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Creating a List or Library

Overview

Explains how to create a List or a Library on your portal site.  Lists and Libraries are used to store information such as documents, images, links, etc.

Steps

  • Navigate to the back end of your site by selecting [Site Actions] and [View All Site Content]
  • Click the [Create] button  

CreateButton.png

  • Select the type of item you would like to create. Descriptions are listed below:

Types of Libraries

 

Type of Library Description
Asset Library Asset Library allows you to create a rich media library and lets you create, browse, share, organize and mange images, audio and video files.
Data Connection Library Here you can create, browse, share, organize and manage files that contain information about connecting to external data connections.
Document Library Here you can create, browse, share, organize and manage documents or other files. It also allows creating folders, versioning of documents and check-in/check-out of files.
Form Library Here you store and manage Microsoft Office InfoPath forms (or XML files for use with Microsoft Office InfoPath) for instance business forms like a status report, purchase orders, etc...
Picture Library Here you can upload and share pictures with others and it includes a built-in image viewer.
Report Library Here you can create web pages and reports to track business metrics, goals, KPIs (Key Performance Indicators) and business intelligence information.
Slide Library It allows you to create a library for storing and sharing Microsoft PowerPoint slides.
Wiki Page Library It allows you to create and store customizable pages of content that are linked together and can be edited by several people.

 

Types of Lists

Type of List When to Use It What Makes It Special
Announcements To display brief announcements on your site’s home page. You can enter expiration dates for announcements.
Contacts To track contacts, especially if you want to use Outlook for data entry. You can remove columns that you don’t need.
Discussion Board To create a discussion forum where people can post messages and reply to them. Evaluate third-party add-ons if you want a robust discussion forum.
Links To track hyperlinks. Uses a Hyperlink column that automatically formats entered text as HTML anchor links.
Calendar To track calendar items. Can synchronize with Outlook and knows how to handle recurring events.
Tasks To track tasks. Can synchronize with Outlook; Tasks lists can be grouped with summary tasks.
Project Tasks To track work items for a project. Can display as a Gantt chart. Many people consider this SharePoint’s Project Lite offering.
Issue Tracking To track trouble tickets. Works well with issues that have three states — open, closed, and resolved.
Survey To take a poll. Allows you to create a set of questions that users must walk through.
Custom To create a list with columns that you define. Allows you to create a list specific to your content and can for example act on certain content in special ways.
KPI (Key Performance Indicator) To display graphical status indicators. Lets you evaluate selected business data against specified goals and display that information in various formats such as scorecards and dashboards.
Import Spreadsheet To create a list based on an existing spreadsheet. Lets you use an existing Excel spreadsheet as the basis of the list; can help avoid rework and repeated effort entering data.
External To create a list based on a data source outside SharePoint. Lets you display data from other (non-SharePoint) databases or web services.

 

  • Once you have selected a list or library type, enter a name for the item in the Name field on the right and click [Create].
  • You new list or library has been created!

What's Next

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Last modified
09:34, 9 Jul 2014

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