Microsoft Lists help you organize, collaborate, and share the information you care about.
You can create and share lists that help you track issues, assets, routines, contacts, inventory, and more. Start from the Microsoft Lists app, Microsoft Teams, or SharePoint using a template, Excel file, or from scratch.
This article discusses the list templates that are included with Microsoft 365. Find out how to create a list from a template.
List templates
Templates help you create lists using pre-configured layouts that include columns, color formatting, and data structure. You can customize each list to fit your situation by changing the formatting to highlight important data, configuring forms to see more at a glance, and setting reminders to keep you and your team up to date on what’s happening.
Once you create a list based on a Microsoft Lists template, you have options for customizing it to meet your organization's specific needs. Learn more about editing lists, customizing the columns, and changing the column order. To learn more about list items, see Add, edit, or delete list items.
Select one of the List templates below for details about the columns for the new list that you've created.
The Asset manager template helps you keep track of physical assets that your team is using so you know who has which asset, which assets are in repair, and what the check-in and check-out dates are for each.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Asset tag |
Identification number of the asset |
Single line text |
|
Status |
Choose from available, reserved, in use, in repair or retired |
Choice |
|
Manufacturer |
Manufacturer of the asset |
Choice |
|
Model |
Model/make of the device |
Single line text |
|
Asset type |
Choose the type of asset |
Choice |
|
Color |
Choose the color of the asset |
Choice |
|
Serial number |
Serial number associated with the asset |
Single line text |
|
Purchase date |
Enter a date the asset was purchased |
Date and time |
|
Purchase price |
The purchase price of the asset |
Currency |
|
Order number |
Order or invoice number for the asset |
Single line text |
|
Current owner |
Name or email of person currently using the asset |
Person |
|
Previous owner |
Name or email of person who last used the asset |
Person |
|
Due date |
Date the asset will be returned |
Date and time |
|
Condition notes |
Notes about the current condition of the asset |
Multi line text |
|
Attachments |
Insert a file related to the asset |
External file |
The Content scheduler template helps you schedule and manage your content strategy. Filter down to the items that are due soon or get notifications when authors check-in their drafts.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Content title |
Name for the content |
Single line text |
|
Description |
Description of the content |
Multi line text |
|
Author |
Content creator |
Person |
|
Status |
Choose from planned, assigned, draft needs approval, ready to publish, publish |
Choice |
|
Draft due by |
Date the content is due |
Date and time |
|
Publish by |
Date the content is to be published |
Date and time |
|
Content type |
Choose from help article, blog post, video, or social media post |
Choice |
|
Published link |
Link to the published content |
Hyperlink |
|
Content image |
Content copy |
Image |
|
Content files |
Attachment to content copy, if stored in a file |
External file |
The Employee onboarding template makes it easy to manage your new employee’s onboarding process and guide them through relevant contacts and resources.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Work |
Name of work item |
Single line text |
|
Description |
Summary of the work item |
Multi line text |
|
Complete by |
Due date that work should be completed |
Date and time |
|
Complete |
Mark when work is completed |
Yes/no |
|
Completed on |
Date the work is completed |
Date and time |
|
Mentor |
Point of contact for help with the work item |
Person |
|
Relevant link |
Link to support the work item |
Hyperlink |
|
Relevant files |
File to support the work item |
External file |
The Event itinerary template helps you organize all your important event details in one place, so everything runs smoothly. By toggling to the calendar view, you get a clear picture of event activities over time (day, week, month).
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Session Name |
Name of the event |
Single line text |
|
Session code |
ID associated with the event |
Single line text |
|
Speaker(s) |
Name(s) of event speaker(s) |
Person |
|
Session type |
Type of event |
Single line text |
|
Description |
Description of the event |
Multi line text |
|
Start date and time |
Date and time the event starts |
Date and time |
|
End date and time |
Date and time the event ends |
Date and time |
|
Duration |
Length of event |
Single line text |
|
Capacity |
Maximum number of people |
Number |
|
Location |
Location of the event |
Single line text |
|
Notes |
Information related to the event |
Multi line text |
The Issue tracker template helps you track, manage, and bring issues to a close by making it easy to set priorities in the status column and send notifications to team members when issues arise.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Issue |
Name of the issue |
Single line text |
|
Issue description |
Description of the issue |
Multi line text (rich text editor) |
|
Priority |
Choose critical, high, normal, or low |
Choice |
|
Status |
Choose blocked, in progress, completed, duplicate, by design, won't fix, new |
Choice |
|
Assigned to |
Name of person or group that the issue is assigned to |
Person |
|
Associated files |
Files associated with the issue |
Attachments |
|
Related issue |
Choose from other items in the list to mark as related |
Lookup |
Custom formatting
Note: Updating the Status column choices will remove the custom formatting, you can reference another list to update the JSON and follow the guidance: Use column formatting to customize SharePoint
Use a custom callout to make quick changes on issue status by clicking the pill value. You can also use the normal grid view or edit form experience to update items.
Automated rules
This template comes with two pre-built Rules to send email to the Assigned person. You can add more rules, edit, or remove rules anytime by going to the Automate dropdown and selecting Manage Rules.
The Recruitment tracker template helps you track and manage the recruitment pipeline in your organization or team, helping you to keep the pulse on feedback for all candidates.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Candidate name |
Name of the candidate |
Single line text |
|
Position |
Position the candidate is applying for |
Choice |
|
Progress |
Place in the hiring process |
Choice |
|
Recruiter |
Name of the person who manages recruitment |
Person |
|
Application date |
Date the application was submitted |
Date and time |
|
Phone screen details |
Date of the phone screen |
Date and time |
|
Phone screener |
Person who screens candidate |
Person |
|
Interview date |
Date and time of interview |
Date and time |
|
Interviewer(s) |
Name(s) of people who will interview the candidate |
Person |
|
Notes |
Notes about the candidate and/or the position |
Multi line text |
|
LinkedIn profile |
Link to the candidate's LinkedIn profile |
Hyperlink |
|
Resume or CV |
Attachment to the candidates resume or curriculum vitae |
External file |
The Travel requests template helps you manage all your travel requests and keep an eye on budgets.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Trip title |
Name of the travel request |
Single line text |
|
Reason for travel |
Reason for the travel request |
Multi line text (rich text editor) |
|
Requester |
Name of the person requesting travel |
Person |
|
Destination |
Location where person is traveling to |
Location |
|
Travel start date |
Date when the travel starts |
Date and time |
|
Travel end date |
Date when the travel ends |
Date and time |
|
Travel duration |
Number of days that the travel will occur |
Number |
|
Airline |
Choose the name of the airline |
Choice |
|
Estimated airfare |
Estimate the cost of the airfare |
Currency |
|
Hotel |
Name of the hotel for the traveler |
Single line text |
|
Estimated hotel cost |
Estimate the cost of the hotel |
Currency |
|
Approved |
Is the travel request approved |
Yes/no |
The Work progress tracker template helps you track priorities and progress as you work towards delivering products and services.
Example list
List column details
|
List column |
Description |
Column type |
|---|---|---|
|
Work item |
Name of work to be done |
Single line text |
|
Description |
Description of work item |
Multi line text |
|
Category |
Choose planning, design, engineering, marketing |
Choice |
|
Progress |
Choose not started, in progress, completed, blocked, behind |
Choice |
|
Priority |
Choose critical, high, medium, low |
Choice |
|
Start date |
Date the work item was started |
Date and time |
|
Due date |
Date the work item is due to be completed |
Date and time |
|
Assigned to |
Person or group the work item is assigned |
Person |
|
Notes |
Add notes specific to the work item |
Multi line text |
|
Key stakeholders |
Add people to keep informed on progress |
Person |
Automated rules
This template comes with two pre-built Rules to send email based on Priority and Progress fields. You can add more rules, edit, or remove rules anytime by going to the Automate dropdown and selecting Manage Rules.
Notes:
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Microsoft Lists integrate with Power Automate to help you automate common tasks between SharePoint and other Microsoft 365 and third-party services. To learn more, see Get started with Power Automate.
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You can customize your lists using Microsoft Power Apps, an application development environment to build custom apps for your business needs. Once you've created a new list, open the New item form, and select Edit form > Customize with Power Apps. To learn more, see Create a Power App for a list in SharePoint.
