When creating new Microsoft Lists, users can save a lot of time and energy by employing templates.
Microsoft List templates, those already prepared, and the users customised versions, support companies, and their users by keeping their data tracking constant, allowing them to recycle templates to consistently produce a communal set of columns, formatting, etc, which thereby ends the need to configure from scratch.
In order to allow users to create their own custom templates or fully understand list templates then they need to understand all the parts and sections of what templates can create for them. These include:
- Columns. Once a user has produced a column for a list, they can pick a column type that specifies the sort of information that they want to keep in the column, such as numbers only, formatted text, etc.
- Views. Users can make a view that will save the various filter, sort, and grouping choices they have created from the column headers or filters pane.
- Rules. Users can establish rules that will automate actions such as notifying someone when the information changes in the list.
- Formatting. Users can customise how the lists are displayed through the column, row, or view structuring. This could be by color-coding specific fields.
Users can employ Microsoft’s built-in, ready-made templates to allow them to produce lists using pre-configured designs including columns, data structure, and so on. Users can then modify each list to fit their needs by simply altering the formatting to highlight important data.
Build a list from an additional list
If users require a reliable and dependable method to design similar lists, then they can build one from an existing list. When this is conducted, the complete list structure is copied, together with views, formatting, and columns.
Create and install individual custom list templates
Employees may need to create something specifically for their business and with that, insert it as a default template ‘from the company’ that is freely available to all employees to use in the company’s tenant. This will save time and will help manage and keep to the business’s desired data tracking design.
Microsoft 365 connected templates
An amazing thing about SharePoint and Microsoft Teams is that individually they offer the best collaboration abilities, however, if they are merged, then there is no limit. With the latest Microsoft 365 connected templates, both are brought into a single flawless creation flow, no matter the starting point.
When a team is built by using the template, the project management channels and apps, along with the associated SharePoint template get employed automatically. Crucially, the pages, power platform additions, and lists are secured right in that Team, where they are entirely modifiable.
It is easy to see the huge value in employing and creating list templates which include the users’ own productivity and highlights the added benefits it can bring to the company.
Employ ready-made SharePoint Online and Teams templates, without the need for code or custom development work with the Template Manager from Casper365.
An Azure cloud-based platform, Casper365 completely automates the deployment of your SharePoint and Teams sites by up to 60% faster. Casper365 leverages your cloud platform, automating your SharePoint and Teams sites, improving productivity, and driving user adoption. You determine which users create sites, what types, and how many they can deploy, ensuring your environment is effectively managed and governed.
By getting a monthly subscription to the Casper365 cloud platform users will receive a mix of bespoke SharePoint and Microsoft Teams templates, Casper365 templates, and SharePoint Online support. These templates include SharePoint Online starter kits, project management, auditing, and document management.
Chat to us today to find out how Casper365 can help your organisation work smarter and better whilst benefiting from the value added by employing custom or ready-made templates.