Microsoft Lists - Getting started

Training Theme 

Microsoft Lists part of Microsoft 365 is a flexible, optimized tool for structuring and managing your information. This course shows you how to build personalized lists to monitor projects, manage resources or curate any data. Its intuitive interface streamlines data entry and management, while dynamic views let you visualize and track your information more effectively than in a classic table. You’ll discover how to leverage this flexibility to boost organization, improve project oversight and foster teamwork. 

Training Objectives 

By the end of this course, you will be able to: 

• Understand the core features of Microsoft Lists for data organization
• Apply custom column settings to meet specific needs
• Navigate the data-entry interface to optimize record creation and updates
• Design tailored views for clear, efficient data visualization
• Share lists effortlessly to enhance collaboration

Prerequisite and Target Audience 

Audience: Users seeking to optimize data organization and management with Microsoft Lists, whether for individual projects or collaborative work. 
Starting level: Beginner 
Prerequisites: No prior experience with Microsoft Lists required; familiarity with Microsoft 365 tools is an asset. 

Means and Methods 

• Tutorial Videos: A selected series of videos will help you achieve the defined educational objectives.
• Evaluation Quiz: A quiz will be provided at the end to validate your understanding.

Training Content 

16 tutorial videos divided into 5 lessons: 

• Discovery & First Steps 
  • The key reasons to use Microsoft Lists 
  • The essentials of the Lists interface 
  • Mobile access to your lists made simple 
• Quick Setup & Templates 
  • A quick setup with ready-made templates 
  • A fully custom list built from scratch 
  • Excel data turned into a dynamic list 
• Data Entry & Management  
  • Simple ways to add data to your list 
  • Smooth updates and management for any list 
  • Custom columns to match your needs 
  • The right column type for each data set 
• Optimizing & Organizing Views 
  • A well-structured form for easy entry 
  • Clear insights through filters and sorting 
  • Relevant views to highlight your information 
• Sharing, Collaboration & Alerts 
  • Easy sharing with your team or organization 
  • Seamless collaboration inside Microsoft Teams 
  • Instant alerts tailored to your activities

1 Course Knowledge Validation Quiz 

Learn more about Microsoft Lists

Microsoft Lists is an advanced data-management solution that offers a powerful alternative to traditional spreadsheets. Create dynamic, interactive lists for projects, resource tracking or any data type. With easy customization of columns, filters and sorting, you can tailor your lists for clear, efficient oversight. Built-in collaboration features let you share lists with colleagues and stay informed via personalized alerts. Accessible from any device including smartphones Microsoft Lists is ideal for teams and organizations aiming to boost data organization, communication and productivity.