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.