platforms like SharePoint. This course may be useful as it covers the fundamentals of SharePoint site management, such as navigation, libraries, and permissions. Understanding how SharePoint works will help a Help Desk Technician better assist users experiencing issues with the software. The course also introduces site structure, which is particularly useful for resolving user issues and effectively communicating solutions. This course provides a foundation for supporting users.

See salaries and explore the career path for Help Desk Technician

Technical Writer

A Technical Writer creates user manuals, help guides, and other documentation for software and technical products. They often work with content management systems such as SharePoint. This course may be useful because it introduces the user to the concept of content organization within SharePoint Sites. Understanding file structures, versioning, and site navigation, as taught in this course, can be extremely valuable for a technical writer who may need to upload documents to SharePoint, work with version history, and build wiki pages. In particular, the course covers creating and inserting web parts, which a technical writer may be asked to do.

See salaries and explore the career path for Technical Writer

Database Administrator

A Database Administrator manages and maintains databases. Although this role is primarily focused on databases, database administrators may use SharePoint as part of a larger data management ecosystem. This course may be useful because even though it does not discuss databases directly, it may help a Database Administrator understand the relationship between databases and other systems, like SharePoint. Understanding how data may be presented, stored, and accessed within SharePoint, using lists and libraries as discussed in the course, may enhance the DBA's ability to work effectively within a greater organizational context.

See salaries and explore the career path for Database Administrator

SharePoint 365 Fundamentals of Site Management- Intermediate

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Learning objectives

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Reviews summary

Sharepoint 365 site management basics

Activities

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