31 Writing Lists

Learning Objectives

After you complete this chapter, you’ll be able to

  • Identify components of a well-formatted list
  • Correctly and effectively introduce a list
  • Use Microsoft Word tools to format a list
  • Identify use different types of lists
  • Know when to use a colon when introducing a list
  • Use parallel structure for listed elements
  • Identify design errors in lists
  • Create a well-constructed list.

Information in this chapter is adapted from Chapter 3.3: Lists in Technical Writing Essentials by Suzan Last (University of Victoria)[1], which is made available by Pressbooks under a CC BY 4.0 license.

Lists allow you to emphasize important ideas. They also increase the readability of text by simplifying long sentences or paragraphs and adding aesthetic passive space to make reading more pleasant. However, using the wrong kind of list or poorly formatting a list can create confusion rather than enhance readability. Therefore, it is important to understand the various types of lists and how and why to use them.

Components of a Well-Formatted List

What is a Good List?

Follow these guidelines when creating lists.

Do the following:

  • Include 2-8 items in a list
  • Adjust spacing before, after, and within lists to enhance readability
  • Capitalize the first letter of each list item
  • Use punctuation consistently (with every point or with the last point)
  • Use parallel phrasing for each listed item
  • Phrase the listed items concisely
  • Create a lead-in phrase or sentence to introduce the list
  • Include explanatory text about the list to provide context.

Avoid the following:

  • Listing more than 8 items in a list; too many items can be overwhelming
  • Spliting a list over two pages
  • Overusing lists; a series of lists does not give a reader adequate information and context
  • Creating a dense block of text; this defeats the purpose of enhancing readability
  • Using a heading (rather than a phrase or sentence) to introduce a list.

Introducing a List

A list must be introduced by a lead-in sentence or clause that contains both a subject and a verb. Writers often use the expression “the following” somewhere in the lead-in sentence to clearly indicate that a list of items will follow.

If the lead-in is a complete sentence that contains both a subject and verb and it makes sense on its own, it should end in a colon that introduces the listed items.

If the lead-in is a phrase (not a complete and independent sentence), the lead-in should not end in any punctuation, and each listed item must be able to grammatically complete the lead-in sentence.

Example Introductions for Lists (with and without colons)

Lead-in sentence (ends in a colon)

The term design project must allow students to incorporate the following elements into their solution:

  • Mechanical engineering principles
  • Electrical engineering knowledge
  • Software/programming basics.

Lead-in phrase (no punctuation after lead-in)

The term design project must allow students to design a solution using

  • Mechanical engineering principles
  • Electrical engineering knowledge
  • Software/programming basics.

Remember, only use a colon before a list when the introduction to the list is a complete thought, that is, an independent clause: if you can’t put a period there, then you can’t put a colon there.

☑  Correctly Formatted Lead-in × Incorrectly Formatted Lead-in

Pandas have the following traits:☑ (correct colon)

  • Black and white fur
  • Vegetarian diet
  • Excellent problem-solving skills.

Common characteristics of pandas include: × (incorrect colon)

  • Black and white fur
  • Vegetarian diet
  • Excellent problem-solving skills.

Pandas are ☑ (correct no colon)

  • Black and white
  • Vegetarian
  • Intelligent.

Pandas are: × (incorrect colon)

  • Black and white
  • Vegetarian
  • Intelligent.

Use Tools to Format Lists

Learning to use the Paragraph formatting tools in Word (see image below) is crucial to designing effective lists. You can auto-create lists using the top left buttons in the “Paragraph” section of the “Home” tab.

Screenshot of MS Word document highlighting the function to automatically format lists

Screenshot of list tools in the Paragraph formatting area of Microsoft Word.

Common Types of Lists

Different kinds of lists serve different purposes. This section will describe when and how to use the following five commonly used types of lists:

  1. Bullet Lists: use when order of listed items is not important
  2. Numbered Lists: use when order is important, such as steps in instructions
  3. In-sentence Lists: use when you want to maintain sentence structure and paragraphing, and have a short list (2-4 items)
  4. Labelled Lists: use when the listed items require some explanation or amplification (like this one)
  5. Nested Lists: use when listed items have sub-lists (list within a list).

Notice that ALL types of lists follow the general formatting guidelines above. Pay particular attention to how the list is introduced and to the parallel structure used for the listed items.

1. BULLET LISTS

Bullet lists are the most commonly used kind of list. The “bullet” is the symbol used to introduce each listed item.

Sample Bullet List

Bullet lists are effective because they

  • improve readability
  • break up dense text
  • highlight key points when order or ranking does not matter

Bullet list items should generally be short (a very short sentence or even just a word or a phrase). If you find your bulleted items are longer than this, consider using another kind of list, such as a labelled list or a nested list.

Notice that, in this list, each listed item starts with a verb: improve, break up, and highlight. Using the same type of word at the beginning of each listed item creates parallel structure.

Also notice that there isn’t a colon after the introductory phrase. This is because you ONLY use a colon to introduce a list if the list is being introduced with a complete sentence. If the list is being introduced with a phrase, then do not use a colon.

The circular dot is the most common type of bullet, but there are other options in Microsoft Word, including boxes (great for to-do lists) and checkmarks (great to emphasize that the list contains “good” items). If you are choosing a symbol other than the standard dot, make sure there is a logical reason for your choice!

2. NUMBERED LISTS

Use numbered lists when the order of the listed items is important and ideas must be expressed in chronological order.

For example, use a numbered list when you must enumerate a series of steps in instructions, or when you are introducing ideas that will be discussed in a certain order in the following text. If you have a list of more than 8 items, consider breaking up the list in two or more stages or categories (Steps in Stage 1, Steps in Stage 2, etc.).

Sample Numbered List

Complete these four steps, in order, to revise your document:

  1. Check formatting for readability
  2. Review content to ensure the document contains all necessary information
  3. Edit sentence style and structure to ensure ideas are clearly and correctly expressed in a formal and precise manner
  4. Proofread for grammar, spelling, punctuation and usage errors.

Notice that the four steps in the sample numbered list each begin with a verb (check, review, edit, and proofread), indicating what the reader should do. The numbers indicate the order in which these steps should be performed.

Also notice that a colon is used with the introductory sentence because it is a complete sentence. Always use a colon after a complete sentence when you introduce a list.

3. IN-SENTENCE LISTS

Typically, in-sentence lists have just two to four items. Generally avoid putting more than four items in this kind of list (unless they are very short), or your sentence might become difficult to read.

Sample In-Sentence List
Use in-sentence lists when you want to (a) keep paragraph style, (b) avoid having too many lists on one page, and (c) have just a few relatively short listed items that can be expressed in a sentence clearly without creating a run-on. The previous sentence is an example of an in-sentence list.

Note that a bracketed, lower-case letter introduces each listed item. Again, each listed item begins with a verb (keep, avoid, and have) to keep parallel structure.

4. LABELLED LISTS

Use a labelled list when you are listing items that need further explanation. These can be bulleted or numbered. Start the list item with the word or term (the “label” portion), placed in italics and/or bold, and followed by a colon. After the colon, write the explanation or amplification of the term or concept in normal body text.

Sample Labelled Lists (one numbered, one bulleted)

The course assessment plan includes three main written assignments given in the following order:

  1. Report One: an internal proposal written in Memo format
  2. Report Two: an internal proposal written in Short Report format
  3. Report Three: A comparative recommendation report written for an external client in Long Report format.

The plan also includes two oral presentations:

  • Presentation 1: Individual or pair presentation on a technical writing topic (worth 5%)
  • Presentation 2: Team presentation giving a progress report on Report 3 (worth 10%).

Make sure the label portions (before the colon) are phrased consistently and bolded for emphasis; try to make the explanations that follow roughly equal in length and detail.

5. NESTED LISTS

A “nested” list is a list-within-a-list or a list with sub-listed items. These can be useful for avoiding overly long bullet lists by categorizing items into sub-lists. Note the long bullet list on the left does not effectively categorize items, so emphasis is lost. The Nested List on the right is more effective.

X Incorrectly Formatted Bullet List (too long)
☑ Correctly Formatted Nested List 

Every restaurant should possess the following beverage containers:

  • Coffee cups/mugs
  • Latte bowls
  • Tea cups
  • Travel mugs
  • Water glasses
  • Red Wine glasses
  • White wine glasses
  • Beer glasses
  • Beer steins
  • Cocktail glasses
  • Shot glasses
  • Reusable plastic cups.

(12 items is too many for one list!)

Every restaurant should possess the following kinds of beverage containers:

  • Hot beverage containers

    • Coffee mugs/cups
    • Latte bowls
    • Tea cups
    • Travel mugs
  • Cold beverage containers
    • Water glasses
    • Red wine glasses
    • White wine glasses
    • Beer glasses
    • Beer steins
    • Cocktail glasses
    • Shot glasses
    • Reusable plastic cups.

Test your Understanding of Lists

Learning Check

Identify the document design errors in the following example:

Five Kinds of List:

  1.     Bullet lists
  2. numbered lists.
  3. Lists can be written within a sentence using bracketed letters to introduce the list items.
  4. nested list
    • Also called a “list within a list”

Labelled List

 

Learning Check

Test your understanding of colon use with lead-in sentences and phrases:

Evaluate these incorrect lists.

Consider the format, the lead-in, and the listed elements. What revisions might you make?

1.
Revision of your document should be undertaken in 4 stages:
  • check formatting for readability

  • Review content to ensure the document contains all necessary information in a logical order

  • editing sentence style and structure to make sure it is formal, clear, and correct is important

  • Proofread for grammar, punctuation, spelling, and format errors

2.
The assessment plan for this course includes:
  1. Report 1: an internal proposal written in memo format

  2. Report 2: an internal proposal written in short report format

  3. Report 3: an external Comparative Recommendation Report, written in long report format.

3.
The 7 Cs refers to seven characteristics of effective professional writing. This writing should be:
  • Clear.

  • Concise.

  • Concrete.

  • Coherent.

  • Correct.

  • Complete.

  • Courteous.

Create your own lists:

  1. Make a list of as many kinds of vehicles as you can think of, being as creative as you can. If you can think of more than 8, consider what kind of list would be most suitable.
    1. Could you categorize them into nested lists? What kind of categories?
    2. Consider what text would introduce and follow your list.
    3. What kind of document would contain a list of vehicle types? Who would read it?
  2. Read Farkas’ article on “Understanding and using PowerPoint” (.pdf)[1] and create a set of bullet-listed notes summarizing his ideas on “Criteria for Creating Bullet Points.”

  1. D. K. Farkas, “Understanding and using PowerPoint,” STC Annual Conference Proceedings, May 2005, pp. 313-320. 

 


  1. Last, S. (2019, January 1). Technical writing essentials: Introduction to professional communications in the technical fields. University of Victoria. https://pressbooks.bccampus.ca/technicalwriting/
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