Top 10 hidden gems: Microsoft Lists

Published Jul 13 2021 08:10 AM 11.5K Views
Microsoft

In other words – did you know Lists could do this and that? We hope you’ll find a few useful, hidden gems in this quick read to jumpstart your information tracking. Not so hidden by the time you finish ;). Maybe you’re just getting started with Microsoft Lists, have been at it for a while. Regardless, Lists can help you and your team across numerous information tracking scenarios. Lists are simple to create and highly customizable based on whatever types of information you want to track or level of automation and formatting you want to build in. And we’re here to help you explore all that potential. Give it a scroll down and learn as you go. 

 

Below, the demo video will help you make the most of your list experience and take advantage of the features that fit your needs best:

 

 

On to the gems, mixed with targeted tips and tricks, and links to relevant documentation. You’ll also find a new episode of The Intrazone, “Top 5 hidden gems: Microsoft Lists” – covering the 5 gems and audio snippets from Jeff Teper and Andrea Lum. You’ll also find a few upcoming events.

 

Gem Hunters… let’s go!

 

#1 | Favoriting a list for easy access.

Getting back to work is one of the top actions we do, at the start of our days, when we return from a lunch break, of simply when we have a moment in the in-between. Thus, it’s important to be able to make your most important or active information easy and quick to get to.

 

Find the star icon next to your list’s title and click it to Favorite this list. You can do this from within the list itself, when you see it within your recent lists on the Lists home page, or within the Lists app for iOS. Once favorited, the list appears at the top of the Lists home page for web and mobile. And you can unfavorite a list at any time – simply click the star icon again to Remove this list from your favorites.

 

Click on the star icon next to a list’s title to favorite a list – from within a list (on the left) and directly from the Lists home page in Microsoft 365 (on the right; appears on-hover).Click on the star icon next to a list’s title to favorite a list – from within a list (on the left) and directly from the Lists home page in Microsoft 365 (on the right; appears on-hover).

When you favorite a list (by clicking the star icon near the list's title), you'll see an action toast notification appear in the upper right.When you favorite a list (by clicking the star icon near the list's title), you'll see an action toast notification appear in the upper right.

Never hesitate to let your lists know they are the star of your information show.

 

Learn more how to find and manage your lists – including Favoriting them.

 

#2 | Create a list from a template.

One of the easiest ways to get started with Lists is by using one of the ready-made templates. There are 8 templates available (11 in Teams) that cover common scenarios like work progress tracker, asset manager, and employee onboarding – and of course, you can customize the list as you’d like from that starting point.

 

Creating a list from a ready-made, built-in template, including a preview before creation (above).Creating a list from a ready-made, built-in template, including a preview before creation (above).

Once you find a template that fits your task at hand, click the Use template button, give your list a name, a color, and an icon. And seconds later, you’ve a well-structured head start to track and organize your information - pre-defined columns, pre-populated Choice fields, and more.

 

Small roadmap note: soon, you’ll be able to create your own custom list templates. Once deployed, they appear side-by-side the ready-made templates when you click New list. For now, let’s call this capability, “Future Gem #2b” :)

 

#3 | Create a new list using the format and structure of an existing list.

Already have a perfectly formatted, perfectly configured list, and you want to replicate it for your next similar effort? You can create a list from an existing list that you or your colleague made so you don’t have to redo any work. When you do this, the entire list structure is copied, including views, formatting, and columns. However, the actual content of the original list isn't copied.

 

Create a new list using the format and structure of an existing list. Above showcases picking a list from the sites you have permissions to.Create a new list using the format and structure of an existing list. Above showcases picking a list from the sites you have permissions to.

#4 | Take lists with you on the go – Lists app for iOS (iPhone & iPad).

The Microsoft Lists app for iOS provides access to the lists you own and that have been shared with you. You can create new lists, edit list items, and easily share with other people. While sipping coffee - create an Issue tracker list. In the passenger’s seat zipping from place to place - share a link to the session item from a conference in the Event itinerary list. Or standing in a grocery line waiting to check out – update the status of an item based on information from a team chat. Work and information management don’t have to stop when you’re on the go.

 

The home screen of the Lists app for iOS puts list Search, Favorites and Recent lists front and center.The home screen of the Lists app for iOS puts list Search, Favorites and Recent lists front and center.

Learn more about the Lists app for iOS and get it today from the App Store.

 

#5 | Add a list to a Microsoft Teams channel.

Want your team to track, organize, and collaborate all in one place? Add a new or existing list to your Teams channel, and enjoy all the benefits of Lists with side-by-side chat.

 

To get started, simply go to any channel where you would like to start tracking a list and hit the “+” button to explore the tab gallery and select the Lists app. Once the tab is added you can either create a new list or bring in an existing list (from another team or an older SharePoint site, but not a personal list from Lists home) into the channel as a new tab.

 

Example ‘recruiting’ list as a tab in a Teams channel – in Teams mobile (left) and Teams desktop (right).Example ‘recruiting’ list as a tab in a Teams channel – in Teams mobile (left) and Teams desktop (right).

And do not forget to try the Lists app experience in the Teams mobile app to track your lists within Teams on the go. Just go to your Teams android or iOS mobile apps and go to the channel where you have added the Lists app and click on more and tap on the tab name to open the list.

 

Take a pause to hear the latest episode of The Intrazone, “Top 5 hidden gems: Microsoft Lists.” Beyond the gems, it includes audio snippets from Jeff Teper about lists then and now, plus a summary of how Lists now fit into the broader collaborative work management portfolio of apps and services – and then continue to #6 below: 

 

 

#6 | @mention colleagues in a list item and to the team chat

Sometimes team members just need a little nudge. Now, you can @mention contributors in both the Lists web app and the Lists app in Teams. Simply open a list item and @mention your colleague in a comment or conversation. This will trigger an email notification (if on the web app) or Teams notification (if using Lists in Teams), which links right to the list item. When a list item has a comment, an icon appears next to the item’s title. Select the icon to view comments about the list item. And if you posted the comment, you can delete it.

 

@mention a colleague within Comments of a list item.@mention a colleague within Comments of a list item.

Add comments and @mention colleagues via Teams chat linked to a list item.Add comments and @mention colleagues via Teams chat linked to a list item.

Clarification notes: When working with lists in Teams, it's possible to use the list comment to provide input or ask questions AND you can use Teams conversation to start a chat thread on a list item. The difference is that the comments in the list stay with the list, and the Teams chat on a list item is bound to the channel and members where the chat thread originated.

 

Learn more how to add and reply to comment in list items.

 

#7 | Visualize item milestones with a calendar view.

Are you tracking milestone dates or events? You can view your list as a calendar for a quick month-to-month snapshot. This is a view you must create, and it can live alongside numerous other default views or any other custom views you create. The more views the merrier - and oh how merry calendar view can be.

 

Calendar view as it appears when using the Lists app in Microsoft 365.Calendar view as it appears when using the Lists app in Microsoft 365.

And, calendar view now looks and works great in Teams.

 

Calendar view as it appears when viewing within a Teams channel tab.Calendar view as it appears when viewing within a Teams channel tab.

#8 | Make quick updates with grid view, including bulk actions.

Making a quick update or changes to multiple list items is super easy using Edit in grid view. Rather than opening individual list items and editing in the item card, you can double click on any item cell or select multiple cells and edit freely. And once in edit mode, you can use keyboard commands to navigate from cell to cell, you can add and adjust columns, and more.

 

Edit in grid view to make quick changes, including bulk actions, across multiple rows and columns.Edit in grid view to make quick changes, including bulk actions, across multiple rows and columns.

Bonus for Gem #8: My colleague, @Miceile Barrett posted this blog with a rich demo video on how to "Update information at the speed of type: Edit in grid view." Miceile shows just about every new and old feature of what you can do when editing in grid view.

 

#9 | Get notified when information changes.

Want to really stay on top of your list? Create a rule to notify you or someone else when information in your list changes; for example, when a status gets updated, or a new item is added. You’ll get an email notification linking you right to the changed item.

 

Creating a rule on a list to send notifications when new items are added or information changes.Creating a rule on a list to send notifications when new items are added or information changes.

#10 | Add conditional formatting to programmatically change how your lists and list items appear.

Improve the display of columns and rows in Lists with formatting based on certain criteria of your list items. You can set up formatting to highlight a cell or an entire row when certain conditions are met. Just open the column drop-down menu, select column settings, and format this column, and check the conditional formatting option. There, you can select manage rule to create a rule. Conditional rules are simple and sentence-based; for example, to highlight overdue items, your rule could read If [Deadline] [is before] [Today], show list item as [red color].

 

Choose how your information appears, especially when things change. Formatting columns and rows based on certain condition makes it easy to see what your list is telling you.Choose how your information appears, especially when things change. Formatting columns and rows based on certain condition makes it easy to see what your list is telling you.

Once you add one or more conditions, the list starts to become more visual, pulling your eye and attention to certain things you may need to find more easily, or see as important when items get updated. This is one that you try once, and for sure you’ll use in almost every list you interact with. With just a few clicks, you make the list work for you, conditionally speaking of course.

 

Learn how to format a column to change how it looks.

 

Upcoming events

 

In the end, we are all list makers in training.

Did you collect all 10 gems? With even just 2 or 3, you're on your way to that special place where geology meets information management - where data sparkles a light on business productivity.

 

Hopefully, these tips sparked a few new ways you can use Microsoft Lists to help your team, or you stay organized and work more efficiently. Check out our full Lists training for more support articles and walkthroughs, or watch the Lists product demo. If you’re new to Lists, the Lists Resource Center is your home base for learning resources and announcements. You can get started with any Microsoft 365 business or enterprise subscription by opening Lists from the Microsoft 365 app launcher or adding a Lists tab to your Teams channel.

 

Thanks, Mark Kashman, senior product manager – Microsoft 365 marketing

4 Comments
Occasional Contributor

A fantastic resource!

Occasional Visitor

My favorite tip: use MS Access to query, report and bulk update a list. Link using external data / SharePoint list. This way I can do complex data updates but give my users access to a List in Teams with a familiar, simple interface for them. 

Senior Member

perfect!

please create @mention in Planner :cry:

 
New Contributor

Is there a way to make a list not appear in the app o via the lists landing page on O365? When we create solutions using many lookup lists we do not want these to clutter the app.

Co-Authors
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‎Jul 12 2021 09:52 PM
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