SharePoint Fundamentals Training

Lesson 1 • SharePoint Roles and Permissions Basics

Introduces default permission levels: Owner, Member, and Visitor. Clarifies how roles govern access and sets the stage for deeper permissions management later.

Lesson 2 • SharePoint Architecture Overview

Explains the structural hierarchy of tenants, site collections, sites, and libraries. Provides the mental model needed to organize and navigate content effectively.

Lesson 3 • Navigating the SharePoint Interface

Covers the global navigation bar, left-hand navigation, and command bar controls. Builds the interface fluency required for all hands-on tasks in later chapters.

Lesson 1 • Creating a New SharePoint Site

Walks through the site creation wizard, naming conventions, and privacy settings. Establishes the starting point for all site-building activities.

Lesson 2 • Choosing the Right Site Type

Compares Team Sites and Communication Sites by purpose, audience, and structure. Guides learners to select the appropriate template before building.

Lesson 3 • Managing Site Navigation

Teaches editing top and left navigation menus to improve content discoverability. Directly supports usability for all site visitors and members.

Lesson 4 • Configuring Site Settings and Appearance

Covers site information, regional settings, themes, and logo customization. Ensures sites reflect organizational branding and functional requirements.

Lesson 1 • Sharing and Permissions in Libraries

Covers sharing files and folders with internal and external users from a library. Connects library-level access control to the broader permissions model.

Lesson 2 • Using Metadata and Columns

Introduces custom columns to tag and classify documents beyond folder structure. Enables powerful filtering and search capabilities covered in later sections.

Lesson 3 • Uploading and Organizing Files

Covers drag-and-drop upload, folder creation, and file organization strategies. Builds core file management habits used throughout the platform.

Lesson 4 • Version History and Check-In/Check-Out

Explains how versioning tracks document changes and check-out prevents conflicts. Gives learners control over document integrity and change history.

Lesson 1 • Creating and Managing Views

Teaches standard, gallery, and calendar views to display list data in different formats. Views are the primary tool for surfacing relevant data to different audiences.

Lesson 2 • List Forms and Item Management

Explains how to add, edit, and delete list items using the default and customized forms. Prepares learners to manage live data in team workflows.

Lesson 3 • Creating and Configuring Lists

Walks through creating lists from scratch, templates, and Excel imports. Covers column configuration to match the data structure of real business scenarios.

Lesson 4 • Filtering, Sorting, and Grouping Data

Covers inline filtering, column sorting, and grouping to organize list data dynamically. Directly supports efficient data retrieval in operational workflows.

Lesson 1 • Unique Permissions on Libraries and Lists

Explains breaking permission inheritance to apply unique access on specific libraries or lists. Enables granular access control without creating separate sites.

Lesson 2 • Sensitivity Labels and Information Protection

Introduces sensitivity labels applied to sites and files to enforce data protection policies. Connects SharePoint security to broader organizational information governance.

Lesson 3 • External Sharing Policies and Controls

Covers tenant and site-level external sharing settings, link types, and expiration controls. Ensures learners can enable collaboration while enforcing organizational security policies.

Lesson 4 • SharePoint Permission Levels Explained

Details all built-in permission levels from Full Control to View Only and their capabilities. Provides the reference knowledge needed to assign access correctly.

Lesson 1 • Adding and Configuring Web Parts

Covers inserting, configuring, and repositioning web parts on a page canvas. Web parts are the primary building blocks for all page content.

Lesson 2 • Page Layouts and Branding

Teaches section backgrounds, column widths, and full-width layouts for visual impact. Ensures pages align with organizational branding standards.

Lesson 3 • Modern Page Architecture

Explains the structure of modern pages: sections, columns, and web parts. Provides the layout vocabulary needed before learners begin building pages.

Lesson 4 • Key Web Parts for Collaboration

Focuses on high-value web parts: News, Quick Links, People, and Events. These web parts address the most common intranet and team site use cases.

Lesson 1 • Hub Sites and Cross-Site Navigation

Explains how hub sites aggregate navigation and search across associated sites. Supports enterprise-wide content discovery and consistent navigation patterns.

Lesson 2 • Metadata-Driven Content Discovery

Shows how consistent metadata tagging improves search relevance and filtered navigation. Reinforces metadata practices introduced in the document libraries chapter.

Lesson 3 • How SharePoint Search Works

Explains the search index, crawl process, and relevance ranking in SharePoint Online. Builds the conceptual foundation for effective search configuration and use.

Lesson 4 • Configuring Search on Pages

Teaches adding and configuring the Search Box and Search Results web parts on pages. Enables site owners to create targeted search experiences for their audiences.

Lesson 1 • Auditing, Compliance, and Retention

Covers audit logs, retention labels, and compliance features available in SharePoint Online. Ensures learners can meet organizational and regulatory data management obligations.

Lesson 2 • Content Types and Site Columns

Explains content types as reusable metadata templates applied across libraries and sites. Enables consistent document classification and supports governance at scale.

Lesson 3 • SharePoint Governance Fundamentals

Defines governance as the policies, roles, and processes that guide SharePoint usage. Establishes why governance is essential before introducing specific controls.

Lesson 4 • SharePoint Admin Center Overview

Introduces the SharePoint Admin Center for managing sites, settings, and policies at scale. Provides site owners and admins with the tools to oversee the entire environment.