Sharepoint 2010
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1700 Stephen St. | Little Chute, WI 54140 Office: 800.236.7914 | Fax: 920.788.7739 www.avastonetech.com SharePoint 2010 Reed-Custer Contributor Full-Control Training 12/9/2011 Full Control User Training Table of Contents Introduction ................................................................................................................ 5 Sites ............................................................................................................................ 5 Examine the Layout .......................................................................................................................5 Change the Site Name ...................................................................................................................7 Update the Theme ........................................................................................................................7 Update the Site Icon ......................................................................................................................8 Manage the Quick Launch ......................................................................................................9 Adding and Removing Lists from the Quick Launch .................................................................9 Change the Order of Headings and Links ............................................................................... 10 Rename the Headings and Links ........................................................................................... 10 Add New Headings and Links ................................................................................................ 11 Delete Existing Headings and Links ....................................................................................... 11 SharePoint 2010 Foundation Quick Launch .................................................................................. 12 Adding and Removing Lists from the Quick Launch ............................................................... 12 Change Order of Headings and Links ..................................................................................... 12 Add New Headings and Links ................................................................................................ 12 Rename the Headings and Links ........................................................................................... 13 Delete Existing Headings ...................................................................................................... 13 Create a Sub-site ......................................................................................................................... 14 Create a Site Template ................................................................................................................ 15 View All Site Templates ........................................................................................................ 16 Use a Site Template to Create a Site ..................................................................................... 16 Delete a Sub-site ......................................................................................................................... 17 Practice Activities ........................................................................................................................ 19 Practice: Create a sub-site ................................................................................................... 19 Practice: Create a site template ........................................................................................... 19 Practice: Update the Theme ................................................................................................ 19 Practice: Change order of Quick Launch links ....................................................................... 20 Site Security ............................................................................................................... 21 Create a User Group .................................................................................................................... 21 Page 1 of 63 Full Control User Training Change Group Permissions .......................................................................................................... 22 Add Users to Groups ................................................................................................................... 24 Remove Users from Groups ......................................................................................................... 26 Delete a User Group .................................................................................................................... 27 Set Unique Site Permissions ........................................................................................................ 27 Check Site Permissions ................................................................................................................ 28 Access Requests .......................................................................................................................... 29 Practice Activities ........................................................................................................................ 30 Practice: Create a User Group .............................................................................................. 30 Practice: Change Group Permissions .................................................................................... 30 Practice: Remove Users from Group .................................................................................... 30 Lists ........................................................................................................................... 31 Types of Lists .............................................................................................................................. 31 Create a List ................................................................................................................................ 31 Add Columns (Metadata) ............................................................................................................ 32 Create a New View ...................................................................................................................... 33 Change List Permissions .............................................................................................................. 36 Inherit Permissions .............................................................................................................. 37 Managing Lists ............................................................................................................................ 37 General Settings .................................................................................................................. 37 Enable Versioning ................................................................................................................ 37 Workflows .................................................................................................................................. 38 Add a Three-State Workflow to a List ................................................................................... 38 Edit the Workflow Settings ................................................................................................... 40 Practice Activities ........................................................................................................................ 41 Practice: Create and Manage a List ...................................................................................... 41 Practice: Create a New View ................................................................................................ 41 Practice: Enable Versioning ................................................................................................. 41 Libraries ..................................................................................................................... 42 Create a Document Library .......................................................................................................... 42 Create a Library Template ........................................................................................................... 42 Page 2 of 63 Full Control User Training Change Library Permissions ......................................................................................................... 43 Grant Permissions ................................................................................................................ 44 Inherit Permissions .............................................................................................................. 44 Upload Documents to Library ...................................................................................................... 45 Create a New Document .............................................................................................................. 46 Require Check Out ............................................................................................................... 47 Creating a Document Content Type ............................................................................................. 47 Delete a Library ........................................................................................................................... 49 Practice Activities 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