Just go to your Teams android or iOS mobile apps and go to the channel where you have added the Lists app and click on more and tap on the tab name to open up the list. And do not forget to try the Lists app experience in the Teams mobile app to track your lists within Teams on the go. See more about getting started with the Lists app in Teams “ Create a list in Microsoft Teams” click-thru demo. You can chat side-by-side individual list items within Teams. Since the conversation is a channel message in Teams, all the messaging features like rich text, giphies, stickers, emojis, mentions, tagging, and attachments are available for use! The conversation shows up in the right rail for the list item and also on the channel for those who might not have viewed the list as yet. With this feature, you can collaborate with your team about the list item (your key business entities) and get work done, faster. Go to the details view (or form) for the list item by clicking into the title field and then click on conversation to start a conversation about the list item on the channel. Once you have configured the tab and have a list with list items, you can start a conversation about an individual list item. How do I start a conversation alongside a list item? The Loans template helps them get started with plenty of scope for further customization. Loan officers at a mortgage broker or bank can use the Lists app to track a set of loans and informally collaborate on advancing a them to approval.The Incidents template helps people quickly setup a list and get started. Government agencies can use the Lists app in Teams to track incidents and coordinated incident response.If you have questions about storage of PHI in Teams, Lists, or Office 365, please see more documentation here. The Patients template is an easy way for all health teams to track patient progress and keep in touch with their peers.
Healthcare organizations can use the Lists app in Teams to support patient rounding, multi-discplinary huddles and discharge planning.Here are some examples of how these templates can be leveraged.Ĭreate a new list from within Microsoft Teams and choose from numerous ready-made templates, including the new industry-specific ones. Team members start managing and tracking these key entities. The Lists app in Teams includes 3 new industry-specific templates – Patients, Loans and Incidents. The above shows using the Asset manager template. Once the tab is added you can either create a new list or bring in an existing list (from another team or an older SharePoint site, but not a personal list from Lists home) into the channel as a new tab.Ĭreate a new list inside Teams with conversations side-by-side. To get started, simply go to any channel where you would like to start tracking a list and hit the “+” button to explore the tab gallery and select the Lists app. All user actions on the list are audited and available in the Security and compliance center audit logging.The ability to have a channel conversation about a list item (see below for more details).
Importing existing team lists as new tabs.New list creation from scratch, from templates (8 standard templates and 3 industry specific ones: Patients, Loans, and Incidents), from Excel table data and from an existing list.Lists in Teams is supported as a team based tab app built on top of the Microsoft Teams platform and supports the following features: The new Lists app experience in Microsoft Teams, for mobile on the left and for Web and desktop on the right. The vision of the Lists app in Teams is to bring all the collaboration and communication modalities to lists and list items, so it is easy to get work done. With ready-made templates, you can quickly create lists from directly within Teams and access them on the Teams mobile app by accessing the Lists tab you added as a channel. Track patients, loans, issues, assets, routines, contacts, inventory and more using customizable views and smart rules and alerts to keep everyone in sync. Lists are simple, smart, and flexible, so you can stay on top of what matters most to your team. As you might already know, Microsoft Lists, which we announced at Build 2020 is a Microsoft 365 app that helps you track information and organize your work. Today, we are proud to announce the general availability of the Lists app in Teams for all our commercial and GCC customers.
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