Frequently Asked Question

Basic SharePoint training.
Last Updated 9 months ago

Creating a Site:

  • To create a site on SharePoint you will click on the create site icon.
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  • After clicking the create site icon you will be prompted to make a “Team Site” or a “Communication Site”. You can learn more about these different types of sites here. However, a team site is what will likely be created.
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  • After choosing your type of site you will give it a name and description. If you are making a team site, you will also have to set the privacy settings to filter who you do and do not want to have access to the site.
  • Next you will add members to your site. You can set the users you add as members or owners depending on the privileges you would like them to have. A site member can view the site as well as contribute documents and change the content, but they cannot change the site. A site owner has full control of the site with no restrictions. To learn more about site members and site owners click here.
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  • Once you finish adding members and owners to the site it will be created and opened to the home page.

Editing Site:

  • Many of the edits you would like to make to your site can be found under the settings icon. From there you can add a page, app or change the template or look.
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  • You can edit the order of your site navigation by clicking the edit tab below the page list.
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  • To add a page or document list to your site you would click the “New” tab on the top left of the page, next to the site pages. Upon opening you will be able to add one of the listed pages to your site.
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  • To edit a site layout, you will click on the edit icon towards the top right of the home page.
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  • When editing a page there are a few tools to know. The bar on the left of the editing page allows you to edit or add different sections. The plus box at the top allows you to add a new section with your desired format. Below the plus box are tools you can use to edit sections currently on the page.
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  • At the top of the column, you can click a different plus icon to add different web content.
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  • To save edits on your site page without implementing the changes you made you would click the “save as draft” tab on the top left of the page. To save your edits on the page and publish the changes you would click the “Publish” tab found on the top right of the page. To learn more about editing your site pages go here.
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Communicate With Team:

  • To communicate with your site team, you can sync your MS Teams with SharePoint to communicate with ease and efficiency. On the bottom left of your home page there will be a box asking if you want to add real-time chat with Teams. Click the “Add Microsoft Teams” tab to add Teams. When adding Teams, you will get to decide what you want to pin in Teams. From there you can add, remove, or reorder your resources.
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Adding Documents:

  • To add a blank document for your team to view you will go to documents on the navigation tab. Once in documents you can click on “New” and add a document of your choice. This document will be blank and saved to your site.
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  • To import a document to the site you would click “Upload” and choose from “File”, “Folder”, or “Template” to upload your desired document.
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