Managing Lists & Libraries
In SharePoint, learn how to use views, columns, folders, and metadata to organize libraries and Microsoft Lists in the best way for your organization.
About This Class
This course will cover planning and creating document libraries and Microsoft Lists, two of the most important components of a SharePoint site. The module will start with the basics of planning and choosing the right template for a list or library.
Learn about using metadata to improve modern list & library navigation. Go through the steps of creating and utilizing different types of columns, view configuration, and Managed Metadata. Column and view formatting is covered as well, plus demonstrations of how to use conditional formatting.
This course also dives into all of the settings that can be configured for SharePoint lists and libraries. Having an understanding of each of these settings is important in the management of sites and their lists and libraries. This includes Content Approval, Validation, Versioning and much more, as well as examples of each.
Course curriculum
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1
Introduction
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Creating Lists, Libraries & Columns
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About Columns
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Demo: Creating Lists & Libraries
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2
Column Types & Managed Metadata
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Choice Columns
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Lookup Columns
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Calculated Columns
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Person Columns
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Managed Metadata Columns & Term Store Management
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Location Columns
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3
List & Library Views
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Views
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Demo: Views
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Calendar Views
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Supplemental: Calendar view deep dive
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4
Folders vs. Metadata Explained
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Folders versus Metadata
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5
Formatting Lists & Libraries
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Formatting Columns
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Demo: Formatting Columns
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Formatting Views
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Supplemental: List button to Trigger Power Automate
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6
Introduction to Settings
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Introduction to List & Library Settings
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Content Approval
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Advanced Settings
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7
Deep Dive Into Settings
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Column Default Value Settings
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Rating Settings
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Metadata Navigation Settings
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8
Permissions & Management
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Enterprise Metadata & IRM
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Restore a Library
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9
Wrap Up
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Resources
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What's Next?
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Managing Lists & Libraries Quiz
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Supplemental: SharePoint List Rules & Form Editor
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Supplemental: Files Required Metadata
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Course Reviews
New Perspectives
Alan Oviatt
Laura, what a great way to demonstrate the importance of metadata. I remember all the talk several years ago about flattening the file structure but never r...
Read MoreLaura, what a great way to demonstrate the importance of metadata. I remember all the talk several years ago about flattening the file structure but never really understood how they were going about that. Your demonstration was well done, easy to follow, and very helpful. Nice job - thank you!
Read LessLoved the Metadata Sections
Tina Callender
Most of the items reviewed in this class I already knew, but the metadata section was new to me, so very exciting. Thanks Laura
Most of the items reviewed in this class I already knew, but the metadata section was new to me, so very exciting. Thanks Laura
Read LessOrganizing Lists & Libraries
George Arnold
Laura Rogers is the best SP instructor I've found. She's well-spoken with a clearly devised and intelligent plan for taking you down the path of learning and...
Read MoreLaura Rogers is the best SP instructor I've found. She's well-spoken with a clearly devised and intelligent plan for taking you down the path of learning and SP implementation
Read LessFolders vs Metadata
Phill Harris
I love how easily Laura details the differences and advantages of using metadata value to slice-n-dice versus the folder structure which users have married t...
Read MoreI love how easily Laura details the differences and advantages of using metadata value to slice-n-dice versus the folder structure which users have married themselves to. Great examples!
Read LessVery useful and complete
Leslie Santibanez
It gave me some very useful insights of detailed information and best practices for lists and libraries. Also some very useful resources to follow up. Thanks!
It gave me some very useful insights of detailed information and best practices for lists and libraries. Also some very useful resources to follow up. Thanks!
Read LessGreat explanation of the modern features of lists & l...
Jos Albers
Very helpfull! Even as a SharePoint consultant for almost 20 years I learned some new things 😊
Very helpfull! Even as a SharePoint consultant for almost 20 years I learned some new things 😊
Read Lessgreat insight
Stefaan Sommereyns
Every time I watch trainings from Laura I pick up a few things. Keep up the good work
Every time I watch trainings from Laura I pick up a few things. Keep up the good work
Read LessVery good
Rick Rick
Learned a lot although I was already familiar with Sharepoint
Learned a lot although I was already familiar with Sharepoint
Read LessGood course
Maurice Vold
This was a good course that introduces the basics and talks about some of the more advanced stuff you can do with Lists and Libraries.
This was a good course that introduces the basics and talks about some of the more advanced stuff you can do with Lists and Libraries.
Read LessVery useful
Neil Andrew
Well explained.
Well explained.
Read LessFebruary free course
Susan McClements
This was a very informative section. I really need to get the entire Intermediate SharePoint course. Learned some tips I didn't know before.
This was a very informative section. I really need to get the entire Intermediate SharePoint course. Learned some tips I didn't know before.
Read LessLaura's Lists & Libraries Course
Lee Graham-Carlyle
Excellent course, highly recommend!
Excellent course, highly recommend!
Read Less
Your Instructor
Microsoft MVP
Laura Rogers
Laura Rogers is a SharePoint, Power Apps & Power Automate expert, speaker, author and educator. She is well-versed in helping organizations make the most of their SharePoint environments using out-of-box functionalities such as workflows, forms and Web parts. Laura’s technical expertise also includes over 15 years of experience working with Microsoft’s messaging and collaboration systems. She has been named a Microsoft Most Valuable Professional (MVP) for the past ten years. She has contributed to several books on SharePoint over the past ten years. You can read more about Laura’s experiences on her blog, www.wonderlaura.com.