Creating Custom Task Lists in SharePoint (Team Collaboration)

What is a list?

A list is a web site component consisting of items made up of columns or fields of information.  The most common lists already in most sites are: Announcements, Calendars and Task Lists

  • You can use List templates that provide structure and settings to get you started.  Some examples are: Contacts, Issues, Statuses, Discussion Boards, Import Spreadsheets, Surveys and more.
     
  • You can also create a list from scratch and add your column names and types.
     
  • You can have several columns of information per item and create views that only show certain columns.
     
  • By default, the AssignTo field does not send an email to this person and must be setup under List Settings > Advanced Options.
     
 Each Column can consist of several types:

CreateColumnTypes.png

 

List Tools Ribbons

ListItemsTab.png

ListToolsRibbon.png

 

Add an item to a list

In the list where you want to add the item, click the Items tab on the ribbon
  • Click New Item
     
  • Complete the necessary fields/columns (fields with * ) and any others that you want to complete.
     
  • Click Save

     

Edit or Delete an item in a list

  • Point to an item and then select the check box that appears next to the item.
     
  • On the Items TAB on the ribbon, click either Edit of delete Item as needed.

     

Create a column in a list (or a library)

  • Select the list.
     
  • In the ribbon, click the List TAB.
     
  • In the Manage Views group, click Create Column.
     
  • In the Create List dialog box (screenshot above).
     
    • Name and Type: type the name of the column.
       
    • Select a 'column type' option from the many choices.  NOTE:Depending on the type of column that you select, you may be unable to change the type of column after you create it.
       
  • Additional Column Settings: Type a description in the Description Box to help people understand the purpose of the column and what data it should contain.  NOTE: Depending on the type of column that you select, more options may appear here.  Select the additional setttings that you want.
     
  • Add to the default view: Select Yes or No.
     
  • Click OK.

 

List Settings - General Settings

  • Select the list.
     
  • In the Ribbon, click the List tab.
     
  • In the Settings Group, click List Settings.
     
  • See screenshot below for the many options listed here.

 

CustomListSettings.png
 

Change or Delete a column in a list (or a library)

Change a column 

  • Select the list.
     
  • In the Ribbon, click the List TAB.
     
  • In the Settings Group, click List Settings.
     
  • On the List Settings page, in the Column section, click the name of the column that you want to change.
     
  • Change the settings that you want and click OK.

     

Delete a column 

NOTE: This procedure deletes the column and any data in the column.  You cannot restore the column from the Recylce Bin

  • Select the list.
     
  • In the Ribbon, click the List tab.
     
  • In the Settings Group, click List Settings.
     
  • On the List Settings page, in the Column section, select the name of the column you want to delete.
     
  • Scroll to the bottom of the Change Column page and click Delete - when prompted, click OK.
     

NOTE: Lists contain required columns that cannot be deleted such as Title or Name (you won't see a Delete Button).  If you cannot delete a column, but you do not want the column to appear in a view, you can remove it from the view.

 

Enable AssignTo Column Email Option

If you use the AssignTo column/field, by default the email option is turnedd off.  You need to enable that feature as follows:

  • Select the list.
     
  • In the Ribbon, click the List tab.
     
  • In the Settings Group, click the List Settings.
     
  • On the Settings Page under General Options, select Advanced Options.
     
  • Under Email Notification, select the Yes Button to enable emails

 

Create a List

  • To create a list, click the Site Actions menu and then click 'More Create Options'. (NOTE: You must have site permissions to see this option.)
     
  • On the Create Page, click the type of list you want to create.
     
  • Type a Name for the list, complete any other fields you want to complete and then click Create.

Site: http://www.mysharepointguru.com/collaboration/sharepoint-2010-lists.html - dated 07.01.12 - OU IT SharePoint team does not imply ownership of some content

Details

Article ID: 2201
Created
Mon 5/3/21 3:40 PM