Microsoft Lists - Beyond the Spreadsheet

Ever needed to track something at work, like a project's status, an equipment inventory, or a list of requests, and ended up wrestling with a messy spreadsheet or a lost email thread? Microsoft Lists is built for exactly that: an easy way to track, organize, and collaborate on information as a team, right within Microsoft 365. In this course, you'll learn when Lists is the right tool, how to build a well-organized list (from a template, from scratch, or from existing Excel or CSV data), and how to set it up with the right columns and views so it actually works for you. You'll also learn how to keep your team in the loop with forms, comments, Teams integration, and notification rules, and how to keep your list accurate over time using version history and recovery tools. By the end, you'll be comfortable creating and managing Microsoft Lists for whatever your workplace needs.

Section 1: Understanding Microsoft Lists

What Is Microsoft Lists? 

Navigating Microsoft Lists 

Where Microsoft Lists Are Stored

Section 2: Planning and Creating a List

Planning the List Structure 

Choosing a Creation Method 

Configuring a New List

Section 3: Building the List Structure

Understanding the Title Column 

Understanding Column Types 

Creating and Configuring Columns

Section 4: Adding and Managing List Information

Working with List Items 

Finding and Organizing Information

Section 5: Creating Useful Views and Forms

Understanding Views 

Creating and Managing Views 

Conditional Formatting 

Forms and Form Customization

Section 6: Sharing and Collaborating

Sharing Lists and Items 

Comments and @Mentions 

Microsoft Lists in Teams 

Rules and Notifications

Section 7: Managing and Maintaining Lists

Version History 

Maintaining a List 

Deleting and Restoring Lists 

List Design and Maintenance Best Practices

Section 8: Additional Microsoft Lists Capabilities

Quick Steps 

Advanced Column Capabilities

Section 9: Power Automate and Power Apps

What Power Automate Is 

What Power Apps Is 

How They Can Extend Microsoft Lists

Note: Power Automate and Power Apps are introduced as ways to extend Microsoft Lists when more advanced workflows or customized app experiences are required, rather than as the primary focus of the course.