Microsoft SharePoint collaboration and workflow functions

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident SharePoint navigation - You will learn how to sign in to team sites, move through site structures efficiently, and edit existing pages, so you can find the information and resources you need faster in your daily work.

Better company site organization - You will see how to tailor your personal page and organize key site elements, making it easier for you and your team to reach important content, tools, and updates without unnecessary searching.

Effective teamwork with Teams - You will discover practical ways to connect SharePoint with Microsoft Teams, helping you share information, communicate, and coordinate group work more smoothly without jumping between separate tools.

Stronger document management - You will learn how to create documents directly in a site, import files into libraries, and organize document sets, so you can reduce clutter and handle company documentation much more efficiently.

Access and version control - You will master document and library permissions together with versioning rules, allowing you to share files securely, track changes clearly, and restore the right version without losing important data.

Smoother work with Office - You will explore how SharePoint works with Word, Excel, Access, and Outlook, so you can publish documents, share calendars, and use familiar Office apps more effectively within one work environment.

Workflow automation in practice - You will learn how to use workflows for approvals, feedback collection, and email alerts, helping you streamline document circulation, shorten handling time, and keep processes under better control.

Confident permission management - You will understand how to add collaborators and define access levels for libraries, so you can share files inside your organization in a secure, transparent way that matches your team’s actual needs.

Training programme

1. Discussion of the basic functions of the Microsoft SharePoint platform

discussion of the possibilities and purpose of the Sharepoint platform,
overview of the functions of the Sharepoint program.

2. Presentation of key SharePoint elements

logging in to an existing team site,
navigating through the site area,
editing an existing company site,
customizing the appearance of the personal page.

3. Overview of SharePoint integration possibilities with Microsoft Teams

lists in SharePoint, their types and practical applications,
calendar and time management, calendar workspaces,
contacts – management and sharing,
discussion list,
creating surveys and managing results,
working using Teams,
custom lists – defining your own columns and fields.

4. Detailed discussion of document library management

creating documents directly on the site,
import of documents and document sets to libraries,
management of document permissions,
creating a document workspace.

5. Integration with Microsoft Office – how SharePoint works with Microsoft Office applications

Word documents – publication and document management,
Excel documents – access control tools and file version management,
Microsoft Access documents – publication of tables and forms on the site,
cooperation with Microsoft Outlook – exchange of calendars and contact lists.

6. Practical application of workflows in SharePoint

workflow in automating document circulation,
approving changes and collecting opinions about the document,
defining workflow participants and their permissions,
workflow approval methods and defining email alerts,
options for delegating the flow of information about the document,
workflow tracking methods.

7. Discussion of document versioning functions in SharePoint

synchronization of documents in online and offline mode,
approval and rejection of changes in documents,
draft versions and tracking changes in the document.

8. Explanation of the rules for configuring permissions in SharePoint

administrative tools in SharePoint,
adding collaborators and managing them,
defining the access level to individual libraries.

9. Instructions for sharing files in SharePoint both inside the organization

10. Training summary

What are the prerequisites for participating in the training?

Basic computer skills - You should feel comfortable using a computer, a web browser, and Windows, so you can work smoothly with the sites, documents, and settings covered during the training.

Working with files and folders - You should know how to create, save, copy, and find files and folders, because the training includes document libraries, file imports, and organizing shared resources.

Office basics - You should have a basic working knowledge of Word, Excel, and Outlook, because the course includes SharePoint integration with Microsoft Office applications.

Online collaboration basics - You should have some basic experience with collaboration tools, such as shared documents or team communication, so you can adapt more easily to working in SharePoint and Teams.