6 Tips & Tricks for Using SharePoint Lists

The following are six tips and tricks for using SharePoint lists:

• Choose the right column type. SharePoint lists offer several column types, such as text, number, date, and choice. Choose the column type to ensure that the data is stored and displayed correctly.
• Use calculated columns to calculate values. Calculated columns allow one to calculate values based on other columns in the list. This is useful for calculating totals, percentages, and averages.
• Use lookup columns to link data from other lists. Lookup columns allow one to link data from one list to another list. This can be useful in regard to creating relationships between lists, such as a list of tasks and projects.
• Use views to filter and sort data. Views allow one to filter and sort the data in a list to display only the information that is needed. One can create multiple views for a list to display data in different ways.
• Use conditional formatting to highlight important data. Conditional formatting allows one to highlight important data in a list, such as overdue tasks or items that warrant attention.
• Use permissions to control access to the list. Permissions allow one to control who can access and edit a list. One can set permissions at the list level or at the item level.