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Microsoft Forms & Lists

Forms and Lists are included in Microsoft 365 and handle polls, sign-up lists, and task management without additional software. You learn to create surveys with Forms and to manage information in the team with Lists.

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Duration

55 min

Format

Multimodal

Languages

Über 30 Sprachen

Proof

Teilnahmebescheinigung

Challenge

Polls by email, sign-up lists in Excel, and task management in chat cause chaos and rework. Forms and Lists are included in Microsoft 365 and handle these tasks without additional software, but they are rarely used because their capabilities are unknown. Used correctly, they save time and create transparency in the team.

Learning objectives
  • Your employees create surveys, quizzes, and forms with suitable question types and branching in Forms.
  • Your employees share forms, evaluate responses, and export them to Excel.
  • Your employees create lists from templates or Excel and define columns and column types in Lists.
  • Your employees use views, filters, formatting, and rules to manage lists in the team.
  • Your employees integrate Forms and Lists into Teams and SharePoint and observe permissions and data protection.
Agenda
00 Fundamentals of Forms and Lists
01 Creating surveys and forms
02 Evaluating responses
03 Creating and designing lists
04 Views, rules, and integration
05 Summary
06 Knowledge check incl. certificate of completion
Target group

All employees who want to capture surveys, registrations, tasks, or information in the team in a structured way.

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FAQ

Frequently Asked Questions

Here you will find the most important answers.

Is Microsoft 365 training for employees required by law?
Does the works council have a co-determination right when Microsoft 365 is introduced?
Where should files be stored – in OneDrive, SharePoint, or Microsoft Teams?
Which Excel skills belong in a beginner course, and which in an advanced course?
What can be automated with Microsoft Power Automate without programming skills?
How long does a Microsoft 365 training course for employees take at Bridgly?
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