Project Management - Corporation X Webflow Template

Lists Training

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Track information, manage workflows, and build lightweight business applications — without leaving Microsoft 365.

Lists Fundamentals

  • What Lists is for (and when to use it)
  • Creating lists from scratch and templates
  • Columns and data types
  • Views for different purposes
  • Filtering and sorting

Customisation

  • Conditional formatting and rules
  • Custom views for different audiences
  • Forms for data entry
  • Calculated columns

Templates and Use Cases

  • Issue tracking
  • Asset management
  • Event planning
  • Content calendars
  • Onboarding checklists
  • Request management

Integration and Automation

  • Lists in Teams
  • Power Automate for workflows
  • Alerts and notifications
  • Power Apps connections

Optional Copilot Integration

Copilot can help create list structures, suggest columns, and summarise list data.

Discovery

We identify what information your team tracks (often in spreadsheets) that would work better as a structured list with proper sharing and views.

Programme Design

Training builds real lists for your actual use cases. Your team leaves with working solutions, not just product knowledge.

Delivery

Hands-on sessions where your team creates and customises lists for their real work. We start with templates where they fit, custom builds where they don't.

Delivery Options

  • Virtual sessions: Work well for Lists training
  • In-person workshops: Good for teams designing shared processes
  • Solution workshops: Focused on building specific lists for specific needs

When Lists vs When Something Else

Lists is powerful but has limits. We'll tell you if your needs would be better served by SharePoint lists with more features, Power Apps for complex forms, or other tools.

This Training Is For

  • Teams tracking information in spreadsheets who want something better
  • Departments who need shared, structured data
  • Process owners who want visibility and consistency
  • Anyone who wants lightweight business applications without development

Common Scenarios

  • Spreadsheets emailed around with version confusion
  • Requests tracked informally (or not at all)
  • Asset or inventory lists that nobody trusts
  • Processes run manually that could be structured and automated

Lists vs Excel

Lists for structured data with multiple views, permissions, and integration. Excel for analysis, calculations, and complex manipulation. Often you need both — Lists for the source data, Excel for analysis.

Ready to get more from Microsoft 365?

Book a free consultation to talk through where you are and where you want to be. No pressure, no hard sell — just an honest conversation.