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SharePoint (Modern Sites) - Create a SharePoint Lists Tutorial

Discover how to streamline the onboarding process in SharePoint by creating lists. Microsoft List allows you to gather information, store data, and do inventories. Start from a blank list and maximize your sales department's efficiency.

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Objectifs :

The objective of this video is to guide new arrivals in the sales department on how to effectively use Microsoft Lists for streamlining the onboarding process. It aims to provide a comprehensive understanding of creating and managing lists to store and track important information.

Chapitres :

  1. Introduction to Microsoft Lists
    In this section, we will explore how Microsoft Lists can enhance the onboarding experience for new employees in the sales department. The goal is to gather as much information as possible to facilitate a smooth transition into the team.
  2. Creating Your First List
    To create your first list, navigate to your SharePoint homepage and click on the 'New' button. Microsoft Lists allows you to create a blank list to track processes, store data, and manage inventories. You can start from scratch or use an existing list as a template. However, be cautious: starting from an existing list will only copy the column structure, not the content.
  3. Using Excel and Templates
    You can also start your list from an Excel file, provided your data is in table format. Additionally, Microsoft offers various templates to simplify the process. For this example, we will use the 'Employee Onboarding' template, which includes essential fields such as work designation, description, completion deadlines, and mentor information.
  4. Exploring the Employee Onboarding Template
    After selecting the 'Employee Onboarding' template, you will see a list that contains crucial information for new hires. This includes the designation of the work, a description, deadlines for completion, and whether the task has been completed. This structured approach helps in tracking the onboarding process effectively.
  5. Adding New Items to the List
    Once the list is created, team members can easily add new items by clicking on 'Add New Item.' This feature allows everyone to contribute to the onboarding process, ensuring that all relevant information is captured and accessible.
  6. Utilizing Microsoft Lists Functionalities
    With your first SharePoint list created, you can now explore various functionalities of Microsoft Lists. This includes different views, grouping by metadata, and other features that enhance data management and accessibility.
  7. Conclusion
    In summary, Microsoft Lists is a powerful tool for streamlining the onboarding process in the sales department. By creating structured lists, new employees can easily access and manage important information, ensuring a smooth transition into their roles.

FAQ :

What is Microsoft List used for?

Microsoft List is used to create and manage lists for various purposes, such as tracking processes, storing data, and managing inventories. It helps streamline workflows and improve organization.

How do I create a list in Microsoft List?

To create a list in Microsoft List, go to your SharePoint homepage, click on the New button, and choose to create a blank list or use a template. You can also start from an existing list or import data from Excel.

Can I copy content from an existing list in Microsoft List?

No, when you start from an existing list in Microsoft List, it will only copy the column structure, not the content of the original list.

What types of templates are available in Microsoft List?

Microsoft List provides various templates for different use cases, including employee onboarding, project management, and inventory tracking, among others.

How can I add new items to my list?

To add new items to your list in Microsoft List, simply click on the 'Add New Item' button and fill in the required information.

Quelques cas d'usages :

Employee Onboarding

Use Microsoft List to create an onboarding checklist for new employees in the sales department. This list can include tasks such as completing training, meeting with mentors, and submitting necessary documents, ensuring a smooth onboarding process.

Inventory Management

Implement Microsoft List to track inventory levels in a retail environment. Users can create a list to monitor stock levels, reorder points, and supplier information, improving inventory management efficiency.

Project Tracking

Utilize Microsoft List to manage project tasks and deadlines. Teams can create a list to assign tasks, set due dates, and track progress, enhancing collaboration and accountability.

Event Planning

Leverage Microsoft List for planning corporate events. Create a list to manage tasks, guest lists, and budgets, ensuring all aspects of the event are organized and tracked effectively.

Glossaire :

Microsoft List

A tool within Microsoft 365 that allows users to create, manage, and share lists for various purposes, such as tracking processes, storing data, and managing inventories.

SharePoint

A web-based collaboration platform that integrates with Microsoft Office, allowing users to create websites for sharing information and managing documents.

Template

A pre-designed format or structure that can be used as a starting point for creating a new document or list, saving time and ensuring consistency.

Table Mode

A format in Excel where data is organized in rows and columns, allowing for easier manipulation and import into other applications like Microsoft List.

Metadata

Data that provides information about other data, such as the author, date created, and other attributes that help categorize and manage the data.

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