Getting Started with SharePoint: A Step-by-Step Guide for First-Time Users

New to SharePoint? Learn how to set up your environment from scratch with this beginner-friendly guide. Perfect for teams ready to streamline collaboration using Microsoft 365.

Steps
1

Understand What SharePoint Is

Understand What SharePoint Is

SharePoint is a web-based collaboration platform from Microsoft that integrates with Microsoft 365. It allows organizations to create websites for information sharing, document management, and collaboration.

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What is SharePoint?
Steps
2

Access SharePoint Through Microsoft 365

Access SharePoint Through Microsoft 365

To begin using SharePoint, you'll need a Microsoft 365 subscription. Once subscribed:

  1. Go to office.com and sign in with your Microsoft 365 credentials.
  2. Click on the app launcher (the grid icon) in the top-left corner.
  3. Select SharePoint from the list of apps.
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Get started with SharePoint
Steps
3

Create a SharePoint Site

Create a SharePoint Site

Instruction: SharePoint allows you to create different types of sites:

  • Team Site: For collaboration among team members.
  • Communication Site: For broadcasting information to a wider audience.

To create a site:

  1. On the SharePoint homepage, click + Create site.
  2. Choose between a Team site or a Communication site.
  3. Fill in the site name and description.
  4. Click Finish to create the site.
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Create a SharePoint Site
Steps
4

Add Document Libraries and Lists

Add Document Libraries and Lists

Instruction: Document libraries and lists are essential components of SharePoint:

  • Document Library: Stores files and allows for version control and collaboration.
  • List: Organizes data in rows and columns, similar to a spreadsheet.

To add them:

  1. Navigate to your SharePoint site.
  2. Click on New and select either Document library or List.
  3. Provide a name and description, then click Create.
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What is a document library

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