How to connect a SharePoint list to a Microsoft Teams channel

Lists can be used for a variety of tasks that will make your work easier. Microsoft Lists, formerly known as SharePoint Lists, is now a cross-platform solution that can be viewed and handled straight from the Microsoft 365 app launcher, SharePoint, and Microsoft Teams’ Microsoft Lists app. In this blog post, we’ll show you how to connect lists in Microsoft Teams, with full instructions for each step, follow through for more information.

Step by step process – How to connect a SharePoint list to a Microsoft Teams channel: 

  1. Firstly, sign in to Office 365
  2. After that, use the launcher to find Teams.
  3. Once Teams is open, navigate to your Teams panel on the left.
  4. Once opened, click on the “+” symbol.
  5. Now click on “SharePoint”.
  6. Select the correct site where the list is located.
  7. Now click on “Lists”.
  8. Finally, click on “Save”.

Assuming you have connected everything correctly, you will have successfully added your SharePoint list onto the Teams channel. You can now manage, add or remove content from your list as you please from Teams directly. As this is a native feature specially made to connect the lists to Teams, there isn’t much coding or necessary bits of extensive management to take care of. Follow through as I give more tips on managing your lists on Teams, required if you are to have a good experience within Teams.

Options available when adding a list to Teams

The options for generating a new list are straightforward. Here’s a quick rundown of each choice.

The options

  • Blank list

If you’re starting from scratch, this is the option you’ll want to select. It will allow you to make a fully new list from beginning to end.

  • From Excel

Using an existing Excel spreadsheet, you can make a new list. The excel’s structure and columns will be copied over to the new list. The excel data will not be transferred over to the lists as well.

  • From Existing Lists

This option can be utilized if you already have a similar list and want to generate one with the same columns and list structure.

  • Templates

You’ll be able to use a few different templates to get started quickly. Choose the one that best suits your needs.

You can add existing lists as tabs in the Microsoft Teams channel in addition to creating new ones. The Teams List app will make this simple for you. All users who visit the channel will be able to simply access or browse the list as a result of this. You can add lists that are saved in SharePoint using this option. Make sure you have the permissions you need to complete these steps. When it comes to enhancing your team’s productivity, the Microsoft Teams list app can help.

How to add a list from a Team you are a member of

Member of a different team and you need to add a list? Follow the steps below to see how you can add a list from a Team you are a member of.

  • Open the list by going to the team site where it was added.
  • The above step can be completed directly from the Microsoft Teams platform.
  • Choose ‘Open in SharePoint’ from the additional options icon at the top of the opened list.
  • Copy the URL of the page when the list is opened in SharePoint.
  • In Teams, go to the channel to which you want to add the list.
  • Choose Lists and then Add an existing list from the + Add a tab menu.
  • When the Add an existing list page appears, paste the copied URL into the ‘Enter a link’ area in the Use a SharePoint link section, and then click the next button.
  • That tab will now have the list added to it.

In depth – Step by step process [with screenshots] – How to connect a SharePoint list to a Microsoft Teams channel 

  • Firstly, sign in to Office 365.

Use your regular sign-in details that you would use for Office 365.

  • After that, use the launcher to find Teams.
  • Once Teams is open, navigate to your Teams panel on the left.

This team I have chosen has 2 subteams, I picked the one called test, you need to pick the ones most relevant to you.

  • Once opened, click on the “+” symbol.
  • Now click on “SharePoint”.
  • Select the correct site where the list is located.
  • Now click on “Lists”.
  • Finally, click on “Save”.

Managing your newly connected list

So you have connected your newly formed list and are now ready to start working on it and making sure it looks the way you need it. However, there are certain areas you don’t understand or want some assistance with, well this next section will assist you in figuring out what the interface will achieve for you and what you can do to take the most out of your newly connected list in Teams.

Once your list is connected, your screen will look something like this, as you can see there are a bunch of other connected entities such as files and even a SharePoint news connect called Wiki. The list is new and has no content on it, so this allows users to see what a newly formed list looks like. Below I will talk about the different features that are included within the Teams newly connected list.

New item

This is the first feature I will illustrate for the blog, “New item” is where you can add new list entries to the list, this is convenient if you have some bits of information that need to go onto the list, however, don’t want to go through SharePoint only to come back to Teams, therefore this feature will help save time.

Type out the entry for your new record and click on “Save”.

Conclusion

That’s it for this Blog thank you for taking time out to read our content, please feel free to email our team about how it went if you followed the steps or if you need more help with the questions we answered in this Blog.

Saajid Gangat

Saajid Gangat has been a researcher and content writer at Business Tech Planet since 2021. Saajid is a tech-savvy writer with expertise in web and graphic design and has extensive knowledge of Microsoft 365, Adobe, Shopify, WordPress, Wix, Squarespace, and more! You can connect with Saajid on Linkedin.

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