Microsoft Lists
Quick Start Guide
Easily create a list to start tracking information across your organization.
Sign into your Office 365 subscription and select the Lists app from the Microsoft 365 app launcher.
Start a new list from
scratch, Microsoft
Excel, or use the
structure of an existing
list
Find all your recent lists in one place
• Sort and filter by recent lists or
lists that you created
• Customizable icons and color tags
make lists easy to differentiate
Pin lists to your
Favorites section by
clicking the star next
to each list's icon
Search existing lists by name
Create a list from scratch
Import list items from an
existing Excel spreadsheet
Duplicate an existing list as
a starting point
New list
Microsoft Lists
Create a list from one of the ready-made templates, based
on your scenario:
• Issue tracker: track, manage, and bring issues to a close
• Employee onboarding: manage your new employee's
onboarding process
• Event itinerary: organize important event details
• Asset manager: keep track of assets your team is using
• Recruitment tracker: manage your recruitment pipeline
• Travel requests: manage your travel requests/budget
• Work progress tracker: track priorities and progress
• Content scheduler: schedule and manage your content
strategy
Microsoft Lists
Start from ready-made templates
Name your new list, add an icon, color tag, and description.
Columns are pre-formatted and can be further customized later.
Edit in grid view
Edit column details in Grid view.
Add, show, or hide columns to fit your organization needs.
Create new items
Add your first item in your list. Fill in details such as name, description,
priority, status, and due date, and assign the item to a stakeholder.
Create rules
Add smart rules to organize data and generate notifications.
Microsoft Lists
Add and edit items
just like in Lists home
Get the same Lists capabilities, plus three
additional industry templates
Open list item to view details
Open a chat window alongside
an item. @mention individuals
to draw attention
Use Lists within Microsoft Teams
Natively integrated in Teams so you can collaborate on items and lists alongside team member discussions
Add a Lists tab inside a
Teams channel. Create a new
list or add an existing one
Microsoft Lists
Mobile
Access Lists on the go with the mobile app for iOS and Android
Enjoy the familiar
Lists experience on
mobile
Add, edit, and
format list items just
like on desktop
View, sort, and filter
through list items in a
mobile-friendly
interface
Note: Screenshots show the Microsoft Lists app for iOS (preview)
Next Steps with Lists
Learn More
Go to aka.ms/MSLists for more learning resources
Try the Lists app for iOS (preview):
https://aka.ms/MSLists/iOS/preview
Get other Quick Start Guides
To download our other free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317
Microsoft Lists
