List templates in Microsoft 365

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.

Asset manager

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 on	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 on	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

Content scheduler

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 on	Date and time
Publish by	Date the content is to be published on	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

Employee onboarding

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 on	Date and time
Complete	Mark when work is completed	Yes/no
Completed on	Date the work is completed on	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

Event itinerary

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

Issue tracker

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

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.

Recruitment tracker

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 candidate's resume or curriculum vitae	External file

Travel requests

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

Work tracker

The Work 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 on	Date and time
Due date	Date the work item is due to be completed on	Date and time
Assigned to	Person or group the work item is assigned to	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.

Learn more

Microsoft Lists Resource Center