SharePoint 2026: Full Beginner's Guide to Site Building
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SharePoint 2026: Full Beginner's Guide to Site Building

Teacher's Tech 12.01.2026 42 370 просмотров 620 лайков обн. 18.02.2026

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Ready to master Microsoft SharePoint? In this complete beginner’s guide, I walk you through building a modern SharePoint Communication Site from scratch. Whether you are creating a company intranet, a project hub, or just trying to organize your team’s files, this tutorial covers everything you need to know to get started in 2026. Learn more about SharePoint permissions: https://youtu.be/T3acj8jpCKM We won’t just be clicking buttons—we are building a real-world project called "ChronoTours," a Time Travel Agency. You will learn how to ditch messy folders for powerful Metadata, how to create "living" spreadsheets with SharePoint Lists, and how to use AI (Microsoft Copilot) to generate content for your site instantly. In this video, you will learn how to: 🚀 Create and customize a SharePoint Communication Site. 🚀 Stop using Folders: Learn why Metadata and Views are the superior way to manage files. 🚀Master Lists: Build a "Travel Request" system that goes far beyond Excel. 🚀 Use Multiple Libraries: Understand when to create a separate library for Media vs. Documents. 🚀 Design Beautiful Pages: Use web parts to create engaging News posts and Destination guides. 🚀Manage Permissions: Secure your site properly using Owners, Members, and Visitors. 0:00 Introduction to Modern SharePoint 1:17 Accessing Microsoft SharePoint 2:21Creating a New Communication Site 4:44 Tour of the SharePoint Interface 7:08 Adding new members 7:44 Adjusting site information and look (menu, theme, logo, font) 11:04 Document Libraries: The "Wrong Way" (Folders) 15:08 The "Right Way": Using Metadata & Columns 16:48 Version History and restoring from the recycle bin 17:45 Changing views and sorting in Document Library 19:41 Customizing your pages with sections and web parts 28:09 Adding a news post 30:50 Adding a new page 32:52 Edit the menu in SharePoint 33:36 Creating a list in SharePoint 37:26 Why You Need Multiple Document Libraries (Media vs Docs) 00:00 SharePoint Lists Explained (vs Excel) 39:45 Using the Agent to find answers 40:46 Setting up site branding in SharePoint 46:43 Setting up a Microsoft Teams from your SharePoint site 49:15 Governance & Conclusion

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Introduction to Modern SharePoint

You're here because you need to learn SharePoint  and you don't want to watch 20 different short   tutorials scattered around YouTube. You  want the full story in one place. Today,   in this single video, I'm going to  take you from a complete beginner,   someone who perhaps doesn't even know how to log  in yet, to a confident SharePoint site owner. To   make this fun and easy to follow, we're going to  build a complete internet site together from a   for a fictional time travel agency called  Kronos Tours. By the end of this video,   you'll know how to build beautiful pages, manage  documents without getting lost in folders,   create tracking list, and secure your data so  the wrong time travelers don't see it. I have   provided timestamps below so you can navigate  to different sections. Let's get started. Before we jump into the time stream, we need to  cover the basics. What is SharePoint and what do   we need to access it? First, access requirements.   You can't just buy SharePoint at the app store.    It's a cloud-based tool meant for organizations.   To use the version that we're showing today,   you need three things. An internet connection, a  modern web browser like Microsoft Edge or Google   Chrome, and most importantly, a Microsoft  365 worker school account. If you're logging   in with a personal email, you won't see the full  SharePoint. You need a license, usually provided   by your company or school IT department. To access  SharePoint, go to the Microsoft 365 Copilot app

Accessing Microsoft SharePoint

and get signed in. You can just go to office. com  and it will get you here. Then sign in with your   work or school account. Once you're logged in  to the Microsoft 365 Copilot app, you're going   to have something that looks like this. Go towards  the bottom where you have apps. Just go ahead and   click on it. You're going to see all the different  Microsoft apps that you have access to with your   account. SharePoint is right here for me. So, I'm  just going to go ahead and click on this and open   it up. So, why do we have One Drive, Microsoft  Teams, and SharePoint? Think of a time travel   agency. One drive is your backpack. It's for  your personal drafts, your lunch, your notes.    It's private to you. Teams is the radio. It's  for real-time chatter and quick meetings. Hey,   watch out for the dinosaur. SharePoint is the HQ.   It's where files go when they're official. It's   structured, permanent, and accessible to the whole  team. So, let's build our HQ. We start here on the   SharePoint start page. To create our headquarters,  I'll be clicking create site in the top left hand   right here. Notice that we'll have two different  choices. We have our team site connected to

Creating a New Communication Site

Microsoft Teams meant for working together on  files and we have a communication site meant   for broadcasting news to a large audience like  a corporate newsletter. For the Kronos tours HQ,   we're going to be collaborating on missions. So,  I want to go choose team site. Now, SharePoint   will offer you various templates. They look nice,  but I'm going to choose the standard team site.    Why? Because templates come preloaded with a lot  of clutter and generic content. By starting with   the standard site, we're going to start with a  clean slate. This ensures that you learn the core   functionality of how SharePoint works rather than  just learning how to edit someone else's template.    We want to build a foundation correctly. Let's go  ahead and choose our standard team. At this point,   we can preview the site, although there's not much  to see there right now. So, I'm going to go ahead   and just click use template. This is where you  give your site a name. And I'm just going to call   this Kronos Tours HQ. We can modify this later.   And same thing with the site description. I'm not   putting anything in here right now because I will  also show you how to do this later. At this point,   I can see there's an address to this, but I'm  going to go ahead and just click next. Now,   here are some important settings. the privacy  settings. Who is this for? So, this is going to   be for members. And if I drop down, you can see I  can make it public. So, anyone in the organization   can access the site, but I'm going to keep this  private. And I'm going to add people to join   this team. Language is going to be English.   I'm going to go ahead and create site. Now,   as it's creating sites, you can add people.   So, you can either add site owners and members.    Site owners have full control of the site contact  content, theme, permissions, hub associations,   and other site settings. And site members can  edit and view the site content, including files,   papers, list, and navigation. So, really think  what you want people to have per permissions   for. So, I can go ahead and add people here. As I  start typing in, their names come up and I can add   them. This is where I choose if they're going to  be an owner or a member. Now, I'll go again after   I just add one person here. Later, I'll show you  how you can still add more people and customize   this. Let's hit finish. Now, we have our Kronos  Tours HQ SharePoint site set up. I want to just

Tour of the SharePoint Interface

point out a couple things here. Now, we have our  different links right down here on the left hand   side. We can adjust these, and I'll show you how  to do these later if you want to go across the top   with a menu, but these are for this site. So, it  did create some pages. So, if I go ahead and click   on documents, you will see this is where we're  going to be uploading our documents or creating   new ones. I can go back to home. The search  bar up here, notice it search this site. So,   when I'm on this Kronos Tours SharePoint site,  it's going to be searching within this site. So,   I can go ahead and type for type something and  it will go whether it be a page or a file and   it's going to go find it. Now I want to point out  over here we have the SharePoint start page. When   I click on this, this brings me back to all my  SharePoint sites. You can see that we have the   Kronos Tour HQ here. We have frequent sites here  that are other ones that are that I'm connected   to. Then at this point, I can go ahead and click  on my Kronos Tours HQ and go back to it. When I   look at this the SharePoint here, this is search  in SharePoint. So, this is going to be a much   bigger search than when I'm on a specific site.   All right, so let's go back to our Kronos Tours   HQ and let's start doing some editing. Let me just  quickly explain what each of these links do. So,   home. This will take you back to the main  landing page of your SharePoint site. We   have conversations. Clicking this is going to open  a Outlook inbox for your team. So, this is where   you can see emails sent to the group. We have our  documents. This is where the files for your site   are stored. is that central place for your team to  collaborate on, share and edit documents. We have   a notebook. This opens a shared OneNote notebook  for your team to use as collaboration and note   takingaking pages. This section will allow you  to view and manage all of the site pages that are   part of your team's site. We have site contents.   This gives you a view of all the contents on your   site, including document libraries, list, and  other apps. We have the recycle bin. If you   delete a file or item, it goes here first. You  can come here to restore items you've deleted by   mistake. And we have edit. This button allows you  to modify the lefthand navigation menu itself such   as adding or removing links. Now the first thing  I want to point out is how can you add more people

Adding new members

to this? So we only added one before. Notice in  the top right hand corner we have where it says   two members. If I click on this, this is going to  show me the members that are here. I can change   the permissions or even remove people from the  group. But I can go ahead and add more people.    So if I go ahead type another person and give them  member, I'll hit save. And now you'll notice that   this gets updated to three members. The other  thing I mentioned before was about changing the   name of the site or just making some adjustments  to the description. We're going to be going up

Adjusting site information and look (menu, theme, logo, font)

to this gear, the settings gear, a few different  times throughout this video. When I click on this,   notice that we have site information. This is  where we can change our site description. You   can make any changes to the privacy access  depending on what you want. So, all those   things that we did when we set up the site can be  adjusted. Even when it comes to the look of this,   if we go back up to this and go to the settings,  what I want to point out to is this right here,   change the look. Notice we have site branding and  it's new. Later on this video, I'm going to show   you how you can do some custom site branding. But  right now, I'm just going to go ahead and click   change the look. The first thing that I want to  show you how you can make adjustments to this is   the navigation. So right now, it's on the left.   If I click on navigation, I can click horizontal.    And now it moves across the top. I'm going to keep  it here. So you can see that we have a mega menu   or cascading. Right now I'm going to keep it  cascading, but you can make changes to this as   you want later. I'm going to hit save. Also notice  if I go back to change the look, we have theme. So   this is where you can pick a certain color theme.   So right now it's in here. You can go ahead and   pick different themes and later on I'll show you  how you can pick your own. After you pick any,   go ahead and hit save. And maybe you want to have  the header different. So if I click on header,   you can see right now we're under compact. If I go  to standard and you keep your eyes on the header,   notice how it changes. I like a little bit  more room like that. So I'm going to go ahead   hit save. And the last thing I want to just point  out is the font. If you go here, you have a list   of different fonts you can go ahead and add to  this. And with the branding kit that I mentioned,   you can actually upload your own font. And I'll  talk about that as later. I'm just going to keep   this as default, but maybe I'll do a change later  on. And I'm going to hit save. The other thing I'm   going to make a quick change to is the logo. One  thing to note about the logo, this actually works   to bring you back to home. So this is a link.   So if you just ever want to just click on this,   it's going to bring you back to the homepage.   Now, if I want to change this to a custom one,   we're going to go back to our settings and I'm  going to go to change the look and it's going to   be under the header because that's where it is.   We're going to go to design. You can see that we   can make adjustments to the header, making change  to the color here. We can even add an image to the   header. I'm not going to worry about that right  now. We have our font, but look down here. We   have our logo. I'm going to go ahead and change  the image. So, at this point, we can go ahead   and search for different ones. We could connect  to our one drive web search. I'm going to click   upload. So, on my desktop here, I have a uh one  right here inside my Chrono Tours HQ folder.    I'm going to choose this. I'm going to go ahead  and add the image. So, now this is going to be my   logo. If I like it, I can go ahead and hit save.   Now, let's go to the heart of the SharePoint site,   and that's the documents library here. Now, when  you open up this page, you're going to see that   you have some actions here that you can take from  here. You can go ahead and create files right in

Document Libraries: The "Wrong Way" (Folders)

here, or you can go ahead and upload them. Notice  across the top here, we have create or upload. As   soon as I go and click on this, look at all the  options. I could create a brand new Word document,   Excel, PowerPoint, OneNote, all of these things  right in this place. when I go ahead and create   this these everybody that is part of this team  is going to have access to this. So you can also   create folders. So if I wanted a folder for the  1990s or the 2000s or the 1490s, I can create all   those folders. The other thing is I can upload. So  I could go ahead and upload or we can just simply   drag files across and drop them in. You'll see  that the upload is here and then we have it uh   that in our view and we can make some adjustments  to this. So let's say you've put together this   PowerPoint about Kronos Tours and you're just  working from your desktop app. You can go ahead   up to file and what I want to point out is if we  go to save this notice you have quick access. So   whether you're on PowerPoint, Word, Excel, or  other Microsoft products, when you go to save,   if you're connected to this site, so which I am,  I can go ahead and save directly to there. So   at this point, I'm just going to go ahead and  hit save. And then we'll go back to the site,   and you can see how it's been added. So now I'm  back in our documents library. And there I have   the PowerPoint right here that I can go ahead and  open up. anybody on the team can open up and make   changes to it. Now you can see I have three  different documents in here. Now if I take a   look at modified by you can see I created two of  these and now I have Ashton that created this VIP   itinerary one that's been added to here. Now I  want to point out when you see these lashes here   that indicates that this is a new file. And the  other thing I want you to notice as we hover over,   notice that we get some more action. So if you can  click on this, you can see all of these different   uh actions that you can take. I'll come back  to those in a bit. I want to point out this   right here. So if I was going to go to maybe this  one right here, this mission report, and click   on this, I can make a message to someone in our  group. So let's say I want to message Ashton here,   and I want to give this as a message here. Does  this look accurate? Please review. Notice that   we also have co-pilot in here. So I can insert a  file summary with co-pilot. So this allows just   some quick steps in order to insert that in. So  Ash can Ashton can take a look at this. So Copilot   looks at the document, adds this to here. If this  looks all right, I can go ahead and send this. If   you drop down, notice that we can have the person  edit, review, view, or can't download. So those   are just some options that you have. So, I can  go ahead and send this now and then they will get   invited to this docs with that comment. If I go  check Ashton's email now, you can see that I got   the message here about the mission report being  sent. I can see what was written here. I can go   ahead and open this up. Let's go back to our more  actions dots right here. So, notice when we open   this up at the very top, we can open in a browser  or we can even open in the app. If I go ahead and   open in the browser, you're going to see that  other people are in this as well. If I look up   top, I can see Ashton's in it. And I can see  it looks like he's about to do something right   here. If you have the paid for co-pilot addin,  you're going to get this option right here. Show   AI actions for this item. I'm going to go ahead  and click this. Notice I can quickly summarize,   create an FAQ, even create an audio overview. So,  this is a great thing if you do have access to   take advantage of knowing what all your files are  and different ways to communicate with them. Now,   here's where most beginners go wrong. They go up  to create and they go ahead and create a folder,

The "Right Way": Using Metadata & Columns

something like the 1990s. Then they make another  folder inside it called reports. This creates a   deep messy structures where files get lost. In  SharePoint, there's a much better way. Metadata   or column. We're going to go and start with choice  this time and we're going to click next. I'm not   going to worry about a description here, but I  am going to make some choices what I want. So,   the first one's going to be prehistoric. The  second we'll say let's do medieval. And then we'll   add a future choice. You can see how I can keep  adding more. And if I wanted to change the color,   I can quickly make those adjustments. You will  have a few more options that you can play with   here, but for me right now, I'm just going to go  ahead and hit save. Now, let's go ahead and apply   this tag. I'm going to select this file. I'm going  to go to details. Move down a little bit. You can   see the properties for this file. I'm going to  click edit all. Now, I'm going to drop down. This   is what we created, the choice. I'm going to pick  medieval and hit save. So, it pops up here. Why   is this better? because now I can filter the icon  on the column header to say show me everything.    So watch this. If I drop down here and imagine  if I have a lot more files, notice that I can   group by mission error, but I can also filter by.   When I select this, I can go ahead and select the   different tags that I have and apply it so I can  quickly find what I'm looking for. And to turn the   filter off, just click on the filter here. And  you'll notice it says filter by one. We can go   ahead uncheck and apply. So what happens if you  notice something get deleted? So if I open this

Version History and restoring from the recycle bin

file right here and I look at these 10 critical  survival rules and I notice, hey, this doesn't   look like 10. I think somebody deleted some. What  you can do is use version history right inside   this. So if I go to more actions, we have version  history right here. If I click on this one, it's   going to open up and it's going to show me all  the modifications in here. If I hover over this   last one here, I can go ahead and click restore.   And I'm going to hit okay. It's just telling me   that it's going to replace everything here. So,  let's go ahead and just close out of this. And   we're going to open this back up again. And you're  going to see that all 10 items are there now. Now,   the other thing is, and I mentioned this earlier,  what happens if something gets deleted? Well,   the recycle bin. So, I went and deleted that. If I  go to the recycle bin now, you're going to see it   right in here. If I go ahead and select this and  just look up top here, I can restore this. Now,

Changing views and sorting in Document Library

if I go back to my documents, you're going to see  it back here. Let's talk about views and filtering   inside this library because as this grows, you  want to be quick in it. So, if I go over here,   notice that we have some options. So, if  we want to change it to maybe a tiles look,   we can quickly change this. So you can navigate  which way works the best for you. I like it the   little thumbnail that gives you a little idea what  everything is here, but it takes up a lot more   room. So if I go back, the other thing I want to  point out, and I'm not going to use all of these,   uh here's a format view. So if you want  some uh conditional formatting like this,   or just alternating row styles. So if I click on  this, notice now it just makes it a little easier   for your eye to follow. I can go ahead and hit  save on this. So you can adjust those views to get   the best for you. Now the other thing is we can do  some quick filtering as well. Before I showed you   in this case where we can filter this column,  we can go ahead and filter any column by the   different ways they show us. We do have some quick  uh filtering up top. So if I click any of these   icons, so if I click the word docu, this one,  it's going to filter by word. If I go to Excel   or PowerPoint, you can you'll be able to see if I  click this one off and just have it on PowerPoint,   just this one comes up. So, I have to click  it again to turn it off and put everything   goes back. If I click this filter over here, it's  going to open up on the side. So, you can see how   you can search by people, by the type, or even  by the dates. So, there's lots of different ways   to find the files that you're looking for. And  don't forget the search. So if you're looking for   something, just start typing it in. Here you can  see even without typing in, I'm getting all this   information. But this will dig down right into  the files. So as your SharePoint site grows with   lots of documents, remember these different ways  to be able to find what you're looking for. Okay,

Customizing your pages with sections and web parts

I'm back here on the homepage here. And earlier  on, I showed you how to quickly change a logo or   where we want the menu or things like theme color.   Now, I want to show you how you can modify the   page. So, what we're seeing when we look at things  like news or quick links or documents, here's all   our documents that we have quick access. These are  all web parts that are in a section on a page. To   make any changes, we need to go to edit. As  soon as we click edit, you'll notice as we   hover over any of these web parts here, it will  highlight. And if I go ahead and click over here,   we can see a section. If I go ahead and click in  this section and I can see right here we can edit   properties. So if I click edit properties I can  see that this section that they created for us is   going to be one/ird right. So it's looks like a  large column down this way with a narrow one on   the right. We can modify the current section. So  if I click this you'll see how things get changed   around on here. Now this is one big section that  they've had with have with all these web parts in.    There's also designs. So if I go to design, I can  see if I wanted it instead of white, I can adjust   the background to the section. So if I click on  this one right here, you can see now how this is   updated. And I can see it's just one big section.   From there, with any of these web parts like news,   if I go ahead and go and click on these, I'm  going to get this right here where I can edit   the properties specific for that web part. So  if I click on edit properties, you'll see that   uh here it shows the top story or I can change how  I want it. Do I want it to be a carousel and then   it's going to be with the images going through  or a hub news. So you can quickly change the   layout of these different uh web parts in here. So  if I go to quick links and I go to the edit here,   you'll make you'll see how you can quickly change  look here. So right now it's under a list. Maybe   you want it under a film strip or maybe you  want it under tiles. So all these web parts are   editable with the layout of how you want it to be.   You can see how you can have icon sizes or any of   these. You can have animation, show or hide title,  all these different options. Now when you go ahead   and make any changes, you need to republish.   So nothing will show up until you rep publish.    I don't want to do that yet because I want to  show you a few more things. Now, if I want to   go and create a new section, notice that we have  the plus. So, I can add a new section to this.    What do I want? Do I want a flexible one column,  two column? Let's say I'm just going to add a one   column one now. So, this creates a one column. You  can see I can go ahead and make this collapsible.    I can go to my design. What do I want in the  background? If I go over to my edit properties,   I can still make any changes to it. Now, in  this section that I just created, I want to   go ahead and add a web part. So, if I click on  the web part, so add a new web part. Right here,   you can see all the ones that you can add. So,  right now, I'm under all, so I can keep scrolling   down. You can see all the different web parts  that you can add to any part of the page. So   maybe in this case I want to have a banner across  the top because that's a common thing to have on   a website. So if I go click banner now I've added  this heading to this. All right, let's take a look   at a few options that it gives us. Now notice  when we created this, this is just the layout   option that starts as a fade where I can adjust it  here or if I look over here I can quickly click on   different ones to see what I might like. So, the  other thing that I can do right away is change the   heading. What do I want this to be called? So,  I'm going to go ahead and just type in welcome   to Kronos Tours HQ. Notice that it does have my  name down here because I'm the one that created   it. If you don't want it there, you can go ahead  and just remove the profile off of that part. So,   maybe I also want to have some text here. Uh, show  text block above the title. So, what I'm going to   do is put this in here. So, global operations hub.   So, we have our title in here. The other thing is   I don't think I just want this fade. I'm thinking  more of an image. So, I'm going to go up top here   and browse the images. Now, they have one here.   Again, I could do the searching, but I'm going to   go and do an upload. I just have this banner here.   We're going to go ahead and add this image. Now,   notice the color's a little off. That's because  I'm still under fate. If I go to image and   heading, this will go back to the what the actual  picture is. The other thing I want to point out,   and this might not be the best picture to show  it on, but there's actually set focal point. So,   especially if you have maybe a person or  something in this image. If I select the image   uh the v focal point, then I can pick uh a certain  part. You can see how this is moving in the   preview around. So, I can pick. So, maybe I want  the top right here. I can go ahead and hit save.    So now that once it's saved, you can see that this  is in that view here. So you can adjust what's   being seen. When you have this all set up, you  can go ahead make sure that you republish at this   time because nobody will see any other changes  till you republish. And sometimes what happens,   people start editing things and then they  forget to log out. So making sure that   uh you republish the page after you make any  changes. So there we have our banner on our page.    Now, if you want to quickly get other design  ideas for this section or this web part,   we can go back to edit again. And this is what  I want to point out right here. So, you got to   make sure you have something selected like this  banner. And then when I go to design ideas, it's   going to show you a few different ones that you  might want to change it to. So, you can go ahead   and maybe if you want something more of a welcome  background, you click on it and you can go and   choose that. There is the undo or discard changes.   So you can see how I can undo it. So I just wanted   to point that out that can save a lot of time with  designing just to look at some of their ideas. I   do want to point out this feature right here. Add  a section using AI if you have that available.    You know this is kind of hit and miss for me.   Sometimes it creates not bad stuff. Other times I   could just go ahead and create it myself. But you  can go ahead give it a prompt or you could use one   of the suggestions. So, I could go ahead and it  fills out the prompt for me. And then I can click   generate. Uh, you'll see in this case, it will  create some pretty simple uh text if it's pulling   off information from the site. I don't have a lot  of stuff here, but this is what it created for me   just inside this uh one section here. Nothing too  overwhelming. With any of these different ones,   you can go ahead and uh so if I wanted to add  this to the page, I could go ahead and add it   or I can delete it. The other thing I want to  point out with web parts, these are all movable,   too. So, as soon as I click anyone, this is a is  a move web part. So, if I wanted it over here,   watch as I drag and now I put it over here. I can  move all of these around with the move tool. So, I   showed you before when we were editing properties.   You can also delete the web part here. So, if you   don't want this, you go ahead and delete it. So,  everything is set up inside these sections. and   how many columns and you can drag them around to  wherever you would like. And if you wanted to add   a new web part at any time, if I hover over inside  this section, you can see this one I can add a web   part to. If I want to maybe have a countdown to  our next mission, if I start typing countdown,   you can see here's a timer. And then if I  click on this, so go to the edit properties,   you'll see where you can adjust the time to and  when it's going to be starting count counting down   to. So once everything is in place, you can hit  republish. Now you've moved some of the web parts   around, you've added a section with a banner,  and now you have a countdown timer. So very easy   to manipulate all these things on a page inside  SharePoint. Now I want to show you some new ways

Adding a news post

you can add content to your site. If I go to new,  notice that we can add pages and we can add news   post. And we also have link. This will link to  either external sites. But I what I want to do is   just create a new post right here. The other way I  can get to the news post. If we have this web part   on right here, news one, if I click add news, this  is going to get me to the same thing. And then   our news is going to show up in here as well. So  let's click add news here. But remember, you can   go the other way as well. We have some templates  here. We can also create from blank if we wanted   to. I'm going to use one of these templates. With  any of these though, they are editable just like   the way I showed you that we were editing a page  inside uh SharePoint. So, I'm just going to pick   this first one right here. And you can see that  this is the way it looks. And this saves you a lot   of time if you like the way this looks. So, I'm  going to click use this template. Now it goes and   creates a page for me. So I can go through and  edit things the way I want. So maybe the title   for this one is new policy Victorian error dress  code updates. So uh what I can do with this now I   can go post and send. It is going to say I have  to title this page first. So if you notice I'm   going to post and it'll say add a title. So if I  hit close I just have to add a title to this. So,   we'll call this Victorian Air dress code updates.   And I'm just going to leave that as there. So,   we have our title. Now, the other thing I want  to point out before I post and send it, if I go   ahead and uh look down here at the page details  at the very bottom, if you want to delete a post,   or you can see there's version history as well.   I can delete this post if I wanted to right here.    But I'm going to go to post and send. Now remember  I could update all the information in here just   like I showed you before. Now the one thing nice  here is a lot of people might not always be going   to the SharePoint site. So what you can do is  put the email in here. So then they're going to   get it to their email and there's more chance  than that people will uh be able to uh get the   updates that way. And you can see how the title's  in and there's the CCC here. So I'm going to go   and skip this. I don't need to send a test email  for this. So, if I go now back to my homepage, and   what you're going to notice here, if I go down,  here is the news. So, this is going to show up on   the website. So, if I click on it, it brings me to  the page. And remember, if I click send an email,   they're going to get into their email. And then  this will bring them to this page as well. Now,

Adding a new page

maybe you want to add new pages. So, you can see  right now our pages are right in here. We haven't   created any. It's just these ones here. We have  the one news update that we created here that does   classify as a page. But when we're here from home,  we can go ahead and go new create a page. There's   also this page with AI and you'll see how you go  through it. You just need to describe. But I'm   going to go and we we're going to create it more  from just the template way. So if I go to new page   this time, you can see all the templates. Here's  the one we used last time. Maybe I want to have   a team introduction one or take advantage of all  the different ones that they have here for you.    So I'm going to pick about a topic. You can see  what it looks like. Use this template. And then   we can go ahead and do all the things that we did  before with naming. So maybe this time this page   was going to be something about the destination  guide of ancient Rome. If I go ahead and publish,   notice it's not posting anymore like it was to the  news article. This is just going to be a page. So,   when I hit publish again, it's going to go making  sure that we title it correctly. So, if I just put   this as our uh title. So, that's going to be it  here. If I click off of it and publish it again,   you're going to see now this is going to be a page  on our site. So if I go to this over here now,   do we want to add this to navigation? I can post  this to news on our site. I could share the page.    So maybe I want to add it to navigation. So if I  click on this, it's now up here navigation. And   I'll show you how you can edit this as well. So if  I go back to home, you can see now this is in our   navigation. I can go to the pages here and we're  going to see that it's going to be inside here.    So, here's our ancient Rome page here, and I can  open it up from this way, or I can open it from   here. Now, if we want to change this menu around  at all, maybe we don't want this one placed here,

Edit the menu in SharePoint

we can go to the edit of the menu. And notice  here that we can drag things around. So,   if I drag this here, notice that this is going to  be now it's underneath it. So, as I drag these,   I can move this around. And if I hit save, you're  going to see this move around. So click edit,   you're also going to see the more action dots  here. So any of these I can edit, move up,   move down, make it a sublink or remove it. So  if I want it gone, I can go ahead remove it and   then I can hit save and it's gone from there. So  just different ways you can edit your menus and   add new pages to your SharePoint site. Now let's  talk about list. And you can see if I go to new,

Creating a list in SharePoint

we have list right here. So I'm just going to go  ahead and click this and I'm going to give you a   little bit of an explanation. So if you're coming  from the world of Excel, think of SharePoint list   as a living spreadsheet. So in Excel, your data  is stuck inside a file. If uh I open it to edit,   you might be locked out. It's static. So a  SharePoint list lives directly on the website.    So this will mean for collaboration we can both  edit items at the same time without conflicting.    It's rich data. I can attach files like recipes  directly into a specific row and automation. So   this is the superpower. I can tell SharePoint  if this request changes to rejected email   immediately. You can't do that easily with  a spreadsheet. Now here's the different ways   we can start our list in SharePoint. We can go  from blank and we can go ahead and create from   there and add to it. And that's a great way. We  can import from Excel, CSV, or an existing list.    But I'm going to use one of these templates cuz  if you haven't used them before, this sets things   up nicely and you can still edit things. So I'm  going to do this one right here, travel request,   because I have different people going back in time  for different travel, so they should request it.    So I'm going to go ahead and create this. Now, if  I take a look at this, I can see the trip title,   reason for travel. I can see all the different  headings as I go through. This looks good. It   talks about my hotel, the estimated cost. I'm  going to go and use this template. I don't think I   have to change the name. I'm going to keep this as  travel request. Show the list and site navigation.    Well, maybe that's good to have it up there.   And remember, I can always edit it after. So,   I'm going to go ahead and put create. Now, if  you don't want to use some of these columns,   you can hide them. So, if I wasn't going  to be using an airline in this example,   I can go here to column settings, I can do  the edit or I can do the hide this column. So,   if you did want to change it to something a  different type of column like I talked about   earlier, you can do that. But, we can go ahead  and click hide. So, let's go ahead and add some   items to this list now. So, I'm just going  to go up top and add new item. You can see   it's kind of like an entry form. So, I'm going  to go through this and add some information. All right. So, I have some information in here.   This person's traveling to New York. Travel start   date is 1955. They have to pick up some stuff  and I just put some estimate of the uh cost. It's   going to cost a little less since it's so much  less back in time. So, I hit save. Now, we can   see we have the reason, we have the requesttor,  we have the place, the start date, some estimated   cost. As I move across here, is it approved yet?   You can see it hasn't been approved yet. Now, I   just went and added another example here. If I was  going to go and set get one of these to approved,   if I just doubleclick on them, you're going to  see how this opens up here. And if I go down,   here is the approve or not approve. So, if I  click on it and click yes, then if I exit out,   you can see how this is approved. And  then again, like I showed you before,   how you can filter everything. So we can filter  from yes or no. So we can see specifically who's   been approved or who's not. And if we have a  long list, you can see how important that can   be. Now I do want to point out some other things  that we're not going to be covering right now.    But this is just getting started with Microsoft  list to see what the power can do here. But we   go up here. We can see we have forms of automation  that we can do whether it be using flows or rules,   quick steps or even configure the approvals.   So just some other things that even can make   this much more powerful. So we have our documents  here in this library like we've worked on and set   up and I've showed you and explained how to do  that. But you can create more than one document

SharePoint Lists Explained (vs Excel)

You're here because you need to learn SharePoint  and you don't want to watch 20 different short   tutorials scattered around YouTube. You  want the full story in one place. Today,   in this single video, I'm going to  take you from a complete beginner,   someone who perhaps doesn't even know how to log  in yet, to a confident SharePoint site owner. To   make this fun and easy to follow, we're going to  build a complete internet site together from a   for a fictional time travel agency called  Kronos Tours. By the end of this video,   you'll know how to build beautiful pages, manage  documents without getting lost in folders,   create tracking list, and secure your data so  the wrong time travelers don't see it. I have   provided timestamps below so you can navigate  to different sections. Let's get started. Before we jump into the time stream, we need to  cover the basics. What is SharePoint and what do   we need to access it? First, access requirements.   You can't just buy SharePoint at the app store.    It's a cloud-based tool meant for organizations.   To use the version that we're showing today,   you need three things. An internet connection, a  modern web browser like Microsoft Edge or Google   Chrome, and most importantly, a Microsoft  365 worker school account. If you're logging   in with a personal email, you won't see the full  SharePoint. You need a license, usually provided   by your company or school IT department. To access  SharePoint, go to the Microsoft 365 Copilot app   and get signed in. You can just go to office. com  and it will get you here. Then sign in with your   work or school account. Once you're logged in  to the Microsoft 365 Copilot app, you're going   to have something that looks like this. Go towards  the bottom where you have apps. Just go ahead and   click on it. You're going to see all the different  Microsoft apps that you have access to with your   account. SharePoint is right here for me. So, I'm  just going to go ahead and click on this and open   it up. So, why do we have One Drive, Microsoft  Teams, and SharePoint? Think of a time travel   agency. One drive is your backpack. It's for  your personal drafts, your lunch, your notes.    It's private to you. Teams is the radio. It's  for real-time chatter and quick meetings. Hey,   watch out for the dinosaur. SharePoint is the HQ.   It's where files go when they're official. It's   structured, permanent, and accessible to the whole  team. So, let's build our HQ. We start here on the   SharePoint start page. To create our headquarters,  I'll be clicking create site in the top left hand   right here. Notice that we'll have two different  choices. We have our team site connected to   Microsoft Teams meant for working together on  files and we have a communication site meant   for broadcasting news to a large audience like  a corporate newsletter. For the Kronos tours HQ,   we're going to be collaborating on missions. So,  I want to go choose team site. Now, SharePoint   will offer you various templates. They look nice,  but I'm going to choose the standard team site.    Why? Because templates come preloaded with a lot  of clutter and generic content. By starting with   the standard site, we're going to start with a  clean slate. This ensures that you learn the core   functionality of how SharePoint works rather than  just learning how to edit someone else's template.    We want to build a foundation correctly. Let's go  ahead and choose our standard team. At this point,   we can preview the site, although there's not much  to see there right now. So, I'm going to go ahead   and just click use template. This is where you  give your site a name. And I'm just going to call   this Kronos Tours HQ. We can modify this later.   And same thing with the site description. I'm not   putting anything in here right now because I will  also show you how to do this later. At this point,   I can see there's an address to this, but I'm  going to go ahead and just click next. Now,   here are some important settings. the privacy  settings. Who is this for? So, this is going to   be for members. And if I drop down, you can see I  can make it public. So, anyone in the organization   can access the site, but I'm going to keep this  private. And I'm going to add people to join   this team. Language is going to be English.   I'm going to go ahead and create site. Now,   as it's creating sites, you can add people.   So, you can either add site owners and members.    Site owners have full control of the site contact  content, theme, permissions, hub associations,   and other site settings. And site members can  edit and view the site content, including files,   papers, list, and navigation. So, really think  what you want people to have per permissions   for. So, I can go ahead and add people here. As I  start typing in, their names come up and I can add   them. This is where I choose if they're going to  be an owner or a member. Now, I'll go again after   I just add one person here. Later, I'll show you  how you can still add more people and customize   this. Let's hit finish. Now, we have our Kronos  Tours HQ SharePoint site set up. I want to just   point out a couple things here. Now, we have our  different links right down here on the left hand   side. We can adjust these, and I'll show you how  to do these later if you want to go across the top   with a menu, but these are for this site. So, it  did create some pages. So, if I go ahead and click   on documents, you will see this is where we're  going to be uploading our documents or creating   new ones. I can go back to home. The search  bar up here, notice it search this site. So,   when I'm on this Kronos Tours SharePoint site,  it's going to be searching within this site. So,   I can go ahead and type for type something and  it will go whether it be a page or a file and   it's going to go find it. Now I want to point out  over here we have the SharePoint start page. When   I click on this, this brings me back to all my  SharePoint sites. You can see that we have the   Kronos Tour HQ here. We have frequent sites here  that are other ones that are that I'm connected   to. Then at this point, I can go ahead and click  on my Kronos Tours HQ and go back to it. When I   look at this the SharePoint here, this is search  in SharePoint. So, this is going to be a much   bigger search than when I'm on a specific site.   All right, so let's go back to our Kronos Tours   HQ and let's start doing some editing. Let me just  quickly explain what each of these links do. So,   home. This will take you back to the main  landing page of your SharePoint site. We   have conversations. Clicking this is going to open  a Outlook inbox for your team. So, this is where   you can see emails sent to the group. We have our  documents. This is where the files for your site   are stored. is that central place for your team to  collaborate on, share and edit documents. We have   a notebook. This opens a shared OneNote notebook  for your team to use as collaboration and note   takingaking pages. This section will allow you  to view and manage all of the site pages that are   part of your team's site. We have site contents.   This gives you a view of all the contents on your   site, including document libraries, list, and  other apps. We have the recycle bin. If you   delete a file or item, it goes here first. You  can come here to restore items you've deleted by   mistake. And we have edit. This button allows you  to modify the lefthand navigation menu itself such   as adding or removing links. Now the first thing  I want to point out is how can you add more people   to this? So we only added one before. Notice in  the top right hand corner we have where it says   two members. If I click on this, this is going to  show me the members that are here. I can change   the permissions or even remove people from the  group. But I can go ahead and add more people.    So if I go ahead type another person and give them  member, I'll hit save. And now you'll notice that   this gets updated to three members. The other  thing I mentioned before was about changing the   name of the site or just making some adjustments  to the description. We're going to be going up   to this gear, the settings gear, a few different  times throughout this video. When I click on this,   notice that we have site information. This is  where we can change our site description. You   can make any changes to the privacy access  depending on what you want. So, all those   things that we did when we set up the site can be  adjusted. Even when it comes to the look of this,   if we go back up to this and go to the settings,  what I want to point out to is this right here,   change the look. Notice we have site branding and  it's new. Later on this video, I'm going to show   you how you can do some custom site branding. But  right now, I'm just going to go ahead and click   change the look. The first thing that I want to  show you how you can make adjustments to this is   the navigation. So right now, it's on the left.   If I click on navigation, I can click horizontal.    And now it moves across the top. I'm going to keep  it here. So you can see that we have a mega menu   or cascading. Right now I'm going to keep it  cascading, but you can make changes to this as   you want later. I'm going to hit save. Also notice  if I go back to change the look, we have theme. So   this is where you can pick a certain color theme.   So right now it's in here. You can go ahead and   pick different themes and later on I'll show you  how you can pick your own. After you pick any,   go ahead and hit save. And maybe you want to have  the header different. So if I click on header,   you can see right now we're under compact. If I go  to standard and you keep your eyes on the header,   notice how it changes. I like a little bit  more room like that. So I'm going to go ahead   hit save. And the last thing I want to just point  out is the font. If you go here, you have a list   of different fonts you can go ahead and add to  this. And with the branding kit that I mentioned,   you can actually upload your own font. And I'll  talk about that as later. I'm just going to keep   this as default, but maybe I'll do a change later  on. And I'm going to hit save. The other thing I'm   going to make a quick change to is the logo. One  thing to note about the logo, this actually works   to bring you back to home. So this is a link.   So if you just ever want to just click on this,   it's going to bring you back to the homepage.   Now, if I want to change this to a custom one,   we're going to go back to our settings and I'm  going to go to change the look and it's going to   be under the header because that's where it is.   We're going to go to design. You can see that we   can make adjustments to the header, making change  to the color here. We can even add an image to the   header. I'm not going to worry about that right  now. We have our font, but look down here. We   have our logo. I'm going to go ahead and change  the image. So, at this point, we can go ahead   and search for different ones. We could connect  to our one drive web search. I'm going to click   upload. So, on my desktop here, I have a uh one  right here inside my Chrono Tours HQ folder.    I'm going to choose this. I'm going to go ahead  and add the image. So, now this is going to be my   logo. If I like it, I can go ahead and hit save.   Now, let's go to the heart of the SharePoint site,   and that's the documents library here. Now, when  you open up this page, you're going to see that   you have some actions here that you can take from  here. You can go ahead and create files right in   here, or you can go ahead and upload them. Notice  across the top here, we have create or upload. As   soon as I go and click on this, look at all the  options. I could create a brand new Word document,   Excel, PowerPoint, OneNote, all of these things  right in this place. when I go ahead and create   this these everybody that is part of this team  is going to have access to this. So you can also   create folders. So if I wanted a folder for the  1990s or the 2000s or the 1490s, I can create all   those folders. The other thing is I can upload. So  I could go ahead and upload or we can just simply   drag files across and drop them in. You'll see  that the upload is here and then we have it uh   that in our view and we can make some adjustments  to this. So let's say you've put together this   PowerPoint about Kronos Tours and you're just  working from your desktop app. You can go ahead   up to file and what I want to point out is if we  go to save this notice you have quick access. So   whether you're on PowerPoint, Word, Excel, or  other Microsoft products, when you go to save,   if you're connected to this site, so which I am,  I can go ahead and save directly to there. So   at this point, I'm just going to go ahead and  hit save. And then we'll go back to the site,   and you can see how it's been added. So now I'm  back in our documents library. And there I have   the PowerPoint right here that I can go ahead and  open up. anybody on the team can open up and make   changes to it. Now you can see I have three  different documents in here. Now if I take a   look at modified by you can see I created two of  these and now I have Ashton that created this VIP   itinerary one that's been added to here. Now I  want to point out when you see these lashes here   that indicates that this is a new file. And the  other thing I want you to notice as we hover over,   notice that we get some more action. So if you can  click on this, you can see all of these different   uh actions that you can take. I'll come back  to those in a bit. I want to point out this   right here. So if I was going to go to maybe this  one right here, this mission report, and click   on this, I can make a message to someone in our  group. So let's say I want to message Ashton here,   and I want to give this as a message here. Does  this look accurate? Please review. Notice that   we also have co-pilot in here. So I can insert a  file summary with co-pilot. So this allows just   some quick steps in order to insert that in. So  Ash can Ashton can take a look at this. So Copilot   looks at the document, adds this to here. If this  looks all right, I can go ahead and send this. If   you drop down, notice that we can have the person  edit, review, view, or can't download. So those   are just some options that you have. So, I can  go ahead and send this now and then they will get   invited to this docs with that comment. If I go  check Ashton's email now, you can see that I got   the message here about the mission report being  sent. I can see what was written here. I can go   ahead and open this up. Let's go back to our more  actions dots right here. So, notice when we open   this up at the very top, we can open in a browser  or we can even open in the app. If I go ahead and   open in the browser, you're going to see that  other people are in this as well. If I look up   top, I can see Ashton's in it. And I can see  it looks like he's about to do something right   here. If you have the paid for co-pilot addin,  you're going to get this option right here. Show   AI actions for this item. I'm going to go ahead  and click this. Notice I can quickly summarize,   create an FAQ, even create an audio overview. So,  this is a great thing if you do have access to   take advantage of knowing what all your files are  and different ways to communicate with them. Now,   here's where most beginners go wrong. They go up  to create and they go ahead and create a folder,   something like the 1990s. Then they make another  folder inside it called reports. This creates a   deep messy structures where files get lost. In  SharePoint, there's a much better way. Metadata   or column. We're going to go and start with choice  this time and we're going to click next. I'm not   going to worry about a description here, but I  am going to make some choices what I want. So,   the first one's going to be prehistoric. The  second we'll say let's do medieval. And then we'll   add a future choice. You can see how I can keep  adding more. And if I wanted to change the color,   I can quickly make those adjustments. You will  have a few more options that you can play with   here, but for me right now, I'm just going to go  ahead and hit save. Now, let's go ahead and apply   this tag. I'm going to select this file. I'm going  to go to details. Move down a little bit. You can   see the properties for this file. I'm going to  click edit all. Now, I'm going to drop down. This   is what we created, the choice. I'm going to pick  medieval and hit save. So, it pops up here. Why   is this better? because now I can filter the icon  on the column header to say show me everything.    So watch this. If I drop down here and imagine  if I have a lot more files, notice that I can   group by mission error, but I can also filter by.   When I select this, I can go ahead and select the   different tags that I have and apply it so I can  quickly find what I'm looking for. And to turn the   filter off, just click on the filter here. And  you'll notice it says filter by one. We can go   ahead uncheck and apply. So what happens if you  notice something get deleted? So if I open this   file right here and I look at these 10 critical  survival rules and I notice, hey, this doesn't   look like 10. I think somebody deleted some. What  you can do is use version history right inside   this. So if I go to more actions, we have version  history right here. If I click on this one, it's   going to open up and it's going to show me all  the modifications in here. If I hover over this   last one here, I can go ahead and click restore.   And I'm going to hit okay. It's just telling me   that it's going to replace everything here. So,  let's go ahead and just close out of this. And   we're going to open this back up again. And you're  going to see that all 10 items are there now. Now,   the other thing is, and I mentioned this earlier,  what happens if something gets deleted? Well,   the recycle bin. So, I went and deleted that. If I  go to the recycle bin now, you're going to see it   right in here. If I go ahead and select this and  just look up top here, I can restore this. Now,   if I go back to my documents, you're going to see  it back here. Let's talk about views and filtering   inside this library because as this grows, you  want to be quick in it. So, if I go over here,   notice that we have some options. So, if  we want to change it to maybe a tiles look,   we can quickly change this. So you can navigate  which way works the best for you. I like it the   little thumbnail that gives you a little idea what  everything is here, but it takes up a lot more   room. So if I go back, the other thing I want to  point out, and I'm not going to use all of these,   uh here's a format view. So if you want  some uh conditional formatting like this,   or just alternating row styles. So if I click on  this, notice now it just makes it a little easier   for your eye to follow. I can go ahead and hit  save on this. So you can adjust those views to get   the best for you. Now the other thing is we can do  some quick filtering as well. Before I showed you   in this case where we can filter this column,  we can go ahead and filter any column by the   different ways they show us. We do have some quick  uh filtering up top. So if I click any of these   icons, so if I click the word docu, this one,  it's going to filter by word. If I go to Excel   or PowerPoint, you can you'll be able to see if I  click this one off and just have it on PowerPoint,   just this one comes up. So, I have to click  it again to turn it off and put everything   goes back. If I click this filter over here, it's  going to open up on the side. So, you can see how   you can search by people, by the type, or even  by the dates. So, there's lots of different ways   to find the files that you're looking for. And  don't forget the search. So if you're looking for   something, just start typing it in. Here you can  see even without typing in, I'm getting all this   information. But this will dig down right into  the files. So as your SharePoint site grows with   lots of documents, remember these different ways  to be able to find what you're looking for. Okay,   I'm back here on the homepage here. And earlier  on, I showed you how to quickly change a logo or   where we want the menu or things like theme color.   Now, I want to show you how you can modify the   page. So, what we're seeing when we look at things  like news or quick links or documents, here's all   our documents that we have quick access. These are  all web parts that are in a section on a page. To   make any changes, we need to go to edit. As  soon as we click edit, you'll notice as we   hover over any of these web parts here, it will  highlight. And if I go ahead and click over here,   we can see a section. If I go ahead and click in  this section and I can see right here we can edit   properties. So if I click edit properties I can  see that this section that they created for us is   going to be one/ird right. So it's looks like a  large column down this way with a narrow one on   the right. We can modify the current section. So  if I click this you'll see how things get changed   around on here. Now this is one big section that  they've had with have with all these web parts in.    There's also designs. So if I go to design, I can  see if I wanted it instead of white, I can adjust   the background to the section. So if I click on  this one right here, you can see now how this is   updated. And I can see it's just one big section.   From there, with any of these web parts like news,   if I go ahead and go and click on these, I'm  going to get this right here where I can edit   the properties specific for that web part. So  if I click on edit properties, you'll see that   uh here it shows the top story or I can change how  I want it. Do I want it to be a carousel and then   it's going to be with the images going through  or a hub news. So you can quickly change the   layout of these different uh web parts in here. So  if I go to quick links and I go to the edit here,   you'll make you'll see how you can quickly change  look here. So right now it's under a list. Maybe   you want it under a film strip or maybe you  want it under tiles. So all these web parts are   editable with the layout of how you want it to be.   You can see how you can have icon sizes or any of   these. You can have animation, show or hide title,  all these different options. Now when you go ahead   and make any changes, you need to republish.   So nothing will show up until you rep publish.    I don't want to do that yet because I want to  show you a few more things. Now, if I want to   go and create a new section, notice that we have  the plus. So, I can add a new section to this.    What do I want? Do I want a flexible one column,  two column? Let's say I'm just going to add a one   column one now. So, this creates a one column. You  can see I can go ahead and make this collapsible.    I can go to my design. What do I want in the  background? If I go over to my edit properties,   I can still make any changes to it. Now, in  this section that I just created, I want to   go ahead and add a web part. So, if I click on  the web part, so add a new web part. Right here,   you can see all the ones that you can add. So,  right now, I'm under all, so I can keep scrolling   down. You can see all the different web parts  that you can add to any part of the page. So   maybe in this case I want to have a banner across  the top because that's a common thing to have on   a website. So if I go click banner now I've added  this heading to this. All right, let's take a look   at a few options that it gives us. Now notice  when we created this, this is just the layout   option that starts as a fade where I can adjust it  here or if I look over here I can quickly click on   different ones to see what I might like. So, the  other thing that I can do right away is change the   heading. What do I want this to be called? So,  I'm going to go ahead and just type in welcome   to Kronos Tours HQ. Notice that it does have my  name down here because I'm the one that created   it. If you don't want it there, you can go ahead  and just remove the profile off of that part. So,   maybe I also want to have some text here. Uh, show  text block above the title. So, what I'm going to   do is put this in here. So, global operations hub.   So, we have our title in here. The other thing is   I don't think I just want this fade. I'm thinking  more of an image. So, I'm going to go up top here   and browse the images. Now, they have one here.   Again, I could do the searching, but I'm going to   go and do an upload. I just have this banner here.   We're going to go ahead and add this image. Now,   notice the color's a little off. That's because  I'm still under fate. If I go to image and   heading, this will go back to the what the actual  picture is. The other thing I want to point out,   and this might not be the best picture to show  it on, but there's actually set focal point. So,   especially if you have maybe a person or  something in this image. If I select the image   uh the v focal point, then I can pick uh a certain  part. You can see how this is moving in the   preview around. So, I can pick. So, maybe I want  the top right here. I can go ahead and hit save.    So now that once it's saved, you can see that this  is in that view here. So you can adjust what's   being seen. When you have this all set up, you  can go ahead make sure that you republish at this   time because nobody will see any other changes  till you republish. And sometimes what happens,   people start editing things and then they  forget to log out. So making sure that   uh you republish the page after you make any  changes. So there we have our banner on our page.    Now, if you want to quickly get other design  ideas for this section or this web part,   we can go back to edit again. And this is what  I want to point out right here. So, you got to   make sure you have something selected like this  banner. And then when I go to design ideas, it's   going to show you a few different ones that you  might want to change it to. So, you can go ahead   and maybe if you want something more of a welcome  background, you click on it and you can go and   choose that. There is the undo or discard changes.   So you can see how I can undo it. So I just wanted   to point that out that can save a lot of time with  designing just to look at some of their ideas. I   do want to point out this feature right here. Add  a section using AI if you have that available.    You know this is kind of hit and miss for me.   Sometimes it creates not bad stuff. Other times I   could just go ahead and create it myself. But you  can go ahead give it a prompt or you could use one   of the suggestions. So, I could go ahead and it  fills out the prompt for me. And then I can click   generate. Uh, you'll see in this case, it will  create some pretty simple uh text if it's pulling   off information from the site. I don't have a lot  of stuff here, but this is what it created for me   just inside this uh one section here. Nothing too  overwhelming. With any of these different ones,   you can go ahead and uh so if I wanted to add  this to the page, I could go ahead and add it   or I can delete it. The other thing I want to  point out with web parts, these are all movable,   too. So, as soon as I click anyone, this is a is  a move web part. So, if I wanted it over here,   watch as I drag and now I put it over here. I can  move all of these around with the move tool. So, I   showed you before when we were editing properties.   You can also delete the web part here. So, if you   don't want this, you go ahead and delete it. So,  everything is set up inside these sections. and   how many columns and you can drag them around to  wherever you would like. And if you wanted to add   a new web part at any time, if I hover over inside  this section, you can see this one I can add a web   part to. If I want to maybe have a countdown to  our next mission, if I start typing countdown,   you can see here's a timer. And then if I  click on this, so go to the edit properties,   you'll see where you can adjust the time to and  when it's going to be starting count counting down   to. So once everything is in place, you can hit  republish. Now you've moved some of the web parts   around, you've added a section with a banner,  and now you have a countdown timer. So very easy   to manipulate all these things on a page inside  SharePoint. Now I want to show you some new ways   you can add content to your site. If I go to new,  notice that we can add pages and we can add news   post. And we also have link. This will link to  either external sites. But I what I want to do is   just create a new post right here. The other way I  can get to the news post. If we have this web part   on right here, news one, if I click add news, this  is going to get me to the same thing. And then   our news is going to show up in here as well. So  let's click add news here. But remember, you can   go the other way as well. We have some templates  here. We can also create from blank if we wanted   to. I'm going to use one of these templates. With  any of these though, they are editable just like   the way I showed you that we were editing a page  inside uh SharePoint. So, I'm just going to pick   this first one right here. And you can see that  this is the way it looks. And this saves you a lot   of time if you like the way this looks. So, I'm  going to click use this template. Now it goes and   creates a page for me. So I can go through and  edit things the way I want. So maybe the title   for this one is new policy Victorian error dress  code updates. So uh what I can do with this now I   can go post and send. It is going to say I have  to title this page first. So if you notice I'm   going to post and it'll say add a title. So if I  hit close I just have to add a title to this. So,   we'll call this Victorian Air dress code updates.   And I'm just going to leave that as there. So,   we have our title. Now, the other thing I want  to point out before I post and send it, if I go   ahead and uh look down here at the page details  at the very bottom, if you want to delete a post,   or you can see there's version history as well.   I can delete this post if I wanted to right here.    But I'm going to go to post and send. Now remember  I could update all the information in here just   like I showed you before. Now the one thing nice  here is a lot of people might not always be going   to the SharePoint site. So what you can do is  put the email in here. So then they're going to   get it to their email and there's more chance  than that people will uh be able to uh get the   updates that way. And you can see how the title's  in and there's the CCC here. So I'm going to go   and skip this. I don't need to send a test email  for this. So, if I go now back to my homepage, and   what you're going to notice here, if I go down,  here is the news. So, this is going to show up on   the website. So, if I click on it, it brings me to  the page. And remember, if I click send an email,   they're going to get into their email. And then  this will bring them to this page as well. Now,   maybe you want to add new pages. So, you can see  right now our pages are right in here. We haven't   created any. It's just these ones here. We have  the one news update that we created here that does   classify as a page. But when we're here from home,  we can go ahead and go new create a page. There's   also this page with AI and you'll see how you go  through it. You just need to describe. But I'm   going to go and we we're going to create it more  from just the template way. So if I go to new page   this time, you can see all the templates. Here's  the one we used last time. Maybe I want to have   a team introduction one or take advantage of all  the different ones that they have here for you.    So I'm going to pick about a topic. You can see  what it looks like. Use this template. And then   we can go ahead and do all the things that we did  before with naming. So maybe this time this page   was going to be something about the destination  guide of ancient Rome. If I go ahead and publish,   notice it's not posting anymore like it was to the  news article. This is just going to be a page. So,   when I hit publish again, it's going to go making  sure that we title it correctly. So, if I just put   this as our uh title. So, that's going to be it  here. If I click off of it and publish it again,   you're going to see now this is going to be a page  on our site. So if I go to this over here now,   do we want to add this to navigation? I can post  this to news on our site. I could share the page.    So maybe I want to add it to navigation. So if I  click on this, it's now up here navigation. And   I'll show you how you can edit this as well. So if  I go back to home, you can see now this is in our   navigation. I can go to the pages here and we're  going to see that it's going to be inside here.    So, here's our ancient Rome page here, and I can  open it up from this way, or I can open it from   here. Now, if we want to change this menu around  at all, maybe we don't want this one placed here,   we can go to the edit of the menu. And notice  here that we can drag things around. So,   if I drag this here, notice that this is going to  be now it's underneath it. So, as I drag these,   I can move this around. And if I hit save, you're  going to see this move around. So click edit,   you're also going to see the more action dots  here. So any of these I can edit, move up,   move down, make it a sublink or remove it. So  if I want it gone, I can go ahead remove it and   then I can hit save and it's gone from there. So  just different ways you can edit your menus and   add new pages to your SharePoint site. Now let's  talk about list. And you can see if I go to new,   we have list right here. So I'm just going to go  ahead and click this and I'm going to give you a   little bit of an explanation. So if you're coming  from the world of Excel, think of SharePoint list   as a living spreadsheet. So in Excel, your data  is stuck inside a file. If uh I open it to edit,   you might be locked out. It's static. So a  SharePoint list lives directly on the website.    So this will mean for collaboration we can both  edit items at the same time without conflicting.    It's rich data. I can attach files like recipes  directly into a specific row and automation. So   this is the superpower. I can tell SharePoint  if this request changes to rejected email   immediately. You can't do that easily with  a spreadsheet. Now here's the different ways   we can start our list in SharePoint. We can go  from blank and we can go ahead and create from   there and add to it. And that's a great way. We  can import from Excel, CSV, or an existing list.    But I'm going to use one of these templates cuz  if you haven't used them before, this sets things   up nicely and you can still edit things. So I'm  going to do this one right here, travel request,   because I have different people going back in time  for different travel, so they should request it.    So I'm going to go ahead and create this. Now, if  I take a look at this, I can see the trip title,   reason for travel. I can see all the different  headings as I go through. This looks good. It   talks about my hotel, the estimated cost. I'm  going to go and use this template. I don't think I   have to change the name. I'm going to keep this as  travel request. Show the list and site navigation.    Well, maybe that's good to have it up there.   And remember, I can always edit it after. So,   I'm going to go ahead and put create. Now, if  you don't want to use some of these columns,   you can hide them. So, if I wasn't going  to be using an airline in this example,   I can go here to column settings, I can do  the edit or I can do the hide this column. So,   if you did want to change it to something a  different type of column like I talked about   earlier, you can do that. But, we can go ahead  and click hide. So, let's go ahead and add some   items to this list now. So, I'm just going  to go up top and add new item. You can see   it's kind of like an entry form. So, I'm going  to go through this and add some information. All right. So, I have some information in here.   This person's traveling to New York. Travel start   date is 1955. They have to pick up some stuff  and I just put some estimate of the uh cost. It's   going to cost a little less since it's so much  less back in time. So, I hit save. Now, we can   see we have the reason, we have the requesttor,  we have the place, the start date, some estimated   cost. As I move across here, is it approved yet?   You can see it hasn't been approved yet. Now, I   just went and added another example here. If I was  going to go and set get one of these to approved,   if I just doubleclick on them, you're going to  see how this opens up here. And if I go down,   here is the approve or not approve. So, if I  click on it and click yes, then if I exit out,   you can see how this is approved. And  then again, like I showed you before,   how you can filter everything. So we can filter  from yes or no. So we can see specifically who's   been approved or who's not. And if we have a  long list, you can see how important that can   be. Now I do want to point out some other things  that we're not going to be covering right now.    But this is just getting started with Microsoft  list to see what the power can do here. But we   go up here. We can see we have forms of automation  that we can do whether it be using flows or rules,   quick steps or even configure the approvals.   So just some other things that even can make   this much more powerful. So we have our documents  here in this library like we've worked on and set   up and I've showed you and explained how to do  that. But you can create more than one document   library. So a common question I get is why do I  need to create a new library? Can't I just make   a folder called photos inside my main documents?   Well you can but here's why you shouldn't. Think   of SharePoint site like a house. you know your  main documents library is your home office. It's   set up for paperwork contracts and reports. It  has columns for mission error or review status.    If I throw a bunch of photos or videos in there,  those textbased columns don't make sense for a   JPEG image. A photo doesn't have a real review  status. It's a resolution or a photographer. But   by creating another separate media library that  we're about to do, we're building a studio. So,   it's a dedicated room with different rules,  different columns, and even different site   permissions. So, you don't keep your lawn mower  in the silverware drawer. You don't keep marketing   videos in your contracts folder. So, if we go up  to new, you can see there's new document library.    And you have some different ways you can do this.   You can again go from blank or existing. But what   I like what they have here is they have some  templates for you. And I'm going to use this   one right here as media library. So maybe we're  collecting images in our time travel or videos and   we need a place to house them. So you can see how  everything is set up cleanly here. Again, we can   edit hide our different columns here, but we're  going to have the thumbnail image come up. So I'm   going to go ahead and use template. Now we can go  ahead change the name, add the description. Do I   want this in our menu navigation? I'm going to say  yes for all this. I'm just going to go ahead and   click create. And now here I have my new library  that I can add my media to. And if you want to   connect a web part to this specific library, I'm  going to go back to home. And you can see here,   this is where I have the documents library. If I  go and edit this, and we're going to go to here   and click our edit properties. Notice here, this  is document library that this is coming through.    But if I wanted to go to the media library and  hit apply, notice how this updates. So now this   media library will be that web part. So you can  change it to what you want to show. That gives   that quick access to when people come to the  SharePoint site. A great update to SharePoint

Using the Agent to find answers

is the AI agent that you can use to ask questions  about all the documents on the site. And I want to   point a couple different ways you can get to it.   you over here under new we have agent but we can   also go up top to here and if we click on this  it's going to open this up on the side. So as it   loads up you're going to see you know here's some  uh starter prompts summarize recent files tell me   about more how can we help? Let's go ahead and  ask a question to this. So is there are there   any big safety concerns about any trips? Let's  go ahead and send. And here we go. You can see it   answered my question. I didn't have to go through  digging through any of the documents to find this.    I was able to ask the agent. So before we talked  about search and different ways to use filtering,   but this AI agent here can save you a lot of  time. So you can also see where they're pulling   this information from. So I can go and check the  actual document to make sure that I can verify   everything. Remember before when we were doing  some customization at the very beginning and I

Setting up site branding in SharePoint

talked about the brand center. I want to show you  how you can do some custom fonts and colors. So,   we're going to go back up here and we're going to  go to site branding. You can see it's new and I'm   going to select this. Now, the first thing that we  want to do is theme. So, what we can do is pick a   new theme and we can go and add some colors. So,  if I go ahead and add a color and I'm going to do   this pretty quickly, but I'm going to go to more  of let's go with this as the one color. Now I add   that and you can see it's I can review my theme  here. I can add other colors as well. So if I   go add another color maybe this time I just want  something darker. We'll go about here. Add. And   then it's giving me a preview of how everything  looks. So if it if you get the colors that you   want, you can go ahead and click next. So enter a  name. Well, I'm just going to call this let's call   this uh deep space. I'll call this and we'll hit  save. So now we have this new site branding. The   other thing we can do, and I'm going to have to  show you how to upload these font packages because   I already set it up through admin, but it's pretty  easy to do. So I will show you this after I just   show you how you can change it. But if we go  new font, and I went and uploaded this one,   this Orbitron uh here, and I'm going to go and  change. So it has that futuristic look to it. So,   I'm going to just choose this as my display font  and content font and hit next. And then I can go   through and choose the style for if it's going to  be a title, maybe I want this to be an extra bold.    And then if it's a headline, I'm going to just  choose bold. So, and you can go and play with all   these things. The body, we'll just go regular on  this one. And interactive, and we'll just say uh   bold. So, and we we'll hit next. So, I can enter  a name for this one. I'll just call this uh font.    We'll call it the same thing, deep space. Here.   And we're going to go ahead and hit save. All   right. You can see now it's the example there is  for my font package. Here we have our themes. So,   I'm going to go uh let's go back to home here  and we can apply this. So, if I go uh back to my   settings again, right up top here, and I'm going  to change the look. Notice that we have theme and   font. So, if I'm under theme, here's what I just  picked. And notice that's what I called it. So,   if I have this selected right here, I can go ahead  and hit save on this. And I'll show you how we can   adjust it. But it's also the font as well, right?   So if I go change the look, we can see there's   font. And if I drop down here, I can see font deep  space. So I can go ahead uh and pick this. And I   can already see how it's changed everything there.   So I can go ahead and hit save. Now I'm just going   to go ahead and click edit. And just like before  when we're doing uh edits of different colors. So,   if I go back here and I'm going to go to the  edit the properties and go to design, you can   see here's my theme colors that I just created.   So, if I wanted it to be this one or this one,   maybe this is what I created myself. So, between  the fonts and the colors, you can play with all   the different ways that you've chosen. So, go and  set up your own. But, let me show you how what you   have to do from the admin end. Now I'm just back  to my Microsoft 365 Copilot app. I'm going to go   to my apps and I'm going to go to my admin. Once  I'm in admin, there's just a few places I need to   go. I'm going to go down and click show all. And  then I'm going to go click on settings. And I'm   going to go down to organization settings here,  the org settings, and click on it. And you'll   notice that we have brand center right here. So  when I click on Brand Center the very first time.    So I've already clicked mine to approve it. You  if you haven't done that before, you just have to   click something that goes approve. Now if I take  a look at this here is going to be where I need   to upload my documents to my new fonts. So I go  to this one. You can see the brand app is where   brand managers upload assets, create packages.   I'm going to copy this link and I'm just going   to go to a new browser or just a new window  and put this in. So, you can see I've already   uploaded that one font right here and that's why  I can access it. So, if you didn't have it, so I   went to a place like I'll go to this one Google  here and I can go look for this is Google fonts   uh a font and I was looking  for Orbitron before and this is what it was. So,   if I click get font and now I can go download and  then if I open up the folder here's my Orbitron.    So, I'm just going to go ahead and extract all.   I accidentally picked two different ones there.    you can see, but I'm under Orbitron. And then all  I had to do was go ahead and upload uh the fonts   from here. So, if I go back to my brand manager  here and if I just go uh here and then I can go   ahead and add more. So, I can upload. If we  go to my downloads where I've just recently   opened these ones and if I go to Orbitron, you can  see I can grab the file from here. And I already   have uploaded it here and it's asked me to replace  it. So I don't need to do that. But once I upload   it to this spot here, then I have access it or  everybody in my organization on that site will   have access to that font on it. So that's just  how you go about and do that with the custom   fonts. Remember at the beginning of the video  when I was explaining about what is one drive,

Setting up a Microsoft Teams from your SharePoint site

what is Microsoft Teams and what is Sharepoint.   So, we have our HQ here, but we also want a spot   where we can have a live chat, and that's where  we needed the radio, which is Microsoft Teams. So,   where we're going to go up top to this right here,  next steps to improve our site. If we click on   this, take a look at this add real-time chat. So,  connect to Microsoft Teams or other collaborative   platforms in real time. So, I'm going to choose  this these this option here. And we can see chat   with your colleagues. This is exactly what I want.   coordinate online meetings. Sounds great. So now   at the very bottom I'm going to click connect  to teams. Now we have to say what pages, list,   documents do we want tabs in teams. So you can see  here we have our homepage. Yeah, sure that would   be good. We have different pages if we wanted.   Maybe we want this one too. You can see there   multiple getting selected and we have different  document libraries. So maybe there was going to   be the documents here should be already selected  by default. So there is recommended ones but I   can go ahead at that point and just go oh we're  gonna add one more travel request and hit add to   teams. All right so I opened up my Microsoft teams  now and I can see a new team is added right here   Kronos tours. So if I click general it brings me  over to here. So I don't have any post in but this   is where I can go ahead and start a conversation  post in the channel. If I go over to shared we can   see that doesn't look like anything's in here.   But if I go back one level, we have documents.    And this shows you where all the information that  we were uploading. This is exactly what's in our   SharePoint site. So if I click on the Victorian  Air address, you will be able to see here's the   exact page that got created in the SharePoint  that we now see inside here. So just with that   quick click, we're able to take what we saw over  in the SharePoint and now we have it in Teams. we   can access our files and have quick conversations  and meetings in lifetime. And if you're looking   for other ways to have a conversation inside  the SharePoint without using Microsoft Teams,   we have the conversation tab right here. If I  click on it, remember this is going to go and open   up your group that you're in. So, if I was going  to go ahead and send a new mail, this is going to   go to the group of three members here. And I can  use my Outlook here with this specific SharePoint   site connected. So look what we built today.   Kronos Tours HQ. We organized files with metadata,

Governance & Conclusion

secured them with permissions, track data with  list, and built a homepage. My final piece of   advice covers governance, which is just a  fancy word for keeping things tidy. Don't   let your site become a digital junkyard. Every  few months, review who has permissions to the   site and archive old mission files you don't  need anymore. Let me know in the comments what   else you would like to learn in SharePoint next.   Thanks for watching this week on Teachers Tech.

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