Track Contacts All Year with Microsoft Lists: A Guide

Organizing Contacts with Microsoft Lists

In a recent YouTube video, Microsoft expert Mark Kashman, also known as "The Kashman (The KashBox)", shares how to utilize Microsoft Lists to keep track of contacts, particularly when attending busy events. He starts by offering an insightful scenario that many business professionals can surely relate to. This includes meeting a person at an event, having an engaging conversation, promising to follow-up later, only to forget details about that individual and the discussion.

To prevent such oversights, Kashman offers a solution by highlighting how Microsoft Lists can be effectively used. Essentially, Lists can store and manage contact details, notes about the discussion, and a reminder for necessary follow-ups. Furthermore, Lists can augment an individual’s short-term memory function, preventing crucial details from slipping through the cracks.

Kashman continues to detail the components of this system- especially around setting up and managing the Contacts list. The Contacts list includes various columns such as Name, Email, Selfie, Phone, Event, Meet Date, Meet Type, Notes, and Follow Up. Each column can be customized according to the user's preferences. For instance, the Email column can be set as a hyperlink, while the Meet Date column can be programmed to automatically display the current date.

Learn more about Microsoft Lists column types.

Additionally, he explains the different list views, including Grid view, Gallery view, and Calendar view. Grid view is ideal for interacting with all the details of each list item. Gallery view affords ease in locating a contact based on photos associated with them (business card, badge picture, etc.). Calendar view can be useful when the best way to recall a contact or event is via date reminders.

You can read here about all Microsoft Lists view types.

In conclusion, Kashman expresses hope that the use case will prove compelling and easy enough for viewers to adopt. Your future contacts, he says, would probably thank you. Regardless of event types, Microsoft Lists proves to be a handy tool to keep track of conversation details and contact information, ensuring you never falter in your commitment to follow-up.

Breaking Down Microsoft Lists

Microsoft Lists, as discussed by Mark Kashman, is a dynamic, cross-platform application tool that can effectively organize, share and track information. Designed to integrate well with Teams, SharePoint, and other Microsoft 365 apps, Lists offers capabilities that accelerate business processes and productivity. There are also different view options to customize how lists are visualized, catering to different user preferences.

From the content of conversations and the identification of the contact person, to reminders and contact photos, Microsoft Lists serves as a crucial memory aid. The application's ability to aid in contact management essentially streamlines networking and communication in professional settings. In summary, Microsoft Lists represents a foundational part of the Microsoft ecosystem and carries immense potential to improve efficiency during networking events.

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Learn about Use Microsoft Lists to track contacts throughout the year

Want more insight on the topic of using Microsoft Lists efficiently? Visualize yourself in a scenario where you met several individuals at an event and need to remember the details of each encounter. Unorganized notes and short-term memory aren't much help, but Microsoft Lists can help you keep track of everything effectively.

Let's decode a solution where Microsoft Lists can be an ultimate game changer for you. In the scenario given, a demo video guidance is available illustrating how to construct your own contacts list, not only on the desktop (Web) but even on mobile devices. This Contacts list could serve as your visual memory trigger to recall necessary details about the individuals and conversations you've had with them.

The platform allows for various columns to cater to different requirements you might have in mind. Fields such as "Name", “Email”, "Phone", "Event", "Meet Date", "Meet Type", "Notes", and "Follow Up" are a few examples. You can learn more about all Microsoft Lists column types here.

• The Name column replaces the default “Title” column to input first and last names.
• The Email field becomes a Hyperlink column that transforms the list item into a fresh Outlook email.
• The Phone column is a simple text column to record cell and business numbers, accommodating both national or international formatting.
• The Event column is a Choice column pre-populated with known upcoming events for easy selection.

In addition, other handy columns include Meet Date (defaulting to “Today’s date”), Meet Type (another Choice column), Notes (a Multi-line text column), and Follow Up (Yes/No column to track follow-up status).

Microsoft list various views such as standard Grid view, Gallery view, and Calendar view add interactive and visually appealing perspectives to your data on the list. Understanding view types could be beneficial, to know more, you can get detailed information here.

To wrap up, Microsoft Lists could be an incredible tool to track and remember your contacts from different events. You can make your own custom “Contacts” list and ensure that you follow-up timely. After all, being organized allows for more productivity.

Oh, and lastly, make sure to check it twice, you don’t want to miss out filling up the customs lists and remember to be nice to your future contacts!

More links on about Use Microsoft Lists to track contacts throughout the year

Use Microsoft Lists to track contacts throughout ... - The KashBox

Dec 16, 2022 — Use Microsoft Lists to track contacts throughout the year ; In this article, you'll find a short demo video that highlights the what and how to ...

List templates in Microsoft 365

You can create and share lists that help you track issues, assets, routines, contacts, inventory, and more.

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