Had a great class with our Power User Fast Track course. I walked away with some great tips from students.
- When importing information from an Excel document into a new SharePoint list, DO NOT touch the data in the columns or do anything with the list UNTIL you have gone to set your columns.
I’ve never really liked the import excel document feature because it always seemed to make all my data columns into ‘single line of text’ columns. Well apparently the trick is to immediately go try to switch your columns to the appropriate type without touching the data. By doing this immediately, there is a good chance that SharePoint will recognize fields as what they are supposed to be. SharePoint even has a limited ability to build your choice fields for you! - Use the “alerts” that are set on a list or library as a basis to notify those people most interested in a list or library about maintenance.
Sometimes we have to do maintenance on a List or Library. There are individuals that want to know everything about certain data. Use the “User Alerts” menu in Site Settings (under Site Administration) to find those individuals and let them know some work is being done. You may just make a friend by being proactive rather than hearing a bunch of Hoohaw about how they received a bunch of junk alerts. - Some additional uses for the survey list in SharePoint:
- RSVP for events
- Receipt to acknowledge new policies (digital record keeping!)
If you’re curious about these terms and concepts, then take a look at what we have to offer in our courses. We’re always glad to talk SharePoint!
Special “Thanks!” to Karen.