Organize to Optimize with Microsoft Lists

Organize your data & optimize your results!

Are you tired of constantly searching case folders and endless papers with no roadmap to what you have? Learn how to efficiently track case data with Microsoft Lists in this mini-course. Boost your productivity and streamline your workflow with step-by-step guidance in this mini-course. Organize your data and optimize your results. Sign up now!

100% Online & 100% Your Pace

Track your client & case data more efficiently with Microsoft Lists.

Microsoft Lists

Tracking your case data with intention & starting with the end in mind.

  • 100% Self-Paced, On-Demand Video Tutorials, & No Expiration - Take as slowly, as fast, and/or as often as you would like (learning materials available on Monday, March 20, 2023 at 9:30 CDT)

  • Ten (10) formatted Excel spreadsheets for indexing, summarizing, and tracking case data, including a Client Docs Index, Liens Index, Medical Records Index, Damages Tracker, Pleadings Index, Document Production Index, Written Discovery Index, Depositions Index, Deposition Abstract Summary, and Medical Records Summary.

  • Comprehensive lessons on the various ways to create Lists, Indexes, and Summaries using Microsoft Lists

  • Learn how to start with the end in mind by using the Microsoft List formatting options to optimize your searching results

  • Pro Tips on Efficiently Importing and Exporting Case Data

  • Learn how to share your data, as well as connect your Lists, Indexes, and Summaries to SharePoint, OneDrive & Teams

Mini-Course Curriculum

Hands-On Learning in an E-Course

  • 1

    CHAPTER 1: Welcome to the course!

    • VIDEO - A welcome message from your instructor (4 min, 52 sec)

    • QUICK VIDEO: How to Navigate this Mini-Course (54 sec)

    • SURVEY: Before we begin...

    • VIDEO PRESENTATION: Tracking with Intention by Starting with the End in Mind (18 min, 33 sec)

    • INFO: Connect with me!

  • 2

    CHAPTER 2: Getting Started with Microsoft Lists!

    • VIDEO 1 - Column Formatting Options (15 min, 34 sec)

    • VIDEO 2 - How to Start Your List from Excel (4 min, 18 sec)

    • VIDEO 3 - How to Use "Edit in Grid View" to Copy & Paste Data (7 min, 20 sec)

    • VIDEO 4 - Exploring Microsoft List Templates (6 min, 33 sec)

    • VIDEO 5 - A message from your instructor. (8 min, 43 sec)

  • 3

    CHAPTER 3: Tracking Case Data with the Microsoft List Templates

    • VIDEO 1 - The Client Docs Index (19 min, 35 sec)

    • VIDEO 2 - The Records Requests Index (11 min, 23 sec)

    • VIDEO 3 - The Records Summary (8 min, 59 sec)

    • VIDEO 4 - The Liens Index (4 min, 9 sec)

    • VIDEO 5 - The Damages Tracker Index (6 min, 57 sec)

    • VIDEO 6 - The Pleadings Index (5 min, 55 sec)

    • VIDEO 7 - The Written Discovery Index (6 min, 9 sec)

    • VIDEO 8 - The Document Production Index (18 min, 59 sec)

    • VIDEO 9 - The Depositions Index (16 min, 37 sec)

    • VIDEO 10 - The Deposition Abstract or Summary (8 min, 24 sec)

    • VIDEO 11 - BONUS VIDEO (18 min, 40 sec)

  • 4

    CHAPTER 4: Final Takeaways

    • VIDEO - Congrats! A final message from your instructor.

    • OFFER - 25% OFF your next training session with Misty Murray

    • OFFER - Claim Your FREE 30-Minute Session with Misty Murray by completing this Feedback Form

Organize to Optimize

Microsoft Lists has kept me organized, efficient, and optimizes my results.

Frequently Asked Questions

  • Q: What is the format of the course?

    A: The course is an online, self-paced mini-course that consists of video tutorials, demonstrations, and downloadable resources.

  • Q: How long does the course take to complete?

    A: The course is designed to be completed in approximately 3 hours. However, since it is self-paced, you can take as much time as you need to complete it.

  • Q: Is there any prerequisite knowledge required for the course?

    A: No, there is no prerequisite knowledge required for the course. However, basic familiarity with Microsoft 365 applications is recommended.

  • Q: How much does the course cost?

    A: Early-bird pricing is currently available for $95. After pre-enrollment, which ends Monday, March 20, 2023, at 7:30 AM CDT, the price will be $150. In hopes of making this course financially affordable, there will be a split payment option after the early-bird pricing period has ended.

  • Q: What payment methods are accepted?

    A: You can pay for the course using a credit or debit card. I also accept PayPal. If you'd like to do an ACH transfer, please contact me directly via email at: [email protected].

  • Q: What if I have questions or need support during the course?

    A: You can contact me directly via email at with any questions or support needs.

  • Q: Can I access the course on my mobile device?

    A: Yes, the course is mobile-friendly and can be accessed on any device with internet access.

  • Q: Do I receive a certificate of completion?

    A: Yes, once you complete the course, you will receive a certificate of completion that you can add to your professional portfolio.

  • Q: How do I enroll in the course?

    A: You can enroll in the course by clicking on the following link:

But Wait .... There's More!

If you can't take the mini-course, but you want to purchase the formatted excel spreadsheets provided in this mini-course, head over to the Arrow Consultants shop.

Organize your case data and optimize your case results.