SharePoint (Modern Sites) - Create a SharePoint Lists Tutorial

Discover how to streamline the onboarding process in SharePoint by creating lists. Microsoft List allows you to gather information, store data, and do inventories. Start from a blank list and maximize your sales department's efficiency.

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Objectifs :

The objective of this video is to guide new arrivals in the sales department on how to effectively use Microsoft Lists for streamlining the onboarding process. It aims to provide a comprehensive understanding of creating and managing lists to store and track important information.

Chapitres :

  1. Introduction to Microsoft Lists
    In this section, we will explore how Microsoft Lists can enhance the onboarding experience for new employees in the sales department. The goal is to gather as much information as possible to facilitate a smooth transition into the team.
  2. Creating Your First List
    To create your first list, navigate to your SharePoint homepage and click on the 'New' button. Microsoft Lists allows you to create a blank list to track processes, store data, and manage inventories. You can start from scratch or use an existing list as a template. However, be cautious: starting from an existing list will only copy the column structure, not the content.
  3. Using Excel and Templates
    You can also start your list from an Excel file, provided your data is in table format. Additionally, Microsoft offers various templates to simplify the process. For this example, we will use the 'Employee Onboarding' template, which includes essential fields such as work designation, description, completion deadlines, and mentor information.
  4. Exploring the Employee Onboarding Template
    After selecting the 'Employee Onboarding' template, you will see a list that contains crucial information for new hires. This includes the designation of the work, a description, deadlines for completion, and whether the task has been completed. This structured approach helps in tracking the onboarding process effectively.
  5. Adding New Items to the List
    Once the list is created, team members can easily add new items by clicking on 'Add New Item.' This feature allows everyone to contribute to the onboarding process, ensuring that all relevant information is captured and accessible.
  6. Utilizing Microsoft Lists Functionalities
    With your first SharePoint list created, you can now explore various functionalities of Microsoft Lists. This includes different views, grouping by metadata, and other features that enhance data management and accessibility.
  7. Conclusion
    In summary, Microsoft Lists is a powerful tool for streamlining the onboarding process in the sales department. By creating structured lists, new employees can easily access and manage important information, ensuring a smooth transition into their roles.

FAQ :

What is Microsoft List used for?

Microsoft List is used to create and manage lists for various purposes, such as tracking processes, storing data, and managing inventories. It helps streamline workflows and improve organization.

How do I create a list in Microsoft List?

To create a list in Microsoft List, go to your SharePoint homepage, click on the New button, and choose to create a blank list or use a template. You can also start from an existing list or import data from Excel.

Can I copy content from an existing list in Microsoft List?

No, when you start from an existing list in Microsoft List, it will only copy the column structure, not the content of the original list.

What types of templates are available in Microsoft List?

Microsoft List provides various templates for different use cases, including employee onboarding, project management, and inventory tracking, among others.

How can I add new items to my list?

To add new items to your list in Microsoft List, simply click on the 'Add New Item' button and fill in the required information.

Quelques cas d'usages :

Employee Onboarding

Use Microsoft List to create an onboarding checklist for new employees in the sales department. This list can include tasks such as completing training, meeting with mentors, and submitting necessary documents, ensuring a smooth onboarding process.

Inventory Management

Implement Microsoft List to track inventory levels in a retail environment. Users can create a list to monitor stock levels, reorder points, and supplier information, improving inventory management efficiency.

Project Tracking

Utilize Microsoft List to manage project tasks and deadlines. Teams can create a list to assign tasks, set due dates, and track progress, enhancing collaboration and accountability.

Event Planning

Leverage Microsoft List for planning corporate events. Create a list to manage tasks, guest lists, and budgets, ensuring all aspects of the event are organized and tracked effectively.

Glossaire :

Microsoft List

A tool within Microsoft 365 that allows users to create, manage, and share lists for various purposes, such as tracking processes, storing data, and managing inventories.

SharePoint

A web-based collaboration platform that integrates with Microsoft Office, allowing users to create websites for sharing information and managing documents.

Template

A pre-designed format or structure that can be used as a starting point for creating a new document or list, saving time and ensuring consistency.

Table Mode

A format in Excel where data is organized in rows and columns, allowing for easier manipulation and import into other applications like Microsoft List.

Metadata

Data that provides information about other data, such as the author, date created, and other attributes that help categorize and manage the data.

résultat(s)
00:00:00
We would like to find a way to gather as
00:00:03
many information as possible for the new
00:00:06
arrivals in our sales department. To do so,
00:00:10
and to streamline the onboarding process,
00:00:12
let's discover together Microsoft
00:00:14
List From your SharePoint homepage.
00:00:16
Go to the New button.
00:00:19
To create your first list.
00:00:21
Microsoft List allows you to create
00:00:23
a blank list to follow rocesses,
00:00:26
store data, do inventories.
00:00:28
You can start from a blank one
00:00:31
from an existing one. Be careful,
00:00:33
should you start from an existing list,
00:00:36
it will only copy the columns
00:00:38
of that original list.
00:00:40
It will not copy the content
00:00:42
of that original list.
00:00:44
You can start from Excel.
00:00:46
Mind you, your data has to be
00:00:49
in table mode and you can.
00:00:52
Upload acsb file.
00:00:53
For this example,
00:00:55
let's simply use a template. Indeed,
00:00:58
Microsoft provide us with many templates and.
00:01:02
There is one just here.
00:01:04
Employee onboarding.
00:01:05
A simple left click gives
00:01:07
you a review of that list.
00:01:09
It would contain a work designation,
00:01:12
a description of that work.
00:01:14
When does it have to be completed
00:01:17
by Has it been completed?
00:01:20
The date,
00:01:21
the mentor relevant things
00:01:23
and so on and so forth.
00:01:26
Let's just Click to use that template
00:01:29
Emloyee and Boarding Sales Department.
00:01:34
Now that the list has been created,
00:01:37
everyone can start benefiting from
00:01:39
Microsoft List. To add a new item,
00:01:42
anyone simply has to click on Add New Item.
00:01:47
Here, what do we have to do well?
00:01:56
Now that the first item has been completed,
00:02:00
you can consult it and use
00:02:02
Microsoft List and all of its
00:02:05
functionalities IE different views,
00:02:07
regroup by metadata,
00:02:08
so on and so forth.
00:02:10
You have just created your
00:02:12
first SharePoint list.

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résultat(s)
00:00:00
Gostaríamos de encontrar uma forma de nos reunirmos
00:00:03
o maior número possível de informações para o novo
00:00:06
chegadas no nosso departamento de vendas. Para o fazer,
00:00:10
e para agilizar o processo de integração,
00:00:12
vamos descobrir juntos a Microsoft
00:00:14
Lista A partir da página inicial do SharePoint.
00:00:16
Aceda ao botão Novo.
00:00:19
Para criar a sua primeira lista.
00:00:21
Microsoft List permite-lhe criar
00:00:23
uma lista em branco para seguir os processos,
00:00:26
armazenar dados, fazer inventários.
00:00:28
Pode começar a partir de um em branco
00:00:31
de um já existente. Tenha cuidado
00:00:33
se começar a partir de uma lista existente,
00:00:36
apenas copiará as colunas
00:00:38
dessa lista original.
00:00:40
Não copiará o conteúdo
00:00:42
dessa lista original.
00:00:44
Pode começar a partir do Excel.
00:00:46
Lembrem-se, os seus dados têm de ser
00:00:49
no modo de mesa e pode.
00:00:52
Carregar ficheiro acsb.
00:00:53
Para este exemplo,
00:00:55
vamos simplesmente usar um modelo. Com efeito,
00:00:58
A Microsoft fornece-nos muitos modelos e.
00:01:02
Há apenas uma aqui.
00:01:04
Integração de colaboradores.
00:01:05
Um simples clique esquerdo dá
00:01:07
uma revisão dessa lista.
00:01:09
Conteria uma designação de trabalho,
00:01:12
uma descrição desse trabalho.
00:01:14
Quando é que tem de ser completado
00:01:17
por Foi concluído?
00:01:20
A data,
00:01:21
o mentor coisas relevantes
00:01:23
e assim por diante e assim por diante.
00:01:26
Vamos apenas clicar para usar esse modelo
00:01:29
Colaborador e Departamento de Embarque de Vendas.
00:01:34
Agora que a lista foi criada,
00:01:37
todos podem começar a beneficiar
00:01:39
Lista da Microsoft. Para adicionar um novo item,
00:01:42
qualquer pessoa simplesmente tem de clicar em Adicionar novo item.
00:01:47
Aqui, o que temos de fazer bem?
00:01:56
Agora que o primeiro ponto foi concluído,
00:02:00
pode consultá-lo e usar
00:02:02
Microsoft List e toda a sua
00:02:05
funcionalidades ou seja, diferentes pontos de vista,
00:02:07
reagrupar por metadados,
00:02:08
assim por diante e assim por diante.
00:02:10
Acabou de criar o seu
00:02:12
primeira lista do SharePoint.

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résultat(s)
00:00:00
Vorremmo trovare un modo per riunirci come
00:00:03
quante più informazioni possibili per il nuovo
00:00:06
arrivi nel nostro ufficio commerciale. Per farlo,
00:00:10
e per semplificare il processo di onboarding,
00:00:12
scopriamo insieme Microsoft
00:00:14
Elenco dalla tua home page di SharePoint.
00:00:16
Vai al pulsante Nuovo.
00:00:19
Per creare la tua prima lista.
00:00:21
Microsoft List ti consente di creare
00:00:23
un elenco vuoto per seguire i processi,
00:00:26
memorizzare dati, fare inventari.
00:00:28
Puoi iniziare da uno vuoto
00:00:31
da uno esistente. state attenti,
00:00:33
se dovessi iniziare da una lista esistente,
00:00:36
copierà solo le colonne
00:00:38
di quella lista originale.
00:00:40
Non copierà il contenuto
00:00:42
di quell'elenco originale.
00:00:44
Puoi iniziare da Excel.
00:00:46
Intendiamoci, i tuoi dati devono essere
00:00:49
in modalità tabella e puoi farlo.
00:00:52
Carica un file acsb.
00:00:53
Per questo esempio,
00:00:55
usiamo semplicemente un modello. Infatti,
00:00:58
Microsoft ci fornisce molti modelli e.
00:01:02
Ce n'è uno proprio qui.
00:01:04
Inserimento dei dipendenti.
00:01:05
Un semplice clic con il pulsante sinistro dà
00:01:07
hai una recensione di quella lista.
00:01:09
Conterrebbe una designazione dell'opera,
00:01:12
una descrizione di quell'opera.
00:01:14
Quando deve essere completato
00:01:17
di È stato completato?
00:01:20
La data,
00:01:21
le cose rilevanti del mentore
00:01:23
e così via e così via.
00:01:26
Facciamo clic per utilizzare quel modello
00:01:29
Dipendente e ufficio vendite.
00:01:34
Ora che l'elenco è stato creato,
00:01:37
tutti possono iniziare a trarne beneficio
00:01:39
Elenco Microsoft. Per aggiungere un nuovo elemento,
00:01:42
chiunque deve semplicemente fare clic su Aggiungi nuovo elemento.
00:01:47
Ecco, cosa dobbiamo fare bene?
00:01:56
Ora che il primo elemento è stato completato,
00:02:00
puoi consultarla e utilizzarla
00:02:02
Microsoft List e tutti i suoi
00:02:05
funzionalità, ad esempio diverse visualizzazioni,
00:02:07
raggruppamento per metadati,
00:02:08
così via e così via.
00:02:10
Hai appena creato il tuo
00:02:12
primo elenco di SharePoint.

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résultat(s)
00:00:00
Мы хотели бы найти способ собраться как
00:00:03
как можно больше информации для нового
00:00:06
поступления в наш отдел продаж. Для этого
00:00:10
и упростить процесс адаптации,
00:00:12
давайте вместе откроем для себя Microsoft
00:00:14
Список с домашней страницы SharePoint.
00:00:16
Перейдите к кнопке «Создать».
00:00:19
Чтобы создать свой первый список.
00:00:21
Список Microsoft позволяет создавать
00:00:23
пустой список для отслеживания процессов,
00:00:26
храните данные, проводите инвентаризацию.
00:00:28
Вы можете начать с пустого
00:00:31
из существующего. Будьте осторожны,
00:00:33
если вы начнете с существующего списка,
00:00:36
он будет копировать только столбцы
00:00:38
из этого исходного списка.
00:00:40
Содержимое не будет копироваться
00:00:42
этого оригинального списка.
00:00:44
Вы можете начать с Excel.
00:00:46
Имейте в виду, ваши данные должны быть
00:00:49
в режиме таблицы, и вы можете.
00:00:52
Загрузите файл acsb.
00:00:53
В этом примере
00:00:55
давайте просто воспользуемся шаблоном. В самом деле,
00:00:58
Microsoft предоставляет нам множество шаблонов и.
00:01:02
Вот один из них.
00:01:04
Адаптация сотрудников.
00:01:05
Простой щелчок левой кнопкой мыши дает
00:01:07
вы просматриваете этот список.
00:01:09
В нем будет указано рабочее обозначение,
00:01:12
описание этой работы.
00:01:14
Когда её нужно закончить
00:01:17
автор Завершено ли оно?
00:01:20
Дата,
00:01:21
ментор, релевантные вещи
00:01:23
и так далее и тому подобное.
00:01:26
Давайте просто нажмем, чтобы использовать этот шаблон
00:01:29
Отдел продаж сотрудников и пансионов.
00:01:34
Теперь, когда список создан,
00:01:37
каждый может начать получать выгоду от
00:01:39
Список Майкрософт. Чтобы добавить новый элемент,
00:01:42
кто-нибудь просто должен нажать «Добавить новый товар».
00:01:47
Итак, что нам нужно сделать хорошо?
00:01:56
Теперь, когда первый пункт завершен,
00:02:00
вы можете ознакомиться с ним и использовать
00:02:02
Список Майкрософт и все его
00:02:05
функциональные возможности, то есть разные представления,
00:02:07
перегруппировать по метаданным,
00:02:08
так далее и так далее.
00:02:10
Вы только что создали свой
00:02:12
первый список SharePoint.

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résultat(s)
00:00:00
Nos gustaría encontrar una manera de reunirnos como
00:00:03
tanta información como sea posible para el nuevo
00:00:06
llegadas a nuestro departamento de ventas. Para hacerlo,
00:00:10
y para agilizar el proceso de incorporación,
00:00:12
descubramos juntos Microsoft
00:00:14
Lista desde tu página de inicio de SharePoint.
00:00:16
Ve al botón Nuevo.
00:00:19
Para crear tu primera lista.
00:00:21
Microsoft List le permite crear
00:00:23
una lista en blanco para seguir los procesos,
00:00:26
almacenar datos, hacer inventarios.
00:00:28
Puedes empezar desde uno en blanco
00:00:31
a partir de uno ya existente. Ten cuidado,
00:00:33
si partieras de una lista existente,
00:00:36
solo copiará las columnas
00:00:38
de esa lista original.
00:00:40
No copiará el contenido
00:00:42
de esa lista original.
00:00:44
Puede empezar desde Excel.
00:00:46
Eso sí, tus datos tienen que ser
00:00:49
en modo tabla y ya puedes.
00:00:52
Sube un archivo csb.
00:00:53
Para este ejemplo,
00:00:55
usemos simplemente una plantilla. De hecho,
00:00:58
Microsoft nos proporciona muchas plantillas y.
00:01:02
Hay uno justo aquí.
00:01:04
Incorporación de empleados.
00:01:05
Un simple clic con el botón izquierdo da
00:01:07
tienes una reseña de esa lista.
00:01:09
Contendría una designación de trabajo,
00:01:12
una descripción de esa obra.
00:01:14
¿Cuándo tiene que completarse
00:01:17
de ¿Se ha completado?
00:01:20
La fecha,
00:01:21
el mentor (cosas relevantes)
00:01:23
y así sucesivamente.
00:01:26
Hagamos clic para usar esa plantilla
00:01:29
Departamento de ventas para empleados e internados.
00:01:34
Ahora que se ha creado la lista,
00:01:37
todos pueden empezar a beneficiarse de
00:01:39
Lista de Microsoft. Para agregar un elemento nuevo,
00:01:42
cualquiera simplemente tiene que hacer clic en Agregar nuevo elemento.
00:01:47
En este caso, ¿qué tenemos que hacer bien?
00:01:56
Ahora que se ha completado el primer punto,
00:02:00
puedes consultarlo y usarlo
00:02:02
Microsoft List y todos sus
00:02:05
funcionalidades IE diferentes puntos de vista,
00:02:07
reagrupar por metadatos,
00:02:08
etcétera y así sucesivamente.
00:02:10
Acabas de crear tu
00:02:12
primera lista de SharePoint.

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