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The data is automatically stored in the cloud, and all authorized individuals can easily access and edit the data via the web, as well as apply filters. Thanks to Microsoft Lists, even without programming knowledge, you can establish data management and create a seamless workflow within your team.

If needed, you can pause or rewind the videos and watch them again. In addition to the training videos, a handout and a quiz are provided to ensure that you can get the most out of this training.

You only need a suitable Microsoft 365 subscription plan to gain access to the Lists app.

Read more

The data is automatically stored in the cloud, and all authorized individuals can easily access and edit the data via the web, as well as apply filters. Thanks to Microsoft Lists, even without programming knowledge, you can establish data management and create a seamless workflow within your team.

If needed, you can pause or rewind the videos and watch them again. In addition to the training videos, a handout and a quiz are provided to ensure that you can get the most out of this training.

You only need a suitable Microsoft 365 subscription plan to gain access to the Lists app.

COURSE OBJECTIVES

  • The following topics will be covered in this training:

  • The basic structure of the Lists app

  • Creating and managing lists

  • Editing lists and sharing them with others

  • The interaction of the Lists app with Microsoft Teams

  • Background knowledge about databases and lists

  • Evaluating lists

  • The interaction of the Lists app with Microsoft SharePoint

  • The interaction of the Lists app with Microsoft Access

  • The interaction of the Lists app with Microsoft Power BI

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What's inside

Learning objectives

  • The basic structure of the lists app
  • Creating and managing lists
  • Editing lists and sharing them with others
  • The interaction of the lists app with microsoft teams
  • Background knowledge about databases and lists
  • Evaluating lists
  • The interaction of the lists app with microsoft sharepoint
  • The interaction of the lists app with microsoft access
  • The interaction of the lists app with microsoft power bi

Syllabus

Dive into Microsoft Lists from the ground up. What can this application do, and how can it benefit you? What sets it apart from Microsoft Excel? Let's unlock the potential together!
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Welcome! What can this application do, and how can it benefit you?

Discover the key differences between Microsoft Lists and Microsoft Excel. When should you optimally use each application?

Ready to create lists on your own and work with templates? In this chapter, you'll learn how to import Excel lists and explore various options to always keep track.

Learn how to create lists and also discover the valuable templates at your disposal.

You can import Excel spreadsheets into Microsoft Lists. However, this only works if you've previously formatted the section containing the necessary data in Excel as a 'dynamic table'.

Explore various options to always keep track of your numerous lists. Get acquainted with features like 'Favorites' and more.

Join us as we explore how to edit, manage, and share lists with others. Discover exciting features to optimize collaboration. Enhance your teamwork skills and make collaboration a breeze.

In this chapter, you'll learn how to manage lists, which includes editing, formatting, and collaborating with others.

Discover how to edit lists, add to them, and adjust their formatting. You'll also delve into the nuances of column headers in Microsoft Lists.

Master the art of sharing lists. Bring others on board to collaborate and work on lists together.

When collaborating with others, it's essential to stay updated. So, who notifies you when a list has been modified? Dive into how change tracking works and learn how to add useful notes to individual items.

Ever wondered how to access the Lists app through Microsoft Teams? This video will show you how the Lists app can be reached within the Teams app.

You can also access the Lists app through Microsoft Teams, allowing you to create and maintain lists from there. Lists created within Microsoft Teams are automatically accessible to all team members.

Discover two methods to integrate the Lists app within the Teams app.

Gain essential background knowledge on databases, lists, the 'Title' column, lookup columns, and much more. This video is packed with insights that will enrich your skill set.

Get valuable insights on the 'Title' column and other essential field data types.

This video provides foundational knowledge about databases. What are 'Flat Files'? What does 'Normalize' mean? Discover the unique features and benefits of 'Relational Databases'.

Explore how to handle tables in real-world scenarios and the key aspects to consider.

Learn how to leverage the structure of existing lists when creating a new one, saving time and achieving your goals more efficiently.

Learn how to successfully evaluate lists. Sorting, filtering, and utilizing various views make sense here. Even exporting to Excel is possible.

In this chapter, you'll learn not only how to create and populate your lists but also how to evaluate them effectively. We'll start by demonstrating how to present data in a clear and readable manner.

Learn how to pinpoint specific information within your lists. Instead of viewing all the data, it's practical to focus on a subset. Dive into the techniques of sorting and filtering lists.

Once you've optimized a list's presentation, you can save it as a 'View'. This saves you from the time-consuming steps of sorting and filtering every time.

If the evaluation options in Microsoft Lists don't meet your needs, you can export your list to Excel. There, you can perform more complex calculations or create graphical representations.

Explore how to access lists in SharePoint and discover the seamless collaboration of Lists, SharePoint, and Teams. This video is your gateway to integrated teamwork.

Learn how to open lists in SharePoint and discover the seamless integration between Lists, SharePoint, and Teams.

Learn how to access lists directly from the SharePoint app. Additionally, receive advanced tips on list structure and overall management.

Experience the seamless cross-device integration of Microsoft Lists. With identical interfaces on both desktop and web, navigating is effortless.

Experience the seamless cross-device integration of Microsoft Lists. With identical interfaces on both desktop and web, navigating is effortless. Get prompted to install the desktop version and instantly access your lists.

Quiz

Good luck with this little quiz at the end of the training!

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Integrates with Microsoft Teams and SharePoint, which facilitates seamless collaboration and data sharing within existing Microsoft environments
Covers the interaction of Lists with Power BI, which enables users to visualize and analyze list data for informed decision-making
Explores the differences between Microsoft Lists and Excel, which helps users understand when to use each application for optimal data management
Requires a Microsoft 365 subscription plan, which may present a barrier to entry for individuals without existing access
Teaches how to import Excel spreadsheets into Microsoft Lists, which streamlines the transition and integration of existing data

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Lists - The Online Database with these activities:
Review Relational Database Concepts
Reviewing relational database concepts will provide a solid foundation for understanding how Microsoft Lists structures and manages data.
Browse courses on Relational Databases
Show steps
  • Read articles or watch videos explaining relational database principles.
  • Practice designing a simple database schema.
  • Review the definitions of primary and foreign keys.
Review 'Microsoft 365 for Dummies'
Reviewing this book will provide a broader context for understanding Microsoft Lists within the Microsoft 365 ecosystem.
View Melania on Amazon
Show steps
  • Read the chapters related to Microsoft Lists and SharePoint.
  • Identify key features and integrations discussed in the book.
  • Take notes on how Lists can be used in conjunction with other Microsoft 365 apps.
Practice Creating Lists from Templates
Practicing with different templates will help you become familiar with the various list types and their capabilities.
Show steps
  • Create a list using each of the available templates in Microsoft Lists.
  • Customize each list by adding or modifying columns.
  • Populate each list with sample data.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Review 'SharePoint Online for Dummies'
Reviewing this book will deepen your understanding of SharePoint and its integration with Microsoft Lists.
Show steps
  • Read the chapters related to list management in SharePoint.
  • Explore the integration points between SharePoint and Microsoft Lists.
  • Identify best practices for managing lists in a SharePoint environment.
Follow Advanced Microsoft Lists Tutorials
Following advanced tutorials will expose you to more complex features and use cases of Microsoft Lists.
Show steps
  • Search for tutorials on integrating Microsoft Lists with Power Automate.
  • Implement a workflow to automate list updates or notifications.
  • Explore tutorials on using Microsoft Lists with Power BI for data visualization.
Create a Video Tutorial on List Sharing
Creating a tutorial will reinforce your understanding of list sharing and collaboration features.
Show steps
  • Record a video demonstrating how to share a list with different permission levels.
  • Explain how to manage shared list access.
  • Show how to track changes and add notes to list items.
Design a List-Based Project Management System
Designing a project management system will test your ability to apply Microsoft Lists to solve real-world problems.
Show steps
  • Define the requirements for a project management system.
  • Create a list structure to track tasks, deadlines, and resources.
  • Implement views and filters to manage project progress.
  • Document the system and its usage.

Career center

Learners who complete Microsoft Lists - The Online Database will develop knowledge and skills that may be useful to these careers:
Data Entry Specialist
A Data Entry Specialist is responsible for accurately inputting and managing data within databases and systems. This role often involves maintaining the integrity of records, ensuring data is up to date, and creating reports. This course will clarify database structures, list creation, and data management, skills directly applicable to a Data Entry Specialist role. The course's focus on editing lists and sharing data efficiently is well suited to the collaborative nature of the position. The background knowledge on databases and list functionality taught in this course will help a data entry specialist understand data management best practices.
Project Coordinator
Project Coordinators help manage project timelines, resources and deliverables, frequently using tools to organize and track progress. They also help to facilitate communication among team members. This course provides insights into creating, managing, and sharing lists. It also details how data management can contribute to a seamless workflow. The ability to evaluate lists, learned from this course, will make a project coordinator more effective by providing them with the tools to analyze data. Learning to work with Microsoft Lists, in conjunction with Microsoft Teams, SharePoint, and other Microsoft software may be particularly useful for project coordination activities.
Records Manager
Records Managers oversee the systematic control of an organization's records, from creation through storage, retrieval, and disposal. They are responsible for maintaining data integrity, ensuring compliance with regulations, and implementing efficient filing systems. This course helps build a foundation for understanding how to organize data effectively using digital lists, a concept that is directly applicable to the work of a Records Manager. The course's modules on creating, managing and sharing lists, evaluating lists, and background knowledge about databases may be particularly valuable to a records manager.
Administrative Assistant
Administrative Assistants provide crucial support to organizations, performing tasks such as data management, scheduling, and communication. This course enables an Administrative Assistant to improve their data management skills allowing them to create lists, edit them, and share them with others. The course content on Microsoft Lists will be particularly useful when interacting with Microsoft Teams, SharePoint, and other Microsoft software. Understanding fundamental database concepts will also help an Administrative Assistant to be more effective and organized in their daily tasks.
Team Assistant
A Team Assistant supports a team by organizing data, managing schedules, and facilitating team communication. This course is valuable to a Team Assistant as it provides insight into data management and collaborative tools. The use of Microsoft Lists, particularly when interacting with Microsoft Teams, can greatly improve team workflows. This course covers creating, managing, and sharing lists, and is particularly useful for anyone who wants to organize information and facilitate communication within a team.
Business Analyst
A Business Analyst helps organizations improve processes and systems by analyzing data and providing recommendations. This course may be helpful as it provides key knowledge about data management, list structures, and data evaluation. Although the course does not delve into the complexities of business analysis, it helps build a foundation in data-related tasks. Learning how to create, manage, and share lists as well as how to evaluate lists by sorting and filtering will enable a business analyst to better understand and utilize business data.
Information Architect
An Information Architect structures and organizes content and data to make it easily accessible and understandable to users. While this role typically requires an advanced degree, this course may help by providing an introduction to the fundamentals of database design and data organization. This course's focus on creating, managing and evaluating lists and its introduction to database concepts will be useful background for an Information Architect. The course's focus on using Microsoft Lists with other Microsoft software may also be beneficial.
Operations Assistant
An Operations Assistant assists in the smooth functioning of day-to-day operations within an organization. This often involves tasks related to data management and process coordination. This course may be useful by providing the fundamental knowledge of databases and their applications to day-to-day processes. The ability to manage lists and data efficiently, as taught in this course, may improve the effectiveness of an operations assistant. The training on using Microsoft lists in conjunction with other Microsoft software will help with daily operations.
Data Analyst
Data Analysts interpret and transform data into actionable insights, often utilizing tools like databases and spreadsheets. While this course does not focus directly on the complex work of a Data Analyst, the course content on creating, managing, and evaluating lists, as well as gaining background knowledge about databases, could be helpful foundational knowledge. Learning how to sort and filter data using Microsoft Lists may also help a data analyst. This course provides familiarity with Microsoft software, which can be a useful tool for a Data Analyst.
Research Assistant
Research Assistants support research projects, often working with data collection and organization. While this course does not directly address advanced research practices, the course may be useful in learning foundational skills related to list creation, data management, and data analysis, all of which are helpful to a research assistant. The knowledge of Microsoft Lists will be helpful for managing data sets and collaborating with other team members working on the research project. This course may be particularly helpful with the basics of data evaluation.
Database Administrator
Database Administrators oversee and maintain an organization's databases. This role typically requires an advanced degree. While this course does not have the depth required for that role, the course may be helpful by introducing data structures and management practices. A Database Administrator benefits from having knowledge about list structures, database foundations, and data evaluation. This course's focus on the interaction between Microsoft Lists and other platforms, such as SharePoint and Teams, can help provide useful context to an individual in this position.
Office Manager
Office Managers oversee the daily administrative and operational functions of an office. They need to be well organized and efficient in managing data, resources, and processes. This course may be useful by providing an introduction to database management. The course's material on creating, managing, and sharing lists can contribute positively to an office manager's organizational skills. Learning about Microsoft Lists, and its use with other software like Microsoft Teams and SharePoint, will be particularly useful in a modern office environment.
Quality Control Specialist
Quality Control Specialists monitor and ensure that products or services meet the required standards, often using data to track defects and improvement opportunities. This course may be helpful as it provides a basic introduction to data management and analysis, which can be useful in tracking and organizing quality data. The course's emphasis on list creation, editing, and evaluation teaches skills that are helpful for a quality control specialist. Familiarity with Microsoft Lists, along with Teams and SharePoint, could also be useful.
Help Desk Technician
Help Desk Technicians provide technical support to end users, often tracking issues and resolutions through various systems. This course may be helpful by providing an introduction to data management and organizational tools, which can assist with issue tracking. The course focuses on list management, including how to create, edit, and share lists, which can translate to efficiency in handling support tickets. Familiarity with how Microsoft Lists interacts with other platforms, such as Teams and SharePoint, can aid in the role of the Help Desk Technician.
Customer Service Representative
Customer Service Representatives support customers by addressing issues and providing information. They often use databases to track customer interactions. While this course does not focus directly on the unique work of a Customer Service Representative, the course may be helpful by demonstrating how to organize information using digital lists. This course introduces data management practices. The background knowledge of databases and lists may also be useful.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Lists - The Online Database.
Offers a comprehensive guide to SharePoint Online, which is closely integrated with Microsoft Lists. Understanding SharePoint is crucial for effectively using Lists in a collaborative environment. This book is commonly used as a reference tool by IT professionals and power users. It provides in-depth coverage of SharePoint features and functionalities.

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