How to Assign One Microsoft List to Multiple Users with Separate Checklists
Question details
An organizer needs to assign individual onboarding checklists to multiple new hires while allowing for centralized progress tracking.
- Product
- Microsoft Lists
- Device & OS
- not provided
- Scenario
- Creating an onboarding checklist and providing approximately ten new hires with their own individual tracking lists.
- Observed behavior
- The organizer requires a solution that supports separate assignments from a single source checklist while keeping individual progress isolated and monitorable.
Determine your privacy and workflow requirements: decide if users are allowed to see each other's tasks, whether progress must be reported centrally, and if you have access to Power Automate in your environment.
Use Microsoft Planner for Individual Task Assignments
Microsoft Planner is often better suited than Microsoft Lists for assigning identical tasks to multiple individuals and tracking their completion status centrally.
Planner integrates seamlessly with Microsoft Teams and provides built-in progress tracking charts that make monitoring multiple new hires much easier than managing separate Lists.
Open Microsoft Planner and create a new Plan dedicated to your new hire onboarding process.
Create standard buckets or a master list of tasks representing the onboarding checklist items.
Copy the tasks and assign them to the respective new hires. Each user will receive notifications and can update their own task progress, which feeds back to your central board.
Duplicate Lists Using a Custom Template
Create a master checklist and manually duplicate it for each new hire so they have completely separate and private lists.
Automate Assignment with Power Automate
Use Power Automate to automatically generate individualized checklists when a new hire is added to your roster.
Use WPS Office for Simple and Efficient Checklist Management
While Microsoft Lists often requires complex setups like Power Automate for individualized assignments, WPS Office provides a straightforward and lightweight alternative. You can easily create master checklist templates in WPS Spreadsheet, duplicate them for new hires, and share them via secure cloud links to track progress effortlessly without navigating complex database settings.
- 1. Create a master checklist: Open WPS Spreadsheet and design your onboarding checklist, inserting checkboxes from the 'Insert' tab.
- 2. Duplicate for new hires: Right-click the sheet tab and duplicate it for each individual new hire.
- 3. Share via WPS Cloud: Generate a unique sharing link for each hire with specific edit permissions to securely track their progress.

Frequently Asked Questions
Can multiple people edit the same Microsoft List at the same time?
Yes, Microsoft Lists supports co-authoring. Multiple users can view and edit different items within the same list simultaneously without locking each other out.
How can I prevent users from seeing each other's items in Microsoft Lists?
You can adjust the Advanced Settings of the underlying SharePoint list. Under 'Item-level Permissions', set 'Read access' to 'Read items that were created by the user'. This restricts users to only viewing their own entries.
Is Microsoft Planner better than Microsoft Lists for onboarding processes?
Microsoft Planner is generally better suited for task assignment, deadline tracking, and monitoring completion progress. Microsoft Lists is better for structured data, inventory management, and highly customizable metadata.
Can I export my onboarding Microsoft List to a spreadsheet?
Yes, you can easily export any Microsoft List by clicking the 'Export' button in the top command bar and selecting 'Export to Excel' or 'Export to CSV'.




