Using Microsoft Lists — Track Anything with Smart Templates

Categories: FREE, MS Lists

About Course

Master Microsoft Lists to organize, track, and manage any type of information with smart templates and powerful customization features. This comprehensive course teaches you to leverage Lists for project tracking, inventory management, issue resolution, and business process automation. Learn to create professional data management solutions that integrate seamlessly with Microsoft 365 and boost your organizational productivity.

Create customized lists for any business tracking need using smart templates
Master column types, formatting, and data validation for structured information
Implement automation workflows using Power Automate and built-in rules
Design effective views with filtering, sorting, and conditional formatting
Enable team collaboration with real-time editing and permission management
Integrate Lists with Teams, SharePoint, and other Microsoft 365 applications
Build gallery, board (Kanban), and calendar views for visual data organization
Set up advanced features like calculated columns and lookup relationships
Optimize performance and manage large datasets effectively
Apply enterprise-grade governance, compliance, and security features

Course Content

Introduction to Microsoft Lists Essentials
Creating and Customizing Lists for Your Needs
Smart Templates and Automation Features
Data Views and Organization Strategies
Collaboration and Sharing Features
Advanced Features and Business Integration
Microsoft Lists Fundamentals and Setup
Advanced Features and Business Integration

A course by

Team Auscomp

Smart template library with customization guides for common business scenarios
Column type selection guide and data structure planning worksheets
View design templates for different visualization needs (list, gallery, board, calendar)
Automation workflow examples for common business processes
Collaboration setup guides for team permission management
Integration tutorials for Teams, SharePoint, and Power Platform connections
Performance optimization checklist for large lists and high-traffic scenarios
Enterprise governance templates for policy development and compliance

Microsoft 365 account with Lists access (business or education license)
Basic familiarity with Microsoft Office applications and collaboration concepts
Web browser access for full Lists functionality (desktop recommended for training)
Permission to create and share lists within your organization
Understanding of basic data organization and business process concepts
Willingness to practice with hands-on exercises and real-world scenarios
Access to Teams and SharePoint for integration exercises (recommended)
Administrative permissions for advanced features and governance setup (if applicable to your role)

Project managers tracking tasks, milestones, and team assignments
Operations teams managing inventory, assets, and resource allocation
IT professionals monitoring issues, incidents, and resolution processes
Event coordinators organizing schedules, attendees, and logistics
HR professionals tracking recruitment, onboarding, and employee information
Business analysts collecting and organizing process data
Team leaders coordinating workflows and approval processes
Administrative staff streamlining organizational information management

Using Microsoft Lists — Track Anything with Smart Templates

About Course

What Will You Learn?

Course Content

Course Content

Introduction to Microsoft Lists Essentials

Creating and Customizing Lists for Your Needs

Smart Templates and Automation Features

Data Views and Organization Strategies

Collaboration and Sharing Features

Advanced Features and Business Integration

Microsoft Lists Fundamentals and Setup

Advanced Features and Business Integration

Newsletter