Microsoft® SShhaarreePPooiinntt FFoouunnddaattiioonn 22001100 County of Berks © 2011 by CustomGuide, Inc. 3387 Brownlow Avenue; St. Louis Park, MN 55426 This material is copyrighted and all rights are reserved by CustomGuide, Inc. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without the prior written permission of CustomGuide, Inc. We make a sincere effort to ensure the accuracy of the material described herein; however, CustomGuide makes no warranty, expressed or implied, with respect to the quality, correctness, reliability, accuracy, or freedom from error of this document or the products it describes. Data used in examples and sample data files are intended to be fictional. Any resemblance to real persons or companies is entirely coincidental. The names of software products referred to in this manual are claimed as trademarks of their respective companies. CustomGuide is a registered trademark of CustomGuide, Inc. 2 © 2011 CustomGuide, Inc. Table of Contents The Fundamentals................................................................................................................................................... 8 Introduction to SharePoint ...................................................................................................................................... 9 Accessing a SharePoint Site ................................................................................................................................ 10 Understanding the SharePoint Program Screen .................................................................................................. 11 Navigating in SharePoint ...................................................................................................................................... 12 Understanding the Ribbon .................................................................................................................................... 14 Understanding Permissions and Groups .............................................................................................................. 16 Using Views and Sorting ...................................................................................................................................... 17 Using Search ........................................................................................................................................................ 18 Using Help ............................................................................................................................................................ 19 Working with the Recycle Bin ............................................................................................................................... 20 Working with Alerts ............................................................................................................................................... 22 The Fundamentals Review .................................................................................................................................... 24 Managing Lists ...................................................................................................................................................... 26 Creating a List ...................................................................................................................................................... 27 Working with List Items ......................................................................................................................................... 29 Customizing a List ................................................................................................................................................ 31 Deleting a List Item or a List ................................................................................................................................. 33 Managing Lists Review .......................................................................................................................................... 34 Working with Lists ................................................................................................................................................ 35 Adding an Announcement .................................................................................................................................... 36 Adding a Contact .................................................................................................................................................. 37 Adding Links ......................................................................................................................................................... 38 Viewing the Calendar ........................................................................................................................................... 39 Adding an Event to the Calendar ......................................................................................................................... 41 Adding a Recurring Event .................................................................................................................................... 42 Viewing a Tasks List and a Project Task List ........................................................................................................ 43 Adding Tasks and Milestones ............................................................................................................................... 44 Adding a Summary Task ....................................................................................................................................... 46 Updating a Task .................................................................................................................................................... 47 Adding a Discussion Topic .................................................................................................................................... 48 Replying to a Discussion Topic ............................................................................................................................. 50 Working with Issues .............................................................................................................................................. 51 Working with Lists Review .................................................................................................................................... 53 Working with Libraries ......................................................................................................................................... 55 Creating a Library ................................................................................................................................................. 56 Creating a New Document in a Library ................................................................................................................ 58 Uploading a File or Document to a Library ........................................................................................................... 59 Opening and Editing a Document ........................................................................................................................ 61 Checking Out and Checking In a Document ........................................................................................................ 62 Enabling Versions History .................................................................................................................................... 64 Using Versioning History ...................................................................................................................................... 65 Working with Images ............................................................................................................................................ 67 Working with Libraries Review ............................................................................................................................. 68 Working with Blogs, Wikis, and Workspaces ..................................................................................................... 70 Creating a Wiki Site .............................................................................................................................................. 71 Working with a Wiki .............................................................................................................................................. 73 Creating a Blog ..................................................................................................................................................... 75 Writing a Blog Post ............................................................................................................................................... 77 Working with a Blog .............................................................................................................................................. 79 County of Berks 3 Creating a Document Workspace ......................................................................................................................... 81 Creating a Meeting Workspace ...........................................................................................................................