Modules

Module 1: SharePoint 2019 Introduction

At its core, SharePoint is a collaboration platform designed to help users easily locate and share information. It includes a range of features that support this goal. SharePoint libraries offer a more effective alternative to traditional file servers, while lists provide a simple and user-friendly way to share data—often replacing spreadsheets or databases. Both lists and libraries can be customised for better appearance and functionality, such as calendars or blogs. All collaboration takes place via a web browser, with additional integration options available through Microsoft Office applications.

Lessons

• SharePoint Versions
• Team Site Layout and Navigation
• Layout
• Navigation

Lab 1: Exercise: Team Site Navigation

By the end of this module, participants will be able to:

• Identify different SharePoint versions
• Understand SharePoint site hierarchy
• Navigate and work within a Team Site layout

Module 2: SharePoint List Basics

Lists are a core component of SharePoint, enabling users to store and display data. SharePoint includes many ready-to-use list templates. Lists can be customised by adding columns for nearly any type of data. Columns can be validated and linked across other lists, making lists highly flexible and powerful.

Lessons

• Creating Apps Using List Templates
• Creating Lists
• Creating Lists Using Templates
• List Columns
• Creating List Columns
• Column Validation
• Validating List Columns

Lab 1: Exercises

• Working with Team Site Lists
• Creating Custom Lists and Columns

After completing this module, participants will be able to:

• Understand how to use List Templates
• Use built-in lists within a Team Site
• Create new lists from templates
• Build and customise lists
• Add and validate data in list columns

Module 3: Library Basics

Libraries in SharePoint work similarly to lists, with features like columns, views, and validation. However, libraries store documents as part of each item. Libraries are ideal for document management and often replace traditional file servers. Additional features like metadata, filtering, and version control make them highly efficient.

Lessons

• Library Templates
• Creating Libraries
• Creating Document Libraries and Adding Columns
• Creating Asset Libraries
• Managing Documents and Versioning
• Checking Out Documents
• Deleting and Restoring Documents
• Versioning

Lab 1: Exercises

• Working with Team Site Libraries
• Creating Libraries
• Using Document Versioning

By the end of this module, participants will be able to:

• Create libraries using various templates
• Add metadata columns
• Check documents in and out
• Delete and recover documents
• Enable and manage versioning
• Restore previous document versions

Module 4: Working with Lists and Library Views

Views allow users to display list and library content in meaningful ways. Each list or library can have multiple views, which can be personal or shared. Some templates include pre-set views, which can be customised as needed.

Lessons

• Default Views
• Exploring Default Views
• Custom Views
• Creating Custom Views

Lab 1: Exercises

• Using Views
• Creating Public and Personal Views

After completing this module, participants will be able to:

• Use SharePoint’s default views
• Build and share custom views
• Set default views for lists and libraries

Module 5: Working with Sites

All SharePoint content is accessed through sites, which host lists, libraries, and configurations. The look, feel, and features of a site depend on the template used during creation.

Lessons

• Site Templates
• Creating Sites
• Creating a Team Site
• Site Navigation
• Managing Site Navigation

Lab 1: Exercises

• Creating Team Sites
• Creating a Meeting Workspace
• Creating a Blog Site

After completing this module, participants will be able to:

• Understand Site Templates
• Use different templates in SharePoint
• Create various site types: Team, Project, Community, Blog
• Manage navigation via the Top Link Bar

Module 6: Page Content

SharePoint allows content to be added to site pages using different methods. The Team Site template uses modern site pages, but older formats like Wiki and Web Part pages are still available. Both support the use of Web Parts—modular elements for displaying content or app views.

Lessons

• Wiki Library Pages
• Editing the Team Site Home Page
• Web Part Pages
• Creating Web Part Pages
• Using Web Parts
• Adding Web Parts to Pages

Lab 1: Exercises

• Working with Wiki Pages
• Using Web Part Pages and Web Parts

After completing this module, participants will be able to:

• Understand the purpose of site pages
• Work with wiki pages and Web Parts
• Add and manage page content and Web Parts

Module 7: Forms Library

A Forms Library is a special SharePoint library for Microsoft InfoPath forms. InfoPath Designer allows users to visually build forms and publish them as web-based templates. Although InfoPath is being phased out, SharePoint 2019 still supports the use of InfoPath 2013 Designer.

Lessons

• Creating a Forms Library
• Creating InfoPath Forms
• Designing Forms in InfoPath
• Publishing Forms to SharePoint
• Publishing Custom Forms

Lab 1: Exercise: Creating and Publishing InfoPath Forms

By the end of this module, participants will be able to:

• Understand the purpose of Forms Libraries
• Design forms using InfoPath Designer
• Publish forms to SharePoint
• Promote form fields as library columns
• Create new form instances within the library

Module 8: Site Columns and Content Types

Customisation in SharePoint can be made reusable via Site Columns and Content Types. Site Columns function like regular columns but are created at the site level for broader use. Content Types group Site Columns with other settings, like templates or workflows, and can be linked to lists and libraries.

Lessons

• Site Column Gallery
• Exploring the Site Column Gallery
• Creating Site Columns
• Creating Custom Site Columns
• Adding Site Columns to Lists
• Site Content Type Gallery
• Exploring Content Types
• Creating and Using Content Types

Lab 1: Exercises

• Creating and Managing Content Types
• Adding Content Types to Libraries

After completing this module, participants will be able to:

• Define and create Site Columns
• Create and apply Content Types
• Associate templates with Content Types
• Use custom Content Types in libraries and lists

Module 9: Office Integration

SharePoint integrates with Microsoft Office tools, providing seamless data handling between platforms. From simple list creation via Excel to full integration with Outlook, these features enhance both online and offline access. This module covers integration with locally installed Office applications. Office Online Server, a separate product, is not included in this course.

Lessons

• Excel Integration
  • Importing Excel Spreadsheets
  • Exporting List Data to Excel
• Outlook Integration
  • Creating Alerts
  • Subscribing to RSS Feeds
  • Connecting to Outlook
• Access Integration
  • Opening Lists with Access

After completing this module, participants will be able to:

• Import Excel data into SharePoint lists
• Create alerts and RSS feeds in Outlook

Module 10: Managing SharePoint Site Permissions

Permissions are assigned when a site is created and can be inherited or broken at any level (site, list, library, or item). Permissions may be granted to SharePoint groups, individual users, or external groups such as Windows AD groups.

Lessons

• SharePoint Groups
• Assigning Permissions
• Permission Levels
• Permissions Inheritance

Lab 1: Exercise: Managing SharePoint Permissions

After completing this module, participants will be able to:

• Understand and create SharePoint groups
• Assign permissions to users and groups
• View and manage permission levels
• Control inheritance at site, list, and item levels

Module 11: Participating in User Communities

SharePoint’s social features allow internal collaboration similar to platforms like LinkedIn or Facebook, but within the organisation’s network. Personal Sites, newsfeeds, and content sharing form the foundation of this feature.

Lessons

• Configuring User Profiles and My Sites
• Newsfeeds
  • People
  • Documents
  • Sites
  • Tags
• Managing Personal Sites

Lab 1: Exercise: Managing and Viewing Personal Profiles and Content
After completing this module, participants will be able to:

• Edit and manage their personal profile and activity content