Microsoft Lists: Track & Manage Information

Service Description

Microsoft Lists: Track & Manage Information is a hands-on introduction to building practical tracking solutions with Microsoft Lists. Teams track all kinds of information—projects, requests, equipment, contacts, issues, deadlines, inventory, events, and more. Too often, that information ends up scattered across spreadsheets, emails, and documents. In this live, instructor-led class, participants learn how to turn that information into organized, collaborative Microsoft Lists that are easier to maintain, filter, update, and share. Participants will build lists from scratch, choose appropriate column types, create useful views, apply formatting, organize information, and use built-in collaboration features to create tracking systems that work for real business needs. The class also introduces how Microsoft Lists connects with SharePoint and Microsoft 365, preparing participants to take the next step into workflow automation with Power Automate. By the end of class, participants will have built a complete tracking solution they can adapt for their own workplace. What You'll Learn Understand Microsoft Lists and its relationship to SharePoint Create a list from scratch Create lists from templates and existing data Choose appropriate column types Work with text, numbers, dates, choices, people, and Yes/No fields Configure required fields and default values Enter and edit information efficiently Sort, filter, and group list data Create and save custom views Create views for different audiences or purposes Use conditional formatting to highlight important information Format columns and views Work with attachments Create basic rules and notifications Share lists and collaborate with others Understand basic list permissions Use Lists inside Microsoft Teams Recognize when to use Lists versus Excel Prepare a list for future Power Automate workflows