Create and share lists with anyone you want for better team follow-ups
In this Microsoft Lists training you will see how to organize data in the form of lists. Think of lists of tasks to be done, follow-ups to be scheduled, calendar of days off, contacts, expense tracking, timesheets, inventories to be tracked, etc. With all its templates, the Lists application allows you to easily manage this data.
With this training you will learn how to import data from Excel into Microsoft Lists and adjust the layout to make reports. You will also learn how to use Lists to automate tasks, send approval requests or notifications. In short, Lists is a tool to discover and use to make your life easier and more efficient.
Is it for you ?
Intermediate Microsoft 365 user
Prerequisite
None.
What You'll Walk Away With
- ✓ Create and structure lists tailored to your needs — from templates, an Excel file, or scratch — to centralize team data tracking
- ✓ Customize views, columns, and forms to present information clearly and relevantly based on context
- ✓ Share your lists securely, automate notifications, and integrate them into Microsoft Teams
Training content
In this course you will learn how to organize and share information with Microsoft Lists. List offers flexibility, especially in terms of display (as a list, a card, a calendar...), while giving you the possibility to define what is visible and what is not visible for the collaborators with whom the list is shared.
This training gives you the keys to take advantage of a customizable and scalable tool according to your needs and those of your team. A tool that you can use from your desktop or your cell phone.
1 Introduction
- What is a list in MS365
- List usage scenario
- Difference between a SharePoint list and a personal list
2 Creating a list
- How do I create a list from an existing template
- How do I create an empty list
- How to create a list from an Excel workbook
3 How to add and modify items in a list
4 Columns in lists
- List column vs. site column
- How to create a column in a list
- How to create a site column
- How to modify a column in a list
5 How to manage displays in lists
- Private vs. public display
- Display settings
- How to create and customize a list view
- How to create and customize a Gallery view
- How do I create and customize a Table view
- How do I create and customize a Calendar view
6 How to customize a list form
- How do I hide columns in a form
- How to create a conditional column display
- How to customize the header of a list form
- How to add a footer to a list form
7 How to apply rules to lists
- How to send an email automatically when modifying or deleting list items
- Introduction to Power Automate for advanced automation
8 Security of lists
- How to use the version history
- How to see and recover list items or lists that have been deleted
- How to share a list or a list item
- How to allow users to only see the list items they have created
- Tips and tricks on advanced list permissions management
9 How do I integrate the contents of a list into Microsoft Teams
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
