SHAREPOINT 
ONLINE AND 2013 
QUICK REFERENCE GUIDE 
 
  

TABLE OF CONTENTS: 
 
 
 

BEGINNER 
1.  CREATE AND SET UP A LIST ................................................................. 3 

2.  START USING A LIST .............................................................................. 5 

3.  INTRODUCTION TO LIBRARIES ............................................................ 8 

4.  SHARE DOCUMENTS AND MANAGE VERSIONS .............................. 11 

5.  FOLLOW A DOCUMENT OR WEBSITE IN YOUR ORGANIZATION ... 14 

6.  UPDATE YOUR PROFILE ..................................................................... 16 

7.  POST TO THE NEWSFEED................................................................... 20 

8.  SYNC  SHAREPOINT  LIBRARIES  TO  YOUR  COMPUTER  USING 

SKYDRIVE PRO ..................................................................................... 23 
9.  CREATE AND MANAGE A SHAREPOINT BLOG ................................. 25 

10.  CUSTOMIZE YOUR PUBLIC WEBSITE ................................................ 28 

INTERMEDIATE 
1.  CREATE AND CUSTOMIZE PAGES ON YOUR PUBLIC WEBSITE .... 29 

2.  ORGANIZE AND CONFIGURE A SHAREPOINT LIBRARY ................. 31 

3.  POST TO A TEAM SITE FEED .............................................................. 34 

 
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CREATE AND SET UP A LIST

A SharePoint list is a handy tool for sharing contacts, calendar appointments, tasks, or data with team
members and site visitors, and provides the underlying structure for organizing information on your
site. This course shows you how to create a list and set it up for your team to use.

CREATE A LIST  CREATE A NEW COLUMN

1.  Click Settings ! Add an app.
1.  At the top of the list, click edit.

Click the plus sign ﴾+﴿, and then select the column type
from the list that appears.
Reset the sorting, filter, and other options, and then click
Save.
2.  Search for the list app you want to use and then click
the name of the app to create the list. For example, SHARE A LIST
search for “contacts” and then click the Contacts
app. You can share a list only if you created the list or the site.
If you didn't create the list or site, you can email a link to
3.  Type a name for the list in the Name  box and then
the list instead.
click Create.
1.  Click List ! Shared With.
ADD AN EXISTING COLUMN TO A VIEW OF
THE LIST
1.  At the top of the list, click the ellipses ﴾…﴿, and then
click Modify this View.

In the Shared With dialog box, click INVITE PEOPLE.

Select the check box for the column you want to add and
then click OK.

 
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Type the names of the people you want to share the list
with and then click Share.  SET UP AN ALERT 
1.  Click List ! Alert Me ! Set an alert on this list.
EMAIL A LINK TO A LIST 
2.  On the New Alert page, change the title for the alert
1.  Click List ! E­mail a Link. if you want.
3.  In the Send Alerts To section, enter the user names
or email addresses of people you want alerts to be
sent to.
4.  Set other options in the Change  Type, When  to 
Send Alerts and other sections, and then click OK.

Click Allow in the warning that pops up to allow your

email program to open a new email message.
A new email message opens with a link to the list
included. Add people to the To line, finish the
message, and send it.

 
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START USING A LIST

A list is a place on a SharePoint site where you can share information with other people in your
company. This is where you can store and share contacts, calendar appointments, tasks, or other sorts
of information you need to track.

WHERE CAN I FIND A LIST? ADD OR EDIT MULTIPLE ITEMS IN A LIST

1.  On your team site, look for the name of the list in the 1.  At the top of the list you want to edit, click edit.
navigation, or click Settings ! Site contents.
2.  Click the name of the list to open it.

Type information in the boxes.

When you’re finished editing, click Stop editing.

DELETE ITEMS IN A LIST

There are multiple ways to delete items in a list. Here’s
the quickest way:
1.  Select the items you want to delete.
ADD AN ITEM TO A LIST
2.  Click Items ! Delete Item.
1.  In the list where you want to add an item, click new 
item.

Enter the information for the list item.

Click Save.

 
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3.  To filter, select the one or more check boxes.

EDIT ALL THE DETAILS IN A LIST ITEM
1.  Select the item you want to edit, click the ellipses
﴾…﴿, and then click Edit Item.

To save the view you created, click SAVE THIS VIEW at

the top of the list near the Search box.

CREATE A PERSONAL VIEW OF A LIST

1.  At the top of the list, click the ellipses ﴾…﴿ between
the view names and the Search box, and then click
Create View.

Edit the information in the form that appears.

When you’re finished editing, click Save.

SORT OR FILTER A LIST BY COLUMN HEADING

AND SAVE THE VIEW Choose a view type or start from an existing view.
1.  In the list, point to the heading you want to sort or On the Create View page, type a name for the view.
filter the list by, and then click the arrow that
Select the columns you want to appear, and use the
appears
position numbers to set the order of the columns.
2.  To sort by the heading, click A on Top or Z on Top.
Set the sorting, filter, and other options, and then click
Save.

 
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SEE ALSO: 

"  Introduction to lists

http://office.microsoft.com/en‐us/sharepoint‐help/introduction‐to‐lists‐HA102771955.aspx

"  Add, edit, or delete list items

http://office.microsoft.com/en‐us/sharepoint‐help/add‐edit‐or‐delete‐list‐items‐HA102771938.aspx

"  Create, change, or delete a view of a list or library

http://office.microsoft.com/en‐us/sharepoint‐help/create‐change‐or‐delete‐a‐view‐of‐a‐list‐or‐library‐
HA102774516.aspx

"  Create, change, or delete a column in a list or library

http://office.microsoft.com/en‐us/sharepoint‐help/create‐change‐or‐delete‐a‐column‐in‐a‐list‐or‐library‐
HA102771913.aspx

 
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INTRODUCTION TO LIBRARIES
A document library is a place on a SharePoint site where you can share files, such as Word documents
and Excel spreadsheets, with other people.
Click the library you want to add, in this case Document
HOW DO I FIND A DOCUMENT LIBRARY? Library.
1.  If your department has a team site, look for Shared
documents or a similar name, typically on the left
side.
Click the name of the library to open it. 

Name the library, and then click Create.

ADD FILES TO A LIBRARY

1.  There are different ways to add files to a library, but
 
the quickest way is to click the new document link.
HOW DO I CREATE A LIBRARY?
1.  On the Settings menu, click Add an app.

 
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You can also add more than one document at a time, 3.  Click OK to confirm sending the file to the Recycle
and even drag files from Windows Explorer. Bin.

RENAME FILES IN A LIBRARY

1.  Click on the ellipses next to a file you want to
rename, and then click the ellipses on the callout. VERSIONING, ALERTS, OR CO‐AUTHORING
Click Edit Properties.
Libraries have other features to help you be more
Rename the file in the Name field and click Save. productive, such as:
"  Versioning enables you to track versions of files,
so you can see a history of changes, and restore
a version if you make a mistake.
"  Alerts let you know by mail or text if a file has
been changed. You can set an alert for one file
or a whole library, and control how often you get
alerted.
"  Co‐authoring enables you and other co‐workers
DELETE FILES IN A LIBRARY to edit files at the same time in certain Office
programs, such as Word, PowerPoint, and Excel.
1.  Click on the ellipses next to a file you want to delete,
and then click the ellipses on the callout.
2.  Click Delete.

 
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SEE ALSO: 

"  Introduction to libraries

http://office.microsoft.com/en‐us/sharepoint‐server‐help/introduction‐to‐libraries‐HA102771924.aspx?CTT=1

"  Add or delete files in a library

http://office.microsoft.com/en‐us/sharepoint‐server‐help/add‐or‐delete‐files‐in‐a‐library‐HA102803549.aspx?CTT=3

"  Enable and configure versioning for a list or library

http://office.microsoft.com/en‐us/sharepoint‐server‐help/enable‐and‐configure‐versioning‐for‐a‐list‐or‐library‐
HA102772148.aspx?CTT=3

"  Create an alert

http://office.microsoft.com/en‐us/sharepoint‐server‐help/create‐an‐alert‐or‐subscribe‐to‐an‐rss‐
feed‐HA102771918.aspx?CTT=1

 
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SHARE DOCUMENTS AND MANAGE VERSIONS

Share a document with your co‐workers to allow them to review or edit your document, and learn
how to track document versions or return to a previous one.

Note that the capabilities described here depend on whether your organization has set up and
customized personal sites and profiles.
From the drop‐down menu, click the permission, View or
SHARE A DOCUMENT Edit, that you want to grant invitees.
If you’re using Office 365, you may be able to invite Type a message to be sent to all invitees in an email, or
external users ﴾people not on your network﴿ to share a click Show Options and then uncheck Send an email 
document, by inviting them as “Guests.” For details, see invitation.
Share sites or documents with people outside your
If you don’t send an email to invitees, they won’t get
organization.
notified that you’ve shared the document. However,
To share a document with others in your organization: they can see the document if they visit your
1.  Click SkyDrive in the header at the top of a SkyDrive library, or if they search for the document.
SharePoint or Office 365 site in your organization.
MANAGE DOCUMENT VERSIONS
2.  Click the ellipses ﴾...﴿ next to the document to open
the document’s callout and then click Share. To see your own most recent version of a SkyDrive Pro
document:
1.  Click SkyDrive in the header at the top of any
SharePoint site in your organization.
2.  Click the ellipsis ﴾…﴿ next to the document to display
its details page. You can see who edited the
document and the date of those changes.

In the Share window, enter the name of each person you

want to invite to share the document.

To return to your own most recent version of the

document, select UNDO CHANGES.

 
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ADD MORE PEOPLE TO THE SHARING LIST

VIEW OR EDIT A DOCUMENT THAT’S SHARED
Click the Shared  with  some  people icon in the Sharing
WITH YOU column and invite additional people to view or edit the
1.  Click the document link in the email you received document.
informing you that a co‐worker has shared a
document with you.
2.  If you don’t have edit permission, review the read‐
only document and save any notes or other work in
a separate file.
3.  If you have edit permission, check out the document,
edit it, and click File ! Save to save your changes.

 
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SEE ALSO: 

"  Share items in SkyDrive Pro

http://office.microsoft.com/en‐us/sharepoint‐server‐help/share‐items‐in‐skydrive‐pro‐HA102788380.aspx

"  Manage document versions

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/manage‐document‐versions‐in‐your‐
skydrive‐pro‐library‐HA103158256.aspx?CTT=1

"  Collaborate on documents

http://office.microsoft.com/en‐us/sharepoint‐server‐help/collaborate‐on‐documents‐HA102785873.aspx?CTT=1

"  Share sites or documents with people outside your organization

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/share‐sites‐or‐documents‐with‐
people‐outside‐your‐organization‐HA102894713.aspx

"  Video: Share documents

http://office.microsoft.com/en‐us/redir/VA102897384.aspx

"  Video: Manage SkyDrive Pro document versions

http://office.microsoft.com/en‐us/redir/VA102897389.aspx

 
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FOLLOW A DOCUMENT OR WEBSITE IN YOUR ORGANIZATION

Follow a document to see notifications in your newsfeed when someone updates the document or
shares it with others, and to keep the document handy in a followed documents list. Follow a site to
keep it accessible in a list of followed sites and to see site feed activity in your own newsfeed.

Note that the capabilities described here depend on whether your organization has set up and
customized personal sites and profiles.

FOLLOW A DOCUMENT FIND A DOCUMENT THAT YOU FOLLOW

Before you can follow a document, you need permission 1.  Click SkyDrive in the header from a SharePoint or
to access it. You’re granted this permission when another Office 365 site.
person shares the document with you. Typically, you can
2.  Click Followed  Documents in the Quick  launch on
follow documents in a Shared with Everyone folder.
the left.
To follow a document:
1.  Browse to a document library on a SharePoint or
Office 365 team site.
To browse to your personal library, click SkyDrive 
Pro in the header.
Or, click Newsfeed in the header and then click the
number for documents under I’m following.
Your followed documents appear under Docs  I’m 
following.

FOLLOW A WEB SITE

1.  Go to a SharePoint site that you want to follow.
Click the library or folder that contains the document or
other file you want to follow. 2.  Click Follow in the top right of the page.

Click the ellipses ﴾…﴿ next to the document. 3.  If the site has a newsfeed, to stay up to date with site
news, look for updates from the site feed in your
Click Follow. own newsfeed.

 
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Or, click Newsfeed in the header and then click the

FIND A WEB SITE THAT YOU FOLLOW number for sites under I'm following.
Click Sites in the header.

Your followed sites appear under Sites I’m following.

SEE ALSO: 

"  Follow documents to track them

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐small‐business‐help/follow‐documents‐to‐track‐them‐
HA102785928.aspx

"  Follow sites that interest you

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/follow‐sites‐that‐interest‐you‐
HA102785930.aspx?CTT=1

"  Video: Follow documents

http://office.microsoft.com/en‐us/redir/VA102897380.aspx

"  Video: Follow a SharePoint site

http://office.microsoft.com/en‐us/redir/VA102897383.aspx

 
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UPDATE YOUR PROFILE

Update your profile to introduce yourself to co‐workers and update privacy settings so you can share
or hide personal information according to your needs. Note that your profile pages and the items you
can edit may differ from the descriptions below, depending on how your administrators have
customized profile pages for your organization.
To review or edit your Newsfeed settings page, click the
WHERE IS MY PROFILE? ellipses ﴾…﴿ and then click Newsfeed Settings.
You’ll find a link to your profile in the top right corner of
any of your organization’s SharePoint 2013 or Office 365
web pages.

VIEW OR EDIT YOUR PROFILE

1.  Click <your name> ! About Me. UPDATE YOUR PROFILE PICTURE AND
DESCRIPTION
1.  Open your profile for editing.
2.  Under Basic information, click Upload picture.
3.  Browse to locate the picture you want.
Click edit your profile to display the Edit Details. 4.  Click Upload.

Review or edit your Basic  Information page or go to

another page by clicking Contact  Information or
Details.

 
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To add or update your About me text, click in the About 

me box and type a personal description. Use the UDATE YOUR CONTACT INFORMATION
formatting tools in the ribbon to add special text 1.  Open your profile for editing.
effects such as color, bold type, and bullets.
2.  Click Contact Information.

Click Save all and close.

Edit your phone number and other contact information
LIST YOUR AREAS OF EXPERTISE as needed.

1.  Open your profile for editing. Click Save all and close.

2.  Under Basic  Information, click in the Ask  Me  About

UPDATE YOUR PERSONAL DETAILS
box.
1.  Open your profile for editing.
2.  Click Details.

Type key words in the box. Separate multiple keywords

with semicolons. If you see an appropriate
suggestion, click the keyword. To list past projects or other information that you might
want to share or make note of, add some key words
Click Save all and close. to the Past projects or other list boxes.
If you want display or note your birthday, type the date
in the Birthday box.
Click Save all and close.

 
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To specify which activities you want to be notified about

UPDATE YOUR PROFILE PRIVACY SETTINGS in email, in the Email Notifications section, select the
1.  Open your profile for editing. items that interest you.

2.  Click Contact Information or Details. To specify what information you want to share with
people in your organization, update the Who  can 
3.  Under Who  can  see  this? click the down arrow to see this? setting for your Followed Tags, and select
the right of an item you want to change. or clear the People  I  follow option and Activities  I 
4.  Click Everyone or Only Me. want to share items as needed.

UPDATE YOUR NEWSFEED PRIVACY SETTINGS

1.  Open your profile for editing.
2.  Click the ellipses ﴾…﴿ and then click Newsfeed 
Settings.
3.  To change who can see your list of Followed #Tags,
under Who can see this? click Everyone or Only Me.
4.  To change who can see the lists of people that you
follow and people who follow you, select or clear the
People I follow option.
UPDATE YOUR NEWSFEED SETTINGS 5.  To specify activities you want to share with people in
1.  Open your profile for editing. their newsfeeds, select the Activities I want to share 
items that you want profile visitors to be able to see.
2.  Click the ellipses ﴾…﴿ and then click Newsfeed 
Settings.

Under Who  can  see  this? click the down arrow to the
right of an item you want to change.
To see posts in your newsfeed about specific topics, type
key words in the Followed #Tags box.

 
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SEE ALSO: 

"  View and set up your profile.

http://office.microsoft.com/en‐us/sharepoint‐server‐help/view‐and‐set‐up‐your‐profile‐HA102785967.aspx

"  Update your profile privacy settings

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/update‐your‐profile‐privacy‐settings‐
HA103338255.aspx

"  Update your newsfeed privacy settings

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/update‐your‐newsfeed‐privacy‐
settings‐HA102781017.aspx

"  Video: Update your profile

http://office.microsoft.com/en‐us/redir/VA102897378.aspx

"  Video: Update your profile privacy settings

http://office.microsoft.com/en‐us/redir/VA102897377.aspx

"  Video: Update your newsfeed privacy settings

http://office.microsoft.com/en‐us/redir/VA104011765.aspx

 
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POST TO THE NEWSFEED

Start conversations with people in your organization by posting to a newsfeed, either on your
personal site, or in team site newsfeeds.
3.  Copy the document URL.
CREATE A SIMPLE POST
1.  Click in the Start a conversation box.
2.  Type your message.

Click Post.
 
ADD A PICTURE TO A POST Click Newsfeed at the top of the page ﴾or go to the team
site newsfeed you want﴿.
1.  Click in the Start a conversation box.
Click in the Start a conversation box.
2.  Type a message ﴾optional﴿
Right‐click and paste in the document URL.
3.  Click the camera button.
Click in the Display As box, type the words you want to
appear as the document link, and click the check
mark.
Click Post.

ADD A WEBLINK TO A POST

Browse to the picture you want and click Open. 1.  Go to the web page you want to link to.
Click Upload. 2.  Copy the web page URL.
3.  Click Newsfeed at the top of the page ﴾or go to the
ADD A LINK TO A DOCUMENT TO A POST team site newsfeed you want﴿.
1.  Go to the SharePoint library that has the document. 4.  Click in the Start a conversation box.
2.  Click the ellipses menu to open the document 5.  Right‐click and paste in the web page URL.
callout.

 
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Click in the Display As box, type the words you want to

appear as the weblink text, and click the check mark. ADD A HASHTAG TO A POST
1.  Click in the Start a conversation box.
2.  Type a # character.
3.  Start typing the tag you want to add.
4.  If available, select an existing tag from the list.
Click Post.

ADD A VIDEO TO A POST

Use the same procedure as described above for “Add  a 
weblink to a post.”

MENTION SOMEONE IN A POST Finish the post and then click Post.

1.  Click in the Start a conversation box.

2.  Type a @ character.
3.  Start typing the name of the person you want to
mention.
4.  Select the name if you see it in the list.

Finish the post and then click Post.

 
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SEE ALSO: 

"  Post something to everyone

http://office.microsoft.com/redir/HA102785948.aspx

"  Add features to a newsfeed post

http://office.microsoft.com/redir/HA10278575.aspx

"  Follow tags to get information about topics that interest you
http://office.microsoft.com/redir/HA102785925.aspx

"  Follow people to keep track of their activities

http://office.microsoft.com/redir/HA102785944.aspx

"  What items appear in your newsfeed

http://office.microsoft.com/redir/HA102785941.aspx

 
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SYNC SHAREPOINT LIBRARIES TO YOUR COMPUTER USING SKYDRIVE

PRO
If you have Office 2013, or an Office 365 subscription that includes Office 2013 applications, you can
sync your SkyDrive Pro and other SharePoint libraries to your computer. You can then work with your
library files directly in your file system, and have access to your files when you’re offline.
Team site library folders are placed under Favorites in
SYNC YOUR SKYDRIVE PRO LIBRARY the SharePoint folder:
1.  Go to your SkyDrive Pro library.
2.  Click Sync at the top of the page.

In the SkyDrive Pro wizard, click Sync Now.

Click Show My Files to go to the synced library folder.
DO SHAREPOINT ACTIVITIES WITH YOUR
SYNC A TEAM SITE LIBRARY SYNCED FILES
Go to the team site library you want to sync and then do 1.  Open the synced library folder in your file system.
steps 2‐4 described above.
2.  Right‐click a file, click SkyDrive Pro, and then click a
menu option:
FIND SYNCED LIBRARIES IN YOUR FILE SYSTEM
a.  Select Go to Browser to see the selected file on
1.  Open Files Explorer. the SharePoint site in a Web browser.
2.  Look under favorites. b.  Select Copy  link to copy the file’s Web URL in
3.  Your SkyDrive  Pro library folder is placed under order to paste the link in another location such
Favorites as SkyDrive  Pro, or SkyDrive  as an email.
@Organization: c.  Select Share… to open the Share dialog box on
the SharePoint site in order to send an invitation
to share the file with other people.

 
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MANAGE SYNCED SHAREPOINT LIBRARIES

1.  Click the SkyDrive Pro icon in the Windows taskbar.

Select the menu option you want.

SEE ALSO: 

"  Sync a library to your computer

http://office.microsoft.com/redir/HA102832401.aspx

"  Find libraries you’ve synced on your computer

http://officecms/sites/preview/search/redir.aspx?AssetId=HA102849774&lc=en‐us

"  Manually sync a folder your syncing with a SharePoint library

http://office.microsoft.com/redir/HA102849774.aspx

"  Stop syncing a folder with a SharePoint library

http://office.microsoft.com/redir/HA102850041.aspx

"  Share files in a folder you’re syncing with a SharePoint library

http://office.microsoft.com/redir/HA102780982.aspx

 
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CREATE AND MANAGE A SHAREPOINT BLOG

You can create a SharePoint blog to quickly share ideas and information in an informal way.

HOW DO I CREATE A BLOG? CREATE A POST

Open your SharePoint site. 1.  On the home page of the SharePoint blog, under
Blog tools, click Create a post.
On the Settings menu, click Site contents.

Enter a title, and an optional description.

In the Category section, select as many categories as you
want the post to be associated to, and click Add.
Click new subsite. 
Enter a publish date.
Enter a title, description, and URL. Under Select  a 
Click Publish.
template, select Blog.

ADD CATEGORIES
1.  On the home page of the SharePoint blog, under
Blog tools, click Manage categories.
2.  Click new item. 
Type a category name, and click Save.

Click OK.

 
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On the Settings page, click Permissions for this list.  
BREAK INHERITANCE FROM THE PARENT SITE
FOR A BLOG 
1.  Open your SharePoint blog.

2.  On the Settings menu, click Site settings.

3.  Under Users  and  Permissions, click Site 
permissions.
4.  On the Permissions tab, click Stop  Inheriting 
Permissions.

On the Permissions tab, click Stop Inheriting Permissions. 
Click OK.
You can now add users and groups, and give them
specific permissions. To do that, click Grant 
Permissions, on the ribbon.
Click OK. Enter a user or group name, or email address.
Click Show  Options, and then select a permission level
CREATE UNIQUE PERMISSIONS FOR LISTS AND
from the dropdown. Then click Share.
LIBRARIES IN A BLOG 
1.  Open the SharePoint blog.

On the Settings menu, click Site contents.

Click on the ellipsis next to Posts and then click Settings.

 
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CHANGE A BLOG POST LAYOUT 

On the home page of your SharePoint blog, under Blog 
Tools, select a post layout.

SEE ALSO:

"  Introduction: Control user access with permissions

http://office.microsoft.com/en‐us/support/introduction‐control‐user‐access‐with‐permissions‐HA102771919.aspx
"  What is permissions inheritance?
http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/what‐is‐permissions‐inheritance‐
HA102772762.aspx 

 
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CUSTOMIZE YOUR PUBLIC WEBSITE

This course teaches you how to change the design and layout of your public site. You’ll also learn to
add your company logo, customize the footer and site navigation, and fine tune your design by
customizing the cascading style sheet.

CHANGE THE PAGE NAVIGATION

CHANGE THE LOOK 
1.  Click the Site tab.
1.  Click the Site tab.
2.  Click Edit Menu ﴾or click Edit Links on the page﴿.
3.  Make the desired changes.
4.  Click Save.

CUSTOMIZE THE HEADER AND FOOTER

1.  Click the Site tab.

Click Change the Look. 2.  Click Edit Site Elements.

Choose a design. 3.  Make the desired changes.

Change the background picture. 4.  Click Save.

Change the color. CUSTOMIZE THE CSS

Choose the site layout.
1.  Click the Site tab.
Choose the font.
Click Edit Style Sheet.
Click Try it out to preview your changes.
Make the desired changes.
When satisfied, click Keep it.
Click Save.
CHANGE THE TITLE AND LOGO
1.  Click the Site tab.
2.  Click Edit Title.
3.  Replace the default title with your own, and then
click OK.
4.  Click the Site tab.
5.  Click Change Logo.
6.  Click From Computer to upload a logo image.
7.  Type a description.
Click OK.

 
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CREATE AND CUSTOMIZE PAGES ON YOUR PUBLIC WEBSITE

Your public website in Office 365 includes web pages that you can customize by adding your own
page content, including text, images, videos, and apps. This course teaches you how to add and
customize pages, manage pages, and create and manage blog posts.

ADD A PAGE UPLOAD AN IMAGE FROM YOUR COMPUTER

1.  From anywhere within your public website click 1.  Navigate to the page on your public website where
Page!New. you want to add an image.
2.  Click Insert!Picture!From Computer!Browse.
3.  Select the desired picture and click Open.

HIDE LINKS IN THE NAVIGATION

1.  From within the navigation on your public website,
click Edit Links.
2.  Click the Hide icon.
Give the page a name and click Create.
3.  Click Save.
Click Format Text ! Save to save the draft.
DELETE A PAGE
EDIT A PAGE
1.  Navigate to the page on your public website that
1.  Navigate to the page on your public website that you want to delete.
you want to edit.
2.  Click Page ! Delete Page.
2.  Click the Page tab and choose Edit.
3.  Click OK to confirm.

 
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CREATE NEW BLOG POSTS USING THE BLOG CREATE NEW BLOG POSTS WITH MICROSOFT
POST EDITOR WORD
1.  Click the BLOG link on your website. 1.  Click the Blog link on your website.
2.  Under Blog tools, click Create a post. 2.  Under Blog tools, click Launch  blogging  app.
3.  Enter a title and body content, including text, Register the blog account if prompted.
images, videos, etc. 3.  Click the Blog Post tab and choose Publish.
4.  Select a category and publishing date.
5.  Click Publish.

 
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ORGANIZE AND CONFIGURE A SHAREPOINT LIBRARY

There are several ways to organize and manage your SharePoint libraries. This intermediate course
teaches you how to create and use folders, sort and filter with columns, create custom views of items
in the library, and how to restrict access to a library.
4.  Under Available  site columns, choose and add the
CREATE FOLDERS IN A LIBRARY columns you want in your library, and then choose
1.  Navigate to the library you want to create a folder in. OK.

2.  On the Files tab, choose New Folder.

3.  Enter a name for the folder and choose Save.

CREATE A CUSTOM VIEW OF ITEMS IN YOUR

LIBRARY
1.  Navigate to the library you want to create a view for.
2.  On the Library tab, choose Create View

ADD COLUMNS TO A LIBRARY

1.  Navigate to the library you want to add columns to.
2.  On the Library tab, choose Library Settings.
3.  Scroll down to the Columns section and choose Add 
from existing site columns.

 
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If you want to start from an existing view, choose the Finally, in the Folders section of the page, choose Show 
view under Start from an existing view. all  items  without folders. This option enables you to
On the Settings page, type a name for the view. look at files across folders in a library.
Choose OK. The new view appears displaying all files
Choose Create a Personal View in the Audience section
having 11/15/2014 under the Due  Date column,
if you don’t want others to use this view.
regardless of what folder they are in.

CONTROL WHO HAS ACCESS TO YOUR

SHAREPOINT LIBRARY
1.  Navigate to the library you want to share with
colleagues.
2.  On the Library tab of the ribbon, choose Library 
Settings.
3.  On the Settings page choose the Permissions for
this document library link.
4.  If the library inherits permissions from a parent site,
choose Stop  Inheriting  Permissions on the
CREATE A CUSTOM VIEW OF ITEMS IN YOUR
Permissions tab.
LIBRARY ﴾CONT.﴿
1.  Under the Filter section, choose Show  items  only
when the following is true.
2.  In the field drop down box, select the column you
want to add, Due Date for example.
3.  In the next field, choose a condition such as is equal
to, for example.
4.  In the next field, enter a date you will later filter by,
such as 11/15/2014, for example.

Click OK on the message that appears.

In the Share dialog box, type the names or email
addresses of those who will have access to the
library.
Optional: Add a short message to tell them about the
library, and then select Share.
To remove permissions that existed before you stopped
inheriting permissions, select those groups or users
and then choose Remove User Permissions.

 
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IMPORTANT: Make sure you have permissions to your

own library.

Now, only the people that you added in the Share dialog
have access to the documents in the library.

SEE ALSO: 

"  Sync a library to your computer

http://office.microsoft.com/en‐us/support/sync‐a‐library‐to‐your‐computer‐HA102832401.aspx

"  Manage lists and libraries with many items

http://office.microsoft.com/en‐us/office365‐sharepoint‐online‐enterprise‐help/manage‐lists‐and‐libraries‐with‐
many‐items‐HA101967267.aspx?CTT=1

 
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POST TO A TEAM SITE FEED

Some posts or conversations are better suited for a small group of people, rather than the newsfeed
on your personal site. For these cases, you can create or start following team sites that contain their
own site feeds. For convenience and visibility, posts on team sites you’re following also appear in the
newsfeed on your personal site.

NOTE Tasks described in this article may depend on your SharePoint permissions. For more
information, see your administrator.
Accept the default Contribute permission so that people
CREATE A TEAM SITE can post to the newsfeed.
1.  Click Sites at the top of the page.

Click New Site.
Enter a name for the new site and click Create. The site
appears after a few moments. You automatically
follow new sites you create.

INVITE PEOPLE TO A TEAM SITE

1.  Go to the team site.
2.  Click Share at the top of the page.

Click Share.

In the Share window, enter the names or email

addresses of the people you want to invite to the
site.

 
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START FOLLOWING A TEAM SITE POST TO A TEAM SITE FEED FROM YOUR
Following a site enables you to find it easily later on your PERSONAL SITE NEWSFEED
Sites page. It also lets you post to its site feed from your
1.  Click Newsfeed at the top of the page.
personal site newsfeed.
1.  Go to the site you want to start following.
2.  Click Follow at the top of the page.
Select the site feed you want to post to from the
dropdown menu.

POST TO A SITE FEED WHILE VISITING A TEAM

SITE
1.  Go to the team site.
2.  Find the Newsfeed web part on the team site Home 
page.
Create the post. The post appears with a reference to the
team site it’s associated with.

Create the post just as you’d create posts in your

personal site newsfeed.

SEE ALSO: 

"  Post something to a small group of people

http://office.microsoft.com/redir/HA102886562.aspx

"  Add features to a newsfeed post

http://office.microsoft.com/redir/HA102785751.aspx

"  Create a site

http://office.microsoft.com/redir/HA102773285.aspx

"  Share a site

http://office.microsoft.com/redir/HA103456668.aspx

 
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We hope you enjoyed 
The SharePoint Online and 2013 
Quick Reference Guide. 
To view other resources in our Tech Tips by 
MessageOps series, visit our website 
http://www.messageops.com/documentation 
 

 
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