SharePoint Essentials

SharePoint Libraries are a fantastic way to share your files across teams. All files are based in the Cloud, and can be accessed anywhere via desktop, mobile and tablet – making it the perfect solution for organisations with remote workers and for keeping your files safe, secure and backed up.

This two-day course has been designed to give you an indepth knowledge of SharePoint and managing your files in the Cloud. We’ll take you through the basics of using the Microsoft Portal, right through to setting up a SharePoint Library and creating a new, more flexible approach to file storage with Meta data.

Available for Private and Tailored group events

This course is run privately for groups or 1-2-1 Coaching sessions

Book a 1-2-1 Session or Group Event

Course Location

Happy HQ, 3rd Floor, 9 Alie Street, London E1 8DE - or your workplace

Course Requirements

Learners must be confident with standard file management on a network, be well practiced at using the internet and navigating multiple tabs and have a clear need for SharePoint libraries or team spaces.

What You Will Learn

This course will deal with using SharePoint as a Library. It will take you through from the basics of using the Microsoft portal, right through to setting up a library and thinking through a new, more flexible approach to file storage using Metadata.

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Session One: Key Features

  • Create and edit documents using web apps
  • Check and add a 365 account to desktop applications and create documents
  • Edit documents in desktop apps
  • Create new folders
  • Upload documents using the web page
  • Share documents/folders
  • Sync onedrive with laptop
  • Upload documents using synced folder
  • Repair OneDrive

Session Two: Working in an existing SharePoint library

  • When a SharePoint Library is more appropriate to use than OneDrive
  • Navigating sites, pages and lists
  • Viewing an item in a list
  • Adding, editing and deleting a list item
  • Checking files in and out
  • Navigating Libraries
  • Sorting, filtering and searching Libraries
  • Creating and editing files using the web app
  • Creating and editing files using the desktop apps
  • Uploading documents
  • Using views

Session Three: More advanced features and using Meta data

  • Metadata v folders
  • Create a custom list
  • Add columns
  • Column options
  • Add a list item with Meta data
  • Create a view
  • Create a custom list from an Excel database

Session Four: Workshop

A chance to use any remaining time scoping your project with support from your trainer.


The course will run from 10am to 4:45pm (light cold buffet 1pm to 1:45pm). Please be careful to arrive by 9.45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.


We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please just get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Your Course Trainer

Rachael Worrall

Rachael Worrall

Rachael is the IT Product Development Manager, as well as being our Lead IT Trainer. She is responsible for making sure all our courses are of the highest quality.