Working with Microsoft Lists

November 04, 2020 - 12:30 pm - 4:30 pm ET

Mark Kashman, Microsoft

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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