Microsoft Lists to share with your team

Duration : 0,5 day (3,5 h)

Do you want to work as a team on shared lists and easily find what you're looking for? Excel doesn't seem to meet all your needs?

Audience

All Microsoft 365 users who need to create collaborative shared lists in Sharepoint and Teams.

Prerequisites

None

Objectives

• Distinguish between a list and an Excel file
• Create lists and manage their metadata

Teaching method

Lectures - Demonstrations - Guided and individual exercises

Contents

• Introduction to MS Lists in the M365 ecosystem
• How to link lists to Excel
• Creating a list from the Microsoft Lists application
• Creating a list from an Excel file
• Creating columns / Metadata in Lists
• Use the list to refer to it from Sharepoint (from libraries or other lists) - Search column
• Add items and modify metadata
• Item version history (track)
• Alerts
• Modify/create displays
• Possible display types :
• Grid
• Calendar: to track a project, for example
• Apply conditional format (column-based)
• Add event reminders via Power Automate
• Group and filter by column
• Create a form (Forms) and send information to a list with Power Automate
• Change advanced list settings (let each user see only the form he/she has filled in)