TrustRadius: an HG Insights company

Microsoft Lists

Score9.8 out of 10

14 Reviews and Ratings

What is Microsoft Lists?

Lists is an information tracking app in Microsoft 365 that enables users to work with anyone, anywhere. Users can configure lists to better organize events, issues, and assets.

Categories & Use Cases

Microsoft Lists for your Master Lists

Use Cases and Deployment Scope

I use Microsoft Lists as a place where all the registration forms from multiple Forms are hosted. In short, it is the master list we have for all our programs and even registrations. Also, Microsoft Lists allows us to export our data to other Microsoft apps like Power BI, so the data visualization for our reports becomes seamless.

Pros

  • Hosting data from multiple sources
  • Filtering items that are only needed for a specific query
  • Exporting just the data needed
  • Search for participants or event participation

Cons

  • Unlike Excel, you need to go to Edit mode for you to make changes in the entries
  • You cannot just copy paste like Excel

Return on Investment

  • Automatic updating of data from Forms to Lists
  • The team can work more efficiently as less manual work is needed
  • Expertise is needed, not as easy as Excel

Usability

Alternatives Considered

Microsoft Excel and Google Sheets

Other Software Used

Canvas, Microsoft Teams, Adobe PhotoShop, Final Cut Pro

One of the best ways to hold, view and work with lists of data. Love it!

Use Cases and Deployment Scope

We track a range of different things, from staff information, onboarding, compliance tracking, project management and more

Pros

  • great for capturing loads of data
  • great for manipulating and viewing the data many ways
  • strong integration with other M365 products and Power Automate

Cons

  • It's definitely getting better but for the average user, there is still a fairly big learning curve if you want to do anything beyond the basics
  • It would be cool to get Microsoft List addons that could further enhance the capabilities within Lists itself

Most Important Features

  • Being able to pull data from any staff in the org into the list
  • being able to have workflows for approvals
  • being able to trigger automation based on dates or actions in the list that greatly simplify the user experience

Return on Investment

  • Massively positive, we have build a business that can scale with ease

Alternatives Considered

Airtable, ClickUp and Trello

Other Software Used

ClickUp, Trello