Teamwork in SharePoint

Program

• 1 What is SharePoint? 1h

  In this module, you will learn:

  • what Microsoft SharePoint is – a versatile platform for collaboration and content management.
  • how SharePoint enables organizations to create websites, store, organize, and share information, as well as collaborate on documents.
  • the core features of SharePoint that make document management and team collaboration easier.
  • how to create and customize sites to meet the specific needs of your organization.
  • how SharePoint integrates with other Microsoft 365 tools, further enhancing its functionality.

  By the end of this module, you will have a solid foundation to help you use SharePoint effectively in your daily work.

• 2 Key SharePoint features 1h

  In this module, you will explore:

  • the versatile SharePoint platform, which enables effective content management and collaboration within an organization;
  • how to store, organize, and share documents using a central repository;
  • the integration of SharePoint with Microsoft 365, allowing real-time document editing and process automation with Power Automate;
  • advanced permission management options that ensure data security and access control.

  This module will provide you with the essential knowledge to fully leverage SharePoint’s capabilities in your daily work.

• 3 Permissions and security 1h

  In this module, we will cover:

  • advanced permission management options offered by SharePoint, enabling precise control over access to documents and sites;
  • how to assign different permission levels—such as read, edit, or full control—to ensure data security;
  • how to disable permission inheritance, allowing for detailed management of access to individual resources;
  • the integration of SharePoint with Microsoft 365.

  With these features, SharePoint provides a high level of security and control over organizational data, which is essential for protecting information and managing resources effectively.

• 4 Automation and integrations 1h

  In this module, we will cover:

  • the process automation capabilities that SharePoint offers through integration with Power Automate. You will learn how to create custom workflows that automate tasks such as document approval and sending notifications;
  • how integration with other Microsoft 365 applications, such as Teams, Outlook, and Planner, enables seamless task management and communication;
  • how Power Automate supports the creation of dynamic workflows that streamline document management and version control;
  • how to use SharePoint triggers and actions to monitor changes made to lists and libraries, increasing efficiency, reducing human errors, and improving daily operations.

  These features make SharePoint a flexible and scalable tool for content management and collaboration.

• 5 Good practices and most common mistakes 1h

  In this module, we will cover:

  • the key principles and best practices that will help you use SharePoint effectively;
  • how thoughtful planning of site and library structures can improve document organization and searchability. We will emphasize the importance of proper permission management to ensure data security and access control.

  The training will also include regular user education, which is essential for fully leveraging the platform’s capabilities and avoiding mistakes.

  We will analyze the most common errors, such as poorly designed site structures, lack of version control, and incorrect workflow configuration.

  You will also learn how improper management of metadata and storage can lead to performance issues, and how unoptimized search can make it difficult to quickly find the information you need.

  Finally, we will present strategies to avoid these mistakes and apply best practices to ensure smooth and efficient use of SharePoint.

  This module is essential for anyone who wants to maximize the potential of the platform and avoid common pitfalls.

• 6 Practical part 2h

  In this module, participants will learn:

  • how to create and customize a team site in SharePoint to support collaboration within project teams;
  • the essential steps for setting up a site, including choosing the right templates and adding key elements such as document libraries, lists, and pages;
  • how to adjust the site’s design and layout to meet the specific needs of your team;
  • the permission management tools that ensure data security and access control.