1. Log into your SharePoint site.
2. Click on the “Site Contents” link in the left navigation.
3. Click on the “New” button and select “List” from the drop-down menu.
4. Enter a name for your list and click “Create”.
5. Add columns to your list by clicking on the “Add Column” button.
6. Enter the name and type of data for each column.
7. Click “Save” when you are done.
8. Add items to your list by clicking on the “New Item” button.
9. Enter the data for each item and click “Save”.
10. You can now view and manage your list from the “List” tab.
SharePoint is a platform by Microsoft Office that is secure to store, organize, share, and access information from any device. Most organizations use this platform to create websites. SharePoint can easily be accessed with the browser of your choice, including Firefox, Google Chrome, Microsoft Edge, and others. In SharePoint, you can also create lists that help you conveniently manage several tasks. If you are looking for a complete guide on How to create a SharePoint list, What is SharePoint List is in general, its types, list examples, and how to make your List look good, then you have landed on the perfect page. You will be exploring all essential details about SharePoint lists under one roof, so let us get started with this informative guide without further delay.
Here, you will get to know about SharePoint list, examples, how to create a SharePoint list and many more in detail.
Quick Answer
Try following these steps to create SharePoint list:
1. Go to your SharePoint site and click on the Site contents link.
2. Click on the new button and select List option.
3. Choose the type of list you want to create and give your list a name and description.
4. Add any additional columns you need by clicking on the add column button.
5. Customize your list’s settings by clicking on the list settings button.
6. Set permissions for your list by clicking on the permissions button.
7. Save your list by clicking on the save button.
Now that you know How to create a SharePoint list, it is time to learn more about it.
- A SharePoint list is a collection of data you can share with your team members and people provided with its access.
- The SharePoint list is a collection of data or content with rows and columns, just like a table in Microsoft Excel.
- These lists store information where you can add attachments such as documents or images.
- A SharePoint list can be shared with teams, staff, colleagues, and others.
- This List allows people to organize information dynamically and flexibly.
- The SharePoint list can be created from scratch or with the help of ready-made templates.
- The SharePoint list can also be automated to reduce efforts, save time, and streamline work.
In SharePoint, you can create and share lists that can help you track assets, issues, contacts, routines, inventory, and more. You can either start from a template, Excel file, or scratch. To know How to create a SharePoint list, look at the steps below:
1. Navigate to the site collection where you want to make the List.
2. Now, click on the gear icon to open Settings.
3. Next, select Site contents from the menu.
4. Then, click on +New.
5. Now, from the List option, select one of the following options:
- Blank List: You can select this option to create a list from scratch. After selecting this option, give your List a name and description, and like other available options. This List will be saved in My lists until or unless you choose the Save to option. After it is selected, click on Create.
- From Excel: Another way to create a SharePoint list is by selecting Excel, which is based on the Excel spreadsheet.
- From Existing List: You can also select the existing List to save time and create a new one based on the columns in another SharePoint list. The newly created List will have the same columns but no data.
- Templates: Now, you must select a Template, for example, an Issue tracker, to see what columns the template contains. Once a suitable template is found, choose Use template. You can select Back to the Create a listing page if none is found.
6. Once the List has been created, please open it and add columns by selecting the +Add column option.
7. You can share the List created by granting its access. To do so, select Full control, can edit, or can view permissions.
Finally, you can export this file to an Excel file and integrate the List.
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SharePoint is a platform where you can create different types of lists. These lists are designed to track and manage data and look similar to spreadsheets. This user-friendly interface can create different kinds of lists with rows and columns. To know more about, SharePoint allows you to create what type of List, look at the points below:
- Calendars
- Tasks
- Surveys
- Discussion Boards
- Contact lists
- Announcements
- Link Lists
You can take the help of some SharePoint list examples to create a custom list and add a column to the List.
1. Course Information
The first example is a course information list which you can create to store details about various courses. You can learn, in fact, about how to make it with the help of the following steps:
1. Navigate to the SharePoint site on your Desktop.
2. Now, access the Site contents.
3. Next, click the + New icon and select List from the menu.
4. Now, enter the Name of the List you want to create, for example, Course.
5. Finally, click on Create.
6. Now, in the Site content, click on the Course list.
7. Now, inside courses, select the Add column and add columns with the column’s type in the course list. You can include the course name, duration, instructor, description, fee, and kind.
8. Next, select a Single line of text from the menu that appears.
9. Now, fill in the Name and Description box.
10. Then, click on Save.
11. You can follow the same steps to create other columns in your SharePoint list.
12. Once the columns have been added, click on the new icon and fill in the data in each SharePoint list column.
Once the columns have been filled, you can view the columns holding data/items in the SharePoint list.
2. Vacation Request
Another classic example is creating a vacation request to store a detail when an employee in an organization applies for a vacation.
Note: Follow the steps of How to create a SharePoint list given above and create a list first.
1. Once you have created a SharePoint list, save it as a Vacation list.
2. Now that the Vacation list has been created, you can create 6 columns, including the person’s full name, first date, last date, the purpose of leave, description, and approval.
You can easily view this List in SharePoint online.
3. Recruitment Tracker
The next one is the recruitment tracker, which tracks candidate profiles, interview schedules, and job applications under the List of job vacancies. Once you have created a SharePoint list, name it recruitment tracker and add the following columns to it:
- Candidate Name
- Position
- Progress
- Application date
- Interview date
- Recruiter
- Candidate email
- Experience
- Skills
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Even though the views in SharePoint data are similar to that of reports on data, you can create better reports to help you with better data consumption. To know more about tips and tricks and make the most out of creating and using views in SharePoint lists, check out the points mentioned below:
1. Do not Edit the Default View
There is a default view with a list and libraries in SharePoint. This default view should be left untouched. You can also create a new idea with the help of the following steps and make your SharePoint List worth looking at:
- Click on the Settings gear icon in SharePoint.
- Now, click on Library settings from the drop-down menu.
- On the next page, click on Create view at the bottom.
- Next, you can choose from the templates below:
- Standard View is the same as the All Documents view with the app.
- Datasheet View shows data in the Quick Edit view.
- Calendar View is for items with start and end dates.
- Gantt View can be used for Task lists.
- You can also select an existing view by clicking Start from a current perspective in the View Type settings.
2. Understand your Users
To know how to make SharePoint list look good, you must understand your user first. Users can create public and personal views on their SharePoint lists. It is always essential to launch the app with minimum necessary views. You can ask the users about the List you want to create for more insight. You can also add links from other places to specific statements.
3. Views without Folders
You can use views without a folder if you want to add permissions on the folder level. This enables the user to have multiple folders with documents and each folder with different permissions, which also applies to the folder and the content inside.
4. Grouped Views
Grouped views are also a constructive way to make your SharePoint list look good, enabling users to see their content grouped by category when folders are not being used. To do so, you must add metadata columns to your app.
5. Use Different Settings
Another great way to make SharePoint list look good is by using different settings. Let us look at these settings below:
- Name: You can make your SharePoint List approachable by giving it a suitable name.
- Columns: Choose columns to display in your List for better management.
- Sort: You can also sort your data, indicating the order in which the data will appear.
- Filter: Creating a filter helps distinguish multiple items belonging to different departments.
- Tabular View: Tabular View allows you to select multiple items at once.
- Total: Using Total helps you provide the sum, count, or average of the data and is a convenient feature.
- Group By: You can also use the Group By feature to group data based on metadata.
- Style: By using style, you can change how data is presented.
- Folders: With this setting, you can also see documents outside of folders.
- Item Limit: With this setting, you can display multiple items on the page.
- Mobile: This setting is for mobile users who want to view the library or List on their mobile devices.
6. Filtered Views
To make your List good, filter views help by displaying a data selection. This kind of View is excellent for thousands of documents belonging to different departments and document types. In current lists and libraries, you can apply this filter on a view and save it as a view.
7. Create Views with Formulas
You can create views with formulas to make the SharePoint list look good. This is extremely helpful when working in libraries or lists with thousands of items. Doing so will help you see your latest items easily.
8. Files that need attention
To make your SharePoint file better, you can also use the setting files that need attention and draw attention to items that require the need to be completed.
9. Approve or Reject
Using the approvals feature to complete your SharePoint list or library is excellent. By using the Approve/reject items option, you can help users with correct approval permissions who will be able to navigate to items that need to be approved.
10. My Submissions
You can use My Submissions in SharePoint, which will be displayed when content approval is switched on. This View will display all your items, grouped by approval status.
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This brings us to the end of our guide on How to create a SharePoint list. We hope we can answer all your queries in this doc and provide some tips to make libraries and lists in SharePoint look less chaotic. If you have other questions for us, feel free to leave them in the comments section below.
How to Create a SharePoint List
SharePoint lists are a great way to store and organize data. They can be used to track tasks, store documents, and much more. In this article, we’ll show you how to create a SharePoint list and get started with your data.
Step 1: Log into SharePoint
The first step is to log into your SharePoint site. Once you’re logged in, you’ll be able to access the SharePoint lists.
Step 2: Create a New List
Once you’re logged in, you’ll need to create a new list. To do this, click on the “Lists” tab in the left-hand navigation menu. Then, click on the “New” button and select “List” from the drop-down menu.
Step 3: Name Your List
Once you’ve created a new list, you’ll need to give it a name. This name will be used to identify the list in SharePoint. Make sure to choose a name that is descriptive and easy to remember.
Step 4: Add Columns
Once you’ve named your list, you’ll need to add columns. Columns are used to store data in the list. You can add columns for text, numbers, dates, and more. To add a column, click on the “Add Column” button and select the type of column you want to add.
Step 5: Add Items
Once you’ve added columns to your list, you can start adding items. To add an item, click on the “Add Item” button and fill in the fields with the data you want to store. Once you’ve added all the items, you’re ready to start using your SharePoint list.
Conclusion
Creating a SharePoint list is a great way to store and organize data. With a few simple steps, you can create a list and start adding items. Once you’ve created your list, you can start using it to track tasks, store documents, and much more.