Course Overview
This practical one-day course teaches delegates how to use Microsoft Lists to organise, track and manage information efficiently.
Designed specifically for charities, CICs, community organisations and sole traders, the course focuses on creating simple systems to manage volunteers, funding applications, community assets, beneficiaries, events, project activities and organisational records.
The course focuses on the cloud-based version of Microsoft Lists available through Microsoft 365 and demonstrates how Lists integrates with SharePoint, Teams, Power Automate and other Microsoft 365 applications.
Who Should Attend?
This course is suitable for:
- CIC founders
- Charity staff
- Community project workers
- Volunteers
- Administrators
- Project coordinators
- Fundraising staff
- Trustees
- Sole traders working in the community sector
What You Will Learn
By the end of the course delegates will be able to:
- Create and manage Microsoft Lists
- Track organisational information effectively
- Create custom columns and views
- Sort and filter information
- Use lists to manage projects and activities
- Share and collaborate on information
- Improve reporting and record keeping
- Integrate Lists with Teams and SharePoint
- Build simple systems without relying on spreadsheets
Prerequisites
Delegates must:
- Have a Microsoft 365 account
- Have access to Microsoft Lists
- Be able to log in to Microsoft 365
- Have basic keyboard and mouse skills
- Be able to join a Microsoft Teams meeting
No previous Microsoft Lists experience is required.
What Is Included?
- Live trainer-led delivery
- Digital course workbook
- Practical exercises
- Exercise files and templates
- Certificate of attendance
- Post-course reference guide
- Q&A session
Reviews
There are no reviews yet.