SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets
Speaker: Therman Trotman
This is a 3-part series: Mastering Microsoft Tools for Accounting Pros
- Part 1 (SharePoint Sites for Accounting Firms: Build a Client-Ready Command Center): October 13 @ 2:30pm ET
- Part 2 (SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets): November 10 @ 2:30pm ET
- Part 3 (Document Libraries: Organize Workpapers with Metadata, Versioning & Secure Sharing): December 8 @ 2:30pm ET
Lists are where accountants trade spreadsheet chaos for reliable, reportable workflows. We’ll build a practical PBC/Request tracker live: columns for client, request, owner, due date, status, SLA, and attachments; views for “Due this week,” “By client,” and “Aging”; and conditional formatting that flags risk. You’ll see when to use Lists vs. Excel vs. Planner/Tasks, how to add quick automations (assignments, reminders, approvals) with Power Automate, and how to capture audit trails without extra work. We’ll also show tips like lookups between Lists (Client → Engagement → Requests) . The goal is to have your team spend less time chasing emails and more time moving work forward.
Learning objectives
After attending this session, attendees shall:
- Distinguish when a List beats Excel/Planner for operational tracking in a firm.
- Build a basic PBC/Request List with key columns, filters, and saved views for daily use.
- Automate notifications/approvals using out of the box features to reduce follow-ups and missed deadlines.
Cost: Free
CPE Credits: 1.5
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
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