SharePoint Online QuickStart Guide
- Jay Alessi
- Guess, Brandi N.
Quick Start Guide
Do more wherever you are with secure access, sharing, and file storage. Sign in to your Office 365 subscription and select SharePoint from the App launcher.
With Microsoft SharePoint on your PC, Mac, or mobile device, you can:
Build intranet sites and create pages, document libraries, and lists.
Add web parts to customize your content.
Show important visuals, news, and updates with a team or communication site.
Discover, follow, and search for sites, files, and people across your company.
Manage your daily routine with workflows, forms, and lists.
Sync and store your files in the cloud so anyone can securely work with you.
Catch up on news on-the-go with the mobile app.
You can View the Official Microsoft SharePoint Quickstart Guide here: https://adoption.microsoft.com/files/sharepoint/SharePoint-quick-start-guide.pdf
Sign in to SharePoint
Go to office.com, and sign in to your work or school account.
In the upper left corner of the window, select the app launcher > All apps > SharePoint
If you don't see the SharePoint app under All apps, use the Search box near the top of the window to search for SharePoint
Discover information in SharePoint
Search for something
Type into the Search box located in the middle of the title bar at the top of the page.
Filter your results by type, such as Files, Sites, People, or News.
Find your site
The left navigation pane shows SharePoint sites you follow, those you've visited recently, and sites your company wants to spotlight.
Following displays sites you follow, like your team's site or a site from another group you work with.
Recent shows any site you've gone to recently.
Saved for later lists news articles you've saved to read later.
Featured links displays sites your company wants to showcase.
Collaborate in SharePoint
Open a document from a document library
Go to a SharePoint site.
Open the document library (usually named Documents).
Select a document.
Do any of the following:
Select Open > Open in browser.
If you have the desktop app installed on your computer and want to use it, select a file and then select Open > Open in app.
Have the document read to you with the Immersive Reader.
Share a document
Select the document you want to share.
Select Share.
You have three options:
Type the names or email addresses of the people you want to share the document with, and add a message if you'd like. When you're ready, select Send.
Select Copy Link to create a direct link to the file that can be shared in an email or IM.
Select Outlook to open Outlook on the web and add a link to the file in a new email message.
Work with others
Work with others on the same document, at the same time
Open the document for editing in Microsoft 365 for the web.
The number of people currently editing the document appears at the top of the document in Office Online.
Sync files to your computer
From a document library on the SharePoint site that you want to sync files from, select Sync.
Sign in with your work or school account.
Finish set-up and the files will start syncing to your computer. You'll find your files under OneDrive - <organization name> in File Explorer or Mac Finder.
Work from anywhere
If you have a Microsoft 365 subscription that includes SharePoint Online, you can view information on sites, collaborate with colleagues, access shared documents, and stay connected with your work using your mobile device.
Create a site in SharePoint
Create a site
Select + Create site on the SharePoint start page.
In the wizard:
Select whether you'd like to create a Team site or a Communication site.
Enter the name (and a description, if you want) for the site.
You can select Edit and then edit the group email address or site address, if you want.
Important: The only symbols allowed in the site address are underscores, dashes, single quotes, and periods, and can't start or end with a period.
Choose a sensitivity level for your site information.
Select whether the group will be public or private (if creating a Team site).
Select a default language for your site and then click Next.
In the next pane, enter the owners and members.
Select Finish.
A modern SharePoint site is created and ready for use in seconds. If you selected a team site, a Microsoft 365 group is also created.
Add a list or document library
Open the site that you want to add the list or library to.
Select New.
Select List or Document library.
In the Create pane:
Type a name for the list or library (and a description, if you want).
Select Create.
Use filters to modify what you see
Go to a list or library that you want to filter.
Select Open the filters pane .
Select how you want to filter your list or library from the options available.
Add a page
Open the site that you want to add a page to.
Select New.
Select Page.
Select a template, then select Create page.
Type a name of your page, then add any other content you want.
Use web parts to add text, images, and other content.
Select Publish when you're ready.
Add a web part
In your news post or page, select the plus sign where you want to insert content.
Select the web part you want to use: Text, Image, File viewer, Link, …
When you have added all the web parts that you want, select Publish.
Page Contents
Related Articles
Related Links
What is SharePoint? - Microsoft Support
Where to sign into Microsoft 365 for business - Microsoft Support
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