Create a List Template for Action Points
A SharePoint Online tutorial by Peter Kalmström
a series of articles Peter Kalmstrom, CEO and Systems Designer of kalmstrom.com
Business Solutions, is showing a way to use SharePoint to automate taking
meeting notes and handling meetings and meeting decisions in general.
In the earlier demos Peter has created two content types in the Content Type
Hub, one for the meeting notes and one for the meeting action points. He chooses
to not have the action points as a multiple lines of text column in the meeting
notes list but instead use a hyperlink column and a link to an action point
list. This list should build on the
Action Points content
type created in an earlier demo.
Peter first creates a Tasks list and then adds his Action Points content type
to it. He also enables versioning settings before he saves the list as a template.
Now the user responsible for the meeting notes can more easily create the
Action Points list by clicking on 'add an app' and selecting the Action Points
When the Action Points list for the meeting has been created, the user can
just copy the shortcut to the list and paste it in the meeting notes list
Create an Action Points Tasks List Template
- Add an app built on the Tasks template and give it a name.
- In the settings for the new list, click on the link 'Add from existing
site content types' and add the Action Points content type.
- Remove the regular Task content type by clicking on the link in the list
settings and selecting 'Delete this content type'.
- In the list settings, click on the link 'Save list as template'.
- Give the template a name and save.
Now this template is saved to the List Template Gallery, where it will be
available for the whole site collection. However, if it should be used by
other site collections you need to distribute it to them.