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