Microsoft Lists helpyou organize, collaborate, and share the information you care about.
You can create and share lists that help you track issues, assets, routines, contacts, inventory, and more. Start from the Microsoft Lists app, Microsoft Teams, or SharePoint using a template, Excel file, or from scratch.
This article discusses the list templates that are included with Microsoft 365. Find out how to create a list from a template.
List templates
Templates help you create lists using pre-configured layouts that include columns, color formatting, and data structure.You can customize each list to fit your situation by changing the formatting to highlight important data, configuring forms to see more at a glance, and setting reminders to keep you and your team up to date on what’s happening.
Once you create a list based on a Microsoft Lists template, you have options for customizing it to meet your organization's specific needs. Learn more about editing lists, customizing the columns, and changing the column order. To learn more about list items, see Add, edit, or delete list items.
Select one of the List templates below for detailsabout the columns for the new list that you've created.
The Asset manager template helps you keep track of physical assets that your team is using so you know who has which asset, which assets are in repair, and what the check-in and check-out dates are for each.
Example list
List column details
List column | Description | Column type |
---|---|---|
Asset tag | Identification number of the asset | Single line text |
Status | Choose from available, reserved, in use, in repair or retired | Choice |
Manufacturer | Manufacturer of the asset | Choice |
Model | Model/make of the device | Single line text |
Asset type | Choose the type of asset | Choice |
Color | Choose the color of the asset | Choice |
Serial number | Serial number associated with the asset | Single line text |
Purchase date | Enter a date the asset was purchased | Date and time |
Purchase price | The purchase price of the asset | Currency |
Order number | Order or invoice number for the asset | Single line text |
Current owner | Name or email of person currently using the asset | Person |
Previous owner | Name or email of person who last used the asset | Person |
Due date | Date the asset will be returned | Date and time |
Condition notes | Notes about the current condition of the asset | Multi line text |
Attachments | Insert a file related to the asset | External file |
The Content scheduler template helps you schedule and manage your content strategy. Filter down to the items that are due soon or get notifications when authors check-in their drafts.
Example list
List column details
List column | Description | Column type |
---|---|---|
Content title | Name for the content | Single line text |
Description | Description of the content | Multi line text |
Author | Content creator | Person |
Status | Choose from planned, assigned, draft needs approval, ready to publish, publish | Choice |
Draft due by | Date the content is due | Date and time |
Publish by | Date the content is to be published | Date and time |
Content type | Choose from help article, blog post, video, or social media post | Choice |
Published link | Link to the published content | Hyperlink |
Content image | Content copy | Image |
Content files | Attachment to content copy, if stored in a file | External file |
The Employee onboarding template makes it easy to manage your new employee’s onboarding process and guide them through relevant contacts and resources.
Example list
List column details
List column | Description | Column type |
---|---|---|
Work | Name of work item | Single line text |
Description | Summary of the work item | Multi line text |
Complete by | Due date that work should be completed | Date and time |
Complete | Mark when work is completed | Yes/no |
Completed on | Date the work is completed | Date and time |
Mentor | Point of contact for help with the work item | Person |
Relevant link | Link to support the work item | Hyperlink |
Relevant files | File to support the work item | External file |
The Event itinerary template helps you organize all your important event details in one place, so everything runs smoothly. By toggling to the calendar view, you get a clear picture of event activities over time (day, week, month).
Example list
List column details
List column | Description | Column type |
---|---|---|
Session Name | Name of the event | Single line text |
Session code | ID associated with the event | Single line text |
Speaker(s) | Name(s) of event speaker(s) | Person |
Session type | Type of event | Single line text |
Description | Description of the event | Multi line text |
Start date and time | Date and time the event starts | Date and time |
End date and time | Date and time the event ends | Date and time |
Duration | Length of event | Single line text |
Capacity | Maximum number of people | Number |
Location | Location of the event | Single line text |
Notes | Information related to the event | Multi line text |
The Issue tracker template helps you track, manage, and bring issues to a close by making it
easy to set priorities in the status column and send notifications to team members when issues arise.
Example list
List column details
List column | Description | Column type |
---|---|---|
Issue | Name of the issue | Single line text |
Issue description | Description of the issue | Multi line text |
Priority | Choose critical, high, normal, or low | Choice |
Status | Choose blocked, in progress, completed, duplicate, by design, won't fix, new | Choice |
Person or group | Name of person or group that the issue is assigned to | Person |
Data reported | Date that the issue was first reported | Date and time |
Days old | Number of days since the issue was reported | Number |
Issue source | The URL where the issue is documented | Hyperlink |
Images | Images associated with the issue | Image |
Associated files | Files associated with the issue | External file |
Issue logged by | Name of the person who created the issue | Person |
The Recruitment tracker template helps you track and manage the recruitment pipeline in your organization or team, helpingyou to keep the pulse on feedback for all candidates.
Example list
List column details
List column | Description | Column type |
---|---|---|
Candidate name | Name of the candidate | Single line text |
Position | Position the candidate is applying for | Choice |
Progress | Place in the hiring process | Choice |
Recruiter | Name of the person who manages recruitment | Person |
Application date | Date the application was submitted | Date and time |
Phone screen details | Date of the phone screen | Date and time |
Phone screener | Person who screens candidate | Person |
Interview date | Date and time of interview | Date and time |
Interviewer(s) | Name(s) of people who will interview the candidate | Person |
Notes | Notes about the candidate and/or the position | Multi line text |
LinkedIn profile | Link to the candidate's LinkedIn profile | Hyperlink |
Resume or CV | Attachment to the candidates resume or curriculum vitae | External file |
The Travel requeststemplate helps you manage all your travel requests and keep an eye on budgets.
Example list
List column details
List column | Description | Column type |
---|---|---|
Trip title | Name of the travel request | Single line text |
Reason for travel | Reason for the travel request | Multi line text |
Requester | Name of the person requesting travel | Person |
Destination | Location where person is traveling to | Location |
Travel start date | Date when the travel starts | Date and time |
Travel end date | Date when the travel ends | Date and time |
Travel duration | Number of days that the travel will occur | Number |
Airline | Choose the name of the airline | Choice |
Estimated airfare | Estimate the cost of the airfare | Currency |
Hotel | Name of the hotel for the traveler | Single line text |
Estimated hotel cost | Estimate the cost of the hotel | Currency |
Approved | Is the travel request approved | Yes/no |
The Work progress tracker template helps you track priorities and progress as you work towards delivering products and services.
Example list
List column details
List column | Description | Column type |
---|---|---|
Work item | Name of work to be done | Single line text |
Description | Description of work item | Multi line text |
Category | Choose planning, design, engineering, marketing | Choice |
Progress | Choose not started, in progress, completed, blocked, behind | Choice |
Priority | Choose critical, high, medium, low | Choice |
Start date | Date the work item was started | Date and time |
Due date | Date the work item is due to be completed | Date and time |
Assigned to | Person or group the work item is assigned | Person |
Notes | Add notes specific to the work item | Multi line text |
Notes:
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Microsoft Lists integrate with Power Automate to help you automate common tasks between SharePoint and other Microsoft 365 and third-party services. To learn more, seeGet started with Power Automate.
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You can customize your lists using Microsoft Power Apps, an application development environment to build custom apps for your business needs. Once you've created a new list, open the New item form, and select Edit form > Customize with Power Apps. To learn more, seeCreate a Power App for a list in SharePoint.
(Video) 📃How to create new templates in Microsoft Lists for your organization
Learn more
Microsoft Lists Resource Center
FAQs
Does Microsoft list have a limit? ›
You can store up to 30 million items or files in a list or library. Filtered views of large lists have a similar experience to other lists. However, when a list view shows more than 5000 items, you may run into a list view threshold error.
Why use Microsoft lists instead of Excel? ›If you need to list and track information collaboratively, Microsoft Lists is designed to give you the kind of lists many people manage in Excel, with more list-specific options and less complexity.
How do I use lists in Office 365? ›- Select App launcher > All apps > Lists. Tip: If you don't see the Lists app here, use the Search box to search for Lists.
- Select New list.
- Choose how you want to create the list: ...
- Choose the options for your list, then Create.
- To add items, select New, fill in the form, and select Save.
You can get list templates in SharePoint Online from: Site Settings >> “List templates” under “Web Designer Galleries”
How do I get more than 5000 items from a SharePoint list? ›If you genuinely need to process more than 5000 items at a time, you'd want to call the SharePoint batch API to speed things up and even then need to create a loop with the do until action as a batch call can't have more than 1000 operations.
How do I show more than 30 items in SharePoint list? ›Hi, navigate to the list settings, edit the view to update, go to 'Item Limit' section, and change the default value from 30 to 100. If you are using the modern version, there won't be paging, instead when you scroll after 30 or 100 items it will load more items, if it is a classic view then you can see the paging.
What is the point of Microsoft Lists? ›Microsoft Lists is a Microsoft 365 app that helps you track information and organize work. List are simple, smart, and flexible, so you can stay on top of what matters most to your team.
What is Microsoft Lists good for? ›With Microsoft Lists, users can: Create and Manage Rules: Microsoft Lists has built-in automation functionality, which follows the if-this-then-that rule style. Users can create custom rules to automate reminders and notifications connected to their lists.
What Microsoft program is best for to do lists? ›With Microsoft To Do you can easily create and sync your task lists across multiple devices so you have your to do list available whether you are on your desktop, phone, or tablet.
What is the difference between Microsoft Lists and SharePoint lists? ›While standard SharePoint lists are designed more for data, the new Microsoft lists also include a certain social interaction aspect. For example, integration with Teams, and the ability to leave comments on an item. The interface also offers more collaboration possibilities.
How do you use Outlook to do lists effectively? ›
...
How to use Tasks in Outlook
- Open Outlook.
- Select "New Item"
- Select a task.
- Enter a name for the task in the "Subject" box.
- Set the start date and due date.
- Set a priority and a reminder.
- Click "Task," "Save" and "Close"
A Task is.. a task. It's an Outlook item that is stored in a Tasks Folder. A To-Do is any Outlook item that is flagged for follow-up, usually flagged email, as well as all of the tasks in the Task folders in the profile.
How do I use Microsoft list templates? ›- Select + New list to open the Create a list chooser. ...
- Select the template you want, and select Use template. ...
- Enter a name for your list, an (optional) description, select an (optional) color, icon, site to save to, and then click Create.
- Click to the gear icon in the upper right side of the menu bar.
- Click the small triangle at Themes to see the options.
- Click the blue square and click Save, if you wish to use the High-Contrast theme.
Click File > Open. Double-click Computer or This PC. Browse to the Custom Office Templates folder that's under My Documents. Click your template, and click Open.
How to overcome 5000 item limit threshold? ›- Avoid Putting All the Files in One Library. The easiest way to avoid hitting the 5,000 item limit threshold is to not put all your files in one library. ...
- Set up Subfolders. ...
- Create Metadata. ...
- Index the Columns. ...
- Create Different Views.
- Set filters through “Modify list view” and limit the number of items in the view to less than 5000 to mitigate this issue. ...
- Archive old list items or files, either by moving to a new list or a folder inside the same list.
- Add Indexed columns to the list.
Items in lists and libraries
A list can have up to 30 million items and a library can have up to 30 million files and folders. When a list, library, or folder contains more than 100,000 items, you can't break permissions inheritance on the list, library, or folder. You also can't re-inherit permissions on it.
To resolve the issue, edit the view of the list: in View dropdown menu >modify this view >expand “Item Limit”> Set the maximum number of item in the limit. On your site, set it to a value greater than the total number of items available. Hope it can help you.
How do you increase limit the total number of items displayed in list per page? ›Generally, to limit the display items per page, we can go to Library settings > Select View to edit> Under Item Limit to change Number of items to display.
How do you access more than 100 items from Get Items action or files? ›
If you look in the settings for the Get Items there is a pagination setting that controls the maximum number of items returned. If you turn pagination on you should also set the Top count to control the size of the pages retrieved.
How do I organize my Microsoft Lists? ›Click or tap the three dots in the top right of your list to open the more menu. Then, select Sort by and you'll have the option to organize your list by Importance, Due date, Added to My Day, Alphabetically or Creation date.
Can I use Microsoft Lists as a database? ›In fact, Microsoft have described their new lists app as an “evolution of SharePoint Lists”. If you don't know what a SharePoint list is, it is essentially a database that you can use inside of SharePoint, where the data is displayed in rows and columns like an excel spreadsheet.
Why do people use lists? ›By keeping such a list, you make sure that your tasks are written down all in one place so you don't forget anything important. And by prioritizing tasks, you plan the order in which you'll do them, so that you can tell what needs your immediate attention, and what you can leave until later.
How do you make a smart list on Microsoft? ›- First perform a search to set the criteria that you want your Smart List to be based on. ...
- In the Search Results list, make sure you have no tasks selected so that the Save as Smart List button appears on the right.
- Click on Save as Smart List.
- Enter a name for your Smart List.
- Click on Save.
With the list open in SharePoint or the Lists app, near the top of the page, select Automate then Power Automate. Select Create a flow to automate a workflow. You can see your current flows by selecting See your flows or require approval for flows by selecting Configure flows.
What is the difference between Microsoft Lists and forms? ›Microsoft Forms is a simple product to create and submit forms, quizzes and surveys. Lists is for listing items, similar to a database but wiothout the one-to-many type of relationships.
Does Microsoft Word have a to-do list template? ›Organize your tasks with this accessible to-do list template. This to-do list template for Word allows you to mark each item's priority, due date, what to do, who to contact, steps in progress, and done fields for each entry.
What is the difference between Microsoft Lists and Planner? ›Both can be used for task management, but while Planner focuses on tasks that must be done to complete a project using a Kanban board, Microsoft Lists is far more flexible and customizable.
Is Microsoft Lists part of Office 365? ›Stay on top of it all with Lists, your smart information tracking app in Microsoft 365. Work with anyone, anywhere. Configure your lists to better organize events, issues, assets, and more.
What is the point of SharePoint lists? ›
They are designed for tracking and managing data and look similar to spreadsheets. For many applications, for example, displaying data when tracking software bugs or a task list, a SharePoint List is a far better solution than a Microsoft Excel spreadsheet.
Is SharePoint list better than Excel? ›You can maintain data integrity more effectively using a SharePoint list than an Excel spreadsheet due to the mix of rights, forms, targeting, and data validation control sets. Make an audit trail of every item on the list. Every item in the SharePoint list includes an edit history and a version history.
What is better SharePoint list or library? ›SharePoint lists do NOT support check-in and check-out features. On the other hand, SharePoint Libraries support the check-in and check-out feature. When we select any document in the library, we'll see options for check-in and check-out. It is considered one of the most important document management features.
What is the best way to organize a To-Do list? ›- Capture everything. ...
- Lists, lists, and more lists. ...
- Organize your to-do list by workflow, priority, or due date. ...
- Make it actionable. ...
- Verbs first, details later. ...
- Prioritize your to-dos. ...
- Always include a deadline. ...
- Break big work into smaller tasks.
Calendar and Tasks are closely connected time management tools. Calendar is used for events with a specific date and time, tasks are for assignments without a specific time slot (you can set a deadline, though).
Why Do To Do lists fail? ›Why Some People Find That General To-Do Lists Don't Work? They get so overwhelmed just by looking at all the things they need to do. They don't know how to prioritize the items on list. They feel that they are continuously adding to their list but not reducing it.
Does Outlook 365 have a to-do list? ›From anywhere in Outlook, hover over the Tasks icon to see your to-do list. Select any task to open it. Tip: If an email needs to be a Task, select and drag it to the Tasks icon.
Is a checklist the same as a to-do list? ›A to-do list is an ad-hoc series of tasks that tell you what to do (For example: What needs to be done this morning). A checklist is a template of tasks that tell you what to do in order to complete a certain process (For example: Onboarding a new client, closing the shop, planning an event).
Is there a limit to SharePoint list? ›A list can have up to 30 million items and a library can have up to 30 million files and folders. When a list, library, or folder contains more than 100,000 items, you can't break permissions inheritance on the list, library, or folder. You also can't re-inherit permissions on it.
Is there a limit to the number of items in a SharePoint list? ›SharePoint list limitations you should know when you are working in Office 365: 30 000 000 - maximum number of list items - realistically you should limit the number of list items below 200 000 items to guarantee high performance. 5 000 - list view threshold.
What are the limits of a SharePoint list field? ›
- 64 Single line of text and Choice (drop-down menu or radio buttons)
- 31 Multiple lines of text and Choice (check boxes (allow multiple sections))
- 32 Number and currency.
- 32 Hyperlink.
- 16 Date and time.
So to recap: you can have 1000 total recipients, including yourself. A recipient is an individual address, each address in a distribution list you create, an Active Directory Group address, or a Class List. In addition, there is a limit of 35 Class Lists allowed per email.
What is the difference between Microsoft lists and SharePoint lists? ›While standard SharePoint lists are designed more for data, the new Microsoft lists also include a certain social interaction aspect. For example, integration with Teams, and the ability to leave comments on an item. The interface also offers more collaboration possibilities.
What is the 5000 item limit in Microsoft list? ›The SharePoint 5000 item limit threshold applies to the limit of items that are displayed in per view(An example is shown in the figure below). SharePoint Online has a limit of 30 million files and folders per library(Sum of folders and files at each level), each file has a limit of 15GB uploaded to a library.
How do I show more than 100 in SharePoint list? ›To resolve the issue, edit the view of the list: in View dropdown menu >modify this view >expand “Item Limit”> Set the maximum number of item in the limit. On your site, set it to a value greater than the total number of items available. Hope it can help you.
How does SharePoint handle large lists? ›- Use Modern View. The modern view in SharePoint is the best to display a large number of items. ...
- Add indexes. ...
- Edit the list view. ...
- OneDrive Sync. ...
- Calculated Columns. ...
- Custom Made Views. ...
- Bulk Edit. ...
- Apply Unique Permissions.
Create the column
Next, select the “Multiple lines of text.” Please be sure to select “multiple lines of text” and not “single line of text”, since it will enable us to store more than 255 characters. The “single line of text” has the same limitation as the “hyperlink” type.
You can add indexes on up to 20 columns on a list or library.
What is the difference between SharePoint list and Dataverse? ›Any web part in SharePoint that holds content can be considered a SharePoint List. The key difference of Dataverse is that it is a relational database just like Microsoft SQL. This will allow you to form relationships and lookups to other tables of data.
What is the difference between an Outlook group and distribution list? ›Microsoft 365 Groups are used for collaboration between users, both inside and outside your company. They include collaboration services such as SharePoint and Planner. Distribution groups are used for sending email notifications to a group of people.
Does Outlook 365 have a limit? ›
Maximum total message send/receive size is 150mb. This includes both the message content and attachments.
How many emails can be in a distribution list? ›There are no hard and fast rules but in general, a distribution list can contain between 50-70 names and e-mail addresses. A maximum number of e-mail addresses, with minimum contact file size, is approximately 125, and this can include other distribution lists.