The ultimate end-user guide. No videos. No jargon. 35 slides.
Most SharePoint training teaches you where to click. This teaches you how to think. Seven modules covering everything an everyday SharePoint user needs — navigation, libraries, views, lists, metadata, permissions, and decision trees for every situation you'll face.
Delivered instantly. One-time purchase. Use it forever. No subscription.
Does this sound like you?
You've been using SharePoint for years but still feel like you're guessing
You've tried YouTube tutorials — they're too long, too technical, and already outdated
Your organisation gave you a 2-hour training session that you've already forgotten
You know you're not using SharePoint properly but don't know where to start
You're the 'go-to person' for SharePoint questions but secretly don't know the answers
You want to feel genuinely confident — not just 'good enough'
You're about to get Copilot and your SharePoint is nowhere near ready
The Promise
Navigate SharePoint confidently — know exactly where everything is and how to get back
Understand every component of a SharePoint site: sites, pages, web parts, libraries, lists
Work with files like a pro: upload, edit, share, rename, delete, version history, check-in/out
Master all four views (List, Compact, Tiles, Custom) and know when to use each one
Understand metadata in plain English — and know when to ask for it to be set up properly
Work with list items: add, edit, filter, and use the built-in workflows
Make confident decisions using the daily decision tree — no more guessing
Know exactly when to go to fixthemess.ai for the architecture decisions
What's Inside
What SharePoint actually is (and isn't), why your organisation uses it, the difference between SharePoint and OneDrive with a clear decision tree, and a full glossary of every term you'll encounter.
The Microsoft 365 app launcher (the Waffle), the SharePoint top bar, site navigation, and the search bar. Every element explained with plain-English callouts — so you always know where you are and how to get back.
Sites, pages, web parts, document libraries, and lists — what each one is, what it looks like, and what it is used for. The component map that makes everything else make sense.
A clear, honest explanation of how to create sites and libraries — and why that's not your job as an end user. Includes a direct pointer to fixthemess.ai for the architecture and information design decisions.
Library anatomy, upload and create, editing in browser vs. desktop app, and the 8 core file tasks: share, copy link, rename, delete, move, version history, check-in/out, and metadata. Plus: sharing using the Traffic Light System and the built-in out-of-the-box workflows.
All four views explained with real screenshots: List View (the default), Compact List (dense, no thumbnails), Tiles View (visual, card-based), and Custom Views (filtered, grouped, sorted). A decision tree for 'what do I want to see?' helps you choose every time.
Working with a list item (add, edit, filter, attach, comment, flow). Metadata in plain English — what columns are, why they matter, and when to ask for them. Permissions for end users: three levels, a 'can't edit?' decision tree, and what to do when you don't have access.
The daily decision tree (5 questions, 5 flowcharts), the Fix the Mess bridge slide, a dense 4-column cheat sheet (shortcuts, tasks, traffic light, decision tree), and the Copilot readiness checklist.
Everything Included
Delivered instantly. One-time purchase. Use it forever. No subscription.
Copilot Readiness Note
The Essentials System is the most complete Copilot readiness guide for end users available. Every module directly addresses one of the things that break Copilot: poor navigation habits (Module 2), wrong file locations (Module 5), no metadata (Module 7), and broken permissions (Module 7). Complete this system and your SharePoint will be ready for AI — and so will you.
FAQ
Most people work through the full system in 2–3 hours at their own pace. You can do one module at a time — there's no rush and no deadline. The cheat sheet and decision tree are designed to be used daily as reference tools.
No. This is entirely slide-based — a PDF you read at your own pace. No videos to watch, no platform to log into, no subscription to maintain. Just 35 slides you can read, print, and refer back to.
Yes. The Essentials System starts from the very basics — what SharePoint is, why it exists, and how to navigate it — and builds up from there. No prior SharePoint knowledge is assumed.
Almost certainly. Most long-term users have significant gaps — especially around how views work, what metadata actually does, and how to use the built-in workflows. Module 6 (Views) and Module 7 (Metadata) are eye-openers for experienced users.
Briefly — Module 4 covers the basics and explains why site creation is an architecture decision, not an end-user task. For the full information architecture course, the system points you to fixthemess.ai.
SharePoint Online (Microsoft 365) — the version used by the vast majority of organisations today. All screenshots are from the current SharePoint Online interface.
No — and deliberately so. Naming conventions don't scale. The system is built around the principle that metadata and views do the job more reliably. Module 7 explains this in full.
The licence is for individual use. If you'd like to use it for team training, please get in touch for a team licence.