SharePoint Site Members — Confident Contributor
Collaborate effectively and contribute with confidence in SharePoint
Get productive in SharePoint fast — learn to find, create, and manage documents, collaborate with teammates, and use SharePoint features that save time and reduce email overload.
At a Glance
Who it's for
- SharePoint Site Members and contributors
- Knowledge workers using Microsoft 365
- Teams migrating from shared drives to SharePoint
- Anyone replacing email attachments with SharePoint collaboration
Course Details
Course Overview
SharePoint is the collaboration backbone of Microsoft 365 — but most members never learn to use it beyond opening files. This practical 8-hour course transforms SharePoint beginners into confident contributors. You will learn to navigate sites and libraries, upload and organise documents, co-author files with teammates in real time, use version history to recover earlier drafts, work with SharePoint Lists for team tracking, search effectively across SharePoint content, and integrate SharePoint with Microsoft Teams and OneDrive. The course is designed for knowledge workers who want to reduce email attachments, stop relying on shared drives, and collaborate more effectively using the tools already included in their Microsoft 365 subscription. No technical background is required — everything is taught through practical exercises using a live SharePoint environment. By the end, you will be productive in SharePoint from day one back at your desk.
What You'll Learn
Course Curriculum
Module 1: Getting Started with SharePoint Online
1 hour- What is SharePoint and how it fits into Microsoft 365
- SharePoint vs OneDrive vs Teams: understanding where things live
- Navigating sites: top navigation, quick launch, and search bar
- Understanding your role as a site member vs site owner vs visitor
- Accessing SharePoint from a browser, Teams tab, and the Microsoft 365 app launcher
Module 2: Working with Documents and Libraries
2 hours- Understanding document libraries: what they are and how they differ from folders
- Uploading, creating, and organising files in a library
- Using folders vs metadata columns for document organisation
- Checking in and checking out documents to prevent conflicting edits
- Moving and copying files within and between libraries
- Lab: Upload, organise, and tag documents in a shared library (25 min)
Module 3: Co-authoring and Collaboration
2 hours- Real-time co-authoring in Word, Excel, and PowerPoint via the browser
- Seeing who else is editing a document and what they are changing
- Comments, @mentions, and resolving feedback in Office documents
- Version history: viewing, comparing, and restoring previous document versions
- Sharing documents and links: internal sharing, anyone links, and expiry settings
- Lab: Co-author a document with a classmate and use version history (20 min)
Module 4: SharePoint Lists and Structured Data
1.5 hours- What is a SharePoint List and when to use it instead of a spreadsheet
- Creating and editing list items with standard and custom columns
- Using list views to filter, sort, and group items for different audiences
- Attaching files to list items and using the attachments column
- Following a list to receive notifications when items change
- Lab: Create and manage a team task tracker using a SharePoint List (20 min)
Module 5: Search, Integration, and Good Habits
1.5 hours- Searching SharePoint: site search vs Microsoft 365 universal search
- Using search refiners, filters, and file type selectors to narrow results
- Syncing SharePoint libraries to your desktop with OneDrive sync client
- Accessing SharePoint content inside Microsoft Teams via channel tabs
- Following sites and documents to track content you care about
- Good SharePoint habits: naming conventions, version hygiene, and recycle bin awareness
Who Should Attend
- Knowledge workers starting to use SharePoint as part of a Microsoft 365 rollout
- Teams migrating from shared network drives to SharePoint Online
- Administrative and operations staff using SharePoint for document storage
- Project team members collaborating across departments in SharePoint
- Anyone who opens SharePoint files but wants to contribute more effectively
- New starters joining organisations that use SharePoint as their collaboration platform
Prerequisites
Before enrolling, please ensure you meet these requirements:
- • No SharePoint experience required
- • Basic computer skills: file management, email, and web browsing
- • Active Microsoft 365 licence with SharePoint Online access
- • Member or Contribute access to a SharePoint site for lab exercises
Delivery, Format and Logistics
Delivery Mode
Live instructor-led workshop or self-paced online modules
Maximum 25 participants for interactive delivery
What You'll Need
- Active Microsoft 365 licence with SharePoint Online access
- Member-level access to at least one SharePoint site
- Basic computer skills (file management, email, web browsing)
- No prior SharePoint experience required
What You'll Receive
- 8 hours of practical instruction with a live SharePoint environment
- 4 hands-on labs with guided step-by-step exercises
- SharePoint Member Quick Reference Card (PDF)
- Document library and list setup cheat sheet
- Microsoft 365 collaboration guide for everyday use
- Certificate of completion
- Access to course materials for 12 months
Frequently Asked Questions
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Next Intake
September 2026 — register your interest at educ4te.com
Format
Live instructor-led workshop or self-paced online modules
Group & Enterprise Options
Discounted rates available for teams of 3+ delegates. Contact us for in-house delivery options.
What's Included
- 8 hours of practical instruction with a live SharePoint environment
- 4 hands-on labs with guided step-by-step exercises
- SharePoint Member Quick Reference Card (PDF)
- Document library and list setup cheat sheet
- Microsoft 365 collaboration guide for everyday use
- Certificate of completion
- Access to course materials for 12 months
Have questions about this course?