Microsoft Lists for End Users – Virtual Class

This is a live, facilitator led training course delivered to you online at your computer. With our online Microsoft Lists course, you still have all the benefits of interacting with our facilitators in real time, just with the convenience of being at your office or home desk. You can ask questions both during the training and afterwards with our free post course help desk.

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.

Course Times

• 9am to 4pm

Course Content

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

• 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.