Microsoft Lists for End Users

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Microsoft Lists for End Users

In Person Virtual

This course is available as a private group session or 1-on-1 training only. Enquire today to learn more!

Location: Training can be delivered at our Perth CBD training centre, at your site or virtually for added convenience
Duration: 1 Day

Our Perth CBD venue is easy to access by public transport.

Course Overview

Course Overview

Learn about Microsoft Lists, a new engaging tool in the 365 environment. In this 1 day course learn how to create visually dynamic lists that take advantage of the integration and collaboration features of SharePoint and Teams. This course benefits a wide range of users who are looking at modern ways of working with data. Track assets, tasks, events and more in an engaging way.

Dates

No upcoming dates available.

Book a course

This course is available as a private group session or 1-on-1 training only. Enquire today to learn more!

Course Information

Course Content

Microsoft Lists is a new tool for the 365 environment to create visually dynamic lists that take advantage of the integration and collaboration features of Sharepoint and Teams.

An Introduction to Microsoft Lists

  • What is Microsoft Lists?
  • How does lists work with other Office 365 services
  • Types of lists

Getting Started with Microsoft Lists

  • The Lists Home Screen
  • Creating a new blank list and creating a list from a template
  • Creating a new list from an Excel file
  • Managing columns and views
  • Adding and editing data to a list using List Forms and Grid View
  • Deleting and restoring records and lists
  • Using your lists in other Office 365 services

Advanced columns and formatting

  • Understanding and using Column Types
  • Creating Calculated Columns
  • Formatting Columns and Views
  • Using Conditional Formatting

Customise your data entry form

  • Customising a List Form
  • Editing a Form in Power Apps
  • Turning your list into a Mobile App

Trigger business processes using Rules and Power Automate

  • Creating and managing Notification Rules
  • Using Power Automate to add Workflows to a list
  • Working with actions in a Workflow
  • Managing a Workflow

By the end of the workshop, participants will be able to:

  • Understand when and where to use a list
  • Know how columns and views are used in Microsoft Lists
  • Build a useful list using templates
  • Use SharePoint or Teams for collaborative lists
  • Understand when to make changes to a form in Microsoft Lists and when to use Power Apps
  • Understand how to trigger Workflow processes from your list using Power Automate

No previous experience with Microsoft Lists is required.  However, it would be beneficial to have a general understanding of personal computers, the windows operating system environment and Office 365 and Excel.

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