List templates in Microsoft 365

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 or how to get started with Microsoft Lists.

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 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 template

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

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.

Example list

Content scheduler template

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

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.

Example list

Employee onboarding template

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

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).

Example list

Event inventory template

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 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.

Example list

Issue tracker template

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

Priority

Choose critical, high, normal, or low

Choice

Status

Choose blocked, in progress, completed, duplicate, by design, won't fix, new

Choice

Person or group

Name of person or group that the issue is assigned to

Person

Data reported

Date that the issue was first reported

Date and time

Days old

Number of days since the issue was reported

Number

Issue source

The URL where the issue is documented

Hyperlink

Images

Images associated with the issue

Image

Associated files

Files associated with the issue

External file

Issue logged by

Name of the person who created the issue

Person

Recruitment tracker list template

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

Recruitment tracker template

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

Travel requests list template

The Travel requests template helps you manage all your travel requests and keep an eye on budgets.

Example list

Travel request template

List column details

List column

Description

Column type

Trip title

Name of the ravel request

Single line text

Reason for travel

Reason for the travel request

Multi line text

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

Chose 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 progress list tracker

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

Example list

Work progress template

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

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 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.

Learn more

Microsoft Lists Resource Center

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