In this Microsoft Lists training you will see how to organize data in the form of lists. Think of lists of tasks to be done, follow-ups to be scheduled, calendar of days off, contacts, expense tracking, timesheets, inventories to be tracked, etc. With all its templates, the Lists application allows you to easily manage this data.
With this training you will learn how to import data from Excel into Microsoft Lists and adjust the layout to make reports. You will also learn how to use Lists to automate tasks, send approval requests or notifications. In short, Lists is a tool to discover and use to make your life easier and more efficient.
Duration
0.5 day
Schedule
See training dates for details
Regular fee
$360
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$325
Objectives of the training
At the end of this training, participants will be able to create lists and integrate them into Teams.Targeted audience
Intermediate Microsoft 365 userPrerequisite
NoneTrainers
Course architecture
In this course you will learn how to organize and share information with Microsoft Lists. List offers flexibility, especially in terms of display (as a list, a card, a calendar...), while giving you the possibility to define what is visible and what is not visible for the collaborators with whom the list is shared.
This training gives you the keys to take advantage of a customizable and scalable tool according to your needs and those of your team. A tool that you can use from your desktop or your cell phone.
Points covered during the training :
Introduction
- What is a list in MS365?
- List usage scenario
- Difference between a SharePoint list and a personal list
Creating a list
- How do I create a list from an existing template?
- How do I create an empty list?
- How to create a list from an Excel workbook?
How to add and modify items in a list
Columns in lists
- List column vs. site column
- How to create a column in a list?
- How to create a site column?
- How to modify a column in a list
How to manage displays in lists
- Private vs. public display
- Display settings
- How to create and customize a list view?
- How to create and customize a Gallery view?
- How do I create and customize a Table view?
- How do I create and customize a Calendar view?
How to customize a list form
- How do I hide columns in a form?
- How to create a conditional column display?
- How to customize the header of a list form?
- How to add a footer to a list form?
How to apply rules to lists
- How to send an email automatically when modifying or deleting list items?
- Introduction to Power Automate for advanced automation
Security of lists
- How to use the version history?
- How to see and recover list items or lists that have been deleted?
- How to share a list or a list item?
- How to allow users to only see the list items they have created?
- Tips and tricks on advanced list permissions management
How do I integrate the contents of a list into Microsoft Teams?
Pedagogical details
Training architecture
Presentation, discussion, demonstration and exercises.
Type of training
Skill development
Skill development and knowledge integration
Decision support
Basic knowledge
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quoteDuration
0.5 day
Schedule
See training dates for details
Regular fee
$360
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$325
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quote