SharePoint with List Creation and Management

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Duration 2 Days – 14 hrs.

 

Overview

This practical training course equips participants with the knowledge and hands-on skills to effectively use Microsoft SharePoint and Microsoft Lists for managing structured data, automating processes, and improving team collaboration.

The course focuses on creating, customizing, and managing SharePoint lists as powerful low-code tools for business solutions such as task tracking, issue management, approvals, and data monitoring. Participants will also learn how to enhance lists using views, permissions, and basic automation with Power Automate, enabling them to streamline workflows and improve operational efficiency.

By the end of the training, participants will be able to design and deploy real-world SharePoint list solutions tailored to their organizational needs.

 

Objectives 

  • Understand the fundamentals of SharePoint Online and Microsoft Lists
  • Create and manage SharePoint lists for business use cases
  • Configure columns, metadata, and list structure
  • Design and customize views for better data visualization
  • Manage list permissions and access control
  • Apply data validation and business rules
  • Automate list processes using Power Automate (basic workflows)
  • Integrate SharePoint lists with Microsoft Teams, Excel, and Outlook
  • Apply best practices for list design, governance, and performance

 

Target Audience 

  • Business Users and Power Users
  • Administrative and Operations Staff
  • Project Coordinators and Team Leads
  • IT Support and SharePoint Site Owners
  • Anyone responsible for tracking data, managing workflows, or organizing information

 

Prerequisites 

  • Basic knowledge of Microsoft Office (Excel, Outlook)
  • Familiarity with web-based applications
  • No prior SharePoint experience required

 

Course Outline

 

Module 1: Introduction to SharePoint & Microsoft Lists 

  • Overview of SharePoint Online in Microsoft 365
  • Understanding sites, libraries, and lists
  • Introduction to Microsoft Lists
  • Business use cases of SharePoint lists
  • SharePoint Lists vs Excel

Module 2: Creating SharePoint Lists

  • Creating lists from:
    • Blank list
    • Templates (Task tracker, Issue tracker, Asset list)
    • Excel import
  • Planning list structure and naming conventions
  • Understanding list components

Module 3: Columns & Data Structure 

  • Creating and managing columns:
    • Text, Number, Date, Choice, Yes/No
  • Lookup columns and relationships
  • Required fields and default values
  • Managing and editing list data

Module 4: Views & Data Visualization 

  • Creating custom views
  • Filtering, sorting, and grouping data
  • Calendar and gallery views
  • Highlighting and formatting data
  • Basic JSON formatting (intro)

Module 5: Forms & List Customization 

  • Customizing list forms
  • Improving usability and data entry
  • Introduction to Power Apps (optional overview)
  • Conditional formatting basics

Module 6: Permissions & Security

  • SharePoint permission levels
  • List-level vs item-level permissions
  • Sharing lists with users and groups
  • Best practices for data security

Module 7: Automation with Power Automate 

  • Introduction to Power Automate
  • Creating simple workflows:
    • Email notifications
    • Approval workflows
  • Trigger-based automation from SharePoint lists
  • Workflow best practices

Module 8: Integration with Microsoft 365 

  • Using SharePoint lists in Microsoft Teams
  • Exporting and syncing with Excel
  • Email alerts via Outlook
  • Collaboration scenarios

Module 9: Best Practices & Governance 

  • Designing efficient and scalable lists
  • Naming conventions and standardization
  • Performance considerations
  • Governance and lifecycle management

Module 10: Hands-On Workshop 

  • Build a complete SharePoint solution:
    • Custom list creation
    • Columns and views
    • Permissions setup
    • Basic automation workflow
  • Use case examples:
    • Task tracker
    • Issue log
    • Approval system
  • Presentation and feedback

 

 

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  • Warehouse supervisors, team leaders, and managers.
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Course Outline

  Day 1: Warehouse Processes, Layout, and Storage Controls Module 1: Warehouse Operations and Process Controls  
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  • End-to-end flow: receiving, put-away, storage, replenishment, picking, packing, and dispatch.
  • Physical stock movement and corresponding system transactions.
  • Responsibilities, authorization, and segregation of duties.
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  Module 2: Warehouse Layout and Storage Systems  
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  • Layout bottlenecks and their effects on productivity and inventory control.
  Module 3: Receiving and Put-Away  
  • Purchase orders, delivery documents, and expected receipts.
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  • Put-away rules and location confirmation.
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  Module 4: Storage, Stock Rotation, and Replenishment  
  • Storage discipline and location integrity.
  • FIFO and FEFO principles, applications, and limitations.
  • Batch, lot, and expiry-date management.
  • Controls for slow-moving, obsolete, damaged, and expired stock.
  • Replenishment of picking locations.
  • Supervision and review of stock rotation compliance.
    Day 2: Order Fulfillment and Inventory Accuracy Module 5: Picking Strategies and Order Fulfillment  
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  • Item master data, units of measure, and location records.
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  • Transaction controls for receipts, transfers, issues, returns, and adjustments.
  • Common causes of physical and system stock mismatches.
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  • Inventory reconciliation and supporting documentation.
  • Measuring inventory accuracy and interpreting discrepancies.
  Module 7: Cycle Counting and Physical Inventory  
  • Cycle counting versus full physical inventory.
  • ABC classification and risk-based count priorities.
  • Count frequency based on value, movement, and discrepancy history.
  • Count preparation, blind counting, and movement controls.
  • Recounts, variance investigation, and adjustment approval.
  • Root cause analysis and corrective action follow-up.
  • Reviewing the effectiveness of the counting program.
  Module 8: Shrinkage Reduction and Inventory Protection  
  • Sources of shrinkage: loss, damage, theft, misplacement, and recording errors.
  • Access controls and accountability for stock movements.
  • Controls for high-value and sensitive inventory.
  • Returns, write-offs, scrap, and disposal controls.
  • Exception reporting and unusual transaction patterns.
  • Investigating recurring losses and unexplained adjustments.
  • Preventive and detective controls for shrinkage reduction.
    Day 3: Performance Management, Process Review, and Improvement Module 9: Warehouse Productivity and Inventory KPIs  
  • Receiving productivity and dock-to-stock time.
  • Put-away productivity and replenishment performance.
  • Picking productivity and order accuracy.
  • Inventory accuracy and cycle count variance.
  • Space utilization and storage capacity.
  • Shrinkage, damage, and expiry indicators.
  • Defining KPI formulas, data sources, and reporting boundaries.
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      Module 10: Supervising and Auditing Warehouse Processes  
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  • Prioritizing corrective actions and tracking closure.
  Module 11: Warehouse Improvement Planning  
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  Module 12: Capstone — Warehouse Operations and Inventory Improvement Plan  
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