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Lists

Track anything — projects, assets, issues, requests — with smart, structured lists that your team can view, filter and act on together.

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About Lists

Microsoft Lists is M365's structured tracking tool — a modern evolution of SharePoint lists, built to give teams a flexible way to record, organise and act on almost anything: assets, issues, requests, inventories, content calendars and project trackers. Lists live inside Teams, SharePoint and the Lists app, with custom views, forms, rules and Power Automate triggers built in.

It's best used anywhere a team is currently tracking work in spreadsheets and hitting version-control issues, or using heavyweight tools for simple processes. Operations, project teams, facilities, marketing, IT and department leads benefit most. Lists solves the problem of scattered tracking spreadsheets — replacing them with a single, shared, permission-controlled source of truth that multiple people can edit safely at once.

Training Session

A focused session designed to build real-world skills fast.

Lists
  • What Microsoft Lists is and common use cases — issue tracking, asset management, onboarding, requests
  • Where Lists lives — the Lists app, SharePoint and Teams
  • Creating a list from scratch, from a template or by importing from Excel
  • Overview of built-in templates and how to adapt them
  • Adding and editing items — form view and inline grid editing
  • Attaching files and adding comments to list items
  • Column types — text, number, choice, date, person, yes/no, lookup and calculated
  • Creating and configuring views — Grid, Gallery, Calendar and Gantt
  • Sorting, grouping and filtering data
  • Saving personal and public views
  • Column and row formatting — conditional colours and icons
  • Customising the item form — field order, sections and conditional show/hide
  • Setting up rules for email notifications when items change or dates arrive
  • Sharing a list — view, edit and item-level permissions
  • Adding Lists as a tab in a Teams channel
  • Exporting list data to Excel
  • When to use Lists vs. Excel vs. Planner

Ready to train your teams on Lists?

Book a free 30-minute discovery call. No commitment, no pressure.

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