Introduction to SharePoint (2 day)

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.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing.

Course Overview

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.

Course timetable

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.

This course can be delivered in the classroom or remotely via GoToTraining. Contact us for availability and pricing, or see our Live Online Learning page for our interactive 90-minute webinars that cover specific sessions. 

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What's it like to learn online with Happy?

In this short video, Rachael explains how Happy makes our Live Online Learning IT programmes just as interactive and engaging as our classroom sessions.

5 out of 5 stars

I have never had any Project training before but the trainer was so clear and helpful and had time to share screen with individuals when they got stuck.

Jonathan Heath1 day ago

Book now

See our available course dates, or contact us for bespoke options

SharePoint Essentials
There are currently no upcoming public course dates available. Please email our team on and we'll add you to our waiting list and let you know as soon as we have added a date.

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

Check out now

Contact us now!

020 7375 7300

Why choose Happy?

  • Award-winning learner-focused approach
  • Small class sizes to give personal one-to-one support
  • Two years of free support after your course
  • Private group options available
  • No quibble money-back guarantee on all courses

The Small Print

This course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes) on both days. 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.

The happy Guarantee

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 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.

Coronavirus Update

Due to current government guidelines we have temporarily closed our training centre in London. All of our staff are now working remotely, and all classroom training has been postponed until 29th May.

We have developed a fantastic range of interactive webinars delivered by our experienced facilitators, Live Online Learning. We understand that for many people this will be the first time that they have worked from home and so we have developed short 1.5-2 hour sessions to help you adjust to this new situation. You can see details of our IT Skills live online learning sessions here and our Personal Development sessions here – or we can adapt any of our classroom training into webinar format for you.

For the latest government guidance, please visit the website.

We will continue to monitor the situation and will advise all clients if the situation changes.

If you have any questions or concerns, or would like to arrange some online training, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at


Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

happy learners

Did you know...

...if you've already created your SharePoint pages, Happy can run bespoke sessions to train your end-users and create a more productive team environment.

Happy also has courses in a variety of other Office 365 collaboration services. Take a look at those listed below.

Introduction to Microsoft Teams: Teams is a new way of communicating and storing files, which keeps everything that happens in relation to a team or project in one place. Find out more

Collaborating with OneDrive and OneNote to enable you to share documents with colleagues so that everyone has access to the same copy of the document and can collaborate in real time. Find out more

Introduction to OneNote for planning projects, working in teams, and making organising information in categories really easy. Find out more