Top 10 Microsoft Lists Tips and Tricks to Use Efficiently

Aside from productivity apps like Teams and OneNote In addition to the Office Suite, Microsoft also offers a project management/database program called Microsoft Lists. Initially limited to Microsoft 365 Enterprise and Education users, It also accepts general users of the application.If you'd like to try it out, here are the top 10 Microsoft Lists tips and tricks to use it efficiently, including a checklist for an easy setup experience.

Top 10 Microsoft Lists Tips and Tricks to Use Efficiently

1. Use templates

You have two options for creating lists in Microsoft Lists: start from scratch or use one of the built-in templates. From the Microsoft Lists home page, click New List and choose one of the default templates.

Depending on your usage or preference, you can select a template such as issue tracking, travel requests, table of contents, etc. Unlike NotionThere is no way to navigate through community-made templates in Microsoft Lists.

Once Specify a template , Click Use the form , and you'll be ready to use it within your account.

2. Personalize your list

When dealing with dozens of lists in Microsoft Lists, it's important to customize them so that you don't have trouble finding a relevant list.

At Create a new list You can give it to her. Unique name, description, color choice, and iconThe options are limited, but it's still better than competitors like Trello.

3. Add new item lists

Depending on the template you selected, you have several options for adding an entry to Microsoft Lists.

Click on Add new item button At the top it will open a menu to add task/issue details such as title, descriptions, status, due date, post date, post URL, and more.

4. Create a new offer

You can view added entries in calendar and gallery format as well. Here's how.

Step 1: Click + Icon At the top, a menu will open. Create a presentation.

Step 2: Select the technologyوRight or exhibition In the list Show as.

Click the Create button at the bottom, and you can check the new offer from Three point list.

5. Edit entries directly

By default, Microsoft Lists disables editing directly in lists. You must select a list and click the Edit icon at the top to make changes. This can take a long time. Alternatively, you can click “Exit network view” Add new entries directly and modify existing entries.

6. Add a new column

Depending on the template you choose, the lists will come with the necessary columns. You can scroll horizontally and click the Add Column option to select the type of column you want to add to the lists.

You can select single line of text, multiple lines of text, number, yes/no poll, character, and more.

You can also select existing columns and click arrow button Down to delete.

7. Favorites list

When working with multiple projects, issue trackers, and other databases, it can be difficult to navigate through the list you're looking for.

of Microsoft Lists Home Page , Click little star icon At the top of the list, the program will add it as a favorite. You can now easily access it from a separate Favorites menu.

8. Edit a column

Want to edit an existing column in more detail? You can easily do this from the Edit Column menu.

Let's take the status column as an example and modify it in the list.

Step 1: Click arrow symbol down beside Status column.

Step 2: Go to Column settings and select Release.

Step 3: you may Add a new name , describe, and change Column type and even Make changes to existing options.

You can also expand the More Options menu and allow multiple selection for columns. Click Save button to apply all changes.

9. Share a list

While Microsoft Lists are ideal for personal use, they can also be used with team members. You can track issues, assets, routines, contacts, inventory, and more while collaborating with others.

of main menu , Click Three-dot menu and select PostYou can share a link to the project and even go to Settings menu Link to make changes.

From the Link Settings menu, you can add editing items, set expiration dates, and even set a password to prevent unauthorized access to the list.

10. Export to CSV

if you want to Modify the current list in Microsoft Excel Or share the entire list in CSV format, click Export to CSV The browser will download the list in CSV file.

Create and manage a database in Microsoft Lists

Microsoft's consumer menus still lack goodies like rules for creating menu automations and access to mobile apps. It's only available for Education and Enterprise users.

Microsoft Lists fills an important gap in the Microsoft 365 ecosystem. You no longer need to rely on apps like Trello or Notion to create databases or Project managementYou can do everything in Lists using its tight integration with Office applications. How do you plan to use Microsoft Lists? Share your thoughts in the comments below.