Course 55029-B: Introduction to SharePoint 2013 for Collaboration and Document Management

Course Modality

Instructor-led training

Course Level


Course Time

1 Day

Course Language


Course Overview

This ½ to full day class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using a Site Collection on an in-house server, virtual machines or Office 365.


Before attending this course, students must have:

  •   Basic Microsoft Office skills.

Intended Audience

  • SharePoint end users
  • SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class
  • SharePoint administrators and developers

         Job role: Developer

         Features: none

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Online Practice Labs

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Applied Projects

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Learner Social Forums

A support team focused on helping you succeed alongside a peer community

Skill Covered

After completing this course, students will be able to:

  • Navigate SharePoint sites.
  • Manage content in lists and libraries.
  • Create and edit Alerts.
  • Collaborate using Tasks lists, Discussion Boards and Community Sites.
  • Work with libraries, including upload, download, editing, check out/in and versioning.
  • Use the SharePoint social features.

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Course Curriculum

SharePoint Overview

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and provides an overview of the available versions of SharePoint 2013 and Office 365.


  • What is SharePoint?
  • Team Collaboration
  • Document Management
  • Web Sites
  • Social Features
  • SharePoint Security

After completing this module, students will be able to:

  • Explain the core SharePoint feature sets

Accessing SharePoint

This module covers the logging onto SharePoint and SharePoint site navigation.


  • Logging onto SharePoint
  • SharePoint Navigation: The Suite Bar
  • SharePoint Navigation: The SharePoint Screen
  • SharePoint Navigation: The Title area crumb trail
  • SharePoint Navigation: Following and returning to sites
  • SharePoint Navigation: The SharePoint Ribbons
  • SharePoint Navigation: Quick Launch and Web Parts
  • Regional Settings

Lab : Accessing SharePoint

After completing this module, students will be able to:

  • Log into SharePoint 2013 and Office 365.
  • Explore a library.
  • Navigate SharePoint Pages.
  • Follow and return to sites.

SharePoint Libraries

This module covers the use of SharePoint libraries and document management.


  • Document Libraries
  • Ribbon options and the “Open Menu” link (…)
  • Accessing Documents
  • Office Web Apps
  • Checking Out Documents
  • Deleting Documents and the Recycle Bin
  • Creating and Managing Alerts
  • Uploading Documents
  • Blocked File Types
  • Creating Folders
  • Creating New Documents
  • Versioning
  • List and Library Views
  • Asset and Picture Libraries

Lab : SharePoint Libraries

After completing this module, students will be able to:

  • Navigate library pages and web parts.
  • Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail.
  • Open and edit documents in Word and other applications.
  • Open and edit documents using Office Web Apps.
  • Check out and check in documents using browser and Office features.
  • Delete documents and recover them from the Recycle Bin.
  • Upload a single file, multiple files and use Windows Explorer view.
  • Understand that certain file types are blocked and cannot be uploaded.
  • Work with folders.
  • Create new documents from within SharePoint.
  • Work with document versioning.

Display libraries using views.

SharePoint Lists

This module covers the use of SharePoint 2013 lists.


  • SharePoint Lists
  • Working with Custom Lists
  • Working with Task Lists
  • Using Task Lists to manage team tasks
  • Adding and Updating Tasks
  • Using Task Views
  • Synchronizing Task Lists with Outlook
  • Working with SharePoint Calendars
  • Calendar Navigation and Views
  • Adding Calendar Events
  • Dealing with long lists of events
  • Synchronizing SharePoint Calendars with Outlook
  • External Lists

Lab : SharePoint Lists

After completing this module, students will be able to:

  • Create, edit and update tasks and other SharePoint lists.
  • Work with list views.
  • Synchronize Task Lists with Outlook.
  • Create, edit and update events.
  • Work with calendar views.
  • Synchronize SharePoint Calendars with Outlook.
  • Explain the role of External Lists

SharePoint Search

This module covers the SharePoint 2013 search features.


  • Searching SharePoint
  • What is searchable
  • Search results and refiners
  • Search Tips and Tricks

Lab : SharePoint Search

After completing this module, students will be able to:

  • Search for content.
  • Search for people.
  • Refine their searches.

SharePoint Wikis

This module covers working with SharePoint 2013 Wikis.


  • Uses of a Wiki
  • Editing Wiki Articles
  • Working with Wiki Version Tracking
  • Wiki Views

Lab : SharePoint Wikis

After completing this module, students will be able to:

  • Use Wikis as FAQ lists, self-service help sites, and knowledge bases.
  • Create, edit and update Wiki articles.

Work with Wiki views.

SharePoint Social Features

This module introduces the SharePoint 2013 social features.


  • What are “Social Features”?
  • Interacting with People
  • About Me and Updating Your Profile
  • Your Newsfeed
  • Micro-blogging
  • Tagging and Rating Documents
  • Blogs

Lab : SharePoint Social Features

After completing this module, students will be able to:

  • Update their user profile.
  • Follow sites, content and people.
  • Add folksonomy to content using tags and ratings.
  • Use the Newsfeed features to micro-blogging and follow coworkers.

Discussion Boards

This module covers working with SharePoint 2013 Discussion Boards.


  • SharePoint Discussion Boards
  • Reading, creating and responding to discussions

Lab : Discussion Boards

After completing this module, students will be able to:

  • Read and explore Discussion Boards.
  • Create and reply to discussions.

Community Sites

This module covers working with SharePoint 2013 Community Sites.


  • Community Sites
  • Requesting Access
  • Joining the Community
  • Exploring Topics
  • Posting and Replying
  • Best Replies and Alerts

Lab : Community Sites

After completing this module, students will be able to:

  • Understand the difference between Discussion Board lists and Community Site subsites.
  • How access to Community Sites is controlled and how to request access and join the community.
  • How to create new discussions and how to reply to existing discussions.
  • How to mark replies as Best Reply.
  • How to create Alerts on topics of interest.



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