Microsoft Launches Lists, A New Smart Tracking Application —
Formerly SharePoint Lists

Your CRM system gives you a better way to manage your external
business interactions and relationships. Everything you need to
know about your customer interactions is readily available at any
time. While your external processes may be organized, what about
your internal processes? If you’ve found that your internal
business processes are unorganized and chaotic, Microsoft Lists,
the latest information tracking tool from Microsoft, is the
solution.

 

Lists is a new tool that helps you to keep track of the
information that’s most valuable to your team with smart,
flexible features. We’ll review each of the tools available
within Lists and how it can help you better organize your business
processes.

What is Lists?

Lists is a tool that allows you to better track, organize, and
manage the large amounts of data coming into your office each day.
Using pre-made templates and customizable views you can track
information all the way up the organization ladder, helping you to
keep tasks and projects more organized. Additionally, Lists allows
you to easily manage issues, routines, contacts, and inventory and
notify staff members of any changing information or updates using
alerts and rules.

 

Unlike Microsoft ToDo, Lists allows users to do more with
information and features smarter tools. Additionally, while
Microsoft ToDo is available to everyone, Lists is only accessible
with a paid subscription to Microsoft 365.

 

 

 

What You Can Do Within Lists

Within Lists, you can do the following:

 

  • Use pre-existing templates to create lists on both mobile and
    web platforms.
  • Create unique views and rules to help teams stay
    connected.
  • Use native integration that can be embedded in a channel.
  • Create smart rules, filters, views, and choices.
  • Create and manage share links.
  • Integrate with Power Platform as well as Power
    Applications.
  • Access favorite tasks from anywhere.
  • Share personal lists throughout your organization.
  • Create alerts and reminders to keep teams on schedules.

 

While Lists is still relatively new, the application is
powerful, smart, and flexible, helping you to create business
solutions in a faster, more efficient way without a lot of
coding.

Views Available Within Lists

Presently, Lists features four default views: calendar, gallery,
grid, and list.

 

  • Calendar: For projects or tasks that have a
    tight schedule or deadline, you’ll want to use the calendar view.
    Everything from the project's start date to its finish is displayed
    on a visual calendar, helping team members see when work is due and
    plan accordingly. This ensures that all work is moving quickly down
    the workflow and finished on time.
  • Gallery: If you’re working on a list or
    project that features a lot of images, the gallery view helps you
    to arrange information within the card in organized rows.
  • Grid: This is the primary view within Lists.
    Rows and columns can easily be changed or reconfigured depending on
    the specific task you’re working on. Grid view is best used if
    you need to quickly edit or update information.
  • List: The list view has a similar format to
    retired SharePoint lists; however, this view doesn’t feature
    point and click capabilities as of today.

 

Lists is designed to track information and tasks based on the
unique needs of your team. To help you do so, each view can be
further modified for better, more efficient tracking. Color coding
is just one example. Say you have a specific approval process for
tasks. You could use various colors to show where each task is in
the approval process. Items that are currently being reviewed by
stakeholders could be colored red and approved items could be
colored green.

 

Color coded comments can also help keep your team organized. For
example, each staff member could be assigned a specific color.
Should a question or concern arise that they need to review, you
can color code it their color so they’ll know to take a look at
it. You could also use color coding to alert your team of changes
to a task or deadline. This helps to keep your entire team on the
same page and ensures work is finished on time.

Ready to Get Started with Lists?

Setting up Lists is very straightforward: just access it from
the left-hand menu bar of Microsoft 365. It
will be included on the list of Microsoft additional
applications.

 

As soon as you’ve opened Lists, you can start creating
customized lists with ease. However, should you need assistance
with some of its features or further customize views or features to
meet the needs of your team, reach out to a JourneyTEAM
representative. We’re a Microsoft Gold Partner with extensive
knowledge and experience with Microsoft products. We’ll show you
how to make this new tool work for you and provide the exact amount
of support you need. Contact us today!

 

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Contact JourneyTEAMWe are consultants that
can help make Microsoft Lists a reality! Visit our website to find out
more, or call us now at 800.439.6456.

 

Article by: Dave Bollard - Head of Marketing801-436-6636

JourneyTEAM is an award-winning consulting firm with proven
technology and measurable results. They take Microsoft products;
Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV,
SL, AX, and modify them to work for you. The team has expert level,
Microsoft Gold certified consultants that dive deep into the
dynamics of your organization and solve complex issues. They have
solutions for sales, marketing, productivity, collaboration,
analytics, accounting, security and more. www.journeyteam.com

 

 

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Microsoft Launches Lists, A New Smart Tracking Application —
Formerly SharePoint Lists
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