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?
In this training course, our experts will teach you how to use Microsoft Lists to better share information with your work teams. What's more, you'll learn best practices for mastering key collaboration functions with Microsoft Lists.
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)
Surround yourself with the best
Johanna Boulos
Trainer
Johanna acts as a trainer in professional effectiveness. Her ease in expressing herself and her great patience allow her to communicate in a clear and accessible language for all levels of groups she teaches to. As a candidate to a master's degree in education and a teacher with experience, Johanna brings a pedagogical approach to her trainings.
Ghislain Parent
Trainer and Professional Efficiency Consultant
Ghislain Parent has more than 25 years of experience in project management in the fields of training, communication, IT and new technologies, including several years as an entrepreneur. Ghislain has worked at AFI Expertise as a professional efficiency trainer and consultant since 2013. He helps people leverage tools such as Office 365, SharePoint, Teams and OneNote, in addition to mobile technologies such as Android and Apple devices.
