Sharing Information by Using Lists

Getting Started with Microsoft Windows SharePoint Services

Creating a List

1	To begin creating a list, on the Team Web Site Home page, on the top link bar, click Create.
2	To view the available list templates, on the Team Web Site Create Page, in the left pane, on the Select a View menu, click Lists.
3	To create a list based on the Tasks template, in the right pane, under Lists, click Tasks.
4	To enter a name and description for the new list, for the purposes of this exercise, on the Team Web Site New List page, press SPACEBAR, and the name and description will be typed for you.
5	To finish creating the list with a link to it on the Quick Launch bar, with Yes selected in the Navigation area, at the bottom of the page, click Create.
6	To verify that the new list appears on the Quick Launch bar, on the Team Web Site BuyerTasks page, on the top link bar, click Home.
7	To begin changing the name of the list, on the Team Web Site Home page, on the Quick Launch bar, click BuyerTasks.
8	To modify the general settings, columns, or views of the list, on the Team Web Site BuyerTasks page, in the left pane, on the Actions menu, click Modify settings and columns.
9	To change the list's name, description, navigation, content approval, attachments, or item-level permissions settings, on the Team Web Site Customize BuyerTasks page, under General Settings, click Change general settings.
10	To change the list’s name, on the Team Web Site List Settings: BuyerTasks page, double-click in the Name box, press SPACEBAR, wait as the new name is typed for you, and then click below the scroll box on the scroll bar.
11	To save the change, at the bottom of the page, click OK.
12	To view the renamed list, on the Team Web Site Customize Common Buyer Tasks page, click Go Back to “Common Buyer Tasks”.
13	To verify that the Quick Launch bar link has been renamed, on the Team Web Site Common Buyer Tasks page, on the top link bar, click Home.

Adding, Editing, and Attaching Files to List Items

1	To begin creating a task item in the displayed list, on the Team Web Site Common Buyer Tasks page, in the right pane, on the Common Buyer Tasks toolbar, click New Item.
2	To enter the item title, on the Team Web Site Common Buyer Tasks: New Item page, for the purposes of this exercise, press SPACEBAR, and the title will be typed for you.
3	To enter the item description, on the Team Web Site Common Buyer Tasks: New Item page, for the purposes of this exercise, click in the Description box, press SPACEBAR, and the description will be typed for you.
4	To create the task without a starting date but with the other default settings, triple-click in the Start Date box, press DELETE, and then on the Common Buyer Tasks: New Item toolbar, click Save and Close.
5	To begin changing the priority of a task list item, on the Team Web Site Common Buyer Tasks page, point to Generate purchase order, click the arrow that appears, and then click Edit Item.
6	To mark the selected task as high priority, on the Team Web Site Common Buyer Tasks: Generate purchase order page, click the Priority arrow, and click (1) High.
7	To begin attaching a Word document to the list item, on the Common Buyer Tasks: Generate purchase order toolbar, click Attach File.
8	To begin locating the file you want to attach, click Browse.
9	To navigate to the file, in the Choose file dialog box, double-click The Garden Company, click PurchaseOrder01, and then click Open.
10	To associate the selected file with the list item, click OK.
11	To finish attaching the document to the list item, on the Common Buyer Tasks: Generate purchase order toolbar, click Save and Close.
12	To begin adding a recurring event item to the Events list, on the Team Web Site Common Buyer Tasks page, on the top link bar, click Document and Lists.
13	To display the Events list, on the Team Web Site Documents and Lists page, click once below the scroll box on the scroll bar, and then in the right pane, under Lists, click Events.
14	To begin creating an item in the displayed list, on the Team Web Site Events page, on the Events toolbar, click New Item.
15	To enter the list item title, on the Team Web Site Events: New Item page, press SPACEBAR, and wait as the text is typed for you.
16	To change the event’s start time, click the indicated arrow, and then click 5 PM.
17	To set the duration of the event to one hour, click the indicated arrow, and then click 6 PM.
18	To enter the description of the event, click in the Description box, press SPACEBAR, and wait as the text is typed for you.
19	To enter the location of the event, click in the Location box, press SPACEBAR, wait as the text is typed for you, and then click once below the scroll box on the scroll bar.
20	To indicate that the event is recurring and to display the options specific to recurring events, under Recurrence, click Monthly.
21	To specify when and how often the event takes place, under Pattern, click The first Sunday of every 1 month(s), click the Sunday arrow, and then click Tuesday.
22	To save the recurring event list item, click once above the scroll box on the scroll bar, and then on the Events: New Item toolbar, click Save and Close.

Modifying List Columns

1	To change the general settings, columns, or views of the selected list, on the Team Web Site Common Buyer Tasks page, in the left pane, on the Actions menu, click Modify settings and columns.
2	To begin adding a column to a list, on the Team Web Site Customize Common Buyer Tasks page, click once below the scroll box on the scroll bar, and then under Columns, click Add a new column.
3	To enter the column name, on the Team Web Site Common Buyer Tasks: Add Column page, for the purposes of this exercise, press SPACEBAR, and the name will be typed for you.
4	To specify that the column will contain numeric data, under The type of information in this column is in the list of column types, click Number, and then click once below the scroll box on the scroll bar.
5	To enter the column description and add the column to the list, click in the Description box, press SPACEBAR, wait as the text is typed for you, click once below the scroll box on the scroll bar, and then click OK.
6	To begin editing the settings for an existing column, on the Team Web Site Customize Common Buyer Tasks page, click once below the scroll box on the scroll bar, and then under Columns, click Priority.
7	To view additional column options, on the Team Web Site Common Buyer Tasks: Change Column page, click once below the scroll box on the scroll bar.
8	To change an existing answer option, in the Type each choice on a separate line box, drag the pointer to select (2) Normal, and press SPACEBAR to have the option typed for you.
9	To begin adding an answer option to the end of the list, in the Type each choice on a separate line box, click to the right of (3) Low, and then press ENTER.
10	To enter the new answer option, press SPACEBAR, and the option will be typed for you.
11	To allow values that are not included in the column’s list of choices to be entered, under Allow ‘Fill-in’ choices, click Yes.
12	To save the changes made to the Priority column, click once below the scroll box on the scroll bar, and then click OK.
13	To begin deleting a column, on the Team Web Site Customize Common Buyer Tasks page, click once below the scroll box on the scroll bar, and then under Columns, click% Complete.
14	To delete the selected column, on the Team Web Site Common Buyer Tasks: Change Column page, click once below the scroll box on the scroll bar, and then click Delete.
15	To acknowledge the warning and finish deleting the column, in the Microsoft Internet Explorer dialog box, click OK.
16	To begin changing the order of the columns, on the Team Web Site Customize Common Buyer Tasks page, click once below the scroll box on the scroll bar, and then in the Columns area, click Change the order of the fields.
17	To place the Description column immediately to the right of the Title column, on the Team Web Site Common Buyer Tasks: Change Field Order page, under Field Order, click the Description arrow, and then click 2.
18	To save the new order of the columns, click OK.
19	To begin verifying your changes, on the Team Web Site Customize Common Buyer Tasks page, click Go Back to "Common Buyer Tasks".
20	To open a new item input form, on the Team Web Site Common Buyer Tasks page, on the Common Buyer Tasks toolbar, click New Item.
21	To verify that the Priority options have changed, on the Team Web Site Common Buyer Tasks: New Items page, click the Priority arrow, and then click (4) Very Low.
22	To verify the addition of the Sequence column, click once below the scroll box on the scroll bar.

Sorting and Filtering a List

1	To sort the displayed task list in ascending order based on the Sequence column, on the Team Web Site Common Buyer Tasks page, in the right pane, click the Sequence column header.
2	To sort the list in descending order, click the Sequence column header a second time.
3	To begin filtering the tasks list, on the Common Buyer Tasks toolbar, click Filter.
4	To display only the high-priority list items, click the indicated drop-down list above the Priority column, and then select (1) High in the drop-down list.
5	To apply the filter, on the Common Buyer Tasks toolbar, click Change Filter.
6	To remove the filter, click the drop-down list above Priority column header, and then select (All).

Adding and Modifying a List View

1	To begin creating a public list view, on the Team Web Site Common Buyer Tasks page, in the left pane, on the Actions menu, click Modify settings and columns.
2	To display the options for creating a view, on the Team Web Site Customize Common Buyer Tasks page, click twice below the scroll box on the scroll bar, and then in the Views area, click Create a new view.
3	To create a view that displays the list items in an editable spreadsheet format, on the Team Web Site Common Buyer Tasks: Create View page, click Datasheet View.
4	To name the view, for the purposes of this exercise, press SPACEBAR, wait as the name is typed for you, and then with Create a Public View selected in the Audience area, click once below the scroll box on the scroll bar.
5	To select the columns to be displayed, in the Columns area, click to clear the Attachments check box, click to clear the Due Date check box, and then click once below the scroll box on the scroll bar.
6	To begin arranging the public list view, in the Sort area, click the First sort by the column arrow, click Sequence, and then click twice below the scroll box on the scroll bar.
7	To finish creating the public list view, at the bottom of the page, click OK.
8	To return to the list, on the Team Web Site Customize Common Buyer Tasks page, click Go Back to "Common Buyer Tasks".
9	To see the information in the Common Buyer Tasks list displayed in the new public view, on the Team Web Site Common Buyers Tasks page, in the left pane, on the Select a View menu, click High Priority Tasks.

Deleting a List Item and a List

1	To begin deleting a list item, on the Team Web Site Common Buyer Tasks page, point to Create vendor seedling list, click the arrow that appears, and then click Delete Item.
2	To acknowledge the warning message and continue deleting the item, in the Microsoft Internet Explorer dialog box, click OK.
3	To return to the home page, on the top link bar, click Home.
4	To begin deleting a list, on the Quick Launch bar, on the Lists menu, click Tasks.
5	To change the general settings, columns, or views of the selected list, in the left pane of the Team Web Site Tasks page, on the Actions menu, click Modify settings and columns.
6	To delete the selected list, click once below the scroll box on the scroll bar, and then click Delete this list.
7	To acknowledge the warning message and finish deleting the list, in the Microsoft Internet Explorer dialog box, click OK.
8	To verify that the Tasks list no longer appears on the Quick Launch bar, on the top link bar, click Home.