Microsoft SharePoint 2010 Working with Lists
By Fish Davis
4/5
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About this ebook
In a class full of students I said, "Raise your hand if you are new to SharePoint."
About half of the hand went up.
Then I questioned, "How many of you are here because you were asked to take over a SharePoint site, or a team member has moved on, leaving you in charge of a site?"
All hands went up.
You might have come across this page because you're in a similar situation.
That is why I offer you this step-by-step illustrated guide. It is designed to help you learn the ins and outs of the default Microsoft SharePoint Team site lists, as well as how to create your own custom lists.
Read it on your transit commute, at lunch, on the treadmill.
Keep it close by when working in SharePoint.
Learn how to:
Work with Announcements
Create Events
Create Links
Work with Tasks
Create Contacts
Create Custom Lists
Use the Alerts Feature
Synch Lists to Microsoft Office Outlook
and more.
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Microsoft SharePoint 2010 Working with Lists - Fish Davis
Introduction to Lists
There is no more common way to collect and organize your information in Microsoft SharePoint than with lists.
Lists can store information about contacts in your organization, tasks that need to be completed, a calendar of upcoming events, links to useful web sites, and much more.
A Microsoft SharePoint Team site includes an announcement list, a calendar list of events, links list and tasks list by default.
Other lists that you can add to your site include:
A Review list, which helps you keep track of software issues.
A Contacts list, for storing information on individuals and groups.
A Project task list, which uses Gantt charts to track tasks on a project.
An Issue tracking list, to keep track of the status of issues.
A Discussion board list, which holds multiple discussions.
A Survey, tracks and records user’s responses to questions.
Of course, you can also create your own custom lists.
When creating a new list, whether from a template or a custom list, you should first brainstorm the kind of information you want to display or gather. Knowing this will determine which list template to choose or which fields to use.
You can always start with a list template that is similar to what you need and then add, delete, or modify the columns to fit your needs. Or you can create a list completely from scratch. It is up to you.
Back to Table of Contents
Announcements
An Announcements list is used to let other members of your site know about any special events, updates or other information they should be aware of.
Creating an Announcement List
1. From the Site Actions menu at the top left of the page, click More Options.
2. Select Announcements.
3. In the Name text box, type the Announcement list’s name.
Initially the name of the list should contain no spaces. You can always change the name if needed. Check with your SharePoint Administrator to learn if your company has specific naming conventions that you need to follow.
NOTE: The More Options button opens a window where you can add a description of what the list will be used for, as well as the choose whether or not you want the list to appear in the Quick Launch. The default is to have the list appear in the Quick Launch.
4. Click Create.
The list is displayed and is ready for you to start adding announcements to it.