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Introduction to Lists SharePoint 2010 - EPC Group
1. Introduction to lists
Applies to: Microsoft SharePoint Server 2010
A list is a collection of data that you can share with team members and other site users. For example, you
can create a sign-up sheet for an event or track team events on a calendar by using a list. You can use a
number of ready-to-use lists and list templates, which provide a good starting point for organizing list
items. The way that you organize your lists depends on the needs of your group and how you prefer to
store and search for your information. The following article provides an overview of the features of lists,
describes in general what you can do with lists, and provides a list of next steps so you can work with lists.
Overview of lists
A SharePoint site usually includes many default lists, including Links, Announcements, Contacts, Issue
Tracking, Surveys, and Tasks that you can use as a focal point for team collaboration or in a business
solution. In many cases, these default lists can provide quick, effective solutions with little or no
modifications. For example, you can use:
Surveys, which include conditional branching and page breaks, for employee and customer satisfaction
assessments.
Issue Tracking, which has versioning and version-history storage, for deeper analysis of workgroup
projects and common work tasks.
Lists are rich and flexible and have many built-in features that provide a robust way to store, share, and
work with data. You can:
Create a list with a variety of columns, including Text, Number, Choice, Currency, Date and Time, Lookup,
Yes/No, and Calculated. You can also attach one or more files to a list item to provide additional details,
such as a spreadsheet containing supporting numbers or a document containing background information.
Create list views to organize, sort, and filter data in different and specific ways; change the metadata, such
as adding and deleting columns, and modifying validation rules; and use lists consistently across
SharePoint sites with content types, site columns, and templates. For example, you can view just the
current events from a calendar on a home page and create a visual view — similar to a wall calendar — on
another page.
Create relationships between lists by using a combination of unique columns, lookup columns, and
relationship enforcement (cascade and restrict delete), all of which enhance your ability to create more
sophisticated business solutions and help preserve the integrity of your data.
Create custom lists, display the data in Web Parts and Web Part Pages, and import, export, and link to
data from other programs, such as Microsoft Office Excel and Office Access.
Track versions and detailed history, require approval to modify data, use item-level and folder security,
check-in and check-out, and automatically stay informed about changes by using alerts and RSS feeds.