How to make use of Microsoft Lists

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March 13, 2023

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If you might have Microsoft 365, there are a handful of helpful apps out there to you. One of probably the most helpful could also be Microsoft Lists.

This is extra than simply writing down a easy checklist of things like you might do on Microsoft Word. The Lists app lets you set up and prioritize for a lot of private and enterprise duties together with recipe monitoring, present concepts, worker onboarding, work progress monitoring, and extra. Here’s easy methods to entry it.

How to trace info with Microsoft Lists

To open Microsoft Lists, click on the Microsoft 365 icon or seek for it in your laptop and open it.

IDG / Alex Huebner

Select “Apps” from the left-hand aspect menu.

Select apps from the left-hand side menu

IDG / Alex Huebner

Within the apps choices, click on on “Lists” and an internet browser window will pop up with the Microsoft Lists entry.

IDG / Alex Huebner

Inside the lists portal, click on the purple button on the high that claims “New List.”

Inside the lists portal, you will click the purple button at the top that says “New List.”

IDG / Alex Huebner

This will open a field the place you’ll be able to select to start out from a listing you have already got elsewhere or begin from a clean web page.

This will open a box where you can choose to start from a list you already have elsewhere or start from a blank page.

IDG / Alex Huebner

You may also use a premade Microsoft template.

Alternately, you can select to use a template Microsoft has premade.

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When you choose one in all these templates, it is going to present you a preview. At the underside, click on the “Use Template” button.

When you select one of these templates, it will give you a preview. At the bottom, click the “Use Template” button.

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Add columns by deciding on the columns tab on the high and selecting the column kind. Options embody textual content, selection, date and time, a number of strains of textual content, individual, quantity, sure/no, hyperlink, picture, and lookup.

Add columns by selecting the columns tab at the top and choosing the column type

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Change how your checklist seems by clicking the plus button on the high proper subsequent to the “All Items” tab.

Change how your list looks by clicking the plus button at the top right of the list, next to the “All Items” tab.

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Choose from one of many 4 view choices to assist set up your checklist.

Choose from one of the four view options to help organize your list.

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If you just like the checklist in conventional checklist view and need to type your info, click on the “Title” tab on the high left to see a dropdown of sorting choices.

If you like the list in traditional list view and want to sort your information, click the “Title” tab at the top left to see a dropdown of sorting options.

IDG / Alex Huebner

If you’d prefer to share this checklist with coworkers, volunteers, household, or anybody else, click on the handle entry button on the highest proper.

If you’d like to share this list with coworkers, volunteers, family, or anyone else, click the manage access button on the top right.

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This will open a handle entry window the place you’ll click on the share button.

This will open a manage access window, where you will click the share button.

IDG / Alex Huebner

Another window will open that may can help you enter the identify or e mail handle of the individual you need to share with or copy the hyperlink to offer to those that might want to entry the checklist.

Another window will open where you will enter the name or email address of the person you want to share with, or copy the link to give to those who will need to access the list.

IDG / Alex Huebner

Alternately, you’ll be able to choose the share choice on the high of the web page and it’ll open this window.

Alternately, you can select the share option at the top of the page and it will open this window.

IDG / Alex Huebner

Now you’re prepared to assemble your lists and start holding monitor of issues in a extra organized approach.

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How to trace info with Microsoft Lists

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