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2 Click Edit to display the Editing Tools tab and the Web Part zones on the page If you
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don t see an Edit icon on the page to which you want to add a list, see the Adding Lists QuickSteps in this chapter and use the steps there in place of the remaining steps in this section
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4 Click the Insert tab in the tab row, and click New List to display the list templates that
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5 6 7
Figure 4-3: SharePoint provides for the creation and handling of reasonably complex surveys
5 Enter the List Title that you want to use for this list This name will become the title of
the list on your page; it does not have to be the same as the template name
6 Click the list template you want to use, and click OK to display the list on your page
Figure 4-4 shows an Issue Tracking list placed in the lower-left region of the page
7 At this point, you can immediately begin to add items to your list, as described in
3, or you can modify or customize the list, as discussed in the next section
Microsoft SharePoint 2010 QuickSteps Creating and Know YourLists PC QuickSteps Getting to Managing PC
83 83
Figure 4-4: To place a list or other element in a particular location on a page, you must establish the layout first
UICKSTEPS
ADDING LISTS
As was mentioned elsewhere in this chapter, there are
Create Specific Lists
SharePoint provides a variety of lists Some are very simple, even blank; others are reasonably complex Look at how several commonly used and unique lists are created Many of the other lists look like the Announcements list, just with a different number of and names for the columns Begin the creation of each type of list by using the steps in either Create a List or Adding a List QuickSteps elsewhere in this chapter The following sections will begin after you have clicked Create, Add, or OK in the previous steps
three methods to add lists to a site page:
Page Edit | Insert New | List, as demonstrated in
the Create a List section
Site Actions | More Options | Lists Add A Web Part
Not all of these methods are available on all pages, and you may have to look at several to find one that works on your page Here we ll review some of the considerations
of each method and give examples of the other two Continued
84 84
Microsoft SharePoint 2010 QuickSteps Creating and Managing Lists PC QuickSteps Getting to Know Your PC
UICKSTEPS
ADDING LISTS
USE THE EDIT PAGE If you have a page with an Edit page icon on the tab bar, you may use it or the Page tab, Edit page steps used in the Create a List section to directly choose and add a list to the currently selected page Unfortunately, not all pages have the Edit page button and when you use the Page tab, Edit page, the Editing Tools | Insert tab is not available You must use one of the other choices in this situation (Continued)
CREATE AN ANNOUNCEMENTS LIST
The Announcements list will appear on the page with the List Tools | List tab displayed so you can customize the list See Modify a List later in this chapter
The benefit of the Edit page icon, if you have it available, is that it allows you to put a new list in exactly the position on the page that you want with the steps in Create a List
Click Add New Announcement to do that Fill in the fields, and click Save
One downside to the Edit page icon compared with the Site Actions option is that not all list templates available in Site Actions are available with the Edit Page option; three lists are missing: External List, Import Spreadsheet, and Survey In addition, the meeting lists
(Agenda, Decisions, Objectives, Text Box, and Things To Bring) are not available through the Edit page icon USE SITE ACTIONS Site Actions is available in any site with any page and
provides access to the most list templates The negative is that it adds a list to the site, and you must separately add the list to the page where you want it Here are the steps:
1 Navigate to the site in which you want a new list,
click Site Actions, and then click More Options The Create dialog box will appear
2 Click List to limit the display of templates to
lists, click the template you want, enter a name to be the title for the list (if appropriate), and
click Create If requested, enter any needed information for the particular template Continued
Microsoft SharePoint 2010 QuickSteps Creating and Know YourLists PC QuickSteps Getting to Managing PC
85 85
UICKSTEPS
ADDING LISTS
(Continued)
3 The list will be added to the site, but not to a specific
page To do that, navigate to the page, click the Page tab, and click Edit Page Add A Web Part boxes will appear on the page, as you see in Figure 4-5 ADD A WEB PART There are several instances when creating sites and pages that Add A Web Part boxes appear on a page, such as in a meeting site like the one in Figure 4-5 The Add A Web Part box can be used to add a list to the page, but only lists that already exist in the site If the list you want to add to the page already exists in the site, use the following steps to add it to the page; otherwise, go back to Use Site Actions earlier in this Quick Steps to add the list to the site
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