Default Views

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Default Views

Default Views

Explore Default Views

The following walk-through will explore some of the default views and how to use them. The walk-through will also explore how to manage existing views. This walk-through depends on the Tasks list created during an earlier walk-through.

  1. The first thing to do is create a couple of items in the Tasks list in order to have something to display in the views.
    1. Click the Tasks link in the Quick Launch menu.
    2. Click the new task link in the list to open the Tasks - New Item form and click the SHOW MORE link. Use the following table for information to fill in the form:
      Task 1
      Field Data
      Title: Type "Complete SharePoint End User course"
      Priority: Select (2) Normal
      Status: Select In Progress
      % Complete Type "50"
      Assigned To: Enter the SharePoint account you are currently logged in with
      Description: Type "SharePoint 2013 End User 3 day course"
      Start Date: Select (Date course started)
      Due Date: Select (Date course ends)
    3. Click the Save button on the Tasks - New Item dialog to save the task to the Tasks list.
    4. Repeat the previous two steps with the following information to create a second task item:
      Task 2
      Field Data
      Title: Type "Complete SharePoint Designer Course"
      Priority: Select (2) Normal
      Status: Select Not Started
      % Complete Type "0"
      Assigned To: Enter the SharePoint account you are currently logged in with
      Description: Type "SharePoint Designer 4 day course"
      Start Date: Select (1 month from current date)
      Due Date: Select (4 days from Start Date)
  2. Explore the ways to navigate to views in a list or library.
    1. Select the desired view from the links along the top of the list or additional views available by clicking the ellipsis button.Tasks list breadcrumbs views

      The views are security trimmed. This means that, if the account does not have permissions to create or modify a view, those options will not be listed.

    2. Select the view from the drop-down list on the List tab toolbar within the Manage Views region.Tasks list breadcrumbs views
    3. You can also type the URL path to a view since each view corresponds to a unique ASPX file. This can be useful if you want to create a link directly to a view. The following image shows the URL of the My Tasks view of the Tasks list.Tasks list view URL
  3. Manage the views for the Tasks list.
    1. Click the List tab for the Tasks list to open the toolbar.List tab
    2. Click the List Settings button on the List tab toolbar.List tab
    3. Scroll down the List Settings page and note the Views region.Settings Page
    4. Click the My Tasks link from within the Views region to open the Edit View page for My Tasks.
    5. Note the option to Make this the default view as well as the view's page name.Due Today Settings Page

      You will learn how to work with most of the rest of the views settings in the next walk-through on how to build a custom view.

    6. Click the Cancel button at the top of the page but also note the Delete button that can be used to delete a view if the user has sufficient permissions.