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Tasks Content Type for Meeting 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 previous demo Peter created a new content type for meeting notes based on the Item content type, which gave him a content type with very few columns. Therefore he added the columns he needed.

In the demo below Peter describes how to create a Task content type for the meeting action points. When you base a new content type on the Task content type, you will have multiple columns, so now Peter removes some columns instead of adding new ones.

Peter creates his content types in the Content Type Hub, so that he does not have to create content types for each site collection.

Create a content type for action points in the Content Type Hub

  1. In the Content Type Hub, open the Site Settings and click on the Site Content Types link in the Web Designer Galleries group.
  2. Click on the Create link.
  3. Create a new list content type for action points. This list content type should inherit from the regular Task.
  4. Add the content type to an existing group or create a new group for it and click OK.
  5. Remove or hide columns that are not needed.
  6. Publish the content type.

In next demo we will see how to add the two new content types to lists.

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