Elevate 365 - SharePoint (the new lists experience)

What to Expect

• Introduction to SharePoint Lists

• Features and Benefits of the New Lists App

• Creating and Configuring Lists

• Demonstration: Building an HR Personnel List

• Permission Sharing and Collaboration

• Forms and Automation

• Using Views for Data Management

• Q&A Session

Introduction to SharePoint Lists

• Overview of SharePoint lists as a powerful tool for data management and collaboration.

• Comparison to databases and Excel spreadsheets, highlighting improved collaboration and data management features.

Features and Benefits of the New Lists App

• Modern user interface for easier creation and management of lists.

• Enhanced templates for common scenarios like issue tracking and employee onboarding.

• Improved integration with Microsoft Teams for better collaboration.

• Enhanced rules and conditional formatting for automating processes and highlighting key information.

• Accessibility via mobile and desktop apps for productivity from anywhere.

Creating and Configuring Lists

• Steps to create a new list using the blank template and customising columns.

• Explanation of different column types including text, number, choice, and date/time.

• Tips for naming columns and using descriptions to aid team members.

Demonstration: Building an HR Personnel List

• Live demonstration of creating a personnel list with columns for full name, employee ID, department, job title, service start date, and status.

• Configuring column parameters and setting default values for efficient data entry.

• Using the grid view for quick data manipulation and entry.

Permission Sharing and Collaboration

• Methods to share entire lists or individual line items with colleagues or teams.

• Real-time collaboration features including seeing who is editing records.

Forms and Automation

• Creating forms for data entry that automatically populate the list.

• Setting up automated reminders and rules for data changes.

• Limitations and benefits of using forms and automation.

Using Views for Data Management

• Creating custom views to filter and display data in different formats like lists, galleries, calendars, and boards.

• Benefits of using views to manage and analyse large datasets efficiently.

• Steps to save and switch between different views for specific data needs.

Q&A Session

• Participants' questions on permissions, licensing, external approvals, and editing workflows without affecting old data.

• Responses and additional insights from Fergus and his colleague Chris.