Go to Site settings → Site columns → Create. Define the column once at the site level, then in any library → Library settings → Add from existing site columns to reuse it. Site columns keep metadata consistent across libraries and feed into search schema more cleanly...
Lists & Metadata
Export a SharePoint list to Excel for one-off offline analysis
At the top of any list, click Export → Export to Excel. SharePoint downloads a query file that opens in Excel and pulls in the current data. The connection stays live — right-click inside Excel → Refresh to pull the latest list data at any time without...
Group list items by a column to make long lists scannable
Click the header of the column you want to group by → Group by [Column name]. Rows collapse into expandable sections, making it easy to scan by status, department, or owner. To remove grouping, click the same column header → Remove grouping. Save it as a view to share...
Create a list alert so you get an email when a specific item changes
Select a list item → three dots → Alert me. Choose whether you want an alert for any change or only specific ones (e.g. changes by others, or changes to a particular column), and set the frequency to instant, daily, or weekly digest. Alerts are built in — no Power...
Use Quick Edit to update a SharePoint list like a spreadsheet
At the top of any list, click Edit in grid view (the pencil icon). The list becomes an inline spreadsheet — click any cell to edit, Tab between fields, and paste directly from Excel. Click Exit grid view when you're done. No need to open each item individually.
Colour-code list rows so overdue or important items stand out
Click a column header → Column settings → Format this column. Use design mode for simple rules (e.g. turn a row red if Status = "Overdue") or switch to JSON editor for more control. Microsoft's template gallery at aka.ms/sp-column-formatting has ready-made examples.
Turn an Excel spreadsheet into a SharePoint list in minutes
Click + New → List → From Excel and upload your file. SharePoint reads your columns and creates the list automatically — no copy-pasting or manual column setup needed.
