CREATE A MICROSOFT LISTS INTAKE FORM WITH BRANCHING | Workshop 4

Make it easier for your tax team to log an audit or inquiry. In Workshop 4, we create an intake form from the Microsoft List built in the earlier workshops. Then we add a simple branch: choose Closed and Closure date appears. You will learn to: • Create a form from your existing tracker and arrange its fields. • Keep labels clear and choose the responsible colleague from the organisation's directory. • Add Closure date, Useful links (optional) and Materials (optional). • Preview both status paths, copy the response link and follow a complete example into the tracker. • Improve the form's guidance and check the result using the original link. This workshop uses the Forms feature inside Microsoft Lists, with SharePoint, as part of Microsoft 365. Chapters 0:00 Make logging a tax matter easy 1:03 Open the form connected to this list 1:36 Review the fields from the tracker 2:35 Add Closure date and supporting information 4:02 Build the Closed branch 4:48 Preview and improve the field order 5:26 Share the form 5:41 Follow a submission into the tracker 8:22 Improve the same form using its existing link 9:14 Help the team use the information Continue with Workshop 5: bring this same tracker into Microsoft Teams, manage access, use practical views, update records and set useful notifications. Illustrated demonstration using fictional records. Screens are reconstructed from the supplied current editor recordings, including the 29 October control walkthrough; no employer records are shown. Available controls can vary with your organisation's Microsoft 365 setup. The completion timer shows this illustrated walkthrough, including narration; it is not a promised completion time. Independent practical training from Practical Tax Tech. Not affiliated with or endorsed by Microsoft. #MicrosoftLists #SharePoint #TaxTechnology