Join Gini von Courter for an in-depth discussion in this video Creating a library from a template, part of Managing Projects with SharePoint 2013.
- We're now ready to add the Deliverables library…using the Template that we just created.…Let's go to Site Contents,…add an app,…and if you scroll down,…you'll find Project Docs right here.…Check it out, here's our DESCRIPTION.…Standard SharePoint doc library…with 3 additional custom columns.…We're all ready, that's what we want.…Let's choose ADD IT,…and we will be prompted to provide a Name.…
This one is going to be called finaldocs.…If you click the Advanced Options, you might wish…that you had the ability for URL, but you don't,…however, what we do have is the ability…to add a Description,…and this is...…this is Deliverables that will be…shared with the customer.…Final versions only.…And let's create this.…
And you'll notice, Source, Status,…Deliverable, just as in our Project Documents library.…So now, with finaldocs open,…let's go to our Library Settings.…Le't change its List name, description and navigation.…We want to call this Deliverables,…and we want to Display this on the Quick Launch.…So there are Deliverables.…
Author
Gini von Courter
Released
7/16/2015Once you've set up project libraries, you'll learn how to save the site as a template for future use and to launch the finished product. The final three chapters guide you through the actual project management process: supporting team communication, adding and syncing task data, and using views for management and reporting.
- Creating a SharePoint project site
- Adding built-in apps
- Creating customized lists and list views
- Designing and customizing libraries
- Saving the project site as a template
- Launching a site
- Managing permissions and requests for access
- Using a site mailbox
- Viewing tasks and the calendar
Skill Level Beginner
Duration
Views
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Introduction
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Welcome1m 1s
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1. Creating a Project Site
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Creating a PMIS team site7m 15s
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Creating a project site2m 19s
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Editing top navigation2m 33s
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Changing the site theme3m 30s
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2. Adding Built-In Apps to the Site
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Adding an announcements app5m 13s
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Adding a links app2m 45s
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3. Adding Custom List Apps and Custom Views
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Creating static list views4m 37s
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4. Setting Up Project Libraries
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5. Finalizing and Saving the Project Template
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Provisioning the libraries3m 36s
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6. Launching a Project Site
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7. Supporting Team Communication
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Setting alerts3m 43s
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Using the calendar3m 45s
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Adding a site mailbox app3m 10s
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8. Working with Project Tasks
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Adding tasks using Excel2m 12s
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9. Using Views for Management and Reporting
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Viewing tasks3m 44s
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Viewing the libraries5m 30s
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Viewing the calendar2m 34s
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10. Conclusion
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Next steps2m 28s
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Video: Creating a library from a template