Platform Banner

Lists - Create a task tracking board in Microsoft Lists Tutorial

Ready to elevate your task management? Dive into our video, "create a task tracking board in microsoft lists"! Learn how to structure a business register with Microsoft Lists, utilizing columns for statuses, priorities, and deadlines. Discover how to automate tasks, visualize progress, and enhance organization like never before. Unlock your productivity potential today!

02:42
242 views
Parteger

Available in Microsoft365

00:00:06

the source of truth where data is homogeneous,

00:00:10

measurable,

00:00:10

and shareable.

00:00:12

A business register is a structured list

00:00:15

describing requests and commitments with clear fields.

00:00:19

Microsoft List provides native column types such as text,

00:00:22

choice,

00:00:23

dates and times,

00:00:24

people,

00:00:25

numbers,

00:00:26

lookups,

00:00:26

calculations,

00:00:28

and accepts attachments to centralize the context.

00:00:32

This standardization allows filtering,

00:00:34

grouping,

00:00:35

and exporting to a spreadsheet for more in-depth analysis.

00:00:38

Identify the essential elements for management,

00:00:41

actionable titles,

00:00:42

priorities,

00:00:43

deadlines,

00:00:44

statuses,

00:00:45

responsible parties,

00:00:46

and depending on the process,

00:00:48

milestones and clients.

00:00:51

Create these columns by selecting the appropriate type

00:00:54

choices for statuses,

00:00:56

person for assignment,

00:00:58

dates and times for deadlines

00:01:00

when requests come from forms,

00:01:02

map the responses to the same columns

00:01:05

to natively feed the list without re-entry.

00:01:08

This coherent foundation is ready for automation and reporting.

00:01:13

The list view is suitable for quick

00:01:15

entry and filtering by displaying essential columns.

00:01:19

The calendar view reveals gaps,

00:01:21

conflicts,

00:01:22

and milestones as soon as a date column structures the tracking.

00:01:26

The command board view is activated when a

00:01:29

single value choice column defines the status,

00:01:32

allowing visualization of the flow and moving items between stages.

00:01:38

These three views complement each other and are obtained without development.

00:01:42

Favor structured columns over free fields to

00:01:45

benefit from usable filters and indicators.

00:01:48

Conditional formatting applies colors,

00:01:50

data bars,

00:01:51

or alert icons based on values.

00:01:54

Advanced configurations use JSON formatting for

00:01:57

specific needs without altering the data.

00:02:01

Native rules trigger automatic notifications when items

00:02:04

are created or critical fields change.

00:02:07

The register feeds execution through automated flows

00:02:11

that create tasks as soon as a record meets defined criteria,

00:02:15

then publish a conversational summary.

00:02:19

To conclude,

00:02:19

three fundamental rules.

00:02:21

Every item requiring tracking is integrated into the register.

00:02:25

Each column has a specific use,

00:02:28

and updates are made in the register rather than in parallel documents.

00:02:32

This rigor makes possible the orchestration rituals,

00:02:36

status readability,

00:02:37

and automation of reminders discussed later.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Débutant

Vu 326 fois

Video Training Microsoft 365 - Choose your task management tool

Discover how to structure task management in Microsoft 365 by combining Outlook, Lists, Planner, Loop, and To Do for smooth and centralized coordination.

ALL COURSES