Enable dynamic filtering and apply the settings shown below. To do that, select the vacations tracker list on the page and click Edit. Now that the two lists are displayed on the page, the last step is to connect them both. Head back to the Vacations tracker page you created earlier, which is in the previous tab/window of the browser.Īdd a vertical section to the page Add a vertical section to the page In the new browser tab/window, create a new List.Įnter all team members’ names in the Title field and then Exit grid view to save the data.Ĭreate entries in the list and save How to connect the helper list to the vacation tracker list Open the home page in a separate browser tab or window The helper list is a list of all team members that can be used to filter the team vacation tracker list.įrom the SharePoint page, open the home page in a separate tab/window. The published page with the list embedded How to create the helper list Once published, the page looks like this below. Select the vacation tracker view and apply the settings below. Select the team vacation tracker list you just created. Extending the vacation tracker for dynamic filtering using SharePoint page in Teams How to display the vacation tracker list on a SharePoint pageįrom the Posts tab in your teams’ channel, open the connected SharePoint team site. The steps under “Extending the vacation tracker for dynamic filtering using SharePoint page in Teams” below show you how to add that dynamic filtering to the vacation tracker, which will be useful especially for a large team. But if you would like to add more flexibility to it by adding the ability to filter and see anyone’s vacation days, read on. You should then see your entry show up in the calendar view of the list.Īt this point you can stop and use the list (vacation tracker) as it is. In the form, fill up your name and vacation start and end dates and save. To add an entry to the vacation tracker list, click the new button to open the form. That is, it and the list calendar is ready to use. Optional at this stage: click “New” and add your own vacation entry, to get some initial data in. You could add more fields that are relevant for your team, if needed. Use the “Add column” button to add fields for start & end dates. In your team’s Teams channel, add a tab and select the “Lists” app. If you would like to extend that and add additional capability of dynamic filtering illustrated in the image above, follow the steps under “Extending the vacation tracker for dynamic filtering using SharePoint page in Teams.” Creating the vacation tracker using the lists app in Teams How to create the vacation tracker list and display it in a Teams channel If you would like to set this up for your team, follow the below steps under “Creating the vacation tracker using the lists app in Teams”. Vacation tracker with filters embedded in a SharePoint page So, when selecting a name in the helper list, the vacation tracker is filtered to show the selected team members’ vacation days. When added to a SharePoint communication or teamsite, with the addition of a helper list (a second list) that contains just the team members names, it is then possible to create dynamic filters for the vacation tracker. Vacation tracker as a tab in a Teams channel SharePoint Upon selecting the day, the events pane on the right shows all the entries for the day, which is, everyone who is on vacation that selected day. With the Lists calendar view, each day in the calendar shows up to 5 entries in the view. The vacation tracker can be added as a tab in a Teams channel using the Lists app, from where everyone can add their vacation days and view others’ vacation days. Vacation tracker calendar list on a SharePoint page Teams The calendar view in Lists offers a month-based view, with a customizable form interface to capture vacation information, making it a useful, easy-to-update vacation tracker, with neat display and accessibility options in Teams and SharePoint. Lists are flexible and can be used to meet several different scenarios - business, team and personal. Lists is your smart information tracking app across Microsoft 365. With Lists, there is a smarter way to do that. Keep track of everyone’s vacation dates with smart lists This is usually complimented with a quick round-the-table update in a team meeting or chat, and sometimes this is the only way the information is shared. And that means someone in the team is creating or re-using a tracker, usually made with excel, to track people’s vacation days. A likely number one question would then be when everyone else in the team is going to be on vacation. When it is summer or the holidays season, we know it is vacation time.
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