INTERMEDIATE TRAINING CHECKLIST

SharePoint Mentor Curated Articles

Below is a structured Intermediate SharePoint Online End User Training Checklist designed for users who already understand basic navigation, document libraries, and collaboration but want to become more efficient and knowledgeable about deeper SharePoint Online capabilities.

SharePoint Online Intermediate End User Training Checklist

1. Navigation and Site Awareness

Understanding Site Types

  • Understand Team Sites versus Communication Sites
  • Understand Hub Sites and connected sites
  • Identify site owners, members, and visitors
  • Understand site navigation best practices

Personal Productivity

  • Follow important SharePoint sites
  • Use "Recent" and "Frequent" content
  • Save documents for easy access
  • Use Microsoft Search effectively

2. Document Management

Advanced Document Library Skills

Working with Files

  • Upload multiple files and folders
  • Drag-and-drop content into libraries
  • Use check-in/check-out functionality
  • Restore deleted files from the recycle bin

Version Management

  • View version history
  • Restore previous document versions
  • Compare document revisions
  • Understand major versus minor versions

Co-Authoring

  • Collaborate on documents simultaneously
  • See who is editing documents
  • Use comments inside Office documents
  • Resolve conflicting edits

3. Metadata and Content Organization

Content Classification

Columns and Metadata

  • Understand library columns
  • Add metadata to documents
  • Use choice, date, and text columns
  • Understand required metadata

Views

  • Create personal views
  • Sort documents by metadata
  • Filter content efficiently
  • Group documents by categories

Folder vs Metadata Concepts

  • Understand benefits of metadata
  • Know when folders are appropriate
  • Navigate hybrid folder/metadata approaches

4. Search and Content Discovery

Advanced Search Skills

Finding Information

  • Perform keyword searches
  • Search by file type
  • Search by author
  • Search using metadata

Search Refinement

  • Use filters effectively
  • Understand search scopes
  • Locate recently modified content
  • Search across multiple sites

Search Productivity

  • Find people and expertise
  • Locate pages and news
  • Use Microsoft 365 Search integration

5. Sharing and Collaboration

Managing Access

Sharing Content

  • Share files with coworkers
  • Create sharing links
  • Understand internal versus external sharing
  • Understand expiration dates on links

Permission Awareness

  • Understand inherited permissions
  • Recognize when access requests are needed
  • Understand the roles of Site Owners, Members, and Visitors
  • Verify who has access to a file

6. SharePoint Pages

Creating Rich Content

Basic Page Authoring

  • Create modern SharePoint pages
  • Edit existing pages
  • Save pages as drafts
  • Publish and republish pages

Web Parts

  • Add Text web parts
  • Add Image web parts
  • Add Quick Links web parts
  • Add File and Document web parts
  • Add Hero web parts
  • Add News web parts

Page Design

  • Use page sections and layouts
  • Build user-friendly pages
  • Apply accessibility principles
  • Optimize pages for mobile viewing

7. Lists and Information Tracking

Working with SharePoint Lists

List Fundamentals

  • Create personal list views
  • Add and edit list items
  • Sort and filter records
  • Configure alerts

Advanced List Features

  • Use choice columns
  • Use person columns
  • Use date columns
  • Format views and layouts

Practical Applications

  • Track projects
  • Manage issue logs
  • Maintain contact lists
  • Create departmental trackers

8. News and Communication

Staying Informed

News Features

  • Create a SharePoint news post
  • Promote important news
  • Add images and rich content
  • Schedule news publication

Audience Engagement

  • Follow organizational news
  • React and interact with content
  • Share news articles
  • Understand audience targeting concepts

9. Microsoft 365 Integration

Working Across Microsoft 365

SharePoint and Teams

  • Understand how Teams stores files in SharePoint
  • Access Teams files from SharePoint
  • Open SharePoint libraries from Teams
  • Understand shared channel content locations

SharePoint and OneDrive

  • Sync libraries to OneDrive
  • Use Files On-Demand
  • Understand shortcuts to libraries
  • Manage synchronized content

Office Applications

  • Open files in desktop apps
  • Open files in browser apps
  • Use AutoSave effectively
  • Move between Office and SharePoint seamlessly

10. Alerts, Notifications, and Automation

Staying Updated

Alerts

  • Create document library alerts
  • Create list alerts
  • Modify alert settings
  • Remove outdated alerts

Automation Awareness

  • Understand Power Automate basics
  • Recognize automated approval processes
  • Complete approval requests
  • Understand workflow notifications

11. Records and Compliance Awareness

Information Governance

Content Responsibilities

  • Understand retention concepts
  • Recognize sensitive information
  • Follow company document guidelines
  • Practice secure document handling

Lifecycle Awareness

  • Understand document archiving
  • Understand document deletion processes
  • Recognize compliance labels
  • Understand document ownership responsibilities

12. Copilot and AI in SharePoint

Modern Productivity Features

Finding Information Faster

  • Understand how Copilot uses SharePoint content
  • Locate AI-ready content
  • Improve search quality through metadata
  • Understand permissions-based AI security

Working with Copilot

  • Ask questions about SharePoint documents
  • Summarize document libraries
  • Generate content using existing files
  • Identify trustworthy content sources

13. Productivity Best Practices

Becoming a Power User

Content Management

  • Keep documents organized
  • Maintain meaningful file names
  • Use metadata consistently
  • Archive outdated material

Collaboration

  • Share responsibly
  • Avoid duplicate files
  • Use co-authoring when possible
  • Maintain version integrity

Efficiency

  • Use favorite sites and libraries
  • Create useful personal views
  • Leverage search before browsing
  • Utilize Microsoft 365 integrations

Recommended Intermediate Learning Path

Phase 1: Information Management

  • Metadata
  • Views
  • Search
  • Version History

Phase 2: Collaboration

  • Sharing
  • Permissions Awareness
  • Co-Authoring
  • Teams Integration

Phase 3: Content Creation

  • Pages
  • News Posts
  • Lists
  • Web Parts

Phase 4: Advanced Productivity

  • Automation
  • Compliance Awareness
  • Copilot
  • Cross-Microsoft 365 Integration

This checklist works well as a 6- to 10-session intermediate SharePoint Online training program and prepares users to become power users, content contributors, and future site owners.

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