SharePoint 365 Owner: Create Lists

Course description

This course guides SharePoint site owners through the process of creating and managing lists to organize data, track information, and support collaboration. Learners begin by exploring the various methods for creating lists—from the site homepage or the Site Contents area—and gain an understanding of the different list creation options available in SharePoint, including starting from a blank list, duplicating an existing one, or using predefined templates. The lessons explain when to use or avoid importing from Excel or CSV, highlighting how column types can be mismatched and why building lists directly in SharePoint ensures better control over metadata and structure. Participants learn how to create lists efficiently with concise names for cleaner URLs and then later rename and describe them to enhance clarity and navigation. The course also covers using lists as templates for future use, providing practical steps for copying existing configurations across sites. Learners then practice deleting outdated lists and restoring them from the Recycle Bin, observing how all list items are retained and reinstated upon recovery. A dedicated lesson explores the creation of calendar lists in classic view, teaching when and why to use this legacy feature for recurring events or all-day scheduling needs that are not fully supported in modern lists. Participants gain an understanding of the distinctions between modern and classic SharePoint experiences, including how to toggle between them when necessary. Finally, the course demonstrates how to modify list names, colors, and icons directly in modern lists, and how to use List Settings to adjust names, descriptions, and navigation visibility for both modern and classic lists. By the end of this course, learners will know how to create, customize, and manage lists that enhance organization, maintain consistency, and support both modern and legacy SharePoint environments.

Course outline