Use Microsoft Lists to manage processes Cuppa Teams: a fortnightly drop-in to raise awareness of digital tools

Managing information across teams can be difficult when processes rely on spreadsheets, emails or informal tracking. It can be hard to maintain consistency, keep records up to date, and ensure the right people are notified at the right time. While tools like Excel, Planner and To Do each have their strengths, they do not always offer a structured way to manage shared processes end to end.

In this session, we'll discuss how Microsoft Lists can be used to track and manage processes more effectively. We'll demonstrate how to create and customise lists, use templates, and structure information with columns such as people, dates and status. We'll explore features like views, conditional formatting and commenting to support collaboration, and show how Lists connects with Teams and Power Automate to send reminders and automate simple workflows.

Join the meeting directly from the Cuppa Teams channel meeting link or contact Monica (mcc28) on Teams for a calendar invite. Additionally, we'll have a session at Walter Bower House, in meeting room 5, on Wednesday 17 June at 11am. If you'd like a reminder, please reach out.