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

Duration: 2 hours

  • 1

    Introduction

    • Creating Lists, Libraries & Columns

    • About Columns

    • Demo: Creating Lists & Libraries

  • 2

    Column Types & Managed Metadata

    • Choice Columns

    • Lookup Columns

    • Calculated Columns

    • Person Columns

    • Managed Metadata Columns & Term Store Management

    • Location Columns

  • 3

    List & Library Views

    • Views

    • Demo: Views

    • Calendar Views

    • Supplemental: Calendar view deep dive

  • 4

    Folders vs. Metadata Explained

    • Folders versus Metadata

  • 5

    Formatting Lists & Libraries

    • Formatting Columns

    • Demo: Formatting Columns

    • Formatting Views

    • Supplemental: List button to Trigger Power Automate

  • 6

    Introduction to Settings

    • Introduction to List & Library Settings

    • Content Approval

    • Advanced Settings

  • 7

    Deep Dive Into Settings

    • Column Default Value Settings

    • Rating Settings

    • Metadata Navigation Settings

  • 8

    Permissions & Management

    • Enterprise Metadata & IRM

    • Restore a Library

  • 9

    Wrap Up

    • Resources

    • What's Next?

    • Managing Lists & Libraries Quiz

    • Supplemental: SharePoint List Rules & Form Editor

    • Supplemental: Files Required Metadata

Pricing options

This course is part of our SharePoint Power User subscription

Course Reviews

5 star rating

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...

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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 really understood how they were going about that. Your demonstration was well done, easy to follow, and very helpful. Nice job - thank you!

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5 star rating

Loved 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

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5 star rating

Organizing 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...

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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 SP implementation

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5 star rating

Folders 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...

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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 themselves to. Great examples!

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5 star rating

Very 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!

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5 star rating

Great 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 😊

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4 star rating

great 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

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5 star rating

Very good

rick rick

Learned a lot although I was already familiar with Sharepoint

Learned a lot although I was already familiar with Sharepoint

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5 star rating

Good 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.

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5 star rating

Very useful

Neil Andrew

Well explained.

Well explained.

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5 star rating

February 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.

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5 star rating

Laura's Lists & Libraries Course

Lee Graham-Carlyle

Excellent course, highly recommend!

Excellent course, highly recommend!

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5 star rating

Un cours riche en couleurs

anthony leduc-pasquier

Un parcours pédagogique cohérent. Laura est pédagogique..elle prend le temps d'expliquer certaines fonctionnalités en contextualisant avec des exemples concr...

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Un parcours pédagogique cohérent. Laura est pédagogique..elle prend le temps d'expliquer certaines fonctionnalités en contextualisant avec des exemples concrets. Elle partage de temps en temps des bonnes pratiques. J''apprécie le fait de trouver les sessions Powerhour ce qui évite d''aller les chercher sur la chaîne youtube de laura.

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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, and follow her on twitter: @WonderLaura