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Summary
TrackMaster is built on top of Microsoft SharePoint Online, and makes heavy use of Lists to enter and display information. In SharePoint, a list is a collection of data fields, similar to a single sheet in a spreadsheet, or a single table in a database. Although lists are customized to include specific fields or look a specific way, the basic functionality is always the same. This article is an overview of basic SharePoint Lists functionality that is applicable to all components of TrackMaster.
SharePoint Lists Navigation
List Navigation
Each list has a details area, views tabs, tool bars, and details/filters panel.
Basic list screen:
Details window and comments panel:
List Views
One of the core features of lists is that the screens that display data can be pre-configured in different ways. For example, they can be shown as a calendar or as to-do list. Each view can display or hide certain fields, and it can have pre-configured filters, sorting, and grouping. The available views are displayed on the top right as tabs. You can create your own personal view by clicking "+ Add View".
Examples of different view styles:
Custom - Timeline:
Calendar (Modern):
Calendar (Classic, for Syncing to Outlook):
Gallery (Cards):
To-Do List / Project Buckets:
Filtering, Grouping and Sorting
To filter, sort, or group by a specific column, simply click the down arrow next to the column heading and select the filter, group or sort option.
The filter bar makes it easy to apply multiple filters at the same time. It can be displayed by clicking the funnel icon on the tool bar.
Tool Bar
The tool bar provides common functionality such as adding, renaming, deleting, exporting to CSV or Excel, subscribing to alerts, and running automations. The available options may change depending on whether a specific item is selected or not, because some actions can be applied only one item at a time rather than the whole list.
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About the Author
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Gabriel Mongefranco is a Mobile Data Architect at the University of Michigan's Eisenberg Family Depression Center. Gabriel has over a decade of experience with automation, data analytics, database architecture, dashboard design, software development, and technical writing. He supports U-M researchers with data cleaning, data pipelines, automation and enterprise architecture for wearables and other mobile technologies.
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