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Introduction to SharePoint

What Is SharePoint?

Think of a project with multiple team members. You have documents, spreadsheets, presentations, and a calendar of deadlines. Where does everything live? Some files might be in one person's email, others on a shared drive, and task lists could be on a sticky note. It gets messy fast.

Microsoft SharePoint is designed to solve this problem. It’s a web-based platform that acts as a central hub for teamwork. Teams can use it to create websites where they can store, organize, and share information from any device. It's a single place for all your team's important files and data.

The core purpose of SharePoint is to facilitate collaboration, improve document management, and streamline information sharing within an organization.

One of its biggest strengths is its deep integration with Microsoft Office. You can work on Word documents, Excel spreadsheets, and PowerPoint presentations with your colleagues in real-time, right within SharePoint. We'll explore this more later.

Online vs. Server

SharePoint comes in two main flavors, each suited for different organizational needs.

FeatureSharePoint OnlineSharePoint Server
HostingCloud-based (Microsoft's servers)On-premises (Your own servers)
ManagementManaged by MicrosoftManaged by your IT team
AccessVia web browser, from anywhereTypically within the company network
UpdatesAutomatic and frequentManual, controlled by your team
Best ForOrganizations wanting flexibility and less IT overheadOrganizations with strict data control or high customization needs

SharePoint Online is the more common choice today. It's part of the Microsoft 365 subscription, making it easy to set up and access. SharePoint Server gives an organization total control over its environment, but requires dedicated hardware and an IT team to manage it.

The Building Blocks

A SharePoint environment is built from a few core components. Understanding them is key to knowing how to structure your team's workspace.

Sites are the highest-level containers. A site is essentially a website for a specific team, project, or department. For example, the marketing department might have its own SharePoint site, and there might be another site just for the annual budget planning project.

Libraries, or document libraries, live within a site. This is where you store files. Think of it as a supercharged folder. It doesn't just hold your documents; it can also track version history, manage approvals, and allow multiple people to edit a file at the same time.

Lists also live within a site. A list is used to organize information in rows and columns, similar to a simple spreadsheet. You can create lists for anything from tracking team tasks and issues to managing a calendar of events or a list of contacts.

Seamless Office Integration

Where SharePoint truly shines is in how it works with the Microsoft Office apps you already use. When a Word document is stored in a SharePoint library, you can open it, make edits, and the changes save automatically back to the cloud. You don't need to download the file, edit it, and re-upload it.

This also enables powerful collaboration. Multiple team members can open the same document from SharePoint and work on it simultaneously. You can see their changes appear in real-time, eliminating the confusion of managing different versions of the same file.

Building seamless connections between Excel, SharePoint, and other Microsoft apps.

This tight integration applies to Excel, PowerPoint, and other Microsoft 365 tools, making SharePoint a natural extension of a team's existing workflow.

Quiz Questions 1/4

What is the primary problem SharePoint is designed to solve for teams?

Quiz Questions 2/4

In the SharePoint structure, a _______ is used to organize information like tasks or contacts in rows and columns, similar to a simple spreadsheet.