Try it! Transcript

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A list helps organize useful data that the whole team can use. For example, you can create a list to track customer feedback from a conference, and follow up with action items.

Note: You need to be a member of the Designers group or have contributor permission to modify a team site. A safe way to practice changing a team site is to create and use a subsite under the team site. For more information, see Create a subsite under the existing site.

1. Sign in to Office 365 with your work or school account, and then navigate to your team site (In the app launcher , click Sites, and then locate your team site).

2. Click Site Settings > Add an App.

3. Locate and click the Issues Tracking app, and then enter EventFollowUp as the name.

   This list has the following default fields: Issue ID, Title, Assigned To, Issue Status, Priority, and Due Date.

4. To add a Customer Notes field, click List > Create Column.

5. Add a name, such as CustomerNotes, Select Multiple lines of text, and then click OK.

   

6. Add information gathered from the conference. For example:

   

Want more?

Introduction to lists

Add, edit, or delete list items

Lists are the best way to share and organize bits and pieces of data into useful information.

For example, we got a lot of questions and leads at a recent business conference.

I'll create a list to capture the feedback.

I click the Settings icon, and then Add an App.

I choose the Issue Tracking list, and enter the name EventFollowUp.

Here's my new App, I'll click it to open it up.

The issues list has just the fields I want, including Title, Priority, and Due Date.

But I'll add a field to capture the comments. So I click List, then Create Column.

I add CustomerNotes to the Title box, select Multiple lines of text, and then click OK.

Now we have a way to track customer feedback and follow up with action items.