Get the most our of your investment – Microsoft Lists

Who loves a good list? Microsoft Lists might be for you.

Lists is included in Microsoft 365 Standard Plans and upwards, and as part of our mini-series about getting the most out of Office 365, here is a quick overview.

microsoft lists logo

Microsoft Lists is a tool that helps you organise and track information in customisable lists. Some of the key features of Microsoft Lists are:

We use it to handle certain customer renewals; the list emails us 45 days before something is due for renewal.

You might consider organising your:

  • Marketing Campaign
  • Projects
  • Customer Contacts, Issues, Feedback and orders (try the Issue Tracker Template)
  • Inventory or Assets (using the Asset Manager Template)

Clearly, the product is not a full-blown CRM(Customer Relationship Management Tool) or ticketing system, but it’s part of your paid subscription, and you might want to consider it before splashing out on something else.

Give us a shout.

We’re here to help you, so if you’d like to talk, please schedule 15 minutes with me.

Microsoft Lists is a simple yet powerful way to manage your information and work efficiently. If you want to learn more, you can check out the Microsoft Lists website or the Microsoft Lists blog.