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Track your Work Progress on Microsoft Lists

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If your team has info to track, work to organize, or workflows to manage, the Lists app can help. Create a list of company assets to keep track of, for example, or incidents in a work area, or patients in a hospital wing. Customize the list to match how you work and share it so the whole team can keep informed and contribute.

If you’ve worked with Lists in SharePoint, Lists in Teams will be familiar. If not, we have step-by-step instructions. In either case, this article will get you started with Lists in Teams to track your work progress.

Add a new list to a Teams channel

1. Go to the channel of your choosing and select [+] to Add a tab at the top of the page.


2. In the Add a tab dialog box, select [Lists] (you may have to use Search to locate it), and then select [Save].

3. Select [Create a list] on the Teams page.

Here you’ll see your options for list creation.

To create a list from a template

Templates offer pre-formatted lists for common info-tracking situations. 

1. Under Templates, select a template to preview.
Determine if it generally matches your needs. You will, of course, be able to make changes to the template you choose.


2. If the template looks good, select [Use template] at the bottom of the page.
3. On the next page, enter a list name. If you’d like, also enter a description and choose a color and icon.


4. Select [Create].

Create a New List Item

1. To create a new item for your Lists, select [New Item] on the top.

2. Insert all related information for your new item. You may insert details such as item name, description, or select different choices from a drop down menu. For each column, you are able to customize the fields after. Click [Save] to proceed once completed.

3. To edit your list item, check the item and then select [Edit] on the top.

 

Customize your Columns

1. To add a new column, click on the [+] at the desired location of your new column, then select the data type for your new column. You may also drag and drop your item headers to reorganize your column positions.

2. To customize your columns, click on the drop down menu next to your column header, select [Column Settings] -> [Edit]

3. To remove a choice from your column, click on the [x] next to the available choice. To add a new choice to the list, select [New Choice] and insert your new choice. Click on the Color Palette icon next to your choice to change the label color. Click [Save] to proceed once completed.

 

Export your Lists into an Excel File 

1. To export your lists as an Excel file, click […] on top and select [Export to Excel].

2. This is what your exported Excel file would look like.

如果您和您的團隊有要追蹤的資訊,有要更好好組織的工作,或有流程需要管理,Microsoft Lists 就可以大派用場。例如可以利用Microsoft Lists 建立公司資產的清單、追蹤工作的項目、或記錄醫院翼上的病人等等。 您亦可以自訂您Microsoft Lists,以符合您的工作方式並與您的團隊共用,讓整個團隊都能隨時掌握資訊並共同協作。

如果您已在 SharePoint 中使用過清單,就會熟悉Microsoft Teams 中的清單。 如果未使用過,我們會提供逐步指示。 本文將協助您利用Microsoft Lists 來管理你的工作進度。

 

新增清單至團隊頻道

1. 移至您選擇的頻道,然後選取頁面頂端的 [+] 去新增索引標籤。

2. 在 [新增索引標籤] 對話方塊中,選取 [Lists] (您可能必須使用搜尋找出它) ,然後選取 [儲存]

3. 選取頁面上的 [建立清單]

您會在這裡看到建立清單的選項。

從範本建立清單

範本提供預先格式化的清單,包括常見的進度追蹤、特發事件記錄、公司新員工上班安排等等。 

1. 在 [範本] 底下,選取要查看的範本。
然後,判斷它通常是否符合您的需求。 當然,您也可以變更您所選擇的範本。


2. 找到合適的範本後,請選取頁面底部的 [使用範本]
3. 在下一個頁面上,輸入清單名稱。 如果您想要的話,也可以輸入描述,然後選擇顏色和圖示。


4. 選取 [建立]

創建一個新清單項目

1.要為您的清單創建一個新項目,請選擇頂部的 [新項目]

2.插入新項目的所有相關信息。您可以插入詳細信息,例如項目名稱,描述,或從下拉菜單中選擇其他選項。對於每一列,您之後都可以自訂內容和選項。完成後,單擊[保存] 以繼續。

3.要編輯清單中的項目,請選取該項目,然後選擇頂部的[編輯]

 

自訂您的列

1.要添加新列,請在新列的所需位置單擊[+],然後選擇新列的數據類型。您也可以拖放項目標題以重新編排列的位置。

2.要自訂列,請單擊列標題旁邊的下拉菜單,然後選擇[列設置]-> [編輯]。

3.要從您的列中刪除一個選項,請單擊可用選項旁邊的[x]。要將新選擇添加到列表中,請選擇[新選擇]並插入新選擇。單擊您選擇旁邊的調色板圖標以更改標籤顏色。單擊[保存]以在完成後繼續。

 

 

將清單導出為Excel文件

1.要將列表導出為Excel文件,請單擊頂部的 […],然後選擇 [導出到Excel]

2.這就是您導出的Excel文件的外觀。

 

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