1 agenda views pages web parts navigation office wrap-up

1

Agenda

• Overview• Review• Roles• Lists• Libraries• Columns

• Views• Pages• Web Parts• Navigation• Office• Wrap-Up

Let’s Learn How to Work with Lists

• Create, delete and restore standard SharePoint lists

• Create a calendar and overlay multiple calendars

• Manage alerts for others

2

Demo of Lists

3

Let’s Learn How to Work with List Settings

• List name and description• Ratings• Validation• Item Version History

4

List Name and Description

5

• When you create a list, the name should not include spaces

• To add spaces to the list name later for readability, you should rename the list

Ratings

6

• Users can rate files with Stars or Likes• This helps you evaluate

content and prioritize improvements

• Users must have at least Contributor permissions to rate files – limits utility

Validation

7

• You can perform validation on some types of dataExample: Confirm that a high temperature value is below some maximum

• You can compare some types of columnsExample: Compare the day’s high and low temperature to check that the high temperature is greater than or equal to the low temperature

Item Version History

8

Version history tracks changes over time• See when an item was changed, who

changed it, and what changes were made• View and restore earlier versions• Review comments

Example of Item Version History

9

Versions use whole numbers (1.0, 2.0, etc.)

When Are Versions Created?

• You add an item• You save an item after an editing session

10

Versioning Tips

• Each version increases the size of the content database, so minimize the number of versions you keep

• Know whether your organization is required to save all versions for legal or other reasons

11

Demo of List Settings

12

Item Version History

13

NCDOT Best Practices – List Settings

• Versioning – On as needed• Content approval – Off • Advanced settings

• Available offline – Yes• Quick Edit – Yes• Search – Yes• Folders – No• Content types – Yes• Leave other settings unchanged

14

Plan Your Lists

• Plan early and carefully. Once lists have content, it is more difficult to make changes.

• Use separate lists if items need different approval processes or versioning options

• Decide what information needs to be seen easily, then customize the display to show it• Contact list? Users probably want to see the

name, phone number and email

15

Later, We’ll Learn How to…

• Customize lists with views and columns• Modify navigation

16

When Do List Changes Go Live?

• Inside• Immediately

• Connect team/project sites• Immediately

• Unauthenticated (public) area of Connect• Make changes on a staging server; changes are

copied to a production server at :42 after the hour

• There may be review or approval processes in your area

17

Exercise 1: Lists

1. Go to the Designer Class home page

2. Click Exercises for the links you’ll need

18