SharePoint User: Manage Views, Links & Properties
SharePoint 365 Site User - Views, Links, and Properties
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Included with any Intellezy plan.
Course description
This course focuses on customizing views, managing file links, and working with metadata in SharePoint 365 libraries. Learners personalize how files are displayed by adjusting columns and view settings, including dragging and reordering columns, hiding or showing columns, and resizing widths, while understanding how changes can affect what others see in shared views. Participants use filters and grouping to organize content by document purpose, region, or other metadata, creating folder-like groupings without moving files, and learn how these settings can be temporary or saved in a custom view for later use. The course then covers sharing files using standard and durable links: learners generate URLs with Share or Copy Link, manage link permissions so only appropriate users or groups can access content, and understand that durable links remain valid even when files are moved between folders or libraries. Participants set link expiration dates, adjust editing rights, and remove links when access is no longer required. In the final section, learners explore file properties (metadata) such as region, document purpose, or department, and how metadata improves search results and filtering. They view and edit metadata through the information pane, grid view, or within Office applications. By the end of the course, learners can modify views, manage links, and update file properties to keep SharePoint libraries organized, searchable, and secure.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Site User - Views, Links, and Properties
- Work confidently with the core tools and features
- Build toward beginner-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
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Preview
Related courses
SharePoint 365 - Creating and Working with Libraries
SharePoint 365 Site User - Introduction to Document Libraries
SharePoint 365 Site User - Integration with Microsoft Office
SharePoint 365 Site User - Document Versions, Alerts, and Rules
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 - Communication Sites, Subsites, and Site Usage
SharePoint 365 - Configuring Permissions and Site Navigation
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