List templates in Microsoft 365

Microsoft Lists helps 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 using the Microsoft List templates that are included with Microsoft 365. For more information see Get started with Microsoft Lists.

Create a list from a template

  1. Select + New list to open the Create a list chooser.

    Choose a list template

  2. Select the template you want, and select Use template.  (This example shows the Issue tracker template.)

    List template picker

  3. Type an (optional) description, select an (optional) color, icon, site to save to, and then click Create.

    List details

  4.  Once you've created a new list, select + New on the command bar. This opens the New item form for the template that you've selected.

      New list item form

  5. Complete the column values for the New item form, and then click Save

    New item form

​​​​Select one of the List templates below for details about the columns for the new list that you've created.

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.

Asset manager list template

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

Asset manager list

List column details

List column

Description

Required

Asset tag

Identification number of the asset

Yes

Status

Choose from available, reserved, in use, in repair or retired

No

Manufacturer

Manufacturer of the asset

No

Model

Model/make of the device

No

Asset type

Specify the type of asset

No

Color

Color of the asset

No

Serial number

Serial number associated with the asset

No

Purchase date

Enter a date the asset was purchased

No

Purchase price

The purchase price of the asset

No

Order number

Order or invoice number for the asset

No

Current owner

Name or email of person currently using the asset

No

Previous owner

Name or email of person who last used the asset

No

Due date

Date the asset will be returned

No

Condition notes

Notes about the current condition of the asset

No

Attachments

Insert a file related to the asset

No

Content scheduler list template

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.

Content scheduler form

<<insert image>>

Employee onboarding list template

The Employee onboarding template makes it easy to manage your new employee’s onboarding process and guide them through relevant contacts and resources.

Employee onboarding form

<<insert image>>

Event itinerary list template

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).

Event itinerary form

<<insert image>>

Issue tracker list template

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.

Issue tracker form

Issue tracker form

Recruitment tracker list template

Description TBD

Recruitment tracker form

<<insert image>>

Travel requests list template

Description TBD

Travel requests form

<<insert image>>

Work progress list tracker

The Work progress tracker template helps you track priorities and progress as you work towards delivering products and services.

Work progress tracker form

<<insert image>>

Notes: 

  • 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.

  • You can customer 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.

Learn more

Microsoft Lists Resource Center

Expand your Office skills
Explore training
Get new features first
Join Office Insiders

Was this information helpful?

Thank you for your feedback!

Thank you for your feedback! It sounds like it might be helpful to connect you to one of our Office support agents.

×