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SharePoint Lists eLearning

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Self-Paced Online:
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    3.00 PMP/PgMP Technical PDUs


This class goes into detail on how to use the most common Lists as well as how to build Lists that are specific to how the business operates. Students will learn how to navigate a SharePoint site and how to work with data in Lists.

As an organization creates new Lists to manage business processes, the student will be able to immediately use those new custom lists. Once a solid understanding of the basics is covered, more advanced topics are addressed directly to those SharePoint user roles that own and manage the content will be covered. Because this course is a deep-dive into advanced concepts, the student will not only understand how to configure and build Lists and Libraries, but how to do so to address the bigger picture of being able to find valuable information across the enterprise. All topics in this class are covered from the viewpoint of those that want to fully realize the complex information management available within SharePoint.

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The value of Lists to facilitate centralized collaboration around team and project content
The out-of-the-box SharePoint Lists and their purpose
Using metadata/columns as a system of classification and categorization of list content
An introduction to Enterprise Content management and why this is important in list content management
How to create Lists with intention to address and implement business processes
How to create, edit, and delete team information in lists (Ie: Calendars and Tasks)
How to use Views to create reports to find the information teams are searching for to help make more informed business decisions
The advanced features of Lists and how to use them to best implement business requirements around content management
Course Outline
  • SharePoint Lists
  • What are Lists
  • Using Lists to manage business processes
  • List Architecture
    • Content Types - Items
    • Metadata
      • Importance of Metadata – Never too much!
      • Columns/Fields Types
    • Views
  • Available List Apps
  • Creating Apps using List templates
    • Creating common Lists from templates
    • Building a Custom List
    • Importing from Excel
  • Exploring the List toolbars
  • Working with List data
    • Creating, Modifying, and Deleting Items
    • Using the different View Formats for working with items
  • Using basic reporting functions: sort and filter
  • Working with the Tasks List App
    • Parent/Child Tasks
    • Using the Timeline
    • Using the different Views
  • Advanced List Topics
    • Validating a List Column
    • Advanced Settings
    • Deleting Lists
    • Saving as a Template
    • Enterprise Keywords
    • Using Alerts
  • Working with Views
    • Exploring existing Views
    • Creating a new View
  • Demonstration: Working with Lists in a simulated SharePoint Training Site
    • Create Lists in the SharePoint Training Site
      • "Training" Tasks
      • "Training" Calendar
      • "Instructor Availability" Calendar
      • Custom "Classes" List
      • Architecting a custom List from scratch : Class Roster
Who should attend

The target audience for this class are users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. The audience for this class would be the following SharePoint roles: End User, Site Owner, Content Editor, Information Manager, Site Admin, Site Collection Administrator, Project Manager, Team Supervisor, etc.