Issue No. 97September 2020
Coming Soon to Microsoft Teams: “Microsoft Lists”
We have received a few inquires about the “Lists” feature coming soon to Microsoft Teams so we decided to make “Lists” the focus of this month’s newsletter!
An Overview of Lists:
What is “Lists”? —The Lists app in Microsoft Teams helps users in your organization track information, organize work, and manage workflows. With Lists, users can track data such as issues, assets, routines, contacts, inventory, incidents, loans, patients, and more using customizable views, rules, and alerts to keep everyone on the team in sync.
When will this new feature in Teams be available?—Microsoft will be rolling this out this new feature in Teams the next few months.
How do I access Lists? –In Teams, users access Lists as a tab in a channel. Click + to open the tab gallery and add a new Lists app tab instance to a channel to get started.
Users can create new lists or pin existing lists from within the same team or from a different site that they have access to. New lists can be created from scratch, from built-in templates, based on the structure of an existing list, or by importing data from an Excel workbook. The Lists app is available in Teams desktop, web, and mobile clients.
Templates in Lists are tailored to common information tracking scenarios for users. Each template comes with a predefined list structure, form layouts, and formatting options at both a list view and a details view level to help users get started quickly. After selecting a template, users get a preview of what the list will look like, along with some sample data. Here’s some examples of how teams in your organization can use the predefined templates in Lists:
- Track issues and bring them to closure using the Issue tracker template.
- Organize all your event details with the Event itinerary template.
- Use the Patients template to record the needs and status of patients for care teams in your healthcare organization to monitor and coordinate care.
- Track the status of loan applications with the Loans template.