SharePoint Basics: Getting Started with Libraries, Lists, and Sites

SharePoint is one of the most powerful tools in the Microsoft 365 ecosystem, designed to help businesses store, organize, and collaborate on documents seamlessly. However, many professionals find it overwhelming, struggling with confusing site structures, lost files, and unclear permissions.

Without a proper understanding of SharePoint’s core features, teams often face:

• Disorganized file storage, making it hard to find important documents
• Confusion over permissions leading to access issues or security risks
• Inefficient collaboration, with multiple versions of the same document floating around
• Wasted time as employees struggle to navigate libraries and lists effectively

This webinar, “SharePoint Basics: Getting Started with Libraries, Lists, and Sites,” is designed to take the confusion out of SharePoint, showing you how to use it efficiently for file management, collaboration, and workflow optimization. Whether you're entirely new to SharePoint or looking to solidify your foundation, this session will provide a clear, structured approach to mastering its essential functions.

Why SharePoint Matters

In today's digital workplace, information is scattered across emails, folders, and cloud storage solutions. SharePoint provides a centralized hub where teams can:

• Store and organize files systematically
• Work collaboratively without worrying about version control
• Set permissions to control access securely
• Automate processes to improve efficiency

When used correctly, SharePoint helps organizations eliminate silos, improve workflow, and enhance productivity.

Key Areas We’ll Cover

This session will guide you through SharePoint’s most essential components, breaking them down into easy-to-understand concepts:

Understanding SharePoint Libraries

• What are document libraries, and how do they work?
• Best practices for organizing and structuring files
• Using metadata, tags, and filters to find documents quickly

Using SharePoint Lists for Better Organisation

• What are lists, and how do they differ from libraries?
• Creating and customizing lists to track tasks, contacts, and data
• Using built-in templates for efficiency and consistency

Navigating SharePoint Sites

• Understanding the different types of SharePoint sites
• How to customize a SharePoint site for better usability
• Managing permissions and access for security and collaboration

Version Control and Collaboration Best Practices

• How to track document changes and prevent duplicates
• Co-authoring documents in real-time using Microsoft 365 integration
• Preventing file loss and recovering previous versions when needed

Using SharePoint for Workflow Efficiency

• How SharePoint integrates with Teams and OneDrive
• Automating repetitive tasks with Power Automate
• Setting up alerts and notifications for document updates

Areas Covered 

Introduction to SharePoint

• Understanding what SharePoint is and why it’s useful
• The difference between Sites, Libraries, and Lists
• How SharePoint fits into the Microsoft 365 ecosystem

Navigating SharePoint with Confidence

• Understanding the SharePoint interface and key navigation features
• Finding, accessing, and managing files and folders efficiently
• Using search and filters to locate documents quickly

Working with Document Libraries

• How to store, organize, and manage documents
• Using metadata, views, and columns to streamline searches
• Best practices for document version control and co-authoring

Understanding SharePoint Lists

• What are lists, and how do they differ from libraries?
• Creating and managing lists to track tasks, issues, and projects
• Customizing lists for workflow automation and collaboration

SharePoint Sites and Permissions

• Overview of SharePoint sites and their structure
• Managing access, permissions, and security settings
• Customising SharePoint sites for better usability

Collaboration and Workflow Efficiency

• Real-time document collaboration with Teams and OneDrive integration
• Using alerts, notifications, and approvals to keep workflows smooth
• Setting up automated processes with SharePoint’s built-in tools

Practical Hands-On Demonstrations

• Live walkthroughs of essential SharePoint features
• Best practices for structuring files and folders effectively
• Tips for troubleshooting common SharePoint issues

By the end of this session, participants will understand SharePoint’s key features, improve collaboration, and manage files efficiently—without the frustration of disorganized document management! 

Who Should Attend

This webinar is perfect for:

• New SharePoint users looking for a simplified introduction
• Business professionals and managers who want to improve team collaboration
• HR, IT, and administrative teams managing company documents
• Project managers need a centralized workspace for their teams
• Anyone working in a Microsoft 365 environment who wants to get the most out of SharePoint
• Master SharePoint with Confidence

Instead of feeling lost in an overwhelming SharePoint environment, this session will help you understand the basics, apply best practices, and work with confidence. By the end of this webinar, you’ll know how to structure, manage, and collaborate effectively using SharePoint—saving time, reducing frustration, and improving workflow.

Take control of your SharePoint experience—join us and start working smarter today!

• Administrative Professionals – Organise and manage company files efficiently.
• Business Analysts & Data Managers – Structure SharePoint for seamless data storage and retrieval.
• HR & Operations Managers – Manage employee records, workflows, and team collaboration.
• Project Managers – Keep project documents centralized and accessible for teams.
• IT Support & System Administrators – Ensure proper site structure, permissions, and governance.
• Finance & Accounting Teams – Maintain organized financial records and shared reports.
• Sales & Marketing Professionals – Store, track, and collaborate on proposals, presentations, and campaigns.
• Executives & Team Leaders – Improve team productivity with streamlined document management.
• Educators & Training Coordinators – Organise course materials and training resources in SharePoint.

Why Should You Attend 

Struggling with SharePoint? You’re Not Alone! 

For many professionals, SharePoint feels like a confusing maze—files get lost, permissions are unclear, and collaboration becomes a nightmare. If you’ve ever felt frustrated trying to find, share, or organize documents in SharePoint, it’s time to take control.

The reality is that SharePoint is an incredibly powerful tool, but only if you know how to use it properly. Without a solid understanding of its core features, you might face:

• Difficulty finding documents in messy or unorganized libraries
• Confusion over permissions and sharing settings leads to lost access or security risks
• Frustration working in teams, not knowing how to properly collaborate
• Wasted time recreating content because files are in the wrong place or aren’t version-controlled

The problem isn’t SharePoint—it’s how you use it. When properly set up, SharePoint can be a game-changer, helping you:

• Keep documents organized and easy to find
• Collaborate seamlessly with teams across departments and locations
• Control permissions and access without IT headaches
• Automate workflows to streamline productivity

What If You Could…

• Master the essentials of SharePoint in just one session
• Confidently navigate document libraries, lists, and sites?
• Use SharePoint to make collaboration easier—not harder.

This webinar is designed to simplify SharePoint, showing you the core features you need to know to work smarter, not harder. No more lost files, security headaches, or confusing navigation—just clear, structured training to help you unlock SharePoint’s potential

Don’t let SharePoint slow you down—learn how to use it effectively today!