Lists - Daily tracking of staff activity Use Case
In this video, you will learn about daily tracking of staff activity using Microsoft Lists.
The video covers how to create a progress sheet, customize columns, and set up alerts for changes.
This will help you ensure that your employees fill out their progress sheets daily and stay updated on any modifications.
By using Microsoft Lists, you can easily track and manage your staff's activity.
- 3:25
- 1648 views
-
Organizing a team’s tasks
- 4:53
- Viewed 3179 times
-
Prepare big events
- 3:17
- Viewed 2881 times
-
OneDrive & Office Lens – Complete your expense form in 2 min!
- 2:03
- Viewed 2632 times
-
Organise meetings for new projects
- 2:48
- Viewed 2627 times
-
Reduce the number of emails in the company
- 2:28
- Viewed 2576 times
-
One location for your documents
- 2:53
- Viewed 2527 times
-
Be reactive to changes
- 2:09
- Viewed 2419 times
-
How to get organized with a common calendar
- 4:00
- Viewed 2346 times
-
Follow the lifetime of a project
- 1:54
- Viewed 2242 times
-
Manage workshop retreats about training
- 3:01
- Viewed 2219 times
-
Scheduling a new team meeting!
- 3:08
- Viewed 2214 times
-
Stay updated on labour law
- 3:33
- Viewed 2157 times
-
Recovering previous Office 365 Groups
- 2:16
- Viewed 1769 times
-
How to create your training reservation system
- 2:42
- Viewed 1604 times
Objectifs :
This document aims to provide a comprehensive guide on how to effectively use Microsoft Lists for tracking employee activities through progress sheets. It outlines the steps to create, customize, and manage lists, as well as how to set up alerts for monitoring changes.
Chapitres :
-
Introduction
As a manager, ensuring that employees complete their daily progress sheets is crucial for tracking productivity and project status. This guide will demonstrate how to utilize Microsoft Lists to streamline this process, making it easier for both managers and employees. -
Creating a Progress Sheet
To begin, you can create a new progress sheet using Microsoft Lists. Follow these steps: - **Start a New List**: Click on the 'Blank list' button. You can also choose to create a list from an existing one or select a template. - **Select a Template**: In this example, we will use the 'Content Scheduler' template. - **Fill Out Fields**: Enter the necessary information in the fields provided, such as the title and description. - **Customize Appearance**: Choose a color and an icon for your list to make it visually appealing. - **Save to SharePoint**: Finally, save your list to a SharePoint site for easy access. -
Customizing Your List
Once your list is created, you can customize it further: - **Rename Columns**: If needed, you can rename existing columns to better fit your tracking needs. - **Add or Delete Columns**: You have the option to add new columns or delete unnecessary ones. - **Create New Entries**: Add new lines to the list and fill out the relevant fields for each employee's progress. -
Employee Data Entry
With the list set up, employees can now enter their own data directly into the progress sheet. This collaborative approach ensures that the information is up-to-date and accurate. -
Setting Up Alerts
To stay informed about changes made to the progress sheet, you can utilize the 'Alert Me' feature. Here’s how to set it up: - **Adjust Alert Settings**: Choose how you want to be notified about changes. - **Select Delivery Mode**: Decide whether you want to receive alerts via email or SMS. - **Specify Change Type**: Indicate what type of changes you want to be alerted about. - **Choose Frequency**: Select how often you want to receive notifications: immediate, daily summary, or weekly summary. - **Fine-Tune Criteria**: Additional criteria can be set to further customize your alerts. After setting up the alerts, you will receive a confirmation email, and your daily summary will appear in your inbox, detailing all modifications made by your staff. -
Conclusion
Using Microsoft Lists to manage employee progress sheets not only simplifies the tracking process but also enhances communication between managers and employees. By setting up alerts, managers can stay informed about ongoing changes, ensuring that they can respond promptly to any issues or updates. This system ultimately fosters a more organized and efficient work environment.
FAQ :
What is Microsoft Lists used for?
Microsoft Lists is used to track information and organize work by creating and managing lists of data. It is particularly useful for project management and team collaboration.
How can I set up alerts in Microsoft Lists?
To set up alerts in Microsoft Lists, use the 'Alert Me' feature. You can customize the settings to choose the delivery mode (email or SMS), the type of changes to be notified about, and the frequency of notifications.
What types of notifications can I receive from Microsoft Lists?
You can receive immediate notifications, daily summaries, or weekly summaries about changes made to your lists. You can also customize the criteria for these alerts.
Can my employees edit the progress sheet?
Yes, employees can enter their own data into the progress sheet created in Microsoft Lists, allowing for real-time updates on their activities.
What is a daily summary in Microsoft Lists?
A daily summary is an email report that provides an overview of all modifications made to the list by staff within a day, including links to change alert settings.
Quelques cas d'usages :
Project Management
Managers can use Microsoft Lists to track project progress by having team members fill out a progress sheet daily. This allows for real-time updates and better project oversight.
Team Collaboration
In a collaborative environment, team members can update their tasks in Microsoft Lists, ensuring everyone is aware of each other's progress and responsibilities.
Performance Tracking
Managers can utilize the alert feature to monitor changes in employee activity, helping to identify trends and areas for improvement in team performance.
Task Management
Using Microsoft Lists, teams can create a task table where employees can log their daily activities, making it easier to manage workloads and deadlines.
Custom Reporting
With the daily summary feature, managers can receive tailored reports on team activities, allowing for informed decision-making and strategic planning.
Glossaire :
Microsoft Lists
A Microsoft 365 app that helps users track information and organize work. It allows users to create, share, and manage lists of data.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Alert Me feature
A functionality in Microsoft Lists that allows users to set up notifications for changes made to a list. Users can customize the type and frequency of alerts.
Delivery mode
The method by which notifications are sent to users, such as via email or SMS.
Daily summary
A report sent to users summarizing all changes made in a specified time frame, typically within a day.
Progress sheet
A document or digital form where employees record their daily activities and progress on tasks.