Managing Lists & Libraries
In SharePoint, learn how to use views, columns, folders, and metadata to organize libraries in the best way for your organization.
About This Class
This course will cover planning and creating lists and document libraries, 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. Metadata navigation is covered as well, as well as the differences between organizing with folders and with metadata.
Column and view formatting is covered. Learn about the basics and what you need to know about delving into advanced formatting. Although we do not teach how to write code, we cover all of the concepts and resources possible, to achieve the desired 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.
Choose to purchase this class as either a one time payment for 30 days of access, or save money by purchasing a subscription plan, and gain access to multiple courses. Scroll down for more information.
Course curriculum
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1
Introduction
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Creating Lists, Libraries & Columns
FREE PREVIEW -
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
FREE PREVIEW -
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
FREE PREVIEW
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8
Permissions & Management
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Checked Out Files & Enterprise Metadata
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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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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 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.