Phone call memo list sharepoint 2010

Guys,

My research is still in progress and this research is in continuation from this article: http://sharepointknowledgebase.blogspot.com/2012/06/group-work-lists-sharepoint-2010.html

As started earlier in the above mentioned article, Phone call memo list is a special list which gets enabled after activating the ‘Group work lists’ feature.

Microsoft SharePoint Product Team has really done a good job by introducing this new list i.e. Phone Call Memo list

Where and how we can use this list?

·         Knowledge base

·         Desktop Support

·         Office call handling by receptionist

·         Track down some important notes when you are doing some important work

·         Your colleague can also note down the note when you are busy in meetings

Purpose/Objectives can be anything but when you need to decide how you want to utilize this list for your project requirements.

What I like it very much? J

Phone call memo list consist of these views: My memos, My Unresolved memos, all unresolved memos, Memos from me. Memos can be anything, like calls, issues, notes, problems, incident tickets, incident numbers etc.

Apart from this, you can configure your new view, in which you can specialize your project requirements.

Important columns

Please refer the following screenshot that I would like to highlight by means of specialized marking.

If you have any queries/questions regarding the mentioned information then please let me know. Thank you J

Group Work Lists SharePoint 2010 feature

Doing some research on this new feature i.e. Group wok list which is a new enhancement in SharePoint 2010 features.

Basics/background:

Let’s mesmerize some SharePoint 2007 basics then you will come to know that such functionality was present in room and equipment reservations application template (One of the template belongs to Fabulous 40 templates provided by Microsoft).

The Room and Equipment Reservations application template helps teams manage the utilization of shared meeting rooms and equipment. The application template enables team members to identify times when specific rooms and/or equipment are available and place a reservation for a specified time.

You will find this feature under site settings-manage site features i.e. http://SharePoint2007/sites/Yousitename/_layouts/managefeatures.aspx

How to enable this feature:

·         Open the SharePoint site

·         Site actions

·         Site settings

·         Site actins-manage site features

·         Group work lists (Provided calendars with added functionality for team and resource scheduling)

·         Activate

·         That’s it-Feature will be successfully activated without any issues

What kind of changes occurred after activating that feature?

Let’s make this point very clear, whenever you will activate any site collection/site feature then some changes happened and we should be able to identify those changes. You must be wondering as what exactly I am talking about and that’s also based on this feature.

Yes-you are absolutely right, as soon as I have activated that Group work lists feature then I checked the view all site content page (http://sitename/_layouts/viewlsts.aspx )

Addition of 3 new lists:

·         Phone call Memo

·         Resources

·         Whereabouts

How to make our default calendar to use this functionality?

·         Open the calendar list

·         Settings

·         List settings

·         Title, description and navigation

·         Make this option ‘Use this calendar for Resource Reservation’ to Yes

·         Click OK

Now we can specify resources while adding a new item to the calendar list.

Note: Make sure to add the number of resources by giving proper naming conventions as per your project requirements.

How to add the new resources:

·         Open the resources list (View all site contents-List Section)

·         Add new item

Example:  Conference room10, conference room20, conference room30, Video conference, audio conference etc.

Please refer the following example in which I have an event named as ‘MVP’s Meeting’ which is scheduled on 15^th June 2012, time slot: 8 AM-9:30 AM and I have allocated a resource also i.e. Conference Room 30

If you have any queries/questions regarding the above mentioned information then please let me know. I would be more than happy to help you as well as resolves our issuesJ J

Thank you.