Microsoft lists: can I save my own list as a template for my colleagues to use?

Anonymous
2022-07-06T12:52:18+00:00

I've adapted the employee onboarding template to create a checklist for an induction process in my organisation. Each time we have a new starter, one of my colleagues needs to start a checklist for that person, and work through the entire list. Their checklist would need to be customised to include the name of the new starter, the start date, department and line manager. Apart from these 4 fields, everything else in the checklist will be the same each time. Is there a way of saving my checklist as a custom template?

Microsoft 365 and Office | Install, redeem, activate | For business | Other

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

0 comments

5 answers

Sort by: Most helpful
Most helpful Newest Oldest
  1. Anonymous
    2022-07-06T15:25:42+00:00

    Thanks for the quick response. Unfortunately I don't user Powershell, and my organisation doesn't use Sharepoint other than as the backend for MS Teams. So we have no in-house knowledge that will enable us to follow the guidance you provided.

    It's frustrating that something branded as Microsoft Lists actually requires scripting and Sharepoint skills to make full use of it.

    Was this answer helpful?

    3 people found this answer helpful.
    0 comments
  2. Anonymous
    2022-07-26T09:53:53+00:00

    No, I'm afraid it doesn't help in my situation. I am a Mac user, not a Windows user. So I use all the browser-based admin functions of M365, but not Powershell

    Was this answer helpful?

    2 people found this answer helpful.
    0 comments
  3. Anonymous
    2022-07-22T03:00:45+00:00

    Dear Lynn Stephenson

    Good day!

    May I know if your query was fixed by teh above information? If you need any further assistance, please feel free to post back, we'll continue to help you all the time!

    Sincerely,

    Stacey | Microsoft Community Moderator

    Was this answer helpful?

    0 comments
  4. Deleted

    This answer has been deleted due to a violation of our Code of Conduct. The answer was manually reported or identified through automated detection before action was taken. Please refer to our Code of Conduct for more information.

    Comments have been turned off. Learn more

  5. Anonymous
    2022-07-06T14:24:10+00:00

    Dear Lynn Stephenson

    Good day! Thank you for posting to Microsoft Community. We are happy to help you.

    Based on your description, if you want to save the sharepoint list as a template to use in your organization, you can create and manage custom list templates using Microsoft PowerShell to achieve this requirement.

    For the detailed steps and information, please kindly refer to Custom list templates - SharePoint in Microsoft 365 | Microsoft Docs

    If there are any misunderstanding or unclear, You can post back in your free time. We’re looking forward to your reply and will continue to help you all the time! 

    Sincerely,

    Stacey | Microsoft Community Moderator

    ***Note: In the event that you're unable to reply to this thread, please ensure that your Email address is verified in the Community Website by clicking on Your Account Name > "My Profile" > "Edit Profile" > Add your Email Address > tick "Receive email notifications" checkbox > click on "Save". ***

    Was this answer helpful?

    0 comments