Comprehensive Microsoft Lists Training Guide

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Explore resources, best practices, and training methods for leading Microsoft Lists training sessions. Understand the training approach, key audiences, scenarios, and preferred learning methods. Get insights on engaging managers, admins, change champions, knowledge workers, and mobile workers. Enhance your skills in project management, collaboration, task tracking, and organization with Microsoft Lists. Access tools like micro-learning, buzz days, self-help resources, virtual and in-person training sessions to drive Lists adoption within your organization.


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  1. Microsoft Lists Training Guide Resources and best practices for leading Lists training Learn more: aka.ms/MSLists aka.ms/MSLists

  2. Training approach Audiences: Scenarios: Training Methods: Learn more: aka.ms/MSLists aka.ms/MSLists

  3. Training approach - Sample - Audiences Managers Admins Change Champions Knowledge workers Mobile workers Scenarios Project manage for your team and organization Keep on track of milestones and assigned tasks Collaborate with your team on projects and initiatives Keep your personal projects and workflows organized Training Methods Tips (micro- learning) Buzz days Self-Help Resources Virtual Training In-Person Training Change Champions Help Desk Support Learn more: aka.ms/MSLists aka.ms/MSLists

  4. Audiences Learn more: aka.ms/MSLists aka.ms/MSLists

  5. Audiences Managers Admins Change Champions Knowledge workers Mobile workers Key scenarios Learning priorities Preferred learning methods Timing Learn more: aka.ms/MSLists aka.ms/MSLists

  6. Audiences - Sample - Managers Admins Change Champions Drive Lists adoption Knowledge workers Collaborate on projects Mobile workers Key scenarios Project manage initiatives Organize information On the go Collaborate on projects Tracking progress Lists in Teams Comments Lists Mobile Learning priorities Creating Lists for team Assigning items Creating Lists Tracking progress Best practices Understanding scenarios Tracking progress Lists in Teams Comments Preferred learning methods In-person training White glove Self-help Virtual Self-help Change Champions Virtual Buzz days Launch day and beyond Self help Virtual Timing Launch day Launch day Pre-launch Launch day and beyond Learn more: aka.ms/MSLists aka.ms/MSLists

  7. Training Methods Learn more: aka.ms/MSLists aka.ms/MSLists

  8. Training methods - Sample - Self-Help Resources Virtual Training In-Person Training Change Champions Adoption portal Scenario based Product based Quick-start guides Videos FAQs Lunch and Learns Scenario based Product based Delivered by training leads or Change Champions White glove Scenario based Product based Delivered by training leads or Change Champions Scenario based Business group focused Delivered by Change Champions Ad-hoc assistance for colleagues Community management for OneDrive end user Yammer group Learn more: aka.ms/MSLists aka.ms/MSLists

  9. Training methods - Sample - Help Desk Support Tips Buzz Days (micro-learning) How-to tips Provide links to scenario and product-based resources How-to tips regarding productivity features Links to scenario and product based resources Multi channel distribution (email, Yammer, newsletter) Live events Scenario based Genius bars for providing how-to tips Learn more: aka.ms/MSLists aka.ms/MSLists

  10. Training Content Learn more: aka.ms/MSLists aka.ms/MSLists

  11. Level 100 Resource Outline Link A first look at Lists (video) Overview demo video of Microsoft Lists Video Get Started with Microsoft Lists (video) Overview video of Lists from Ignite 2020 with product updates Video Click Through Demo Click through demo of Microsoft Lists Link Product Deck Product overview deck for understanding value proposition and positioning Video demo of using Lists in Microsoft Teams Link Using Lists in Teams (video) Video Linkedin Learning course: Microsoft Lists Linkedin Learning course walking through getting started with Lists, edit and customizing lists, and using in Teams. Documentation page for getting started with Lists Link Documentation page Link Learn more: aka.ms/MSLists aka.ms/MSLists

  12. Level 200 Resource Outline Link Working with Microsoft Lists (webinar) Video giving a deep dive demo on using Microsoft Lists Video Organize business information with Microsoft Lists (video) Learn how to make a list your own. Learn how to use and create views, configure conditional formatting, adjust forms and more. Video Designing the Microsoft Lists experience (video) Learn how to design a new List app. Watch a deep dive on how to design simple, beautiful UX in Lists that helps people be productive. Video Learn more: aka.ms/MSLists aka.ms/MSLists

  13. Level 300 Resource Outline Link Customize a SharePoint List Form in PowerApps (video) Learn how to customize and edit List form by using PowerApps Video PowerApps Customize Form (video) Deep dive on how to customize form for your lists in Sharepoint Online with Office 365 Video Use column formatting to customize Lists Documentation article outlining how to use JSON to customize column formatting in Sharepoint (Microsoft) Lists. Article Use view formatting to customize Lists Documentation article outlining how to use JSON to customize view formatting in SharePoint (Microosft) Lists Article Working with SharePoint Files and Lists Learn how to integrate and optimize files and lists into your apps to manage busines processes and automate workflows Video Learn more: aka.ms/MSLists aka.ms/MSLists

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