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.
- 2:18
- 982 views
-
SharePoint (Modern Sites) - Create a document library
- 1:56
- Viewed 1066 times
-
SharePoint (Modern Sites) - Prevent comments on modern pages
- 1:15
- Viewed 1295 times
-
SharePoint (Modern Sites) - Disable the OneDrive sync button
- 0:49
- Viewed 973 times
-
SharePoint (Modern Sites) - Choose expiration and permissions options for links opened to anyone
- 1:08
- Viewed 982 times
-
SharePoint (Modern Sites) - Customise my SharePoint site navigation
- 2:20
- Viewed 922 times
-
SharePoint (Modern Sites) - Modify membership to the sites of my organization
- 1:38
- Viewed 900 times
-
SharePoint (Modern Sites) - Delete a SharePoint site
- 1:12
- Viewed 945 times
-
SharePoint (Modern Sites) - Configure the global Theme and logo
- 2:26
- Viewed 1306 times
-
Recovering deleted items (Recycle bin and Second-stage recycle bin)
- 2:18
- Viewed 4970 times
-
Create and modify a group
- 2:19
- Viewed 4595 times
-
Join a group
- 1:34
- Viewed 3791 times
-
Accessing applications from a group
- 1:59
- Viewed 3695 times
-
Creating a group
- 2:38
- Viewed 3569 times
-
How to launch a New Teams Meeting in Outlook
- 3:49
- Viewed 3418 times
-
Work together on the same document
- 1:07
- Viewed 3412 times
-
Do I share with OneDrive, SharePoint, or TEAMS?
- 2:24
- Viewed 3358 times
-
Granting access to the SharePoint site to someone outside the company
- 3:46
- Viewed 3255 times
-
Introducing Office 365 Groups
- 1:29
- Viewed 3144 times
-
Restoring an earlier version of your document
- 1:50
- Viewed 3091 times
-
Targeting content using a specific audience
- 3:35
- Viewed 2953 times
-
Sharing a folder or document with someone outside the company
- 3:44
- Viewed 2939 times
-
Creating a personalized permission level
- 2:46
- Viewed 2931 times
-
Understanding the different types and roles of team sites in SharePoint
- 3:05
- Viewed 2900 times
-
Checking the granted shares
- 2:27
- Viewed 2898 times
-
Remove a member from a group
- 0:29
- Viewed 2882 times
-
Having a conversation within a group
- 3:21
- Viewed 2845 times
-
Restricting a document to read-only mode (Extract a document)
- 2:05
- Viewed 2845 times
-
Import, create, edit and share documents
- 2:35
- Viewed 2769 times
-
Creating a permission group
- 3:53
- Viewed 2751 times
-
Use template to prepare your Agile SCRUM meeting
- 2:50
- Viewed 2700 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2685 times
-
Use and create a template
- 2:40
- Viewed 2650 times
-
Access to your recent documents
- 1:14
- Viewed 2630 times
-
Back up and saving notes
- 0:32
- Viewed 2588 times
-
How to approve a request
- 1:30
- Viewed 2539 times
-
How to request an approval
- 2:20
- Viewed 2377 times
-
Create a new group form or quiz in Microsoft Forms
- 1:38
- Viewed 2374 times
-
Creating or editing office documents in Engage
- 0:44
- Viewed 2300 times
-
Use Adobe sign
- 1:20
- Viewed 2242 times
-
Engaging and animating a group
- 1:55
- Viewed 1872 times
-
Edit and enhance messages
- 1:57
- Viewed 1858 times
-
Create a team using a template
- 1:03
- Viewed 1834 times
-
Share the link to collaborate or duplicate
- 1:36
- Viewed 1690 times
-
Interact in conversations
- 1:30
- Viewed 1634 times
-
Reply to and react to a Teams conversation in an e-mail
- 0:42
- Viewed 1581 times
-
Create a team and add members
- 1:37
- Viewed 1468 times
-
Creating or Joining a Team
- 1:11
- Viewed 1458 times
-
Creating and Joining a Meeting
- 1:22
- Viewed 1439 times
-
Manage a meeting
- 2:08
- Viewed 1285 times
-
Overview of conversations
- 1:02
- Viewed 1277 times
-
How to add Klaxoon to a current Teams meeting?
- 0:36
- Viewed 1257 times
-
How to integrate Klaxoon directly into a Teams meeting?
- 1:22
- Viewed 1252 times
-
How to start a Teams meeting from Klaxoon?
- 1:15
- Viewed 1242 times
-
Private and small group chats
- 2:03
- Viewed 1232 times
-
Create a SharePoint news and send it via mail
- 1:59
- Viewed 1198 times
-
Take notes in meetings
- 0:35
- Viewed 1191 times
-
File Management
- 1:04
- Viewed 1127 times
-
Interact in a conversation
- 2:03
- Viewed 1122 times
-
Create a SharePoint site
- 2:58
- Viewed 1105 times
-
Create Approval Templates
- 2:06
- Viewed 1096 times
-
Create a folder or a file in a library
- 1:46
- Viewed 1086 times
-
Posting in a Channel
- 2:15
- Viewed 1083 times
-
Collaborate within a conversation with Microsoft Loop
- 01:34
- Viewed 1082 times
-
Managing Teams and Channels
- 2:15
- Viewed 1076 times
-
Make a New Approval Request
- 1:26
- Viewed 1073 times
-
Create a document library
- 1:56
- Viewed 1066 times
-
Store files in conversations
- 1:38
- Viewed 1060 times
-
Creating a Channel
- 2:05
- Viewed 1037 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1029 times
-
Create and publish a SharePoint page
- 2:44
- Viewed 1022 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 993 times
-
Create and Send Signatures with Dedicated Services
- 1:46
- Viewed 993 times
-
Generate a usage report for my SharePoint site
- 1:42
- Viewed 968 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 945 times
-
Customise my SharePoint site navigation
- 2:20
- Viewed 922 times
-
Work together on the same document
- 1:48
- Viewed 910 times
-
Use Templates for Document Creation
- 1:03
- Viewed 896 times
-
Integrate Klaxoon in a Teams Channel
- 0:40
- Viewed 895 times
-
Manage Document Approval
- 0:56
- Viewed 894 times
-
Enable Klaxoon as an App in Teams
- 1:44
- Viewed 884 times
-
Customise my site Homepage
- 3:03
- Viewed 865 times
-
Use version history
- 1:57
- Viewed 858 times
-
Synchronise a SharePoint document library
- 1:42
- Viewed 856 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 853 times
-
Open and work on a document
- 2:42
- Viewed 844 times
-
Rename and find a document
- 2:00
- Viewed 839 times
-
Add and Explore Workflows
- 1:35
- Viewed 829 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 818 times
-
Make a File Request
- 01:24
- Viewed 513 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 502 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 390 times
-
The Bcc Field in Detail
- 01:53
- Viewed 366 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 348 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 337 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 333 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 319 times
-
Create an appointment or meeting
- 01:44
- Viewed 315 times
-
Create a Meeting Poll
- 02:48
- Viewed 310 times
-
Share a task list
- 03:10
- Viewed 307 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 298 times
-
Create a task from a message
- 02:00
- Viewed 293 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 290 times
-
Respond to a meeting
- 01:00
- Viewed 284 times
-
Manage Teams online meeting options
- 01:56
- Viewed 281 times
-
Open a Shared Calendar
- 01:29
- Viewed 276 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 260 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 256 times
-
Use a Shared Mailbox
- 01:18
- Viewed 253 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 247 times
-
View Other Calendars
- 00:50
- Viewed 246 times
-
Share a document securely with Outlook
- 02:21
- Viewed 245 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 242 times
-
Calendar Delegation Setup
- 01:21
- Viewed 239 times
-
Share Your Calendar
- 01:54
- Viewed 238 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 238 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 231 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 217 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 106 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 81 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 88 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 100 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 111 times
-
Copilot at the service of project reports
- 02:36
- Viewed 101 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 94 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 153 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 100 times
-
Project mode
- 01:31
- Viewed 100 times
-
Create an agent for a team
- 01:53
- Viewed 154 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 154 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 88 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 159 times
-
Copilot Studio agent settings
- 01:33
- Viewed 80 times
-
Add new actions
- 01:54
- Viewed 149 times
-
Create a first action
- 01:59
- Viewed 147 times
-
Manage topics
- 01:51
- Viewed 108 times
-
Manage knowledge sources
- 01:11
- Viewed 80 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 146 times
-
Access Copilot Studio
- 01:09
- Viewed 144 times
-
Get started with Copilot Studio
- 01:25
- Viewed 81 times
-
Introduction to PowerBI
- 00:60
- Viewed 203 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 195 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 201 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 203 times
-
Introduction to Planner
- 00:56
- Viewed 207 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 202 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 203 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 290 times
-
Introduction to Sway
- 01:53
- Viewed 181 times
-
Introducing to Word
- 01:00
- Viewed 201 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 181 times
-
Create a call group
- 01:15
- Viewed 260 times
-
Use call delegation
- 01:07
- Viewed 163 times
-
Assign a delegate for your calls
- 01:08
- Viewed 265 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 166 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 157 times
-
Manage advanced call notifications
- 01:29
- Viewed 173 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 216 times
-
Block unwanted calls
- 01:24
- Viewed 183 times
-
Disable all call forwarding
- 01:09
- Viewed 173 times
-
Manage a call group in Teams
- 02:01
- Viewed 164 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 162 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 159 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 181 times
-
Manage voicemail messages
- 01:55
- Viewed 241 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 273 times
-
Customize your voicemail greeting
- 02:17
- Viewed 157 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 155 times
-
Manage simultaneous calls
- 01:52
- Viewed 163 times
-
Support third-party apps during calls
- 01:53
- Viewed 210 times
-
Add participants quickly and securely
- 01:37
- Viewed 174 times
-
Configure call privacy and security settings
- 02:51
- Viewed 169 times
-
Manage calls on hold
- 01:20
- Viewed 167 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 158 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 169 times
-
Draft a Service Memo
- 02:33
- Viewed 220 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 205 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 304 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 273 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 106 times
-
Other Coaches
- 01:45
- Viewed 214 times
-
Agents in SharePoint
- 02:44
- Viewed 176 times
-
Prompt coach
- 02:49
- Viewed 201 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 192 times
-
Configure a Copilot Agent
- 02:39
- Viewed 184 times
-
Describe a copilot agent
- 01:32
- Viewed 209 times
-
Rewrite with Copilot
- 01:21
- Viewed 183 times
-
Analyze a video
- 01:21
- Viewed 209 times
-
Use the Copilot pane
- 01:12
- Viewed 199 times
-
Process text
- 01:03
- Viewed 189 times
-
Create an insights grid
- 01:19
- Viewed 318 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 197 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 220 times
-
Create an image with Copilot
- 00:42
- Viewed 329 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 213 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 219 times
-
Chat with Copilot
- 00:50
- Viewed 209 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 311 times
-
Data Privacy in Copilot
- 00:43
- Viewed 212 times
-
Access Copilot
- 00:25
- Viewed 345 times
-
Use a Copilot Agent
- 01:24
- Viewed 223 times
-
Modify with Pages
- 01:20
- Viewed 224 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 217 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 212 times
-
Generate the email for the recipient
- 00:44
- Viewed 202 times
-
Action Function
- 04:18
- Viewed 165 times
-
Search Function
- 03:42
- Viewed 222 times
-
Date and Time Function
- 02:53
- Viewed 201 times
-
Logical Function
- 03:14
- Viewed 311 times
-
Text Function
- 03:25
- Viewed 227 times
-
Basic Function
- 02:35
- Viewed 191 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 217 times
-
Introduction to Power Fx
- 01:09
- Viewed 202 times
-
The New Calendar
- 03:14
- Viewed 334 times
-
Sections
- 02:34
- Viewed 203 times
-
Customizing Views
- 03:25
- Viewed 194 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 357 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 217 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 171 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 123 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 206 times
-
Use the narrative Builder
- 01:31
- Viewed 250 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 212 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 223 times
-
Share a document with copilot
- 00:36
- Viewed 212 times
-
Configurate a page with copilot
- 01:47
- Viewed 210 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 1089 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 225 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 250 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 312 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 398 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 380 times
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 :
-
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. -
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. -
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. -
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. -
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. -
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. -
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.