Working with Team Site Lists - Exercise

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Working with Team Site Lists - Exercise

Working with Team Site Lists

Duration: 10 to 15 minutes.

In this exercise, you will work with some of the default list templates in SharePoint 2013.

  1. Create a new Calendar list.
    1. Click the Settings menu and then choose the Add an app menu item.Site actions menu
    2. Scroll down the list of templates to locate and select the Calendar template from the list of available templates. Apps template list
    3. Enter "Calendar" in the Name field and then click the Create button.
  2. Add a permanent link to Calendar in the Quick Launch menu.
    1. Click the Calendar link under the Recent heading in the Quick Launch menu.
    2. Click the Calendar tab to open the toolbar. Calendar tab toolbar.
    3. Click the List Settings link button on the Calendar tab toolbar. List tab toolbar.
    4. Click the List name, description and navigation link on the list settings page. List settings page.
    5. Click the Yes radio button to add Contoso Contacts to the site's Quick Launch menu and click the Save button. List general settings page.

      Note the option to Use this calendar to share member's schedule. The default is No, which makes the calendar events visible to everyone who has view permissions to the list. If you set the option to Yes, then events have an added option to invite attendees. Only attendees that have been invited by the person creating the event will see the event when they view the calendar.

    6. Note that Calendar now shows on the site's Quick Launch menu as a root-level item. Site Quick Launch menu.
  3. Create a Calendar entry.
    1. Click the Calendar link within the Quick Launch menu. This will take you to a special view of the calendar.
    2. Note how this calendar view has added a couple of new tabs to the top of the page next to the Browse tab. In addition, the Quick Launch has been modified with a tool that allows you to change the year and month being viewed.Calendar tabs and navigation tool
    3. Click the Events tab to get the calendar's toolbar to display.Calendar Events tab
    4. Click the New Event link button in the Events toolbar.New calendar item form
    5. Fill in the form with whatever values you like. You must enter values for the Title, Start Time, and End Time fields, These are required fields as indicated by the blue asterisks next to their labels. Calendar event form.
    6. Click the Save button once you have finished filling out the form.
    7. Verify that the calendar displays with a shaded bar and event title across the days the new event is scheduled.
    8. Feel free to experiment by creating additional events in the calendar.
  4. Create a new Tasks list.
    1. Click the Settings menu and then choose the Add an app menu item.Site actions menu
    2. Scroll down the list of templates to locate and select the Tasks template from the list of available templates. Apps template list
    3. Enter "Tasks" in the Name field and then click the Create button.
  5. Add a permanent link to Tasks in the Quick Launch menu.
    1. Click the Tasks link under the Recent heading in the Quick Launch menu.
    2. Click the List tab to open the toolbar. List tab toolbar.
    3. Click the List Settings link button on the List tab toolbar. List tab toolbar.
    4. Click the List name, description and navigation link on the list settings page. List settings page.
    5. Click the Yes radio button to add Tasks to the site's Quick Launch menu and click the Save button. List general settings page.
    6. Note that Tasks now shows on the site's Quick Launch menu as a root-level item. Site Quick Launch menu.
  6. Create a new Task.
    1. Click the Tasks link within the Quick Launch menu. This should take you to a view of the tasks list.
    2. Note how this tasks list view has added a couple of new tabs to the top of the page next to the Browse tab.Task list tabs
    3. Click the Tasks tab to get the task list's toolbar to display.Task list items tab
    4. Click the New Item link in the Task list's toolbar to open the new task form.New calendar item form
    5. Click the SHOW MORE link in the form to open the view the additional task fields.New calendar item form
    6. Use the following table for information to fill in the new task form:
      Field Data
      Title: Type "Complete lesson on creating SharePoint lists"
      Priority: Select (2) Normal
      Status: Select In Progress
      % Complete Type "50"
      Assigned To: Enter your account name here.
      Description: Type "Creating and working with SharePoint lists."
      Start Date: Select (Date course started)
      Due Date: Select (Date course ends)
    7. Click the Save button once you have finished filling out the form.
    8. Verify that the Task list displays with the new task you created. Feel free to experiment by creating additional tasks in the Tasks list.
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