Home >Tips > SharePoint Online from Scratch >Meeting notes - Item content type kalmstrom.com site map icon Site map  

Content Type for Meeting Notes

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 demo below Peter describes how to create an Item Content Type for the meeting notes. He creates the new content type in the Content Type Hub, so that he does not have to create content types for each site collection.

Create a content type for meeting notes 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 meeting notes. This list content type should inherit from the regular Item.

    (It is also possible to use a document content type and a document.)
  4. Add the content type to an existing group or create a new group for it and click OK.
  5. Add site columns to the content type. Peter adds the following columns:
    • A Comments column from existing site columns.
    • A new site column for Meeting comments. Multipe lines of text. Append changes to existing text. Peter adds a new group for it, and the rest of the new site columns are added to the same group.
    • A new site column for Chairperson. Person or Group.
    • A new site column for Internal Attendees. Person or Group. Allow multiple choices.
    • A new site column for External Attendees. Multipe lines of text. Plain text.
    • A new site column for Action Point. Hyperlink.
    • A new site column for Departments. Managed Metadata connected to the Departments term store.
  6. Publish the content type.
Before Peter adds the Managed Metadata column for Department he opens the SharePoint Admin Center and adds the metadata he needs in the Term Store.




Learn more



---------------------------------------------------------------------------------------







Always the latest news in the kalmstrom.com blog



Follow kalmstrom.com on LinkedIn Facebook, Google+  or Twitter!

back icon next icon