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Work with content in lists and libraries

practice.jpgPractice tasks

The practice files for these tasks are located in the SP2016SBS\Ch03 folder.

Discover lists and libraries in a site

Go to your SharePoint site and sign in if prompted. Then perform the following tasks:

  1. Go to the Your Apps page.

  2. Using Search, filter the page to display only the list apps available on your site.

  3. Using Search, filter the page to display only the library apps available on your site.

Create and populate lists

Continuing on your SharePoint site, perform the following tasks:

  1. From the Your Apps page, create a Tasks list and name it BuyerTasks.

  2. Change the display name of the BuyerTasks list to Common Buyer Tasks.

  3. Go to the Common Buyer Tasks default list view page, and confirm the following:

    • The page title shows the modified list name.

    • The browser’s address bar reflects the original list name.

  4. In the Common Buyer Tasks list, create a task named Create vendor SharePoint list.

  5. Switch to the Quick Edit view of the list, and add the following tasks:

  6. Task name Due date
    Ensure vendor access Any date of your choosing
    Identify products to purchase Any date of your choosing
    Generate purchase order A date after the previous date
    Notify Receiving about purchase A date after the previous date
  7. Return to the default list view page of the Common Buyer Tasks list.

  8. Edit the Create vendor SharePoint list task to mark it as complete. Confirm that the completed task is now checked and crossed out.

  9. Add the WideWorldPurchaseOrder document from the practice file folder to the Generate purchase order task, and then return to the default list view page.

  10. To confirm that the document has been successfully attached, display the Generate purchase order list item’s page. Verify that WideWorldPurchaseOrder.docx is shown in the Attachments field at the bottom of the list item page, and then return to the list.

Create and populate libraries

Continuing on your SharePoint site, perform the following tasks:

  1. Create a library named Furniture.

  2. Go to the Furniture library and do the following to upload documents from the practice file folder to the library:

    • From your browser, launch the Add a Document dialog and upload the OakDesk document from the practice file folder to the library.

    • Drag the OakChest document from the practice file folder to the library page in your browser.

    • Copy the OakNightStand and OakEndTable documents from the practice folder and paste them into the Explorer View of the library.

  3. Refresh the library page in your browser and verify that the library contains the uploaded documents.

  4. From within the library, create a new Word document, either in the Word client program or in Word Online. Enter the text Oak Mirror in the document, and then save the document back to the library with the name OakMirror.

  5. Refresh the page and verify that the library contains the new document.

  6. Open the OakMirror document for editing. Format the document text as bold and centered, and then save the document back to the library.

  7. Refresh the library page in the browser and verify that the changes to the OakMirror document were saved by checking its timestamp.

  8. Close the program you used to edit the OakMirror document if it’s still open, either the Word client program or Word Online.

Check files out and work with versions

Continuing on your SharePoint site, perform the following tasks:

  1. Go to the Furniture library.

  2. Check out the OakChest document. Verify that the file icon indicates that the document has been checked out.

  3. Check in the OakChest document, entering the comment This is the final version of the document in the Check in dialog box. Verify that the file icon indicates that the document is no longer checked out.

  4. Display the Version History dialog for the OakChest document.

  5. In the Version History dialog, review the versions saved for the OakChest document.

  6. Restore the first version of the document, and then return to the library.

Organize lists and libraries

Continuing on your SharePoint site, perform the following tasks:

  1. Go to the Furniture library.

  2. In the library, create a folder named In Progress.

  3. Modify the default list view of the Furniture library as follows:

    • Remove the Modified By column.

    • Display the Version column.

  4. Save your changes and return to the library page. Confirm that the library columns are displayed as expected.

  5. Sort the Furniture library documents in ascending alphabetical order by Name, and then reverse the sort order.

  6. Go to the Common Buyer Tasks list, and switch to the Quick Edit view.

  7. To the right of the existing columns, add a column of the type Number.

  8. Rename the Number column to Sequence.

  9. In the Sequence column, enter the following numbers to identify the preferred order of tasks in the list:

  10. Title Sequence
    Create SharePoint list 2
    Ensure vendor access 3
    Identify products to purchase 1
    Generate purchase order 5
    Notify Receiving about purchase 4
  11. Modify the default list view of the Common Buyer Tasks list as follows:

    • Hide the Assigned To and Due Date columns.

    • Display the %Complete column.

    • Change the position of the Priority column to 3 so that it appears immediately to the left of the Task Name column in the list view page.

  12. Save your changes and return to the list page. Confirm that the list columns are displayed as expected.

  13. Sort the Common Buyer Tasks list in ascending numerical order by Sequence, and then reverse the sort order.

  14. Switch to the Quick Edit view of the list. Change the Priority of the Ensure Vendor Access and Generate Purchase Order list items to (1) High, and then return to the default list view.

  15. 03fig45.jpg

    Click to view larger image

    Changing priority of tasks

  16. In the default list view, filter the list to display only the items that have a Priority of (1) High. Then remove the filter from the Priority column to display a full list.

Delete and restore list items and documents

Continuing on your SharePoint site, perform the following tasks:

  1. Go to the Common Buyer Tasks list if it is not already open.

  2. Delete the Create Vendor SharePoint list item.

  3. Go to the Furniture library.

  4. Delete the OakChest document.

  5. Go to the site Recycle Bin and restore the Create vendor SharePoint list item and the OakChest document.

  6. Go to the Common Buyer Tasks list and verify that the list item has been restored.

  7. Go to the Furniture library and verify that the OakChest document has been restored.

Stay up to date with content changes

Continuing on your SharePoint site, perform the following tasks:

  1. Go to the Common Buyer Tasks list.

  2. Set an alert on the Generate purchase orders task. Accept the default options.

  3. Switch to the Quick Edit view of the list.

  4. Change the Priority for the Generate purchase orders task to (2) Normal, and then switch back to the default list view.

  5. Open your email program, and confirm that you have received an email alert notifying you of a change in priority in this list item.

  6. Go to the Furniture library.

  7. Select the Follow option for the OakDesk document.

  8. On the top left of the page, select your Newsfeed page and verify that the OakDesk document is listed under Docs I’m following.

Work offline

Continuing on your SharePoint site, perform the following tasks:

  1. Go to the Furniture library.

  2. Start the library sync to your local device.

  3. In File Explorer on your local device, go to the C:\SharePoint\Team Site-Furniture folder to confirm that the library has been synced.