SharePoint 365 Owner: Create Libraries

Course description

This course teaches SharePoint site owners how to create, manage, and configure document libraries to organize and store files effectively. Learners begin by creating new document libraries either from the site homepage or through Site Contents, understanding the differences between starting from a blank library, duplicating an existing one, or applying templates. The lessons explain how existing libraries can serve as blueprints, inheriting views, metadata, and column structures to streamline setup. Participants also learn naming best practices to keep URLs concise and easy to reference, emphasizing the importance of short, simple library names that can later be renamed for clarity without affecting the site address. The course continues by demonstrating how to delete unneeded libraries safely and restore them through the Recycle Bin, showing that deleted content—including all files—can be fully recovered within the retention period. Learners explore multiple ways to access library settings, including through Site Contents or the gear menu, and use these settings to modify library names, update descriptions, and manage navigation options. The training then focuses on versioning, explaining how SharePoint automatically maintains document versions to support collaboration and historical tracking. Participants learn how to adjust versioning settings to control visibility of draft (minor) versions, determine who can view or edit them, and understand when to use major-only or major-minor versioning depending on workflow needs. The lessons also clarify the implications of requiring check-out before editing, helping learners balance document control with co-authoring capabilities. Throughout the course, practical demonstrations reinforce key management tasks such as restoring deleted libraries, renaming resources, and customizing versioning rules for departmental or organizational policies. By the end of this course, site owners will be able to confidently create, configure, and maintain document libraries that promote organized storage, secure collaboration, and reliable version tracking within SharePoint 365 environments.

Course outline