Monday, November 5, 2012

Creating and Managing LISTS, LIBRARIES and VIEWS


A list is a collection of information where your college or department can store, share and manage information. For example, you can create a sign-in sheet for an event or track team events on a calendar. You can also host discussions on a discussion board.

A library is similar to a list, except that it stores files as well as information about files. You can control how documents are viewed, tracked, managed and created in libraries.

SharePoint allows you the flexibility to view each web part in a number of different ways, which will be covered later in this section.


Create a list from a template:

SharePoint provides a number of list templates which already contain columns. These can be used if the data to be stored is suited for the templates provided.

Steps:
1. On the Site Actions menu, click Create.
2. Under Communications or Tracking (templates), click the type of list you want to create, such as Contacts.
3. On the New List screen, enter the Name, Description and “yes” to add this link to the Quick Launch and click create.
4. Click New > Add New Item to populate the list with information/data.
5. Once data has been added, the arrow to the right of the name allows you to edit or modify the data, if needed.

Create a custom list:

If the list you need does not exist, you are able to create a custom list to fit your specific needs.

Steps:
1. On the Site Actions menu, click Create.
2. Under Custom Lists, click Custom List.
3. Enter the Name, Description and “yes” to add this link to the Quick Launch and click create.


Add a column to your list:

Now that your custom list has been created, you can add columns to the list. Columns help you categorize and track information, such as your department name or project number. There are several options for creating columns, such as single line of text, a drop-down list in which you specify the options, etc.

Steps:
1. From the list page you want to add the column to, select Settings > Create Column.
2. Enter Name and Type section, enter the name you want in the column name box.
3. Under the type of information in this column, select the type of information you want to appear in the column.
4. In the Additional Column Settings section, type a description in the description box to help people understand the purpose of the column and what data it should contain. (The description is optional.)
5. Depending on the type of column that you selected, more options may appear in the additional column settings section. Select the additional settings you want.
6. To add the column to the default view (which allows users to automatically see the column when they first open the list) click add to default view.
7. Click ok.
8. To add content to your list and columns, click New > Add New Item.
9. To modify content, click the drop-down arrow to the right of the title and select edit item.

Creating a library:

SharePoint includes several different types of libraries. Although some setting vary, you can use the same basic procedure to create any type of library.

Steps:
1. On the Site Actions menu, select create.
2. Under Libraries, select the type of library you want to create.
3. Select New to create a new document within this library or Upload to upload one or more documents to this library.

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