55193: Introduction to SharePoint 2016 for Collaboration and Document Management

Introduction to SharePoint 2016 for Collaboration and Document Management



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    About this Course

    This one day instructor-led class is designed for SharePoint team members and end users who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2016. This class features live inline interactive labs where the student interacts with both SharePoint and other students.

    Audience Profile

    • SharePoint end users.
    • SharePoint Site Owners and Power Users who will be attending a SharePoint 2016 Site Owner class.
    • SharePoint administrators and developers.

    At Course Completion

    After completing this course, students will be able to: Insert the course objectives in a bulleted list with periods. For example:

    • Navigate SharePoint sites.
    • Manage content in lists and libraries.
    • Create and edit Alerts.
    • Collaborate using Tasks lists, Calendars and Document libraries.
    • Work with libraries, including upload, download, editing, content approval, check out/in and versioning.
    • Use the SharePoint social features.
    • Use OneDrive for Business.


    Module 1: SharePoint Overview

    This module provides an overview of SharePoint and Office 365. It explores the use of SharePoint for team collaboration and document management.


    • SharePoint
    • Team Collaboration
    • Document Management
    • SharePoint Web Sites
    • SharePoint Security

    After completing this module, students will be able to:

    • Explain the core SharePoint feature sets.
    • Explain the primary uses of SharePoint.
    • Know that SharePoint content is security trimmed.

    Module 2: Accessing SharePoint

    This module explains how connect to SharePoint, find your way around sites and libraries, follow sites and use the App Launcher.


    • Accessing SharePoint
    • Following Sites
    • SharePoint Navigation
    • Quick Launch and Other Links
    • List and Library Navigation
    • The Ribbon
    • Regional Settings

    Lab 1: Accessing SharePoint

    • Working with the App Launcher and Following Sites.
    • Navigating Libraries.
    • Changing your Time Zone settings.

    After completing this module, students will be able to:

    • Navigate SharePoint sites, lists and libraries.
    • Follow and return to sites.
    • Customize Language and Region settings.

    Module 3: SharePoint Libraries

    This module explains how to work with SharePoint libraries, from uploading files to working with versioning and check out/in. You will learn how to create and edit documents in SharePoint using Office Online and how to use the co-authoring features.


    • Libraries
    • Document Libraries
    • Document Library Pages and Web Parts
    • Document Library Ribbons and Menus
    • Opening and Downloading Documents
    • Following Documents
    • Working with Office Online server and Co-authoring

    Lab 1: SharePoint Libraries

    • Exploring Libraries and Office Online.
    • Working with the Co-authoring features of Excel.
    • Working with Checked Out Files.
    • Creating and Managing Alerts.
    • Uploading Files.
    • Creating a New Document with Office Online and Working with Content Approval.
    • Working with Versioning.

    After completing this module, students will be able to:

    • Explore Libraries and Office Online.
    • Work with the Co-authoring features of Excel.
    • Work with Checked Out Files.
    • Create and Managing Alerts.
    • Upload Files.
    • Create New Documents with Office Online and Work with Content Approval.
    • Work with Versioning.

    Module 4: SharePoint Lists

    This module explains how to work with both the out of the box sample lists and custom lists. Here we will add, edit and delete list items, work with list views and synchronize Task and Calendar lists to Outlook.


    • SharePoint Lists
    • Working with a Custom SharePoint List
    • Working with SharePoint Task Lists
    • Adding and Updating Tasks
    • Using Task Views
    • Synchronizing Task Lists with Outlook
    • Working with SharePoint Calendars
    • Calendar Navigation and Views
    • Add Calendar Events
    • Synchronizing SharePoint Calendars with Outlook

    Lab 1: Installing and Configuring Windows 7

    • Adding items to a custom list.
    • Working with the Quick Edit view.
    • Creating and Updating Tasks.
    • Working with List Views.
    • Working with Calendar Events.

    After completing this module, students will be able to:

    • Understand the role and uses of SharePoint lists, both out of the box and custom.
    • Add, edit and delete list items.
    • Use Tasks lists in a team project.
    • Create and work with Calendar Events.
    • Synchronize SharePoint Task Lists and Calendars to Outlook.

    Module 5: SharePoint Search

    This module explains how to use SharePoint Search to find sites, documents and list items.


    • SharePoint Search
    • What is Searchable
    • Search Tips and Tricks

    Lab 1: SharePoint Search

    • Searching by keywords
    • Searching by property
    • Searching for people

    After completing this module, students will be able to:

    • Know what SharePoint Search can Index and Retrieve.
    • Perform keyword and property searches.

    Module 6: SharePoint Social Features

    This module introduces the SharePoint 2016 social features.


    • SharePoint Social Features
    • Interacting with People
    • About Me

    After completing this module, students will be able to:

    • Describe and use the SharePoint social features.

    Module 7: Newsfeed

    This module explorers the SharePoint Newsfeed page, explorers the Follow features for sites, documents, users and tags, and introduces SharePoint Micro-blogging.


    • Your Newsfeed
    • Micro-blogging

    After completing this module, students will be able to:

    • Find and use the Newsfeed page.
    • Use Microblogging, including mentions and hash tags.
    • Follow sites, documents, people and hash tags.

    Module 8: One Drive for Business

    This module explains how to use OneDrive for Business to store and share files.


    • OneDrive
    • OneDrive in SharePoint 2016 vs. OneDrive in Office 365
    • Sharing Files
    • Sync`ing Files to Your Device

    After completing this module, students will be able to:

    • Use OneDrive for Business to store and share documents.
    • Sync OneDrive for Business to a local device.


    Before attending this course, students must have:

    • Basic Microsoft Office skills.


    Online Event


    Live Online Training

    Get the same training you expect in the classroom without leaving your office or home. These are NOT recorded classes. They are LIVE sessions with an expert instructor. We use the latest in video conferencing technologies and audio so you can confidently participate in any class just like being right there in person. We guarantee the effectiveness of our online training delivery approach that we will give you your money back if you are not totally satisfied.  Ask us for a demo.

    Online class requirements:

    • Moderate to fast Internet
    • A phone or computer headset is required in order to hear the instructor/moderator). You can use Computer Audio (VoIP) or you can dial in from a regular phone.  For convenience, we recommend a hands-free headset or phone.
    • Training software must be installed on your computer (trial versions are acceptable)
    • RECOMMENDED: Dual Monitors or computers. For optimal online learning experience, we recommend participants have dual monitors or two computers. Your online classroom credentials allow you to join multiple times from multiple computers. Participants should use one monitor or computer to view the instructor’s shared screen and another monitor or computer to work with the software.

    What happens when you enroll in an online class

    When you register for an online class, you will receive a welcome email followed by login access to the Citrix GoToTraining virtual classroom. A workbook (printed copy or eBook) will be sent to you prior to the start of class.

    Online Training Advantages

    Convenience: You don’t have to travel and can attend from your home, office or anywhere with an internet connection. Our online classes are conducted using GoToTraining, a more robust version of the popular GoToMeeting screen sharing and conferencing platform. To accommodate multiple time zones, courses are typically scheduled from 10am – 5pm Eastern with a one-hour lunch break at 12:30 – 1:30 pm Eastern and a 10-minute break in the morning and afternoon. When conducting custom online course for your group, class times can be modified to accommodate your timezone.

    Interactive Learning: Our online training is fully interactive. You can speak and chat with the instructor and classmates at any time. Various interactive techniques are used in every class. Our small class sizes (typically 4 – 8 students), allow our instructors to focus on individual performance and issues and to work closely with you to meet your unique needs. Classes are designed to be a hands-on learning experience, providing opportunities for you to try your new skills while the instructor is available for review, questions, and feedback. You have the option to give the instructor permission to view your computer to provide one-on-one assistance when needed.

    GSA Schedule: 47QTCA19D008F