An updated version of Understanding the SharePoint basics given at SharePoint Saturday Twin Cities. This covers an introduction to SharePoint Objects and some do's and don'ts when beginning your SharePoint Site.
Lists & Library Templates
It DOES matter
which one you
comes with it’s
Need to know
Try to apply permissions at the List/Library level
and not on every folder or ﬁles
Stay away from folders as much as possible, tag!
Watch out with free for all versioning
Save your list/library as template with or without
When you create a column it is
stored in the list/library where
you create it
Every type of column has it’s use
Know when to use the right one
Views will be created based on
Workﬂows can be created,
triggered by the right column
SharePoint allows for Column
Centralize & Reuse!
If you create columns from your lists/libraries they are stored in them.
And thus, are not reusable.
I recommend using “Site Columns” whenever possible to be able to
Site Columns are available to subsites – best to create at the root
Difference between SITE and Page?
Difference between .aspx and .docx?
Used to show information to
Where do documents go in SharePoint?
Used to quickly create and link content
Uses predeﬁned Page Layouts for design
Allows Metadata (Columns) in the layout
Web Part Page
Only allows for Web Parts on the page
Removes the Quicklaunch for a full width
Think about it!
Pages & Views to
My 2010 Favs My 2013 Favs
Data View (Designer)
Filter Web Parts
Reusable set of columns used together that
deﬁnes a type of content in your
It’s also much more…