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