Checklist for SharePoint

Posted on 2009-12-28
Last Modified: 2012-08-13
Hello Experts,

I'm new to SharePoint and would like to create a 'checklist' web part.  Basically I would like to be able to input a set of questions (as the admin), and allow users to upload the document needed for that question.  I would like these files to be stored in a document library so they are accessible to all our employees.  

Please Help...

Question by:thewayne73
    LVL 7

    Assisted Solution

    You can create a checklist with a Custom List in Datasheet View. Your "Check" column will be a column that is of type "Yes/No". Once you add any row, you can click in attachment field and add multiple documents. Users can click to check off an item as well. See the example below.
    LVL 19

    Accepted Solution

    Doing what janice suggests works great, but it also gives people the possibility to change the question itself.
    If you don't want people to be able to do that, you need to:
    - Create a custom list with all your questions in the title field (row by row)
    - Create a document library with a lookup field pointing to the title field of your custom list
    - Change the view of the document library to group by the lookup field

    That way you will have a list of all the questions from your list that have documents attached to it and a + sign in front of them.
    Clicking on the + will show all the documents that are connected to that question.

    Author Comment

    MsShawdow... thanks!  How do you create a lookup field for a document library?  

    Author Comment

    nevermind... found it

    Featured Post

    What Is Threat Intelligence?

    Threat intelligence is often discussed, but rarely understood. Starting with a precise definition, along with clear business goals, is essential.

    Join & Write a Comment

    A question that is asked often, is how to generate sequential numbers in InfoPath Forms. The best way to achieve this is to use a SQL database, along with a stored procedure and a web service to connect Forms Services to the DB. The first thing t…
    Last week I faced a strange issue recently, i have deployed SharePoint 2003 servers for one project and one of the requirements was to open SharePoint site from same server. when i was trying to open site from the same server i was getting authentic…
    how to add IIS SMTP to handle application/Scanner relays into office 365.
    This video gives you a great overview about bandwidth monitoring with SNMP and WMI with our network monitoring solution PRTG Network Monitor ( If you're looking for how to monitor bandwidth using netflow or packet s…

    732 members asked questions and received personalized solutions in the past 7 days.

    Join the community of 500,000 technology professionals and ask your questions.

    Join & Ask a Question

    Need Help in Real-Time?

    Connect with top rated Experts

    19 Experts available now in Live!

    Get 1:1 Help Now