Time
1 hour 57 minutes
Difficulty
Intermediate
CEU/CPE
2

Video Description

This demo lab lesson focuses on achieving the following through the Screen Task walk through:

  • Add an existing list to a team site home page
  • Add columns to existing list
  • Editing and deleting lists

Participants receive step-by-step screen by screen instructions in how to do the above tasks using Sharepoint.

Video Transcription

00:04
shoddy. The laser here, subject matter Expert Office 3 65 Web content management course
00:11
and in this module managing list, we're going to achieve the following objectives through the screen. Cast Walker.
00:19
First, we're going to add an existing list to our team site page.
00:24
We're going to add columns to an existing list. We're also going to go into the management capabilities of list items such as editing and deleting.
00:34
First,
00:36
we're going to add
00:38
in existing list to our team site home page.
00:45
First, I'm going to select the page tab on the ribbon at the upper left.
00:53
I'm going to edit the page,
00:58
and I'm going to place
01:00
the list that is existing
01:03
to our
01:06
Web part zone below the news feed.
01:11
So
01:12
I'm going to select the insert tab,
01:17
so the right of format text
01:22
I'm going to select at part
01:26
I'm going to select accounts, which was created previously for use in this demonstration.
01:33
Want to select? Add.
01:34
It's going to load on the page, and now, and you can see
01:38
that there is the new accounts list on this page.
01:42
So now I'm going to select save,
01:48
and as you can see, the accounts list is on this particular page. So now I'm going to select the hyperlink
01:56
for the title of accounts and go directly into account so that we can look at the full capabilities.
02:06
So, as you can see, we're now within the all Adam's view for accounts.
02:12
Now we have,
02:13
of course, our ribbon at the top. Items and loose are the two tabs that we haven't utilized.
02:20
We also have three Powell's, which we can designate
02:24
what we want our columns to be and that of the
02:28
our next task.
02:30
So if we navigate to
02:34
the items tab,
02:38
it will bring up the various tasks groups associated with
02:44
this particular
02:46
list.
02:50
Now we select items.
02:52
These air actions in task boots that are
02:55
related to individual atoms within this list so
03:00
essentially rose within this particular list are able to be managed using the items
03:06
tab on the ribbon. I'm going to select list
03:12
I want to select under the managed views. Create column
03:20
now the existing columns that we have our title department in office.
03:25
If I wanted to add an additional
03:30
column, such a CZ workstation, for example,
03:36
and I have under this particular list of radio buttons the type of information that we want our users to input.
03:46
So I will leave it as a single line of text, which will allow you to enter it
03:52
letters as well as numbers
03:54
for description.
04:04
Enter I work station I D. Information. If we want this to be a required column, we can select yes,
04:15
and there's additional advanced feature for column validation that exists as well
04:20
that you can utilize
04:24
where you can add a specific message. If that value is incorrect,
04:30
select Okay.
04:32
And as you can see, the workstation cow is existing.
04:38
So let's add
04:41
items to this particular list.
04:44
Enter in under new item or you also have the option to go to the ribbon. This electoral item.
04:58
So we have title
05:01
office manager for an example. Department is s3 department
05:08
office is 1 to 5.
05:12
Workstation is a 215
05:15
And as you can see, the instructions that we answer when we created this worse station
05:21
allows us to provide instructions to the user which will cut down on,
05:27
uh, incorrect data being entered into our list.
05:32
You have the capability to do spell check
05:35
to cut and copy from existing e mails or documents into
05:42
these fields
05:44
so you can select save here or under the commit Task group Select Save in order to
05:50
into this information into library. So we have
05:56
office manager
05:58
answered into this road will enter one more,
06:16
and I'm entering additional information
06:23
for another
06:27
resource was entering
06:30
or completing the items in this list.
06:35
So you have advanced capabilities such as exporting this to Excel, which will launch
06:42
this particular,
06:43
uh, these two rows into a separate spreadsheet that you can save to your desktop and manage on your own.
06:58
We're currently in the all atoms viewed, but if we wanted to create a special view where we remove department office, for example, you have the capabilities to do so.
07:09
Let's take a look at the list settings under the Settings Task for,
07:15
and this is where you have the ability to change the name.
07:21
You have additional settings below,
07:24
such as
07:26
your version ing,
07:32
which you can set content approval on these items or create a version every time you edit item within this list.
07:41
If you select yes to this option, then you can choose how many versions you want to keep.
07:46
Four drafts
07:47
for a proof personnel to actually have you there
08:03
and we're going to navigate back to the accounts list using the quick launch bar.
08:09
And we're going to edit items within this list by selecting
08:15
the
08:16
actual item that we want to or road that we want. Thio, manage.
08:24
If we go to edit item under the managed task room,
08:31
if we want to change this to another office number,
08:37
then we have the capability to do this.
08:39
We also see that we have that created and last modified,
08:45
uh, date and time stamps that are within each item.
08:54
So I've selected Save,
08:56
which will take me back to
09:00
the page.
09:05
Now, if I want to delete
09:09
an item now that we're back to the home page,
09:11
I will select the item itself.
09:16
I can select the drop down option
09:22
and select the lead item.
09:26
Now it's important to note that
09:30
the indication that we receive is that it is not leading it entirely or permanently. It is sending the item to the site recycled. So you have
09:39
specific time to go and actually obtained this or this item
09:46
I will select, okay.
09:54
And it's currently removing it from
09:58
So as you can see,
10:01
the item has been deleted from the home page under the accounts of this.
10:07
So one review,
10:09
we've covered how to add a list to a page and existing lists. We've covered
10:15
how to create new columns.
10:18
We've added two items
10:20
to an existing list,
10:22
and we perform editing and leading this items in terms and also reviewing the list settings.
10:31
I'm shot DD Laser subject matter Expert Office 3 65 Web Content Management course.
10:37
Stay tuned for more information and coarse material on cyber ery that I'd see.

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Instructed By

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