Organizing a SharePoint Library

Question

How can I better organize my SharePoint library?

Answer

There are various ways to configure a SharePoint library. This article will cover folders, adding columns, and custom views.

Create a Folder

  1. Log in to SharePoint.
  2. Navigate to the library for which you would like to create a folder.
  3. From the Files tab, choose New Folder.
  4. Enter a name for the folder.
  5. Select Save.

Add Columns

  1. Navigate to the library for which you want to add a column.
  2. From the Library tab, select Library Settings.
  3. Scroll down to the Columns section and choose Add from existing site columns.
  4. Under Available site columns, choose and add the columns you want in your library.
  5. When finished, select OK.

Create a Custom View

  1. Navigate to the library for which you want to create a custom view.
  2. From the Library tab, select Create View
    • To start from an existing view, choose the view under Start from an existing view.
  3. On the Settings page, enter a name for the view.
  4. Select Create a Personal View in the Audience section if you don’t want others to use this view.
  5. Under the Filter section, select Show items only when the following is true.
  6. In the field drop-down box, select the column you want to add (for example - Status).
  7. In the next field, choose a condition (for example - is equal to).
  8. In the next field, enter the item filter by (for example, chose status as the column, to view In Process)
  9. In the Folders section of the page, select Show all items without folders.
    • This option enables you to look at files across folders in a library​​​​​​​.
  10. Select OK.
    • The new view appears displaying all files having In Process listed under the Status column, regardless of what folder they are in.

For additional assistance, please contact Information Technology Services at 419-372-0999 or through chat.

Details

Article ID: 110695
Created
Tue 6/23/20 1:17 PM
Modified
Tue 6/23/20 2:01 PM