Simply make sure your data is formatted as a table before importing it to Microsoft Lists. This is a simple oversight if you don’t use Excel often. Gotcha #1: Your excel data must be formatted as a table This method is isn’t without its own flaws, so we’ll focus on some “gotchas” to look-out for: If you have a LOT of tasks to add to your board immediately, then you might find some time-savings by setting up your data in Excel first and then uploading it to Microsoft Lists. If you want to get email notifications from your board, click here to learn about Rules in Microsoft Lists.
Repeat this process to create additional views for your “Bucket” and “Priority” columns and you’re good to go! If you want to see additional options in the future, let Microsoft know. This is a good time to mention that only single-select Choice fields can be used in Board view. In the “Organize your board by” dropdown menu, choose the “Progress” field and then click CREATE. If you don’t see that option, then this feature may not be available to you yet. To create a new view in Microsoft Lists, click the Views dropdown menu and select “Create a New View”.įrom the “Create View” window, give your new view a name, and then choose “Board”. Once you’ve got your tasks added, we can create our new Board Views at last! You can even “fill-down” cells like in Excel. This is the most efficient way to add multiple tasks at once in Microsoft Lists.
Thankfully, we can add multiple tasks at once.Įnsure your view is still set to “All Items” and then click “Edit in Grid Mode” from the toolbar. This may be the most time-consuming part of the process if you have a LOT of tasks to add at once. You can copy the values used in Planner (e.g.: "Not Started", "In Progress", "Completed") or makeup your own.Īfter your columns are ready to go, you can start populating your new list! Step #3 - Add your Tasks When adding values to your CHOICE fields, remember you don't have to stick with Planner terminology. Multi-line Field (with Rich text enabled) Remember that everything but the “Title” field is optional, so feel free to add only what you need: Next, add the columns/fields shown in the table below. This will help ensure your list is private to you (and anyone you may choose to share it with later). Give your list a name, a description and then save it to "My Lists". How to Create a Planner Board in Microsoft Lists Step #1: Create a New List from Scratchįrom the Microsoft Lists app, create a new list by choosing the “Blank list” option.
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