Using Teams to Manage Custom PLM Training Projects (Adding Excel and Lists apps)

This blog is part of the “Using Teams to manage custom PLM Training Projects” blog series. It relates to adding the Excel and the Lists apps to a Teams channel tab. In the context of our training development projects, we use these apps to track and communicate the status and schedule of the project as well as to keep track of the issues and action items related to the project. 

Shown below are the steps on adding these apps to a Channel tab. If you would like to view the other blogs in the series, you can access them via the links below. As each blog is released, they will be available here:  

• Using Teams to Manage Custom PLM Training Projects (Creating the Team) 
• Using Teams to Manage Custom PLM Training Projects (Adding the Tasks app) 
• Using Teams to Manage Custom PLM Training Projects (Adding Excel and Lists apps) 
• Using Teams to Manage Custom PLM Training Projects Part 4 (Adding the OneNote App)
• Using Teams to Manage Custom PLM Training Projects Part 5 (Adding the Website App)  
• Using Teams to Manage Custom PLM Training Projects Part 6 (Adding the SharePoint App)

How To: Add the Excel app to a Channel tab 

1.  At the top of a channel, select the plus-sign (+). 
2.  Select the Excel app, as shown in the image below.  

3. Select a spreadsheet from the Teams channel folder uploaded previously under the Files tab, or click the Upload icon to upload a file from your local folders, as shown in the image below. 

4. Once the spreadsheet is selected, click Save, as shown in the image below.  

5. Rename the tab name if required by selecting the drop-down list and click Rename, as shown in the image below. 

6. The spreadsheet is displayed in the renamed tab for team sharing, commenting, and updating. You can also use Copy Link to share the link with others for them to view the spreadsheet in their browser. 

How To: Add the Lists app to a Channel tab 

1. At the top of a channel, select the plus-sign (+). 
2. Select the Lists app, as shown in the image below.  
   
3. Click Save. A Lists tab is added to the Team channel. 
4. Click either Create a list or Add an existing list from a SharePoint site for the current Team. Options for creating a list include creating from scratch (blank), from Excel, from an existing list, or from a template. Our example created a list using the Issue tracker template. When creating the list, you will be prompted for a name, description, color, and icon.  
5. The created list is displayed in a Channel tab with the name of the template if one was used, as shown in the image below.  
   

6. Now you can click New to create new issues and add details of the issue or action item such as the Issue description, Priority, and Status.  

   All the best with your use of the Teams apps and keeping your projects on track and successful! 
    

About the Author

Product Lead – Learning Content Development<br><br>Barb's primary responsibilities include the design, development, and project management of courseware for Product Lifecycle Management (PLM) products such as Autodesk Vault, Autodesk Fusion Lifecycle, ENOVIA V6, and PTC Windchill. Her work also involves the development of custom training that is designed and configured to an organization’s specific environment, processes, and roles. Barb is a Professional Engineer and holds a degree in Aerospace Engineering. She is also a certified Project Management Professional (PMP) and trained in Instructional Design.

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