The SharePoint Shepherd’s Course for End Users

Based on the book byRobert L. Bogue

Copyright 2011 AvailTek LLC All Rights Reserved

Module IIICreating with SharePoint

Overview

• Lesson 1: Creating with Lists• Lesson 2: Creating with Libraries• Lesson 3: Using Columns• Lesson 4: Creating Subsites• Lesson 5: Working with Web Parts

Lesson 1: Lists

• What is a SharePoint list?• Common lists in SharePoint:

• Announcements• Contacts• Discussions• Tasks• Calendars• Issue Tracking• Surveys

Create/Import a List

• Lists are created by default in new sites• You may want to create a new list• Create on your own• Import from Excel

Create a Task List

• You can use SharePoint to assign tasks• Assign tasks based on projects, or meetings

Creating Views

• Standard • Datasheet• Calendar• Gantt• Public or Personal views

Setting Up Version History

• Check in/check out documents• Revert to previous version of list item• Implement change management policies

Creating a Survey

• Collect and compile feedback• Enable survey branching to better gather

information• Public or private surveys

Associating Workflows

• Documents may need to undergo a formal approval process

• This process, known as a workflow, can be set up easily in a library.

Saving a List as a Template

• Custom lists can be saved as templates• Lists can be shared across site collections

Lab Work: Lesson 1

• Create a Custom List• Import a List from an Excel Spreadsheet• Create a Task List• Assign a Task• Create a View• Access Earlier Versions of a List Item• Create a Survey• Assign a Workflow to an Item• Save a List as a Template

Lesson 2: Libraries

• What is a SharePoint Library?• What can libraries contain?• Working with libraries

Creating a Document Library

• Libraries contain documents• Documents can be a wide variety of files• Building a library is much like making a list

Creating a Picture Library

• Picture libraries exclusively contain graphics files

• Special views display images more efficiently

Creating a Form Library

• Forms can support one-to-many data relationships

• InfoPath uses standard XML format• InfoPath can validate and calculate data• InfoPath can connect to external data

Creating Views

• Standard • Datasheet• Calendar• Gantt• Public or Personal views

Setting Up Version History

• Check in/check out documents• Revert to previous version of list item• Implement change management policies

Requiring Checking In/Checking Out

• Check in/out is used for change management• Check in/out can be set as a required action

Lab Work: Lesson 2

• Create a Document Library• Create a Picture Library• Create a Form Library• Create a Library View• Access Earlier Versions of a Document• Require Version Control• Manage Workflows and Workspaces

Lesson 3: Columns

• Columns contain discrete pieces of data• Views define what columns are displayed• Columns can be added or deleted

Creating Columns

• Columns can be added to a list or library as needed

• You can also edit and remove columns

Creating Content Types

• Libraries and lists can hold specific content types

• Multiple content types can also be specified for a list or library

Lab Work: Lesson 3

• Create a Column• Edit an Existing Column• Delete a Column• Edit Content Types

Lesson 4: Subsites

• Subsites can be added to publishing sites• Users can be given permission to create

subsites on their own

What is a Subsite?

• Subsites can act as a site for a department’s team, or a division’s department, etc.

• Subsites enable collaborative/publishing workspaces

• Wiki sites can be sub sites

Lab Work: Lesson 4

• Create a Wiki Home Page• Allow Users to Create a Subsite• Create a Subsite

Lesson 5: Web Parts

• Web Parts can display internal data from a SharePoint list or library

• External data can also be pulled in (RSS feeds)• Some Web Parts can handle special content

Adding Web Parts

• Web parts can be added to any Web Part page.

• Once added, Web Parts can be configured and moved as needed.

Lab Work: Lesson 5

• Add a Web Part• Add a Silverlight Web Part• Implement and Configure a Custom Query Web Part