SharePoint Online – Document Libraries & Lists

Manage documents centrally, organise information efficiently & improve collaboration in Microsoft 365

In this practical training course, you will learn how to use SharePoint Online effectively for collaboration and document management. You will gain an understanding of how SharePoint and Microsoft Teams work together and how document libraries and lists can support your daily business processes.

You will learn how to manage documents securely, collaborate on files, track document versions and organise information using metadata, filters and views. In addition, you will discover how to create, customise and import SharePoint lists from Excel and how to integrate them with Microsoft Lists and Microsoft Teams.

The goal of this course is to help you organise documents and information efficiently, improve collaboration across teams and use SharePoint Online confidently and effectively in your daily work.

Our experienced trainers will show you how to:

• use SharePoint Online as a central platform for documents and information
• understand the relationship between SharePoint Online and Microsoft Teams
• build and manage document libraries professionally
• collaborate on documents and track version history
• use metadata, filters and views to improve information management
• create and customise SharePoint lists for business needs
• integrate lists with Microsoft Lists and Microsoft Teams
• organise information in a structured and easily accessible way

Your benefits at a glance

• practical introduction to SharePoint Online
• improved collaboration in Microsoft Teams and SharePoint
• professional document management with version control and metadata
• structured organisation of documents and information
• improved transparency and content discoverability
• immediately applicable knowledge for everyday business use

Course Contents

SharePoint Online as the Data Repository for Microsoft Teams

• connection between SharePoint Online and Microsoft Teams
• Teams channels and SharePoint document libraries
• understanding and managing files across Teams and SharePoint

Working with Document Libraries

• structure and design of a SharePoint document library
• uploading files and folders
• collaborative document editing
• using version history and tracking changes
• synchronising document libraries

Document Management with Metadata

• extending and customising document libraries
• using metadata effectively
• filtering and grouping files
• creating and using custom views

Working with SharePoint Lists

• creating and configuring lists
• using different column types
• working with Board and Calendar views
• creating filtered views
• importing data from Excel
• using list templates

Microsoft Lists & Teams Integration

• working with Microsoft Lists
• integrating lists into Microsoft Teams
• managing and updating information collaboratively
• practical use cases for projects and teams

Target Audience

This course is designed for:

• employees who regularly work with SharePoint Online and Microsoft Teams
• project team members and team leaders
• users who want to structure and organise their work using SharePoint
• anyone looking to manage documents and information centrally, transparently and efficiently

Prerequisites

• basic knowledge of Microsoft 365 applications (e.g. Teams, Word, Excel or Outlook)
• experience working with files, folders and document storage structures
• personal Microsoft 365 access with SharePoint Online available is recommended