Presentación realizada en el Microsoft 365 Friday California 2021 en la que realicé un recorrido por todo Microsoft Lists en aspectos como características de caja, opciones de extensibilidad, etc.
3. Photo
Juan Carlos González
Office Apps & Services MVP | M365 SME
& Delivery Manager at RICOH SPAIN
Office 365 for IT Pros Co-Author
@jcgm1978
jcgonzalezmartin1978@hotmail.com
https://nl.linkedin.com/in/juagon
https://jcgonzalezmartin.wordpress.com/
https://www.youtube.com/channel/UCTTOig
92qM_d0kLbSODCATw
4.
5. What are Microsoft Lists?
An evolution of SharePoint Lists or just SharePoint Lists with
steroids
Easily create, share, and
track lists with anyone, on
any device
Keep everyone in sync with
rules and quick edits
Customize your lists for
whatever your business
needs
6. Microsoft Lists Main Features
Easy to provision:
• Create using any of the built-in Lists
Templates (8)
• Create from scratch (custom lists)
• Create from Excel
• Create from an existing list
7. Microsoft Lists Main Features
Great user experience & flexibility:
• Create personal lists vs. create lists
in “My sites”
• Calendar list view
• Gallery view
• Future Gantt list view
• Inline image field
• Comments field
• First class mobile experience (iOS
App already available)
• …
8. Microsoft Lists Main Features
Add easily comments to any record in your list by a
single click. A notification with a link is also sent to
the people mentioned
Easily view and track any comment
done to any list item
9. Microsoft Lists Main Features
Work in a smart and productive
way:
• Edit data faster with inline
editing
• New people, choice,
hyperlink, date & time, &
boolean editors
• Edit fearlessly with 100
Undos/Redos
• Sticky column and sticky
header
• Fixed Height/Autofit Height
• Title column renaming
• …
Easy to Share (Some features
still rolling out):
• Grant access to lists
• Link sharing for list items:
Company-sharable links
Anyone links
Set expiration date,
password
11. Microsoft Lists Main Features
Easy to customize by:
• Adding calendar view(s) and/or
gallery view(s) to the list
• Customize Form Edit experience,
including header, body and footer
• Appling format to a List view: pre-
defined customizable layouts or just
write your own JSON
• Appling format to list columns: pre-
defined customizable templates or
write your own JSON
12. Microsoft Lists Main Features
Easy to enhance with:
• Power Apps
Easy to automate with:
• List Rules
• Power Automate Flows
14. How do I get Microsoft Lists?
• Microsoft Lists is available in any Microsoft 365 Plan at not
additional cost
• There is nothing you have to do, Microsoft Lists should show
up in your tenant as an additional App
• Any modern SharePoint list you have in your SharePoint sites
is just a Microsoft Lists list
• Classic SharePoint lists are still supported, but don’t expect
any change coming here
17. Where in Microsoft 365 can I use
Microsoft Lists?
Microsoft Lists in a
SharePoint site
18. Where in Microsoft 365 can I use
Microsoft Lists?
Microsoft Lists in
Microsoft Teams
19. Microsoft Lists in Microsoft Teams
• Add ant existing list to a Teams channel as a new tab (Note:
A personal Teams App will come at some point)
• Create a new list directly on a Teams channel
• Conversation on list items, specific to each channel
• Industry specific solution templates: Incidents, Loans and
Patients (More to come in the future)
22. Work Smart with Rules and
Notifications
• Initially we will have (Rolling out) the following rules to notify
someone when:
A column changes
A column value changes
A new item is created
A new item is deleted
• Set reminders to keep you and your team up to date
• Build if/then rules to trigger actions on status and value
changes
• Send notifications to specified recipients
23. Work Smart with Rules and
Notifications
Create Rules or Manage
existing ones
Templates available to
create rules
24. Work Smart with Rules and
Notifications
Rules Designer
List of rules created in
the List
25. Extend Microsoft Lists with the
Power Platform
Extend list forms
with PowerApps
Build custom Flows
with Power Automate
27. Admin Control for Microsoft Lists
• A global or SharePoint Admin can control some settings for
Microsoft Lists:
Disable the creation of personal lists (prevent users from
saving new lists to “My list” (aka, save new lists to OneDrive For
Business)
Disable built-in list templates that aren’t relevant for your
organization
• Both Microsoft Lists Admin controls are available through
PowerShell:
#Disable creation of personal lists
Set-SPOTenant -DisablePersonalListCreation $true
#Disable built-in list templates
Set-SPOTenant -DisableModernListTemplateIds '<template ID>’
#Re-enable built-in list templates
Set-SPOTenant -EnableModernListTemplateIds '<template ID>’
https://docs.microsoft.com/en-
28. Admin Controls for Microsoft Lists
Before disabling Personal Lists After disabling Personal Lists
29. Admin Controls for Microsoft Lists
Before disabling Lists Templates
After disabling Lists Templates
31. Common Microsoft Lists FAQs
Microsoft Lists is an evolution of SharePoint lists (same infrastructure)
Microsoft Lists is not a task app
Personal lists are stored in a person’s My Site (like OneDrive to files)
Availability for commercial and government clouds
Timing: Lists are GA ; Lists mobile app already available (for iOS)
Rules are not based on Power Automate and integration continues
Comments are stored in a list’s schema
32. Roadmap: From Ignite 2020 (Still
valid)
• Microsoft Lists app for iOS (Just released this week)
• Recover from mistakes with Undo / Redo (Already available)
• Take your lists offline (Powered by Project Nucleus, currently
in preview): View and edit lists items while offline
• Instantly sort, filter, group scroll large lists
• Notify people with @mentions in list comments
• Calendar view enhancements
• Gallery view with customizable tiles
34. Roadmap: From Ignite 2020 (Still
valid)
• Microsoft Lists app for iOS – Features at a glance:
Track and manage lists wherever you’re working
See recent and favorite lists
View lists, even when offline
Edit your lists and list items
Capture and add photos with QR code support
Create, share, and track lists with anyone
Start quickly with ready-made templates
Customize your views using sort, filter, and group by
Dark mode and landscape orientation support
Built-in enterprise-grade data security and compliance
Intune device management support with Mobile Device
Management (MDM) and Mobile App Management (MAM)
policies
35. Roadmap: From Ignite 2020 (Still
valid)
Offline mode is powered behind the scenes
by “Project Nucleus”:
• It operates against a local cache of the list
data, so operations no longer must make
synchronous round trips between the
device and Microsoft 365
37. Roadmap: Top of mind
List Fundamentals:
• Intelligent recommendations
(Lists you should visit)
• Better Lookups
• Auto-indexing in large lists
• More OOB templates
• Organization can define
their own templates & which
templates are visible
Sharing, Collaborating and
Commenting:
• Link sharing for lists
• AAD one-time passcodes
for external users
• Parity with comments on
files: @mentions in
comments, notifications,
task integration
38. Roadmap: Top of mind
Microsoft Teams integration:
• More industry solutions
templates built on Lists +
Teams
• Sharing of List Items, Rules
& Notifications
• Meeting spaces for List
items
• Power Automate integrations
inside Lists App
• Actionable messages
Customizations enhancements:
• Calendar views in the list
Web Part
• Day, Week Calendar Views
• Per-Item Color Coding
• Kanban views
39. Roadmap: Top of mind
Work smart with Rules and
Notifications:
• Rules can create Tasks
• Rules notifications in Teams
List forms customizations:
• Form configuration UI
• Form sharing
40. Summary
• Microsoft Lists are an evolution of SharePoint lists simple to use,
customize and extend
• Microsoft Lists can be used through the Microsoft Lists App in
Microsoft 365, integrated in SharePoint Online Sites or through the
Microsoft Lists Teams App
• Microsoft Lists can be enhanced and extended through List Views
and List columns formatting, List Rules, Power Automate Flows or
Power Apps
• We currently have two admin controls to disable personal lists
creations and also the ability to use built-in lists templates
• Microsoft Lists will evolve over the time adding more and more
features
41. Bonus: Quick References
• Microsoft Lists Announcement:
https://techcommunity.microsoft.com/t5/microsoft-365-
smart-information-tracking-app/ba-p/1372233?WT.mc_id=M365-
• Get started with Microsoft Lists:
https://support.microsoft.com/en-us/office/get-started-with-
9258-773aec6a4a2f
• Microsoft Lists Teams App:
https://docs.microsoft.com/en-us/microsoftteams/manage-lists-app
4015732
• Admin Controls for Microsoft Lists:
https://docs.microsoft.com/en-us/sharepoint/control-
42. Bonus: Quick References
• Microsoft Lists Announcements at Ignite 2020:
https://techcommunity.microsoft.com/t5/microsoft-365-
microsoft-ignite-2020/ba-p/1695384?WT.mc_id=M365-MVP-
• Microsoft Lists Look book:
https://resources.techcommunity.microsoft.com/wp-
Lists_Look-Book.pdf
• Microsoft Lists Resources Center:
https://resources.techcommunity.microsoft.com/microsoft-
• Microsoft Lists Mobile App:
https://techcommunity.microsoft.com/t5/microsoft-365-blog/get-
ios/ba-p/2072844
43. Office 365 for IT Pros, 7th Edition
• $10 discount:
https://gumroad.com/l/O365I
44. Office 365: The best recipes for
developers
• 20 % discount:
Discount code: 4q8kso9
https://gumroad.com/l/DgS
https://guitaca.com
The same underlying technology - "Project Nucleus" - that will power offline lists will also improve the experience when you’re connected to the Internet. Offline-powered lists operate against a local cache of your data, so operations no longer must make synchronous round trips between your device and the Microsoft 365 service. So, when you do things like sort, filter, group, or scroll in a large list, these things happen instantly, without any throttling.