Microsoft Lists Tips & Tricks
Microsoft Lists Tips & Tricks
Microsoft Lists help streamline workflow and processes, increase efficiency, and encourage fluid collaboration.
Easy List Access with Favorites
Simply by clicking on the star icon, you can Favorite Your List so that it becomes easily accessible when there is a break in your work routine or flow. Favorite Your List lists will appear at the top of the Lists home page on mobile and desktop. The star icon can be found next to your list’s title when you are in the list itself, on your Lists home page under your recent lists, or within the Lists app for iOS. Clicking on the star icon again will un-favor the list and it will no longer appear at the top of your List on your home page.
Create a List from a Template
Templates are underrated and underutilized. There are 11 templates in Teams and eight available to use as is or as the start of a customized List. These available templates address many scenarios, including employee onboarding, asset managing, and progress tracking. Simply find the template that suits your needs, choose the Use Template button, name your list, assign a color, and assign an icon. You now have a List that will be populated with pre-defined columns, pre-populated choice fields, and more that can be used as-is or you can customize it to your needs.
Lists and Microsoft Teams Channel
In your Microsoft Teams Channel, you can add a new or existing List so your team can organize, collaborate, track, and chat side by side. You can easily add or create your List by going to the channel that you want to start a tracking list. Next, hit the plus (+) button and select the Lists app from the tab gallery. Once the tab is added, you can either create a new list or bring in another list from a SharePoint site or from another Team into the channel as a new tab. Personal Lists cannot be added. You can now track your List in the Teams mobile app too by going to the channel the List has been added to.
Make Quick Updates with Grid View and Bulk Actions
In the Edit in Grid View, quick updates or edits to multiple list items can be performed with ease. In the item card, you can edit freely by double-clicking on the item cell or by selecting multiple cells. In edit mode, you can navigate from cell to cell by keyboard commands, adjust columns, and many more actions.
Get Notified When Information Changes
How do you know if someone alters information in your list? Simple. By creating a rule that will send an email notifying you with a direct link to the changed item.
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