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Create a List Template for Action Points

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn 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 template.

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 item.

Create an Action Points Tasks List Template

  1. Add an app built on the Tasks template and give it a name.
  2. In the settings for the new list, click on the link 'Add from existing site content types' and add the Action Points content type.
  3. Remove the regular Task content type by clicking on the link in the list settings and selecting 'Delete this content type'.
  4. In the list settings, click on the link 'Save list as template'.
  5. 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.

In the next demo we will show how to manually upload the template
to another site collection.

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