
Most SMBs I walk into are tracking something important in the worst possible place.
An Excel file pinned to a Teams channel. A shared OneNote page. A SaaS tracker they pay for monthly because no one told them there was already one in the tenant.
Then they wonder why nothing gets logged, why two people overwrote each other’s edits, and why the boss can’t see what’s going on.
That’s not a process problem. That’s a tooling problem.
There’s a free, already-licensed, surprisingly capable tracker sitting in every Microsoft 365 plan you sell. Most of your clients have never opened it.
What is Microsoft Lists, really?
It’s a structured tracker. Rows and columns, like a spreadsheet — but every column has a type (date, person, choice, number, attachment), so nobody fat-fingers a status into the wrong column.
It lives in SharePoint underneath, surfaces in Teams as a channel tab, and has its own icon on the Microsoft 365 app launcher. Same list, three doors in.
And it brings two things Excel will never give you: a built-in form for people who shouldn’t see the whole list, and built-in rules that fire emails when things change. No Power Automate. No premium connector. No developer.
A spreadsheet in a Teams channel isn’t a tracker. It’s a graveyard with column headers.
Step-by-Step: build a working tracker in ten minutes
Open Lists from the app launcher
Hit the waffle in Microsoft 365, pick Lists, click + New list. You’re at the list creation chooser.
Pick a template, not a blank list
I know — you want to start from scratch. Don’t. Templates ship with sensible columns, conditional formatting, and views already done. Issue tracker and Work progress tracker cover most SMB scenarios. Adjust later.
Save it to a SharePoint site, not “My lists”
The one step everyone gets wrong. My lists is personal storage — the list can’t easily be moved to a team site later. Save it under the SharePoint site behind the relevant Team. Future-you will thank present-you.
Share the form, not the list
Open your new list and click Forms on the toolbar. The list’s own form pops up. Hit Share form, copy the link, send it to your client, your supplier, the new starter — anyone who shouldn’t see the whole pipeline. Their answers land as new rows. They never see the list itself.
Add a rule from the Automate menu
Click Automate > Rules > Create a rule. Pick a trigger — a column changes, a new item is created, an item is deleted, a date approaches. Pick the column, the value, the person to notify. Done. Microsoft’s own guide walks the same path.
When Status changes to Blocked
notify Assigned To
Notice what’s missing? Power Automate. Premium licensing. A developer. Rules cover the boring 80% of automation. Save Power Automate for the genuinely complex 20%.
Pin it as a tab in Teams
In the relevant channel, click + at the top, pick Lists, choose Add an existing list, paste the SharePoint URL. Now the team uses it where they already work. The official Teams guide spells it out.
Why this actually changes behaviour
“I’ll just email it to you.”
That’s the line that kills every SMB tracker. People email instead of logging.
A Lists form sitting on a channel tab fixes that in a way a spreadsheet never will. Anyone clicks + New, fills four fields, presses save. The rule emails the right person automatically. The boss opens the same list and sees everything, in real time, sortable, filterable, with history.
Meet people where they already are.
Lists isn’t there to compete with your project management tool. It’s there to replace the spreadsheet your clients are pretending is one.
If you’re rolling out Microsoft 365 Business Premium and you’re not showing clients this, you’re leaving value on the table they already paid for.