Lists - Using custom views Tutorial

Discover how to streamline your workflow with custom views in our engaging video 'Using Custom Views'. Learn to tailor information to your role, setting filters and sorting options that matter to you. Whether collaborating on lists or organizing data, this guide empowers intermediate users to focus on what truly counts. Don't miss out!

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Available in Microsoft365

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but depending on your role,

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only some of it will be truly relevant to you.

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To better focus on what matters,

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we'll use views and metadata

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to create a custom display.

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Before getting started,

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it's essential to clearly define your objective.

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In this example,

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I want to get an overview of the items based on a single key criterion,

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whether they are national or international.

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Start by clicking the appropriate option,

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then assign a name to your new view.

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Next,

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select the type of view you want.

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In this case,

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a simple list will be sufficient.

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You can also choose whether your colleagues will have access to this view.

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Once the view has been created,

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open its settings to adjust the display.

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This will open a new window online where you can define several options,

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including which columns to show or hide

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and in what order.

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In our example,

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we will deselect the type column since it will be

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used for grouping and doesn't need to be visible.

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Automatic filters,

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sorting options,

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and grouping features are also available.

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Here we'll group the data by the type column

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as it is the main sorting criterion.

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Once everything is configured,

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click OK to access your newly customized view.

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You'll still be able to edit it later if needed.

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It is also possible to switch between different views depending on the context.

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This allows you to avoid being overwhelmed by unnecessary information.

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Remember,

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there are as many possible views as there are use cases.

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You can delete a view at any time or create new ones to meet evolving needs.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

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Microsoft Lists Video Training - Advanced

Discover the full potential of Microsoft Lists thanks to advanced features for structuring and automate your projects.

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