A cloud-based task management app from Microsoft that helps users organize and manage daily tasks across devices.
Hi Jonathan,
Thank you for your question.
Based on the layout shown in your screenshot, it appears that you are looking for a tracker where each main record can have multiple related action items, with each action having its own owner, due date, completion status, and notes.
While Microsoft Lists is an excellent tool for tracking structured information, it does not currently provide a native parent-child task hierarchy or an expandable subtask experience similar to Excel grouping or project management tools. Microsoft Lists is primarily designed for tracking items such as issues, assets, inventories, routines, contacts, and other business records through customizable columns, views, and list items.
If you want a task-based solution inside Microsoft 365, I would suggest these options:
Option 1: Microsoft Planner
If the "Actions to Resolve" are actual tasks, Microsoft Planner is typically the best fit within Microsoft 365.
Planner allows you to:
- Assign tasks to individual owners
- Set due dates and priorities
- Use labels and attachments
- Add comments and task details
- Create checklists within tasks
Checklist items can be used for simple sub-actions, and if an item becomes more complex, it can be managed as a separate task. However, checklist items do not have their own owner, due date, or detailed tracking fields. If each action requires separate ownership and tracking, it is recommended to create each action as an individual Planner task.
For reference:
- Microsoft Planner service description - Service Descriptions | Microsoft Learn
- Add a checklist to a task | Microsoft Support
Option 2: Planner Premium / Project for the web
For more advanced project management requirements, Planner Premium (formerly Project for the Web capabilities) may be a better solution.
These solutions support features such as:
- Summary tasks and subtasks
- Task dependencies
- Timeline and Gantt views
- Milestones
- Custom fields
- Advanced project scheduling and tracking
If your requirement includes a true task hierarchy with multiple levels of work items and project scheduling capabilities, this would be the most suitable option.
For reference:
- Microsoft Project for the web service description - Service Descriptions | Microsoft Learn
- Use task checklists in Microsoft Project for the web | Microsoft Support
Option 3: Microsoft Lists workaround
If you prefer to continue using Microsoft Lists, a common approach is to create:
- A Main Tracker list containing the primary items.
- A Related Actions list containing the action items.
The two lists can then be connected using a Lookup column. This allows each tracker item to have multiple related actions, each with its own owner, due date, notes, and status. Views can be configured to group or filter actions by the parent tracker item.
For an enhanced user experience, this solution can be further customized using:
- Power Apps for a more intuitive interface
- Power Automate for notifications, reminders, and workflow automation
In summary, Microsoft Lists can achieve this through a custom setup, but if your focus is on managing tasks and tracking progress, Microsoft Planner is likely to offer a better experience. For organizations that require true subtasks and a more structured project management approach, Planner Premium or Project for the web would be the recommended solution.
I hope this information helps. If you have any questions or need further clarification, please let me know. I will be happy to assist further.
Thank you for your patience and understanding.
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