List templates in Microsoft 365 (2023)

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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.

List templates in Microsoft 365 (1)

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 templates in Microsoft 365 (2)

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

List templates in Microsoft 365 (3)

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 templates in Microsoft 365 (4)

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

(Video) The broad world of templates when using Microsoft Lists

List templates in Microsoft 365 (5)

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 templates in Microsoft 365 (6)

List column details

(Video) Getting started with Microsoft Lists templates

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

List templates in Microsoft 365 (7)

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 templates in Microsoft 365 (8)

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

List templates in Microsoft 365 (9)

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 templates in Microsoft 365 (10)

(Video) Use Microsoft Lists templates

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

List templates in Microsoft 365 (11)

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 templates in Microsoft 365 (12)

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

List templates in Microsoft 365 (13)

The Travel requeststemplate helps you manage all your travel requests and keep an eye on budgets.

Example list

(Video) Getting started with Microsoft Lists - Templates, formatting and more

List templates in Microsoft 365 (14)

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

List templates in Microsoft 365 (15)

The Work progress tracker template helps you track priorities and progress as you work towards delivering products and services.

Example list

List templates in Microsoft 365 (16)

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:

  • 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.

  • 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? ›

From Microsoft 365:
  1. Select App launcher > All apps > Lists. Tip: If you don't see the Lists app here, use the Search box to search for Lists.
  2. Select New list.
  3. Choose how you want to create the list: ...
  4. Choose the options for your list, then Create.
  5. To add items, select New, fill in the form, and select Save.

How do I get a list of SharePoint templates? ›

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? ›

You can use Outlook to create tasks, set reminders and due dates and track your upcoming tasks.
...
How to use Tasks in Outlook
  1. Open Outlook.
  2. Select "New Item"
  3. Select a task.
  4. Enter a name for the task in the "Subject" box.
  5. Set the start date and due date.
  6. Set a priority and a reminder.
  7. Click "Task," "Save" and "Close"
May 12, 2022

What is the difference between to-do list and tasks in Office 365? ›

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? ›

For more information about list templates, see List templates in Microsoft 365.
  1. Select + New list to open the Create a list chooser. ...
  2. Select the template you want, and select Use template. ...
  3. Enter a name for your list, an (optional) description, select an (optional) color, icon, site to save to, and then click Create.

How do you get to the templates options in Office 365? ›

Office 365 Template Options
  1. Click to the gear icon in the upper right side of the menu bar.
  2. Click the small triangle at Themes to see the options.
  3. Click the blue square and click Save, if you wish to use the High-Contrast theme.

How do you get to the templates in Office 365? ›

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? ›

How to Prevent the Item Limit Threshold Issue
  1. 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. ...
  2. Set up Subfolders. ...
  3. Create Metadata. ...
  4. Index the Columns. ...
  5. Create Different Views.
Mar 22, 2021

How do I overcome a list threshold in SharePoint online? ›

How do I overcome the SharePoint 5000 item limit threshold?
  1. Set filters through “Modify list view” and limit the number of items in the view to less than 5000 to mitigate this issue. ...
  2. Archive old list items or files, either by moving to a new list or a folder inside the same list.
  3. Add Indexed columns to the list.
Oct 13, 2022

What are the limitations of SharePoint lists? ›

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.

How do I show more than 100 items 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 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? ›

How do I create a Smart List?
  1. First perform a search to set the criteria that you want your Smart List to be based on. ...
  2. In the Search Results list, make sure you have no tasks selected so that the Save as Smart List button appears on the right.
  3. Click on Save as Smart List.
  4. Enter a name for your Smart List.
  5. Click on Save.

Can you automate Microsoft Lists? ›

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? ›

15 secrets for a better to-do list
  1. Capture everything. ...
  2. Lists, lists, and more lists. ...
  3. Organize your to-do list by workflow, priority, or due date. ...
  4. Make it actionable. ...
  5. Verbs first, details later. ...
  6. Prioritize your to-dos. ...
  7. Always include a deadline. ...
  8. Break big work into smaller tasks.
Nov 27, 2022

What is the difference between a To-Do list and a calendar? ›

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? ›

With Windows SharePoint Services, you can create the following numbers of each column type for each list or library:
  • 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.
Mar 21, 2022

Is there a limit to Outlook distribution list? ›

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? ›

Below mentioned are the best possible ways to manage large lists and libraries in SharePoint.
  1. Use Modern View. The modern view in SharePoint is the best to display a large number of items. ...
  2. Add indexes. ...
  3. Edit the list view. ...
  4. OneDrive Sync. ...
  5. Calculated Columns. ...
  6. Custom Made Views. ...
  7. Bulk Edit. ...
  8. Apply Unique Permissions.
Aug 13, 2020

How do I allow more than 255 characters in SharePoint list? ›

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.

How many columns can you have in a Microsoft list? ›

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.

Videos

1. How to use Microsoft Lists
(Kevin Stratvert)
2. Top 10 hidden gems: Microsoft Lists
(Microsoft 365 Community)
3. Microsoft 365: Online Academy - Creating Lists From Templates
(Capitol Presence)
4. Create a list template from your pre-configured list with list formatting definitions
(Microsoft 365 Community)
5. Microsoft Lists Employee Onboarding template Demo
(SYNK Ventures - Let's talk Microsoft 365)
6. How to create custom list templates in Microsoft Lists
(HANDS ON tek by João Ferreira)
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