Workflow Ready

SharePoint • Power Automate • Power Apps • Nintex Training & Consulting

SHAREPOINT ONLINE FOR SITE MEMBERS
SharePoint Online for Site Owners SharePoint Online for Power Users SharePoint Online: Overview
WHAT IS MICROSOFT SHAREPOINT?

SharePoint is an enterprise information portal. Organizations use SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from any device.

All you need is a web browser, such as Microsoft Edge, Internet Explorer, Chrome, or Firefox. SharePoint uses Web conventions ‐ access through a browser, linked information, images as well as text ‐ to create a fast and easy method of collaborating.

A SharePoint site is a container for many SharePoint components. SharePoint sites are used to enable team, project, and department collaboration. Components include:

  • Pages
  • Lists: Announcements, Calendar, Contacts, Links, Discussions, Surveys (more)
  • Libraries: Documents, Images, Forms, Wikis, Blogs
  • Web Parts: Over 100, including Search, Filter, Community, Video/Audio
  • Documents
  • Permissions
  • Subsites
CLASS DETAILS
CLASS FORMAT This is a hands-on class - it is delivered as a running lab. This is not a series of PowerPoint slides presented by the instructor.
WHO SHOULD ATTEND This class is targeted toward beginners or persons with the Site Members level of access. General tasks include document and list creation and upload/download.
CLASS TOPICS Click CLASS TOPICS to view the full class outline.
PAYMENT Payment of $425 U.S. per person per class will be made directly by credit card over a secure web connection.
CLASS TIMES North America class times are: Pacific 8 AM-3 PM • Mountain 9 AM-4 PM • Central 10 AM-5 PM • Eastern 11 AM-6 PM
   • Unless otherwise indicated •
INTERNATIONAL Customized classes can be arranged for international customers. Suggested times:
Asia 8 AM-3 PM SGT • 8 AM-3 PM GMT • South America 8 AM-3 PM BREST
ONLINE CLASSES
SharePoint Online
SharePoint Online for Site Members
SharePoint Online for Site Owners
SharePoint Online for Power Users
Microsoft Power Automate
Design Workflows with Power Automate: Fundamentals
Design Workflows with Power Automate: Intermediate
Microsoft Power Apps
Design Online Forms with Power Apps: Fundamentals
Design Online Forms with Power Apps: Intermediate
Nintex Workflow
Design Workflows with Nintex Workflow: Fundamentals
Design Workflows with Nintex Workflow: Intermediate
Design Workflows with Nintex Workflow: Power Users
REGISTER
1. Click a Class Date below.
2. Fill out the fields below, then click Submit to register for a class.
    We will email you a confirmation.

December 14

January 4

January 19

February 1

February 21

March 2

March 13

March 27

Full Name:

Email:

Phone:

Organization:

 

   

If you have questions, please call us at (800) 765-1962 or email us at training@workflowready.com.
CLASS TOPICS

1.0 Sites and Pages

1.1 What Is SharePoint?

1.2 What a Site?

1.3 What Is a Page?

1.4 What Is a Web Part?

1.5 Anatomy of a Site Home Page

2.0 What's New in Healthcare SharePoint Teamspace

2.1 Settings Button/Menu

2.2 Apps-Everything Is an App

2.3 SHARE Content with Others

2.4 Site Contents

2.5 Upload Files with Drag and Drop

2.6 Quick Edit

2.7 Views

2.8 Tasks Timeline

3.0 Libraries

3.1 Overview of Document Library Features

3.2 Fill In Required Metadata Properties Before Check-in

3.3 Check In Multiple Documents After Upload

3.4 Check Out Multiple Documents in a Document Library

3.5 Upload a Single Document

3.6 Check In One Document in a Document Library

3.7 Check Out One Document in a Document Library

3.8 Create a New Word Document

3.9 Edit a Document

3.10 Publish and Restore Document Versions

3.11 Create an Alert on a Library or Document

 

4.0 Lists

4.1 Use Quick Edit to Edit a List

4.2 Add a Task to a Project Tasks List

4.3 Edit a Task in a Project Tasks List

4.4 Add a Task to a Project Tasks List Timeline

4.5 Configure the Timeline and Tasks on the Timeline

4.6 Configure Tasks from the Ribbon

4.7 Create a New Announcement

4.8 Create a New Calendar Event

4.9 Create a New Discussion Topic

4.10 Create a New Link Item

4.11 Export a List to a Spreadsheet

5.0 Integrate SharePoint and Office

5.1 Connect Calendars, Task Lists, and Document Libraries to Outlook

5.2 Map a Network Drive for Frequently Accessed Libraries

5.3 Open-Edit-Save-Check-in a Document from Word-Excel-PowerPoint

COURSE OBJECTIVES

In this class students will learn how to:

  • Use the SharePoint user interface effectively
  • Upload files with Drag and Drop
  • Open can change Views
  • Check out/check in library documents
  • Fill In required metadata properties before check-in
  • Set alerts on libraries and documents

Return to Top

  • Publish and restore document versions
  • Use Quick Edit to edit a list
  • Add a task to a Project Tasks list
  • Create new Announcements, Calendar events, Discussion topics, links
  • Export a list or library to a spreadsheet
  • Connect Calendars, Task Lists, and Document Libraries to Outlook
Workflow Ready, Inc.  •  2100 18th Avenue South  •  Nashville, TN 37212  •  Phone (800) 765-1962

3004 Oslo Crescent   •  Mississauga, ON  L5N 1Z9
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