SharePoint documentation – Intermediate

Learning Objectives

Learn more advanced SharePoint features such as metadata and views. Know how to use library management tools such as rules, quick steps, etc.

Prerequisite

SharePoint Documents – Beginner

Content

Metadata

Add metadata

• Add a metadata column
• Set up a metadata column
• Types of columns
• Reorder Columns
• Filter / sort / group
• Search Columns

Displays

Create and manage views

• The default view
• Create/save a view
• Metadata column settings
• Private / Public Views
• Grid mode

Advanced display management

• Advanced View Settings Interface
• Web address for a View
• Column visibility
• Advanced sorting
• Advanced filters
• Advanced grouping
• Totals
• Limiting the number of items displayed
• Export to Excel

Other tools

Tools and automations

• Rules
• Quick steps
• Set up approvals