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Introduction to SharePoint 2013 for Collaboration and Document Management

This full day class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using a Si... Show More
Course Prerequisites:
SharePoint end users SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owne...
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Instructor-Led Training (ILT)

Attend training in a classroom environment at a campus near you. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.

1 Day

Course Schedule

Upcoming dates for Introduction to SharePoint 2013 for Collaboration and Document Management

Course Content

Module 1: SharePoint Overview
This Module provides an introduction to the topics covered in the class, introduces SharePoint terminology and provides an overview of the available versions of SharePoint 2013 and Office 365.


  • What is SharePoint?
  • Team Collaboration
  • Document Management
  • Web Sites
  • Social Features
  • SharePoint Security

Module 2: Accessing SharePoint
This Module covers the logging onto SharePoint and SharePoint site navigation.


  • Logging onto SharePoint
  • SharePoint Navigation: The Suite Bar
  • SharePoint Navigation: The SharePoint Screen
  • SharePoint Navigation: The Title area crumb trail
  • SharePoint Navigation: Following and returning to sites
  • SharePoint Navigation: The SharePoint Ribbons
  • SharePoint Navigation: Quick Launch and Web Parts
  • Regional Settings

Lab : Accessing SharePoint

Module 3: SharePoint Libraries
This Module covers the use of SharePoint libraries and document management.


  • Document Libraries
  • Ribbon options and the “Open Menu” link (…)
  • Accessing Documents
  • Office Web Apps
  • Checking Out Documents
  • Deleting Documents and the Recycle Bin
  • Creating and Managing Alerts
  • Uploading Documents
  • Blocked File Types
  • Creating Folders
  • Creating New Documents
  • Versioning
  • List and Library Views
  • Asset and Picture Libraries

Lab : SharePoint Libraries

Module 4: SharePoint Lists
This Module covers the use of SharePoint 2013 lists.


  • SharePoint Lists
  • Working with Custom Lists
  • Working with Task Lists
  • Using Task Lists to manage team tasks
  • Adding and Updating Tasks
  • Using Task Views
  • Synchronizing Task Lists with Outlook
  • Working with SharePoint Calendars
  • Calendar Navigation and Views
  • Adding Calendar Events
  • Dealing with long lists of events
  • Synchronizing SharePoint Calendars with Outlook
  • External Lists

Lab : SharePoint Lists

Module 5: SharePoint Search
This Module covers the SharePoint 2013 search features.


  • Searching SharePoint
  • What is searchable
  • Search results and refiners
  • Search Tips and Tricks

Lab : SharePoint Search

Module 6: SharePoint Wikis
This Module covers working with SharePoint 2013 Wikis.


  • Uses of a Wiki
  • Editing Wiki Articles
  • Working with Wiki Version Tracking
  • Wiki Views

Lab : SharePoint Wikis

Module 7: SharePoint Social Features
This Module introduces the SharePoint 2013 social features.


  • What are “Social Features”?
  • Interacting with People
  • About Me and Updating Your Profile
  • Your Newsfeed
  • Micro-blogging
  • Tagging and Rating Documents
  • Blogs

Lab : SharePoint Social Features

Module 8: Discussion Boards
This Module covers working with SharePoint 2013 Discussion Boards.


  • SharePoint Discussion Boards
  • Reading, creating and responding to discussions

Lab : Discussion Boards

Module 9: Community Sites
This Module covers working with SharePoint 2013 Community Sites.


  • Community Sites
  • Requesting Access
  • Joining the Community
  • Exploring Topics
  • Posting and Replying
  • Best Replies and Alerts

Lab : Community Site

CTU Training Solutions , Updated: July 6th, 2017

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