SwissChecklist

Checklist: SharePoint Foundation - Introduction to Lists

Use this checklist to introduce people to SharePoint Lists. I recommend this checklist for someone who already knows SharePoint and needs a guide as to how to teach new users.
  • What are Lists - Explain Concept

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  • Explain similarity to DB-Table and Excel

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  • Add fields of different types

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  • Add lookup field

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    This is a field with a dropdown, that only allows entries based on another SharePoint list.
  • Add calculated fields

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    This is a field that automatically calculates simple equations like Stock*Price=StockValue
  • Views

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  • Change a View

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  • Create a View

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  • Switching between views

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  • Sorting and filtering as a user

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  • Predefined Sorting and Filtering

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  • Grouping in views

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  • Totals

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  • Explain remaining options

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    • Folders
    • Item Limit
    • Mobile
  • Versioning

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  • Explain what it is, demo changes to some data

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  • Show how to turn on/off versioning on a list

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  • Show reviewing old versions and rollback

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  • Workflow

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  • Explain what it is

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  • Explain the 2 standard built-in workflows

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  • Show how to manually start one

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  • Show how to confirm a workflow

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  • Show how to automatically start workflows on "new data"

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  • Demo only: Show how you would create an advanced workflow in SharePoint Designer

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  • Publishing

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  • Showing data from a list somewhere else, like in a dashboard

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  • Showing auto-filtered data like "Data I entered" or "My Assigned Tasks"

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  • Subscribing to a list

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  • Explain Concept

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  • Explain RSS, Mail options

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  • Explain summarized mails

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  • Security

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  • Explain read/write permissions, show how to configure

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  • Explain "Create only" permissions (usually for Workflowed data)

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  • Special permissions to only edit my stuff

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  • Attachments

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  • Explain difference between a File-List, and attachments

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  • Show where to enable 1 or more attachments

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  • Demo attachment upload

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  • Demo multiple attachments

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  • File-Lists and Image-Lists

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  • Demo File lists

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  • Demo Image-lists

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  • Show that everything we did - subscribing, security, fields, versioning, etc. also applies to file lists

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  • Teach using the additional columns as meta-data

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  • Teach filtering based on meta data

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  • Mass Editing (Access Integration)

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  • Demo Mass-Editing in the browser, explain you need Access 2007

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  • Explain that Excel-Export is not the same

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  • Excel-Integration

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  • Demo Export to Excel

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  • Explain how to save/refresh the excel list

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  • Explain that it doesn't write back changes to the server

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  • Skinning

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  • Design Master Pages in SharePoint Designer

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  • New Step

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