Create a Content Type for Project Documents
A SharePoint Online Exercise by Peter Kalmstrom
 Content
types are used to give SharePoint items the desired look
and content. In the demo below Peter Kalmstrom, CEO of kalmstrom.com
Business Solutions and Microsoft certified SharePoint specialist
and trainer, explains how to create such a content type.
Peter has chosen Project libraries on different sites as
example. A content type specifies which columns should be
used, and with a library template he can quickly create
libraries with the same design and settings.
A Word template ensures that each project document give
the same kind of metadata.
In Peter's example each department has its own site and
its own projects library, but he also shows two ways to
display projects from all sites on the home page of the
site collection.
These are the steps described in the demo below:
- Create a new content type.
- Create a Project Managers list.
- Add site columns to the content type.
- Create a new document library.
- Connect the content type to the document library.
- Add the content type columns to the default library
view.
- Modify the Word template and incorporate the content
type fields.
- Create an Overdue view and a view that fetches Project
Managers from the list created in step 2.
- Save the library as a template.
- Create new libraries from the template.
- Two options to show all projects on the root site
of the site collection.
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