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Working with Microsoft Lists

Mark Kashman

January 20, 2021 - 12:30 pm - 4:30 pm ET

Summary

Join in and learn all you can do with Microsoft Lists - your smart information tracking app in Microsoft 365. See how Lists evolve from SharePoint lists to empower individuals and teams to create, share and track information – including innovation in Microsoft Teams. Lists plus Teams brings it all together to work on your information side-by-side you team conversation. We will teach you how to use and create views, configure conditional formatting, adjust forms and more. Plus, we will highlight no-code and low-code apps leveraging tools from the Power Platform - Power Apps for customizing forms and Power Automate to design complex flows. You will come into this session new to Lists and will leave a list maker.

Modules

Introduction
*What is Microsoft Lists?
*How does it fit into Microsoft 365 portfolio?
*How has it evolved from SharePoint lists?
*Common FAQs

Creating a list and using ready-made templates
*Creating personal and team lists
*Using ready-made templates
*Starting from scratch, importing from Excel, or using the formatting/schema of an existing list
*Sharing lists and list items

Working with Lists in Microsoft Teams
*Creating a list as a tab in Teams
*Importing existing lists as tabs in Teams
*@mentioning – content alongside conversation

Making a list work for you
*Using default views (grid, gallery, calendar) and creating custom views
*Using group by, filtering
*Adding row and column formatting

Customizing lists
*Adding conditional formatting
*Adding rules for notifications and alerts
*Working with JSON in columns and forms

Microsoft Lists and the Power Platform
*Customizing view and edit forms with Power Apps
*Designing custom flows with Power Automate

Roadmap / Resources / CTA
*Roadmap
*Resources
*CTAs and Q&A

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