Topics for in-house SharePoint 2010 training

Here are some ideas to cover during a company’s cutover to SharePoint 2010. Many users will be confused by the ribbon so that’s the main area of focus.

 

  • Main navigation, how to use the folder icon to navigate home from any page.
  • How the ribbon works
    • Browse, Page tabs (on Pages)
    • Browse, Items, List tabs (on Lists)
    • Browse, Documents, Library tabs (on Libraries)
  • How the ribbon changes depending on what type of page you are on, page, list, or library
  • How the checkboxes work to View item, edit item
    • What do multiple checkboxes do if you select more than one?
  • Try it out, navigate to a document library, try to view item and edit item through the ribbon
    • Also show alternate way on the list by clicking Title or Edit icon
  • Try it out, navigate to a list, try to view item and edit item through the ribbon
    • Also show alternate way on the list by clicking Title or Edit icon
  • Show how to set up an alert by using the ribbon
  • Show how to export to Excel by using the ribbon
  • Show them where to change Views by using the breadcrumb
  • Show them where to change Views by using the Ribbon
  • Show them how to create a View in the Ribbon
  • Show Explorer View using Ribbon
  • Tell them not to use SharePoint Designer or InfoPath buttons on ribbon (are these grayed out hopefully?)
  • For document libraries, upload multiple, demonstrate the new “drag and drop” feature.
  • Reiterate using the folder icon to navigate home

 

Power User section

  • Show how to change list or library permissions using the ribbon
  • Show how to change a single item permission using the ribbon
  • Show how to see workflow settings using the ribbon
  • Demonstrate the Site Actions, “More Options” menu to create lists, libraries, sites.
  • Demonstrate how to add web parts to a page under Site Actions, Edit Page
  • How to add calendars to Outlook
  • Reiterate using the folder icon to navigate home
  • Demonstrate Export to Access
  • Demonstrate Export to SharePoint workspace