Forum Discussion
Best Approach Sharepoint Lists
Hi cschonhaut with the modern SharePoint Online experience you can't create a list and save it as a template. In the classic experience there is still an option in Site Settings to save a list as a template but then you can't create a new one with it. There is a uservoice request for saving a list as a template at https://sharepoint.uservoice.com/forums/329214-sites-and-collaboration/suggestions/36681880-save-list-or-document-library-as-template
So you'll need to create your lists manually each time and to be honest it's often just as quick to do that as to create it as we did in the old days from a template and the list then needed customization.
But one thing I noticed from your post was that although everything you want can be done with a SharePoint list (with assignment and reminder emails handled by Flow), you can also do what you want with Planner, also one of the Office 365 apps, so have a look at that.
Rob
Los Gallardos
RobElliott thank you so much for the info, I appreciate it. Does Planner allow for you to create list templates? This is an essential part of the process, it will take too long to create these lists manually each time.
- RobElliottMay 22, 2019Silver Contributor
cschonhaut no it doesn't, sorry.
Rob
Los Gallardos- cschonhautMay 24, 2019Copper Contributor
Does anyone know of any tools using Sharepoint / O365 that DO allow for list templates?
- RobElliottMay 25, 2019Silver Contributor
Hi cschonhaut , I've just seen that Microsoft have started rolling out the ability to create lists from other lists which will copy over everything, including custom metadata, but not content. This is very good news and looks to be just what you need. The blog post is at https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/Create-SharePoint-lists-from-Excel-or-other-lists/ba-p/533395
Rob
Los Gallardos