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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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Track anything — projects, assets, issues, requests — with smart, structured lists that your team can view, filter and act on together.
Book This Session →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.
A focused session designed to build real-world skills fast.
What Microsoft Lists is and the use cases where it shines — issue tracking, asset management, onboarding and requests. We look at where Lists lives across the Lists app, SharePoint and Teams, and settle the perennial question of when to reach for Lists rather than Excel or Planner.
Creating a list from scratch, from one of the built-in templates or by importing straight from Excel, and adapting a template to fit your process. We add and edit items using both the form view and inline grid editing, and enrich them with file attachments and comments.
Choosing the right column types — text, number, choice, date, person, yes/no, lookup and calculated — so data stays clean. We then create and configure Grid, Gallery, Calendar and Gantt views, master sorting, grouping and filtering, and save personal and public views for the whole team.
Making status visible at a glance with conditional column and row formatting — colours and icons that update themselves. We customise the item form with field order, sections and conditional show/hide, then set up rules that send email notifications when items change or key dates arrive.
Sharing a list safely with view, edit and item-level permissions, so the right people see the right rows. We add the list as a tab in a Teams channel to keep it where work happens, and export list data to Excel when deeper analysis calls.