From the course: SharePoint Advanced: Document Creation and Automation

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Planning your site columns

Planning your site columns - SharePoint Tutorial

From the course: SharePoint Advanced: Document Creation and Automation

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Planning your site columns

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- [Instructor] In this video, let's look to see how we might decide which of those columns that we need to track within our documentation. Personally, I like to use an Excel Workbook to plan out my information architecture in a matrix format. Let's look to see how that might come together. As I'm working on my matrix, I like to split my screen and put the document on the left hand side and the matrix on the right. Looking at the catering agreement, you can see that there's some fields that obviously lend themselves so you can fill in the blanks. These could become columns. Keep in mind, not every field within your document needs to become a column in your SharePoint site and that's probably not the best idea anyway. But getting an inventory of all of the fields in your document gives you an idea of what are common between the other documents in your document sets. But by creating an inventory, you're going to get an idea of what common fields you have between your documents. So go…

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