Join Simon Allardice for an in-depth discussion in this video Exploring the available lists, part of SharePoint 2010 Essential Training.
As you're starting to see that all SharePoint sites, whether they're called sites or qorkspaces, seem to be made of a collection of lists and libraries, and that is indeed the case, how do we actually get to know those lists and libraries? Well, one of the ways that I like to do this is first to create another site. I am going to go to my Site Actions menu and create a new site. I don't have to do this, but just as an example. I am going to make what's called a Blank Site, which is a site with no lists or libraries. You might think, well, will there be anything there or is this just a blank page? Well, you'll see in a moment.
So I'll call it Blank, and put in the URL of my parent site /blank. Click Create. This is a blank site. So it's not actually an empty white page. We still get the plumbing, we get the framework, we get the scaffolding, if you will, of SharePoint. The navigation, the Ribbon, the Quick Launch bar. But if I click my All Site Content here, it just says "okay, I have got a place that will show you your lists and your libraries. You just don't have any lists and libraries." It gives you a good hint here.
You've got no document libraries. To create one, click Create. When I click Create, this is when I can actually see my lists and libraries. Again, I am looking at the browser with Silverlight installed. So I see a nice graphical entry here. If you didn't have Silverlight installed, you'd see a more simple web page, but the actual available options would be exactly the same. There are no extras here. They are just presented differently. I could use my cursor keys and go through them a bit here. I could see okay, we've got Announcements, Asset Library, Assets Web Database, Blank Site.
You know what I am looking at here is a bit kind of mixed up, because I am seeing lists, I am seeing sites, I am seeing all sorts of stuff. So what I can do here is I can filter these down. I can say I just want to filter by lists, and that brings it much smaller into Announcements, Calendar. We've seen these before. We've seen Announcements, we've seen the Calendar, I've seen the Contacts list. We've got a Issue Tracking, Links, Project Tasks, a Survey, Tasks, a Discussion Board.
Notice that a discussion board and a survey are both considered a list. Even though they're sometimes presented in a slightly different way, oh, here are your lists and here are your discussion Boards, a discussion Board is a list. A Survey is a List. Everything is a List in SharePoint. So you'll notice that there isn't a great deal here. You might be expecting to find 40 or 50 of these, but no, you don't really get all that many. In fact, most of the ones that we're seeing here, we've already used in our team sites and our Document Workspaces.
So if I wanted to add, for example, an Announcements list, I simply select that one. I could call it Announcements, but bear in mind that that's the name of the list and it's also my name for what I want to call this on my website. It can be the same. It doesn't have to be. I could call it Announcements. I could call it Company Announcements. Doesn't matter. It still an Announcements list. I click Create. I now have that list and it actually takes me into it inside SharePoint and even changes the Ribbon to the mode where I can edit the list or add new entries to it.
You'll find as you start to add new List, and I am going to go back into my Site Actions menu, if I come down and I actually say More Options. This is the one that allows me to add pages, lists, libraries, and sites. Well, I can select that option and then just filter back down by list, but we've already explored some of these. When I make a basic calendar, for example, by saying to SharePoint "I want that List," SharePoint says, "okay, great, I'll give you the list that shows you the calendar." "I'll give you the Ribbon that allows you to change between the Day and the Week and the Month view." "I'll give you the page that will pop-up and allow you to add an entry or edit an entry." All of that is provided just by me saying that I want the Calendar list on this website.
If I go back to my Site Actions menu and say View All Site Content, I start to see that I am basically just adding lists to this blank site. Well, it's not so blank anymore. It has two Lists on it. You'll find that a few of the lists that you work with have their own special views. The Calendar, for example, has the Calendar view. If I select the Project Tasks list and create that one, you'll find that it itself has a slightly different view as well.
It's more of a project planning, kind of Gantt chart idea. Again, the best way to kind of explore through this is just to experiment with it and start to add entries and see what happens. Going back to my Site Actions > More Options to take a look at my List entry. You'll find there really isn't even the ability for many more of these to have their own special interfaces and their own special pages. In fact, most of the other lists, things like Tasks and Links and Contacts, look pretty straightforward.
They've got the more generic list entry. Just tell me the piece of data. Your question of course is well, what happens if you wanted a list of your own organization specific stuff, where is my list of engines? Where is my list of ice cream flavors? Where is my list of etcetera, etcetera? Well, you can of course create your own and we'll go through that in the next movie.
- Understanding a SharePoint team site
- Navigating lists and libraries
- Creating Document Workspaces
- Using versioning and check-in/check-out
- Integrating with Office 2010 applications
- Adding and deleting users
- Creating workflows
- Working with server site templates
- Creating a wiki and a blog
- Working with rich media
- Managing documents and other content
- Sharing information with charts and status indicators
Skill Level Beginner
Q: In the "Adding a user to a site" movie, the instructor shows how to add a user to SharePoint and demonstrates by adding a user named “gini.” But gini is already set up and recognized by SharePoint. What if I have no users set yet? How can I add someone?
A: SharePoint doesn't store a separate user database; it wants to be pointed to an existing source of users, like Active Directory. If you don't have that, you need to first add your new users as local accounts on the Windows box you installed SharePoint on. Only then will you be able to give them permission on a SharePoint site.