SharePoint Part 2 
Mastering SharePoint Lists: 
From Creation to Collaboration  

Duration

Webinar:    1-1.5 hours
Workshop: 2-2.5 hours
Available as part of a half or full day session

Overview:

This webinar will provide a foundational understanding of SharePoint lists, essential for effective data management within your organisation. You will learn how to create and customise lists using templates or from scratch, enabling you to tailor them to your specific requirements.

The session will cover how to add, edit, and delete list items and columns, as well as techniques for sorting, filtering, and grouping data for better organisation. We will explore various views and formatting options to present your list data in meaningful ways.

Additionally, you will discover how to collaborate with others on lists while managing permissions effectively. Finally, we will discuss integrating SharePoint lists with other Microsoft 365 applications, such as Teams, and demonstrate how to connect a list with a custom app.

Target Audience:

This course is suitable for professionals, business users, and individuals who want to use SharePoint to share files, collaborate with colleagues and communicate news and events. The target audience includes:

• Office workers
• Project managers
• Small business owners
• IT professionals
• Any individual or team looking to enhance file management and collaboration processes.

Learning Outcomes:

By the end of this course, participants will be able to:

1. Create and customise lists from templates or from scratch.
2. Add, edit, and delete list items and columns.
3. Sort, filter, and group list data.
4. Use views and formatting options to display list data in different ways.
5. Collaborate with others on lists and control permissions.
6. Integrate lists with other Microsoft 365 apps, such as Teams and SharePoint
7. Integrate a list with a custom app.

Topics include:

• What are lists and why use them?
• Access and navigate Microsoft Lists.
• Create a list from a template or from scratch.
• Add, edit, and delete list items.
• Add, edit, and delete columns.
• Use different column types, such as choice, date, person, and lookup.
• Sort list data by one or more columns.
• Filter list data by column values or keywords.
• Group list data by column values or categories.
• Use predefined views or create custom views for different purposes.
• Apply conditional formatting rules to highlight important data.
• Use grid view or gallery view to display list data in different layouts.
• Collaborate on lists and controlling permissions:
• Share lists with others and invite them to collaborate.
• Control who can view or edit list data.
• Use comments and @mentions to communicate with others on lists.
• Add lists as tabs in Teams channels or chats.