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October 30, 2007

SharePoint Services Part 2: Learn to Create a New Custom List

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In my last article, I went over the steps that are involved in Creating a New Child Site in SharePoint Services, which covered the first objective in designing a knowledge base, an inventory, and a collaboration tool for our fictitious IT department that I’m using as an example.

If you missed the first article, I would suggest reading it first to make sure you understand the whole process from start to finish; the article is available here: SharePoint Services Part 1: Learn to Create a New Child Site.

Today, we will focus on the second objective: Creating a new list for computer inventory.

I will show you how to create a new list that you can use for anything, including contacts, links to web sites, keeping track of items and tasks, or managing important information that your whole team needs access to.

In the next couple of days, I will wrap up this mini-series by going over the last objective and showing you the steps to create a new wiki in SharePoint. So make sure you don’t miss Part 3 — check back with us in a couple of days for the last article or grab our RSS feed and get the article sent directly to you!

Creating a New Custom List

Now that a new child site has been created for our fictitious IT department, I will start to tailor it to meet the needs of the IT department with a custom list. The list created in this example is designed to keep track of the computer inventory. The steps below can be used to create a new custom list.

  1. From the SharePoint site where the list is to be created, click the Create link from the Site Actions menu.


  2. SharePoint List 1

  3. From the Create page, click the Custom List link under the Custom Lists category.


  4. SharePoint List 2

  5. From the New page enter a title and description for the list and select whether or not to display the list in the Quick Launch; then click the Create button.


  6. SharePoint List 3

  7. From the newly created list’s page, click the Create Column link under the Settings menu.


  8. SharePoint List 4

  9. From the Create Column page, enter the name, description, and additional options for the column. The image below if an example of a completed Create Column form:


  10. SharePoint List 5

  11. Repeat steps 4 and 5 until all the list columns are created.


Once all the columns have been created for your custom list, you can click the New Item link under the list’s New menu to add an item to the list.

SharePoint List 6

This will bring you to a form where you can enter values for each field of the new list item. The image below is the form for adding a new computer to the Computer Inventory list:

SharePoint List 7

Once a list item has been created it will be available for viewing and editing when you view the list. The image below is the Computer Inventory list with a computer added.

SharePoint List 8

And that’s all it takes to create a Custom List in SharePoint Services! Stick around for Part 3 of this series where I will show you how to create a new Wiki in SharePoint!

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About the Author

(A+) is experienced in both IT and development. He has completed training in computers, electronics and networking and obtained his A+ certification. Jason is a self-taught developer and over half of his career in technology has been in web and Windows development, while the rest has been IT orientated. He hopes to be able to use his cross industry expertise to be able to shed more light on the exciting life of a developer for those in IT considering making the move to software. Jason has written articles on various topics including SharePoint, CompTIA A+, and Windows Server 2008.


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