Microsoft Lists: Beyond the Spreadsheet

Microsoft Lists is a Microsoft 365 application designed to help individuals and teams organize, track, and manage structured information. Whether you are tracking projects, inventory, requests, events, assets, or other business information, Lists provides a flexible and easy-to-use solution that combines the simplicity of a spreadsheet with the structure of a database.

In this course, you will learn how to create and customize lists, organize information using columns and views, share information with others, automate processes, and integrate Lists with other Microsoft 365 applications such as Teams and Power Automate.

Section 1: Introduction to Microsoft Lists

Why Microsoft Lists Instead of Excel?

Understanding Structured Data

Database Concepts

When to Use Microsoft Lists

Lists vs. Planner

What Is Microsoft Lists?

Where Lists Are Stored

Microsoft Lists App Overview

Section 2: Creating and Managing Lists

Creating a New List

Using List Templates

Importing Data from Excel

Changing List Icons and Colours

Finding Existing Lists

Favorites and Recent Lists

Deleting and Restoring Lists

Understanding My Lists Storage

Section 3: Building a List from Scratch

Creating a Blank List

Understanding the Title Column

Adding Columns and Fields

Working with Different Column Types

Managing Attachments

Deleting Columns

Adding Records

Creating Unique Values

Column Validation Rules

Section 4: Organizing and Working with Data

Sorting Data

Filtering Data

Grouping Data

Editing in Grid View

Managing Records

Best Practices for List Design

Section 5: Creating Views

Understanding List Views

Creating List Views

Creating Calendar Views

Creating Gallery Views

Creating Board Views

Public vs. Private Views

Using Kanban Boards

Section 6: Sharing and Exporting Information

Sharing Entire Lists

Sharing Individual Records

Managing Permissions

Exporting to Excel

Exporting to CSV

Exporting with Schema Information

Creating Fillable Forms

Collecting Information Through Forms

Section 7: Calculations and Related Data

Understanding Calculated Fields

Creating Calculated Columns

Working with Formulas

Understanding Lookup Columns

Creating Relationships Between Lists

Displaying Related Information

Section 8: Automation and Integration

Introduction to Automation

Creating Rules

Working with Quick Steps

Understanding Approvals

Introduction to Power Automate

Connecting Lists to Power Apps

Automate vs. Integrate

Extending Lists Across Microsoft 365

Section 9: Working with Microsoft Teams and Advanced Features

Adding a List to a Teams Channel

Sharing Lists in Teams

Conditional Formatting

Introduction to JSON Formatting

Advanced List Customization

Microsoft Lists Best Practices