Managing lists and plans in SharePoint Online (2024)
SharePoint Online (2024)
| Intermediate
- 11 videos | 49m 59s
- Includes Assessment
- Earns a Badge
In SharePoint Online, lists and plans are essential tools for efficient collaboration and organization within teams. A list serves as a collection of data that can be shared with team members and other site users and designed for efficient storage, organization, and management of information. Meanwhile, Microsoft Planner integrates seamlessly with SharePoint, providing a visual platform to plan tasks and projects. It enables team members to create, assign, and track tasks using boards and charts, enhancing transparency and accountability. In this course, you'll learn how to create a blank list from scratch or utilize existing lists to streamline your workflow. We'll explore list manipulation techniques, including inserting and editing individual items and columns. You'll also learn to create and manage lists using Excel and CSV files, ensuring smooth integration and data import. Discover efficient data sorting and filtering methods to quickly locate information. Additionally, learn to create a calendar view to display important dates and add items directly from the calendar interface, keeping your team informed and organized. Finally, you'll learn to create and manage a plan within a team site, boosting collaboration and project management. By the end of the course, you'll have a comprehensive understanding of managing lists and plans in SharePoint Online, optimizing your team's productivity and efficiency.
WHAT YOU WILL LEARN
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Discover the key concepts covered in this managing lists and plans in sharepoint online (2024) course
Create and configure a list in a site
Add, edit, and delete columns in a list
Insert and manage records in a list
Import a workbook or cvs file to create a list
Use and customize list templates -
Sort and filter data to create a custom list view
Create and manage a calendar list view
Share a list by creating links or forms
Export and manage list options
Create and manage a plan in a team site
IN THIS COURSE
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59sThis video outlines the key content covered in the Managing lists and plans in SharePoint Online course, including creating and editing a list, sorting and filtering the data from a list, and creating a plan in a team site. FREE ACCESS
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5m 56sWhether you're working in a communication or team site, SharePoint Online provides tools for creating and configuring lists. In this video, learn how to organize tasks or items by creating a blank list and reusing an existing list. FREE ACCESS
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3. Editing a list in SharePoint Online5m 32sIn SharePoint Online, columns are essential for organizing the data inserted into a list. For example, if you'd like to create a task list, you'll need to add columns relevant to storing information related to tasks. In this video, you will learn how to add, edit, and delete columns in a list. FREE ACCESS
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4. Inserting and editing items on a list in SharePoint Online5m 6sLists in SharePoint Online facilitate data collection by providing a user-friendly interface for completing information. In this video, you will learn how to insert and edit individual items, as well as how to use the grid view to insert or modify multiple items at once. FREE ACCESS
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5. Importing files to create lists in SharePoint Online4m 41sIn SharePoint Online, importing files to create a list enables users to effectively consolidate and organize structured data from multiple external sources into a unified SharePoint list, thereby enhancing data accessibility and collaboration. Discover how to efficiently create and manage lists in SharePoint Online using Excel and CSV files. FREE ACCESS
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6. Using templates to create a list in SharePoint Online4m 6sIn SharePoint Online, a list is an organized data set within a site, similar to a spreadsheet, where rows represent items and columns define attributes. Lists are used for tracking tasks, managing contacts, and storing inventory. In this video, you will learn how to create a list using templates. FREE ACCESS
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7. Sorting and filtering data from a list in SharePoint Online3m 48sIn a SharePoint Online site, you can sort, filter, and group list data to focus on what you need. In this video, you will also discover how to create a custom view to quickly locate the data you’ve sorted or filtered. FREE ACCESS
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8. Creating a calendar view in SharePoint Online4m 38sIn SharePoint Online, lists can be displayed in different ways to optimize the insertion and visualization of the information. In this video, learn how to create a calendar view to display the most important dates and add items directly from the calendar view. FREE ACCESS
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9. Sharing lists in SharePoint Online5m 15sWith a list in a SharePoint Online site, you can efficiently gather data from different users. To reach a wider audience, learn how to share a list by creating a link and configuring its settings. Similarly, you can quickly create a form using the existing fields of your list. FREE ACCESS
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10. Managing lists in SharePoint Online4m 48sIn a SharePoint Online site, lists can be exported into various file formats to facilitate data analysis. In this video, you will learn how to export and manage a list. Additionally, learn how to access list settings and delete a list. FREE ACCESS
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11. Creating a plan in a team site in SharePoint Online5m 10sSharePoint Online and Planner, both integrated into the Microsoft 365 suite, offer an enhanced project management experience by enabling the creation of plans. In this video, you will learn how to create and manage a plan in a team site. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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