SharePoint 2010 for Project Management, 2nd Edition

Workshop 3.2: Creating and Populating a Document Library

In this workshop, you will create and populate a document library for the case study project. Your project team has a lot of shared files that are currently stored in a local folder. You will now put these files in a document library to centralize storage.

For fields and settings that aren’t mentioned in the workshop steps, accept the default settings.

Part 1: Creating a Document Library

Use the following steps to create a document library:

1. On your PMIS home page, click Site Actions→More Options.

2. In the Library category, click Document Library and More Options (see Figure 3-38).

   

   Figure 3-38. Accessing the Document Library

1. A page similar to the one shown in Figure 3-39 will be displayed. Enter the following information:

   Name: Project Documents

   Description: Our project's shared documents

   Display this document library on the Quick Launch?: Yes

   Create a version each time you edit a file in this document library?: Yes

   Document Template: Microsoft Office Word document

   

   Figure 3-39. Creating a document library

2. Click Create. The new document library will be displayed (see Figure 3-40).

   

   Figure 3-40. Document library

Part 2: Populating a Document Library ...