MICROSOFT LISTS: ALL YOU NEED TO KNOW ABOUT PREDEFINED TEMPLATES FOR LIST CREATION

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Katy Barron
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2 minute read
Microsoft Lists: All you need to know about predefined templates for List creation-Image

Microsoft Lists is a smart, helpful, information tracking app in Microsoft 365 that allows you to configure lists online. Being easy to use, you can begin List creation from the app, in Microsoft Teams and in SharePoint allowing a team effort to collaborate, edit and customise information from anywhere. 

When creating Lists there are a few ways to get started (which you can find more information about in our recent blog post 'Microsoft Lists: How to create new lists and add them as a tab in a Microsoft Teams channel') but to make List creation easier and quicker for users, Microsoft Lists have provided users with 11 helpful predefined templates that can then be edited and customised to preference. 

Predefined templates help to address crucial business processes with pre-configured layouts that include columns, colour formatting, and data structure. Choosing to begin with a template is an easy starting point to build your first Microsoft List up.

 

There are multiple templates available to choose from that will help you digitalise your business processes.

 

Available Templates

  • Issue tracker - This is a kind of service desk app that helps monitor user's requests
  • Employee onboarding - Tracks tasks assigned for the onboarding process of new employees 
  • Event itinerary - Helps to organise event details all in one place 
  • Asset management - Helps to assign equipment across users within an organisation 
  • Recruitment tracker - Helps to keep everyone in the loop about where in the hiring process a potential employee is 
  • Travel requests - Manages the process of travel approval within an organisation 
  • Work progress tracker - Helps to put tasks in order and tracks completion and progress 
  • Content scheduler - A helpful template for scheduling content - useful for employees who work in digital communication and schedule content across multiple platforms 
  • Incidents - Tracks incidents and communicates the status of an incident
  • Patients - A helpful tool for medical staff when recording a patient's status so that they can be monitored and care can be actioned accordingly
  • Loans - To help track the approval process for loans

 

Whatever template you choose that you feel is the correct fit for your business process, just know that all templates are easy to edit and customise to suit your specific needs. 

 

If you would like to learn more about how Microsoft collaboration tools can benefit your business, contact Digital First today for a free consultation. 

Katy Barron

Katy Barron

Manager
Katy has worked in marketing and events internationally for over 10 years, after having graduated from Glasgow Caledonian University with a BA in Arts, Entertainment and Media Management. At Digital First she began as an Administration Assistant, using her event management skills and then progressed to her current Project Manager role where she works with Microsoft365 tools on a daily basis which she is passionate about using and marketing to others to help users work smarter.