SharePoint 365 Owner: Configure Advanced List Settings

Course description

This course explains how SharePoint site owners can configure and manage advanced settings for lists to control functionality, permissions, and versioning behavior. Learners begin by reviewing versioning options, discovering how to enable version tracking in lists to maintain a history of item changes. The lessons highlight how list versioning differs from library versioning by recording specific data changes at the field level, allowing users to see precisely what was modified between versions. Participants learn how to verify whether versioning is turned on, adjust the number of versions retained, and understand when to increase version limits for lists used in workflows or approval processes. They also learn about versioning’s role in tracking edits and ensuring accountability for shared data. Next, the course explores advanced list settings that provide greater administrative control and flexibility. Learners examine how to manage item-level permissions, configuring read and edit access so that users can view or modify only their own entries while site owners retain full visibility and control. The lessons also explain when to enable or disable attachments, helping site owners determine whether lists should include supplemental documents or rely solely on data fields. Participants explore additional settings such as enabling or disabling comments, controlling folder creation, and deciding whether lists should appear in search results to reduce clutter or protect sensitive data. They also learn about offline client availability and quick edit options, understanding how to balance user convenience with data integrity and control. Finally, the course introduces legacy features like switching between classic and modern list experiences, clarifying when these options might still be relevant. Throughout the training, practical demonstrations guide learners through each configuration step, reinforcing how thoughtful management of advanced settings ensures lists remain secure, efficient, and fit for their intended purpose. By the end of this course, participants will know how to customize list behavior to meet organizational policies, enhance usability, and support collaborative data management in SharePoint 365.

Course outline