Create a Team Site with SharePoint Online

Managers and Administrative Staff

Completion of the DRI-101 training or a good SharePoint user experience

• Complete manual with step-by-step explanations
• Exercise worksheets seen in class
• Training Certificate
• Recognition Badge that you can share on your LinkedIn page
• Post-training follow-up offered for 6 months

1 – What is a SharePoint site (if required)

• Introduction to SharePoint sites
• Types of sites (Team and Communication) and which one to use according to your needs

2 – What is a Microsoft 365 Group?

• Introduction to Microsoft 365 groups

3 – Plan the Site

• Analyse your needs using a simple grid
• Create a site outline using a template

4 – Shape the Base Site

• Create a SharePoint team site
• Link the site with an existing or new Teams team 
• Access to the shared calendar and mailbox in Outlook
• Define access rights (Read, Edit, Full control)
• Add shared resources such as the Calendar and the Team Planner to the site

5 – Set up Management Document via Libraries

• Introduction to the SharePoint Libraries
• Add custom information (metadata) such as client name, project, manager, etc.
• Restrict access to a library to certain people only
• Adjust document versioning settings
• Create a document approval process before publication

6 – Create Work Tool Using SharePoint Lists

• Introduction to SharePoint lists
• Create status lists with dynamic formatting
• Create custom views (by client, by manager, etc.)
• Create a calendar for important dates
• Add a SharePoint list to a channel in Teams

7 – Set up Navigation

• Best practices to create an efficient navigation menu
• Organize pages into menus and sub-menus
• Customize the menu display according to the visitor (audience targeting)

8 – Manage and Upgrade the Site

• Access the recycle bin and restore deleted items
• Embed pages in a Teams channel
• Generate a report on items shared with external users
• Know about the automation possibilities of the Power Automate application.