How to Manage Lists in SharePoint

Video Activity

This lesson is a lecture focused on managing lists in SharePoint: Permissions: allows contributors to add, edit and delete Navigation: use the ribbon to access key parts Customization Exporting lists items to other formats

Join over 3 million cybersecurity professionals advancing their career
Sign up with

Already have an account? Sign In »

1 hour 57 minutes
Video Description

This lesson is a lecture focused on managing lists in SharePoint:

  • Permissions: allows contributors to add, edit and delete
  • Navigation: use the ribbon to access key parts
  • Customization
  • Exporting lists items to other formats
Video Transcription
Hi Shadow the laser subject matter expert for Office 3 65 Web content management course. And in this model, we're going to cover managing list. Now. Managing lists as a content manager is a vital and fundamental part of your job and your role and responsibility
as a Web content manager.
So we're gonna walk through Web content management and list from four key focus areas. We're going to go through the permissions. We're going to go through the navigation
we're going to go through customizing your SharePoint online list as well as exporting list items to other four massive, some key reasons why you would do so. So let's go into permissions in terms of managing list. It is important to understand
that in order to alleviate your support issues or user complaints,
that understanding permissions is key to managing list First of formals. If you want your users to add, edit and delete items within your list, you need to make sure they have a minimum of contributor permissions. Now, contributor permissions are also consistent with the default group
of members, which will allow the same capabilities of ad,
edit and delete
users that have read on Lee permissions or are assigned to the default group of visitor often have the complaint or request to be able to add list items or edit list items where, UH,
they have access to it. But they cannot necessarily delete or make any type of management or editing decisions. So as a Web content manager is important for you to understand how security is set up within your given site within SharePoint online,
so that you can communicate that to your user community
in order to cut down on various complaints and usability, headaches and errors.
Site owners, of course, have full capabilities of full control, so they have the ability to create various list within the SharePoint site that you're using and manage them with in conjunction with your contributors, visitors read. Only
contributors have the ability to add edit in the league,
and owners have full control over the ah list structures and containers.
Now going into the navigation. The key way that you're going to access the key task groups needed to add edit and delete list items are through the ribbon. Now the ribbon itself is maintained at the top or the header
of the SharePoint online site that you're browsing within that particular list.
And it's important to note that for user's of previous versions of SharePoint, which includes SharePoint 2013 SharePoint 2010 and Moss 2007 that that information in terms of the previous 2007 way of completing tasks
is maintained and support it
in office. 3 65 So if you use Moss 2007 and you're going to office 3 65 v A in this course, then you'll find that there are key ways that you're familiar with.
But there's an addition away using the ribbon and again. The purpose of the ribbon is to provide a visual group of icons based on related tasks to increase productivity and speed up commonly used task. And make sure that the entire user menu is available to the user, and
they're permissions levels as well.
So going into custom is ations. You have a few aspects that you can customize that make it very easy to find information and also customize your user experience. As a Web content manager, the first
area of focus is views. You have the ability to create
personal views, which will allow you to make modifications to cite columns within your list that on Lee you the user can see under your authorized profile. So as a Web content content manager, you can create personal views where you arrange the columns for the information that you want to see
now. You also have the ability to create
public views in public views are the published view. This means that you have
all users who have authentication to the site or able to access the site itself have the ability to view that information. So it's a Web content manager. You have to make specific decisions in terms of what information you want your users to view and what information is relevant for you to view.
You have additional features. Such a sorting columns,
where you consort from a to Z top to bottom or letters e up to A. This is helpful for proper names, such as employees within your workstation or work center, an additional information as well
you have in terms of exporting list items. You can take
any list within SharePoint online and export those the contents of those lists items into a Microsoft Excel spreadsheet. So this is helpful in a scenario that if an organization has an external member of the team that has a need to know information to the
access within the list,
but they don't necessarily have permissions to that list, you can export that information to a spreadsheet and send it off to them. So if you have an accountant or bookkeeper that needs to access financial information that are contained within list within your SharePoint online site,
the Web content manager can export that information to a spreadsheet, which can be e mailed and viewed. It can be edited, manipulated, printed, downloaded and make sure that that particular task is completed, although they do not have access.
So once again
you have your permissions, and it's important to understand the different security group that you went to your users to be involved with. As regarded to ah, managing list,
you have your navigation, which includes the SharePoint 2007 way of completing tasks is supported up to office 3 65
You have your custom is ations, which allows you to set various views as well as various columns as well, as well as being able to export list items so that external users cab the ability to access information. Or if you need to
process the information via spreadsheet or print out and download. You have that capability as well. Im Shoddy laser This has been the managing list module here on office. 3 65 Web Content Management course. Please stay tuned a cyber reform or information regarding this topic
as well, a step by step screen cat
walking through the exact topics to increase learning and knowledge retention.
Up Next
Microsoft Office 365 Web Content Management / SharePoint

In this course you will learn how to leverage SharePoint to build business applications, create a communication repository with controlled access and employ web-based applications for convenient browser-based access.

Instructed By