Display Lists in Teams

Quick reference

• 00:04 In a previous lesson, we saw how we can use the Lists app in
• 00:08 Microsoft 365 to create useful lists of information.
• 00:12 And of course, as you might expect, Lists is integrated with Microsoft Teams.
• 00:17 So we can easily share any lists that we've made with Team channels and
• 00:22 Team members, or we can create brand new lists from directly within Teams.
• 00:28 As I said, Teams is very much a collaboration hub.
• 00:31 And a lot of the time, you don't actually have to leave Teams,
• 00:34 in order to work with other parts of Microsoft 365.
• 00:37 So let's take a look at a couple of examples,
• 00:40 of how we can import an existing list and share it with the Team channel,
• 00:45 and also how we can create a new list from directly within Teams.
• 00:49 So I have Teams open and currently, we clicked in the sales and
• 00:53 marketing team in the Marketing Team channel.
• 00:57 Now, when it comes to adding an existing list, so a list that you've already
• 01:01 created, there are a couple of different ways that we can go about this.
• 01:05 If we cast our eyes over to that left-hand menu,
• 01:08 all the way at the bottom, we have a little apps icon.
• 01:12 Now, if we click on this, we can then search for the Lists app.
• 01:16 So let's click in the search field.
• 01:18 Let's type in lists, and there you can see the app.
• 01:24 Notice that we have an Add button so we can add it to our Teams.
• 01:28 Now, I'm not going to do that right now because I just want to show you a couple
• 01:31 of other ways that you can get to your applications.
• 01:33 Now, aside from clicking on Apps,
• 01:35 you could also click on the three dots just above.
• 01:38 That's going to open up a mini search pane and again we can simply type in lists and
• 01:42 there is the app that we want and we can click on Add.
• 01:45 So let's do it this way, first of all, let's click on Add to add lists.
• 01:51 I'm going to say yes, I want to add this app to my team and
• 01:54 then we get to choose the team.
• 01:56 Now notice below I'm getting a list of teams and channels.
• 02:00 But it's only showing me the general channel for each of these teams.
• 02:04 And I want to save my list into the Marketing Team channel within the Sales
• 02:09 and Marketing Team.
• 02:11 So all I need to do is go up to the top here and
• 02:14 start to type in sales and marketing, the name of the team.
• 02:18 You can see then it will refine the list and
• 02:21 I get to see other channels within that team.
• 02:24 And there is the Marketing Team channel.
• 02:26 Let's select it and click on Set up a tab.
• 02:28 Because that's all we're doing here, this is just an alternative way
• 02:33 of clicking the plus at the top to add a tab to a channel.
• 02:36 Let's click on Save to finish the setup process.
• 02:40 And if you take a look at the top of the Marketing Team channel now,
• 02:43 you can see that we have a new tab called Lists.
• 02:46 And I have two options, I can create a brand new list from here or
• 02:50 I can link to an existing list that I already have set up.
• 02:54 So let's link to an existing list.
• 02:56 Now, if you don't see any existing lists in this area just here,
• 03:00 it means that you don't actually have any within this particular team.
• 03:04 But another way that we can add an existing list into a specific team
• 03:08 is simply by using the SharePoint link to the list.
• 03:12 So if we go back to our homepage, I'm going to click on the app launcher and
• 03:16 I'm going to open up the Lists app.
• 03:18 Now, let's say that I want to add one of these existing lists.
• 03:21 So let's just go for the inventory.
• 03:23 It doesn't really make much sense in the sales and marketing channel,
• 03:26 but at least we have some information in this list.
• 03:28 Now, if I want to add this,
• 03:30 all I need to do is copy the SharePoint URL at the top here.
• 03:34 So let's select it, Ctrl+C to copy.
• 03:38 Let's go back to Teams, and
• 03:40 then all we need to do is Ctrl+V to paste the link in there.
• 03:44 Let's hit Enter and check it out.
• 03:46 It finds exactly the list I'm looking for.
• 03:49 I can now view that list information, I can make changes to it much as I would if
• 03:54 I was working in the native app but I also have a tab at the top called inventory.
• 03:59 And of course,
• 04:00 this list is now shared with all of the members of this particular channel.
• 04:05 Now, if we wanted to create our own list on the fly from directly within Teams,
• 04:09 the process is pretty similar.
• 04:11 This time, let's click on the + at the top to add a tab.
• 04:14 I'm going to choose Lists again.
• 04:17 But this time, instead of selecting Add an existing list,
• 04:21 I'm just going to say, Create a new list.
• 04:24 And this should look reasonably familiar.
• 04:27 This is exactly what you get if you're creating a list within the List app.
• 04:31 We can create a blank list, we can create one from an existing list, or
• 04:35 we can import data from Excel.
• 04:37 Alternatively, we can use any of these templates so let's just go for
• 04:41 Event itinerary,
• 04:42 we get a little preview as to what that's going to look like when we populate it.
• 04:46 And don't make the mistake of thinking that when you load this list up,
• 04:50 you're going to get all of this information.
• 04:52 All you're really getting when you use a template are the column headings.
• 04:56 What information you add is entirely up to you.
• 04:59 So this looks pretty good.
• 05:01 I'm going to scroll down to the bottom and click on Use Template, and
• 05:05 then I can rename this.
• 05:07 So I'm just going to leave it on the default name,
• 05:09 I'm going to give it a red color.
• 05:11 I could give it a charm if I wanted to.
• 05:12 Let's go for a little light bulb icon.
• 05:14 Why not?
• 05:15 And click on Create.
• 05:17 And there we go. I have a new tab at the top called Event
• 05:21 itinerary and I can now go through and start adding in new list items.

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