Microsoft Lists in 1 Hour: Everything You Need to Know

Name: Microsoft Lists in 1 Hour: Everything You Need to Know
Rating: 4.0 (20 reviews)

Your Beginner-Friendly Guide to Microsoft Lists – Structure Data, Visualize It, and Automate Tasks in Microsoft 365

Created byOA Digital

Last updated 7/2025

English

What you'll learn

Create custom Microsoft Lists from templates, Excel files, or from scratch
Design and configure columns to build a structured data model
Apply filters, sorting, and grouping to organize list data efficiently
Customize views like list, board, gallery, and calendar to visualize data
Build forms and automate workflows with Microsoft Lists
Collaborate in Microsoft 365 using Lists in Teams and other apps

Course content

3 sections • 16 lectures • 56m total length

What is Microsoft Lists?3:29
Discover how Microsoft Lists enables structured data collection and tracking with forms and workflows. Apply it to project management, inventory, and onboarding through views like list and calendar.
In comparison: Microsoft Lists vs. Planner vs. Excel2:25
Compare Microsoft Lists with Excel and Planner to clarify use cases. Lists enforce a defined data structure, Excel remains flexible for calculations, and Planner centers on kanban-style task management.
How do I get Microsoft Lists?3:10
Access Microsoft Lists as a web app via the Microsoft 365 portal. Ensure you have at least the standard plan, then open apps or search for Lists.

Creating a new list5:04
Create a new list from scratch or templates, name it, for example sales opportunities, optionally import data from Excel or CSV, then share with colleagues and set permissions.
Add columns11:33
Create and structure a list by adding columns, renaming fields, and selecting types (text, date, currency, person, percentage, choice); set default values, friendly formats, and basic validation to define data.
Exercise: Example project0:56
Design a task management list in Microsoft Lists by defining columns and data types for a marketing team, using the tool or jotting ideas in a notepad.
Solution: Example project1:53
Explore an example project for Microsoft Lists in a marketing setting, detailing tasks with titles, assignees, channels like email and social media, due dates, status, priority, hyperlinks, and notes.
Adding new elements2:57
Learn to add items to a sales opportunities list in Microsoft Lists, using add new item, gridview edit mode, and form-based data entry, including copying values and setting amounts.
Filters2:24
Discover how to filter, group, and sort data in Microsoft Lists to view tasks by assignee, date, or status, and customize the list with sort orders and grouping options.
Formatting4:37
Apply advanced and conditional formatting in Microsoft Lists by formatting columns with data bars, date rules, and color-based rules to highlight today, past, and upcoming items.
Totals0:58
Use the totals column to sum numeric values across your pipeline, see the total appear, and note that this feature isn’t available for text fields.
Views (List, Calendar, Gallery, Board)7:05
Switch between list, calendar, gallery, and board views in Microsoft Lists, use status-based boards and calendar dates, and save public or private views with filters for only my items.
Adding data with Forms3:25
Create and customize a Microsoft Lists form, choose fields and required options, set a default status, configure start and end dates, and share with notifications for streamlined data entry.
Automate (Flows, Rules and Quick Steps)3:52
Learn how to automate Microsoft Lists with simple rules and quick steps, like sending emails when a new item is created, and explore beginner-friendly flows with Power Automate.
Bonus: Use Lists in Teams2:01
Embed Microsoft Lists in Teams by adding a Lists tab, selecting an existing list, and sharing it across your team for easy collaboration.

Requirements

No prior experience with Microsoft Lists is needed
Basic familiarity with Microsoft 365 is helpful but not required
Access to a Microsoft 365 Business subscription
A modern web browser and internet connection

Description

Master Microsoft Lists: Organize, Track & Automate Like a Pro

Are you ready to streamline your workflows, organize your team’s data, and manage projects more efficiently — all without writing a single line of code?

Whether you're a business professional, project manager, team lead, or simply someone looking to manage structured data better, this course will guide you step-by-step through the powerful features of Microsoft Lists, part of the Microsoft 365 suite. What You Will Learn:

Getting Started with Microsoft Lists
Begin with the basics by learning what Microsoft Lists is, how it differs from Excel and Planner, and how to access it using your Microsoft 365 account. You'll set up your first list and understand its core structure.

Creating and Customizing Lists
Learn how to build lists from scratch or using templates and Excel imports. You'll configure columns with different data types like text, numbers, dates, people, currency, and choices, giving structure to your data from day one.

Visualizing and Filtering Your Data
Transform your raw data into actionable insights. Use filters, grouping, sorting, and conditional formatting to highlight what's important. Explore multiple views including list, board, gallery, and calendar to suit your workflow.

Collaboration and Sharing
Discover how to share your lists with teammates, set permissions, and even integrate your lists directly inside Microsoft Teams for seamless collaboration.

Form Creation and Automation
Use built-in forms to gather data from team members or clients. Then, introduce automation with simple rules and notifications.

Bonus Modules and Real-Life Use Cases
Apply your knowledge with hands-on exercises like a sales tracker and a marketing task list. You'll also learn how to embed Lists into Microsoft Teams for daily use.

What the Course Includes

Step-by-step video tutorials with real-world examples
Exercises for building your own use cases
Bonus tips on using Lists with Microsoft Teams
Lifetime access and future updates
Certificate of completion

Whether you're managing projects, tracking assets, onboarding employees, or just looking to get more out of your Microsoft 365 subscription — this course will show you how to make Microsoft Lists your go-to tool for structured data management.

Enroll now and unlock the full potential of Microsoft Lists — fast, easy, and beginner-friendly!

Who this course is for:

This course is ideal for Microsoft 365 users, team leads, project managers, and professionals looking to improve data tracking, workflow automation, or collaboration. It's especially valuable for those who use tools like Excel, Planner, or SharePoint and want a more structured way to manage data without coding or complex setups.

Microsoft Lists in 1 Hour: Everything You Need to Know

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 9min

How to use Microsoft Lists12 lectures • 47min

Conclusion1 lecture • 1min

Requirements

Description

Who this course is for: