If you are planning a vacation or managing employee time off requests in your organization, it can be overwhelming to keep track of who is on vacation and when. Luckily, SharePoint can make this task much easier. In this tutorial, we will show you how to create a vacation tracker in SharePoint.
Step 1: Create a New List
The first step is to create a new list in SharePoint. Start by navigating to the site where you want to create the list.
Once there, click on the gear icon in the top right corner and select “Add an app”. From the list of available apps, select “Custom List”.
Step 1.1: Give Your List a Name
Give your list a descriptive name, such as “Vacation Tracker”.
Step 1.2: Add Columns
Next, we need to add columns to our list. Click on the “List” tab at the top of the page and then select “List Settings”. From there, click on “Create column” and add columns for things like employee name, start date of vacation, end date of vacation, and any notes about their absence.
Step 2: Customize Views
Now that we have our basic list set up with necessary columns, we can customize how it looks and behaves. Navigate back to the main view of your new list by clicking on its name in the Quick Launch menu.
Step 2.1: Add Filters
Click on “Modify View” from the List tab at the top of the page. Here you can add filters such as showing only vacations that are currently happening or only vacations for specific employees.2: Sort Columns
You can also sort columns by clicking on their column headers once or twice depending on the order you want.3: Group Items
You can group items by a particular column by dragging it to the “Group By” section of the view settings.
Step 3: Add New Items
With our list set up and customized, we can start adding new items to track vacations. To do this, click on the “New Item” button in the top left corner of your list view. Fill out all necessary fields such as employee name, start date of vacation, end date of vacation, and any notes about their absence.
Step 4: Share Your List
Finally, we need to share our vacation tracker with others who need access. To share your list with someone else or group, simply click on the gear icon in the top right corner of your page and select “Site Settings”. From there, click on “Site Permissions” and add users or groups who need access to your new vacation tracker.
Conclusion
In conclusion, creating a vacation tracker in SharePoint is simple and straightforward. With just a few steps you can create a customized list that helps you keep track of employee time off requests. By using SharePoint’s built-in features like filters and customized views, you can make sure everyone in your organization always knows who is on vacation and when they will be back.