SharePoint list – BeyondIntranet https://www.beyondintranet.com/blog SharePoint | Intranet | Power BI | Powerapps Thu, 15 Jan 2026 08:35:11 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.beyondintranet.com/blog/wp-content/uploads/2017/11/cropped-companyLogo-e1510668450564-32x32.png SharePoint list – BeyondIntranet https://www.beyondintranet.com/blog 32 32 What is a SharePoint List? A Complete Guide https://www.beyondintranet.com/blog/what-is-a-sharepoint-list/ Tue, 28 Feb 2023 06:05:43 +0000 https://www.beyondintranet.com/blog/?p=3578 A SharePoint List is a structured data container in Microsoft SharePoint used to store and manage information in rows and columns.

It does it without relying on scattered Excel files or long email threads. Built for collaboration, SharePoint Lists allow multiple users to update data securely in one place and serve as the foundation for automation and apps created using Microsoft Lists, Power Apps, and Power Automate.

Unlike spreadsheets, SharePoint Lists are built for collaboration, permissions, and automation, making them a foundation for business workflows across SharePoint, Microsoft Lists, Power Apps, and Power Automate. In enterprise intranets, we frequently see SharePoint Lists replace Excel-based trackers to improve data security, visibility, and automation across departments.

SharePoint List Examples for Everyday Use 

SharePoint Lists offer versatile solutions to manage data effectively. Here are some practical SharePoint list examples:

  • Issue Tracker: Manage and track project issues efficiently.
  • Employee Onboarding: Streamline new hire processes with task assignments.
  • Event Itinerary: Plan and coordinate events with detailed schedules.
  • Asset Manager: Track and manage organizational assets.
  • Recruitment Tracker: Monitor job applications and hiring progress.

These SharePoint list examples demonstrate how SharePoint can cater to diverse organizational needs, making data management simpler and more productive.

Why Use SharePoint Lists Instead of Spreadsheets?

Many teams start with Excel—but quickly hit limitations as collaboration increases.

SharePoint Lists offer clear advantages over spreadsheets:

  • Centralized collaboration – Multiple users can edit simultaneously without version conflicts

  • Richer metadata – Choice fields, lookups, attachments, and validations

  • Better security – Item-level and role-based permissions

  • Automation-ready – Native integration with Power Automate

  • Audit & version history – Track who changed what and when

For growing teams, SharePoint Lists provide structure and control that spreadsheets cannot.

Teams moving away from Excel often ask how to sync or update data—this guide explains how to update a SharePoint List from Excel efficiently.

Benefits of SharePoint Lists –

Due to the combination of rights, forms, targeting, and data validation control sets, you can manage data integrity more effectively with a SharePoint list than with a Microsoft Excel spreadsheet. Every item in the SharePoint list has a version history and an edit history.

Rather than relying solely on an Excel spreadsheet, we can explore SharePoint list examples and connect them with tools like Power BI or Power Automate for advanced workflows. For instance, integrating a SharePoint list with Power BI to feed custom reporting or flows created in Power Automate based on data entered into the list is very straightforward. An intranet can easily display SharePoint List data.

Top Features Of SharePoint List: Templates, Views, Alerts & Integration

  • Views: Grid, calendar, gallery, and custom filters.
  • Templates: Issue tracking, event itinerary, asset management.
  • Integration: Works with Microsoft Teams, Power Apps, Power Automate.
  • Alerts & rules: Get notified of changes instantly.

SharePoint Lists vs SharePoint Libraries

Feature SharePoint List SharePoint Library
Primary use Structured data Document storage
Check-in / Check-out ❌ Not supported ✅ Supported
Attachments Files attached to list items Documents are the main item
Search indexing Attachments not indexed Documents fully indexed
Versioning Major versions only Major & minor versions

Now we will see the differences between SharePoint lists and SharePoint document libraries. There are some criteria on which we will discuss the difference-

If you’re migrating data, this guide shows how to import and export Excel data to a SharePoint List without losing structure.

Check-In and Check-Out Feature

In a SharePoint List, we can simply click “Edit” to change an item without first checking it out. The item can be modified directly. Check-in and check-out functionality are not available in SharePoint lists. Instead, we cannot change any items in the SharePoint Library. SharePoint Libraries support check-in and check-out functionality. The options for check-in and check-out will appear when we select any document from the library. It is regarded as one of the most significant distinctions between SharePoint lists and libraries.

Adding a Document

In a SharePoint List, if we need to attach documents with the item so we can add it in the attachments field. We can attach as many documents as we want. There is no maximum limit for it and to adding documents is not mandatory in SharePoint lists. While in the SharePoint library, we cannot create an item without uploading any document. In the library, we save the document itself as an item and then we can add the metadata related to that document for further information.

Showing Documents in Search Results

In SharePoint Lists, when we add documents as attachments, these List attachments are not indexed by SharePoint. Accordingly, they will not be visible in search results. While, in a document Library, if we search for a keyword, we can see the document shown in the search results because the document is crawled.

Supporting Versions

In SharePoint Lists, we can only contain major versions also called published versions. When we go into List Settings and then we click on Versioning, it allows us to specify whether we want to version or not. But here, we can only enable major versioning. However, when we go into Library Settings and then we click on Versioning, we can enable both major (Published) and minor (Draft) versioning. Moreover, we can specify the number of versions to retain for minor as well as major versioning.

Understanding what is a SharePoint List helps differentiate it from document libraries, especially for managing attachments, versioning, and metadata. 

Permission and Management

Use a SharePoint List when you need to track data.
Use a SharePoint Library when documents are the primary focus.

Creating a Simple SharePoint List

Now first we will see how to create a simple Microsoft list-

  • First, we have to go to our SharePoint logged-in account and then click on Microsoft 365 App launcher.

Settings

  • A popup will appear on the left side including all the Apps. You have to find the Lists App and click on it.

App List

  •  Once the lists app will be opened, click on the +New List option.

New List

 

  • After clicking on the +New Lists option, a page will open named Create a list.

This page includes a number of different predefined standard templates, which showcase some of the most practical SharePoint list examples for easy implementation. If you find a template that is fit for your purpose so click on it to create a new list. Otherwise, click on the Blank List option to create a custom list from scratch.

Create List

  • After creating a list if you will open the list, you can add items by clicking on the +New option in the left corner.

Creating a Custom SharePoint List

Now we will see how to create a custom SharePoint list on SharePoint Site and further understand what is a SharePoint List.

  • First, you will have to go to your SharePoint site where you want to create a list. In the right corner of the header bar, you can see a setting icon, you will have to click on that.

Settings

  • After clicking on it, a popup will appear in which you will have to click on the Site contents option. After clicking on it a page will open with the +New option in the left upper corner. Click on that option.
  • A popup will appear with different options. Out of which you have to click on the List option.

Select List

  • After clicking on that you can see a page Create a list you have to select the Blank list option to create a custom list, after selecting it again a popup will appear where you have to give the name to your list and can also add some description. Your List will be created.
  • After creating a list if you will open the list, there will be one +New option if you will click on it a form will appear you can fill all the fields in that form and save it for creating a new item.

List Form

 

Creating custom fields or metadata

Now we will see how to add custom metadata to our list-

We’ll now look at how to add additional metadata to our list:

When you first visit a SharePoint site, you may notice a Settings button in the top right corner of the header bar. Clicking this button will open a panel with various options, from which you must select Site contents. A page displaying all of your lists and libraries will appear after clicking. The list where you want to add custom metadata must then be selected. A panel with various options, including the list setting option, will appear once the list has been reopened. To access the settings panel, click the settings icon in the header bar. The Create a column option will be available on a new page. To add metadata columns to your list, select that.Create Column List

Changing The Name and Description of a SharePoint List

When learning what is a SharePoint List, you’ll also want to know how to change the name and description of your list. Here you will find the List name, description, and navigation option. After clicking on that, a page will appear where you can change the Name and Description of the list. There is also one option for attaching the link of the SharePoint list to the navigation, which you can also choose based on your needs.

Change List Name and Description

Change Name

SharePoint List’s Other Settings

For the other settings of the SharePoint list, you will have to follow the previous step also for going into List Setting. When you click on the List Setting you will appear a page with a General Setting option where all the general settings are available to access.

Change List Name and Description

In the General Setting, many options will allow changes and additions to your List.

For example, Versioning in SharePoint is one of the major features. It allows you for tracking the activity of any item (event, task, document, etc.). When you turn on the versioning you can make collaborative tasks like document review, co-authoring, and List updates more straightforward with your colleagues and co-ordinates.

NOTE:  SharePoint users must have the Manage Lists permission to enable versioning.

You can choose to allow users to read or edit certain items, enable attachments, launch forms in dialogue, and other advanced settings on this list. You can also choose whether to allow the management of content types.

Using audience targeting settings, you can filter list contents based on a user’s context. To specific audiences, promote content. Office 365 and Azure Active Directory groups can be included in an audience.

To use contemporary web parts like News, Highlighted content, and others, choose Enable audience targeting.

For use with older web parts like the Content Query web part, choose Enable Classic Audience Targeting.

Returning to your list after making changes will reveal that it has been updated.

Best Practices for Designing Effective SharePoint Lists

To get the most value from SharePoint Lists:

  • Use clear and meaningful column names

  • Group related information logically

  • Create custom views for different audiences

  • Apply conditional formatting for visibility

  • Combine lists with Power Apps for custom forms

Good design improves adoption and long-term usability.

Deleting a SharePoint List

Now we will see how to delete a SharePoint List-

First, you will have to select the list you want to delete then click on the settings option and choose the list settings options.

A page will appear in which you have to find the Delete this list option and click on it for deleting the particular list.

Sessions Management

Restoring Deleted SharePoint List Items

If you delete any item from a SharePoint list so they aren’t deleted permanently you can also restore that item.

The items which have already deleted are moved to the SharePoint site recycle bin for the specific period (usually 91 days) before they are permanently deleted.

To restore a deleted list item from the recycle bin of SharePoint. Open the SharePoint site from which the items were deleted. Click Recycle Bin from the Quick Launch bar navigation on the bottom left of the screen. If the Recycle Bin option is not present on the Quick Launch bar, click Settings and select Site contents. You will find the recycle bin in the top right portion of the Site Contents page. You will now see the Recycle bin and be able to restore it as usual.

Site Setting

Now after clicking on the Recycle bin option you can see the Recycle bin page and select the items or files you want to restore.

Recycle Bin

After choosing the desired files, click Restore.

The restored items will now be restored to the location you deleted them from.

Limitations of SharePoint Lists

While powerful, SharePoint Lists do have limitations:

  • Large lists (over 5,000 items) require indexing for performance

  • Complex permission models can be harder to manage

  • Offline access may be limited without configuration

Understanding these limitations helps you design lists more effectively.

Tips & Best Practices for Designing Effective SharePoint Lists

  • Use meaningful column names.
  • Group related information.
  • Create custom views to filter data easily.
  • Leverage conditional formatting for visual cues.
  • Combine with Power Apps for custom forms.
  • Configuration.

SharePoint Lists vs. Other Microsoft Tools (Lists, Planner, To Do)

Tool Purpose Best For
SharePoint List Structured data storage Custom business processes
Microsoft Lists Modern list interface Cross-platform usability
Planner Task management Team projects
To Do Personal task tracking Individual productivity

Each tool serves a different purpose—SharePoint Lists excel when structure and flexibility are required.

Mobile & Modern Experience: Access on Your Phone

  • Use the Microsoft Lists mobile app for on‑the‑go access.
  • Switch between light and dark modes.
  • View and update list items securely from anywhere.

Summary & Get Started Now

SharePoint Lists remain one of the most versatile tools in Microsoft 365. Whether you’re tracking assets, managing tasks, or building custom business solutions, lists provide a secure, collaborative foundation for your data. Ready to try? Log in to SharePoint or Microsoft Lists and start building today.

In this blog, we learned what SharePoint Lists are, how they differ from libraries, the types of Lists, how to create a custom List, and how to add items. Microsoft 365’s SharePoint Lists are a fantastic feature for managing and sharing vast data.

Hopefully, you’ll feel more at ease creating and managing SharePoint Lists and use them more frequently. Please get in touch with us at contact@beyondkey.com or you can schedule a complimentary consulting session on SharePoint Consulting if you require any additional assistance in comprehending SharePoint List and any additional information regarding SharePoint Lists.

FAQ On SharePoint List

Think of SharePoint as the whole package: a Microsoft platform for building team sites, managing docs, automating workflows, and sharing info securely across your org.
A SharePoint List is just one part of that package. It’s basically a web-based table for structured data; like a smarter, more collaborative Excel sheet. Use it for things like tracking tasks, contacts, issues, etc.
The quick analogy:
SharePoint = the whole office building
SharePoint List = one powerful tool inside (like a spreadsheet in a meeting room)
So, a list is just one feature. SharePoint can do a lot more, but lists are one of its best tricks.
They’re actually built on the same tech, but the way you get to them (and use them) is a bit different.
  • SharePoint Lists are made inside a specific SharePoint site, so they’re part of that site’s content and structure.
  • Microsoft Lists is its own app in Microsoft 365, with a newer interface. You can make personal lists (just for you) or team lists (which still live in SharePoint, but are easier to manage from Microsoft Lists).
In short:
SharePoint List = the classic, site-based way
Microsoft Lists = the modern app (personal or team lists, all built on SharePoint)
No matter which you use, your data still lives in SharePoint. If you make a list in Microsoft Lists, it’s technically a SharePoint list under the hood.
A SharePoint List is there to help you store and manage structured data; in rows and columns, right inside your SharePoint site. It’s ideal for tracking tasks, issues, contacts, assets… whatever you need. You can add your own columns, filter, sort, automate, and basically keep your team organized.
Totally different tools for different jobs:
  • SharePoint List: Organizes data (like a table or spreadsheet). Great for tracking stuff, automating, and collaborating.
  • Folder: Just a way to group files in a document library, like folders on your computer.
Simple way to remember:
List = for tracking and managing information
Folder = for storing and grouping documents
Super simple:
  1. Go to your SharePoint site.
  2. Click “New” at the top, then pick “List”.
  3. Start with a blank list, a template, or copy an existing one.
  4. Name it, add a description if you want, and click “Create”.
  5. Add columns and start filling in your data.
(Pro tip: You can also use the Microsoft Lists app; it’s just a friendlier interface, but it connects right back to SharePoint.)
Anytime you need to track or manage structured data, especially if multiple people need to collaborate on it. Perfect for:
  • Tracking tasks or issues
  • Managing contacts or assets
  • Collecting data with forms
  • Project plans or status logs
  • Custom workflows and automations
If a spreadsheet feels limiting and you want sharing, permissions, and automation built in, it’s time for a SharePoint List.
  • SharePoint List: For data, i.e. text, numbers, choices, dates, etc. (Rows and columns, like a database or spreadsheet.)
  • SharePoint Library: For files, which means word docs, spreadsheets, PDFs, images, and so on.
Both can use metadata, version history, permissions, and workflows. The difference is: lists manage data, libraries manage documents.
Bhupendra Singh

About Author

Bhupendra Singh

Bhupendra is a Digital Transformation Expert and Microsoft 365 Consultant who helps organizations modernize the way they work using the Microsoft 365 suite of services. As a Microsoft Certified Teams Administrator Associate, with credentials in Microsoft 365 Fundamentals and the Microsoft Service Adoption Specialist assessment, he combines technical expertise with adoption strategies to drive meaningful business change.

 

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How to create SharePoint list? https://www.beyondintranet.com/blog/how-to-create-sharepoint-list/ Tue, 29 Jun 2021 11:31:25 +0000 https://www.beyondintranet.com/blog/?p=1846

A SharePoint list is a collection of data that offers a flexible way for you and your co-workers to organize information. SharePoint list use tables in SQL server databases or excel spreadsheets with columns, fields, or properties. These lists can also contain one or more attached files.

Lists make it easy to create and share information with anyone on your network. They also keep everyone in sync with smart rules and collaboration features. SharePoint owners can customize SharePoint Lists based on their specific business needs.

Users can create SharePoint lists in several ways: import from an Excel spreadsheet, migrate from an existing SharePoint list, or leverage the SharePoint templates available. Microsoft SharePoint provides the following eight default list templates.

1. Issue tracker

2. Employee onboarding

3. Events itinerary

4. Asset manager

5. Recruitment tracker

6. Travel requests

7. Work progress tracker

8. Content scheduler

How to Create SharePoint List

1. Go to the site collection where you want to create the list.

2. From the top right click on the ‘Gear’ icon and select ‘Site contents’.

Sharepoint Site list

3. From the site contents page click on the ‘+ New ’

Ads New List

4. From the ‘Create a SharePoint list page, select one of the following options:

a. Blank list: Choose this option to start from scratch. Give your list a Name, Description(optional), and select any other options you want. The list will save to ‘My lists’ unless you choose one of your SharePoint sites or Teams from the ‘Save to’ When you finish selecting options, click ‘Create’.

b. From Excel: Choose this option to create a list based on an Excel spreadsheet.

c. From the existing list: Choose this option to save time and create a new list based on the columns in another SharePoint list. Your new list will start with the same columns but will not have any data.

d. Templates: Select a template, such as an ‘Issue tracker,’ to see what columns the template has. You can then scroll through sample data to see what to include. Select the templates that fit your specific needs. Click the ‘Use Template’ button

Use Template

5. Once you create the list, you can open it. If required, you can add new columns by selecting ‘+’ or ‘+Add column’

Add Column

6. You can share the list with your co-workers. Determine their access level by choosing either “Full control, Edit, or View” permissions.

Share List

7. You can export the list to an excel file.

8. You can integrate the list with Power Apps and Power Automate integration as needed.

Integrate with Microsoft Powerapps

Final thoughts!

SharePoint lists are an important feature that helps organize your work and track key information. It has integration with Microsoft PowerApps, Microsoft Power Automate, and Microsoft Teams which make it more powerful. SharePoint has an iOS and Android app which helps users to work remotely on their list. With these simple steps- you can create SharePoint lists all by yourself.

If you have any questions or doubts regarding Lists, feel free to connect with our Office 365 experts. Email us at contact@beyondintranet.com to request a free consultation.

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7 Steps to Add a SharePoint List or Page to Microsoft Teams. https://www.beyondintranet.com/blog/7-steps-to-add-a-sharepoint-list-or-page-to-microsoft-teams/ Wed, 01 Apr 2020 11:43:20 +0000 https://www.beyondintranet.com/blog/?p=1101 Scavenger hunts are fun when you are 10-years old and looking for clues to win a prize. They are not fun when you are at work scouring old emails and files to find one piece of information you need to do your job correctly.

To help you in the quest to avoid scavenger hunts at work, Microsoft now has a way for you to integrate your SharePoint Lists and Pages with Microsoft Teams.

7 Steps to Add SharePoint Lists to Microsoft Teams

1. Go to Microsoft Teams channel.

2. Select the “+” symbol on the menu.

3. ‘Add a tab’ dialog will appear.

4. Select SharePoint under ‘Tabs for your team’. If SharePoint is not visible, you can find it by typing in the search box at the top right. 

5. Select the pages and list appearing on the tab.

6. Choose the SharePoint page you want to integrate into teams and click ‘Save’. You can also alert your team about the new tab by clicking keep the Post to the channel about this tab selected.

7. Your SharePoint page will then appear as a Tab in teams. See below image to know how a list will appear when added as a tab.

You can see a list in the tab using the same process. Also, you can  add new items to the list in the tab or you can click the ‘Open in SharePoint’ button.

Final Thoughts:

SharePoint pages are great way to share organizational news, documents, ideas etc., while SharePoint lists are a great for collaboration. if you are a Microsoft Teams user and want to have your SharePoint pages and lists in your teams channel you need to follow this blog.

If you have any questions, please feel free to reach out to our SharePoint team at contact@beyondintranet.com

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How to export and import excel to SharePoint list? https://www.beyondintranet.com/blog/how-to-export-and-import-excel-to-sharepoint-list/ https://www.beyondintranet.com/blog/how-to-export-and-import-excel-to-sharepoint-list/#respond Tue, 04 Jun 2019 10:41:06 +0000 https://www.beyondintranet.com/blog/?p=491 Many of our SharePoint add-in customers keep asking us if is it possible to easily export an already prepared Excel sheet into a SharePoint list.

And we say- yes, it is possible and extremely simple!

Our SharePoint add-in users who are using our Employee Onboarding solution want to quickly bring their already prepared Excel sheet with master data on departments, employee details, and standard tasks into the add-in without much hassle. We have a solution that can be extremely helpful. Let’s see the step-by-step process for making this happen.

Option 1- When you have to create a completely new SharePoint list.

We assume that you have an excel sheet with all your master data in the format or corresponding columns as you would like to see in the new SharePoint list. You can export this whole data from within excel by following these simple steps.

1. Open your excel sheet and select the data to be copied. Then click on the Format as a Table option.

Select the table into excel

2. While still selecting the data table, choose an Export option from the ribbon and select the ‘Export Excel table to SharePoint List’ option.

Export Excel Table to SharePoint List

3. A pop-up appears as below where you will have to specify the URL of the site you are importing to, then provide your list name. Click on Next.

Specify the URL of the site

4. You will find all the columns with corresponding recognized column types (Currency, Date, etc.). Just click Finish.

Publish SharePoint List

5. You will be getting a success message/pop-up and your list would be published at the SharePoint site you provided.

Publish the table in SharePoint List

6. It will default to Datasheet view, just click Stop to view it as a normal list.

Datasheet View

7. Your Published list will appear here.

Published List

Option 2: When you already have a SharePoint list and want to add more data/ records or move files below the existing SharePoint list.

We assume that you have an excel sheet with all your master data in the format. You also have a SharePoint list at a site/ subsite which has some records already there and you want to add more data in the same list through the above excel sheet. Let’s check how we can do this by following these simple steps:

1. Open the link where you want to add your updated data in the SharePoint list and click on the “edit” button.

Demo List to edit or add list

2. Select the last row of the list where you want to add the data or table.

Select last row of the list

3. Now select all the values in excel that you want to copy into your SharePoint list.

Select data of the table

4. Paste the data on the selected row in your SharePoint list.

Paste the data to SharePoint List

5. Click on stop button to stop editing once you have added all the excel data.

Stop editing the list

6. Refresh the list to check out if you have successfully imported all excel data into the list.

Select new item or edit this list

So, I believe, now you can easily import Excel to SharePoint list without any difficulty. Still, if you have any questions or run into an error, feel free to contact us at contact@beyondintranet.com and we will be able to revert you in less than one business day.

At Beyond Intranet, we have a team of SharePoint expert developers who can help you with such and more issues on SharePoint or help you with answering your other questions as well. Just connect to us and leverage SharePoint benefits for your use case. 

 

 

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