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- เผยแพร่เมื่อ 30 มิ.ย. 2024
- If you're struggling to make Microsoft Lists actually useful, then this is the place for you! 👍
In this tutorial, we take a look at using Microsoft Lists in SharePoint (and some of the limitations in Teams) and how to make it more useful with some tips and tricks on notifications using automation, custom views and creating rules.
This is part of a mini-series of videos:
If you haven't seen part 1 yet, then go watch that first:
• Microsoft Teams Projec...
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• Microsoft Lists For Ta...
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Super video. I just started working with Lists and this video gave me a great head start. Thank you!
No worries, thanks for taking the time to leave a comment and glad it helped 👍
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Good video. Thank you for the information! Cheers!
Glad it was helpful! 👍
Wish you could drag a drop the items to put in the order you want.
Yep 👍
Thanks for this. Very informative. I find Microsoft apps are so difficult to use. Their UX is kinda outdated.
You're welcome!
Thank you for this video! Can we create notifications for new entries that are specific? For example, depending on the managers name that is entered on a form, an email will trigger to only that person so they know they have a new entry specifically for them.
Yep, just enter the column that contains the managers name into the rule rather than a static email address.
@@MeeTime thanks for the info, I’ll give it a try!
Great video - love the way you present - very useful tutorials - buy yourself a beer - subscribed and liked
Thanks and welcome
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Thank you for this! Adding 30 days to the due date is causing my next generated task due date to be earlier and earlier, is there a solution to set the next tasks due date to the end of the month?
I think end of month logic could be tricky but adding 30 days should work, maybe check the formula as I'm surprised it is getting earlier.
Gavin - can the notification email (about the 9:57 mark) that is sent be customized in any way? I would like to get a more informative email delivered to the project manager than just - 'Hey, this project was added'.
Hi Keith - there is not much customisation you can do directly from Lists, you would have to jump out into PowerAutomate which is what I take a look at in this video: th-cam.com/video/dUgVdcMxfms/w-d-xo.html (out tomorrow as I write this).
Whilst it doesn't cover the use case you describe, hopefully it gives you a decent idea about how you could adjust the automation.
@@MeeTime Yup it has. Thank you very much
@@keithspoelker6384 Awesome, glad it helped 👍
Hello, I just created a SharePoint list with lookup columns, but when I try to use it in the mobile version, the look up column was not available - read only. Is there a way to make it work? Now I am creating drop down columns to replace the lookup column, but I need the correct formula or JSON code to obtain the auto populate that the lookup column was doing before. I have 34 different values that need to used and the calculated column is limited to only 7 IF statements. Any help will be greatly appreciate it
I must admit I try not to use lookup columns as the list tends to grind to a halt when it gets larger, but this might be a legacy thing that is now fixed. Having tended to avoid them, it was interesting you mentioned they do not work on mobile - must be very frustrating, especially if trying dynamic content.
Is there any way you can use Excel instead for your use case? Potentiall you might still have the same mobile issue
Thanks for this. I created a list and was able to add ~items (colleague files) to it and now when I try to add more, once I hit save I receive an error message "upload is invalid" Any idea how to fix this? My team is still able to edit/add items but I consistently receive the error message.
Sorry, difficult to troubleshoot without seeing it and nothing immediate comes to mind - one for your IT support
May be one of the column values is added as unique. Let’s say if you have already added something like “Product 1”, you will not be able to add product 1 again because of duplicate entry. Check the ‘More Settings’ section of all the columns. I might be wrong 😑
What about importing an existing excel or csv table. Date column on import is preset to date and time so when change column after the fact and make it date only then it messes up the original date
Imports mostly go wrong some way or some how
Is there a way to create a rule to post a due date reminder on a teams channel instead of an email reminder?
You can use teams channels mail id to send notifications to teams channel
Yep, just use a different powerautomate connector to post to Teams instead of the email output 👍
Is there a way of showing a time in a list without a date? I want to create an agenda and keep repeating the date in the column?
Not out of the box - you would have to use a text column
Create a calculated column. Then use this as the formula:
=TEXT([column name],"hh:mm AM/PM")
Replace "column name" with the name of your column
Do you know how I can see all tasks assigned to me from multiple lists?
Hi Katie - this is not possible at the moment. Hoping that Microsoft make "assigning" work across all of their products at sometime 🤞
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Send email so annoying. Need to send to where I want to send it. Like slack, ma teams, jira, text to cell, etc. Email is here people go to be unproductive
🙌