Create a Custom View in SharePoint

SharePoint offers the ability to view information in any way you desire. Whether it is a SharePoint custom list, task list, Issues Log, list of announcements or a document library, you can personalize the way you want to view the content.

Log into the SharePoint site, where you have at least Contributor permissions.

Navigate to the list or library that you use regularly.

Take note of the current/default view.

Click on the Library ribbon/tab and click to Create View.

Select Standard View.

Enter a name that makes sense to you! We will use “Group by Credit” for our name.

Select CREATE A PERSONAL VIEW.

Scroll through the columns and place a checkmark beside those that YOU want to see in your view.

At the bottom, expand the GROUP Option.

Set the field or fields you want to group by.

Click OK.

Your new view will display, just for your use!

Check out our SharePoint training here!

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