Managing Projects with Microsoft Teams

Learn how to manage small- to medium-sized projects in your organization with Microsoft Teams.

Introduction

• Managing projects with teams, channels, and apps

1. Setting Up a Team Structure

• Creating a team for your project from a prebuilt template
• Creating a team from scratch for your project
• Adding channels to a team
• Inviting team members and guests
• Managing team settings and permissions

2. Managing Files

• Working with channel files
• Attaching a file in a channel conversation
• Attaching a file in a private chat
• Moving a file from OneDrive to Teams
• Coauthoring in files
• Managing file versions
• Connecting a document library from another team
• Searching for content
• Setting the file open preference

3. Tracking Tasks

• Creating a Planner board in a channel
• Creating task buckets in Teams
• Creating and assigning tasks in Teams
• Managing and reporting on tasks
• Create a task from a channel conversation or chat message

4. Working with Pages and Lists

• Creating a list
• Managing a list
• Connecting a SharePoint page to channel

5. Taking Notes

• Adding a OneNote notebook to a team channel
• Taking project notes in OneNote

6. Managing Online Meetings

• Starting an impromptu Teams meeting
• Scheduling a Teams meeting
• Facilitating a Teams meeting
• Using breakout rooms in a Teams meeting

7. Collecting Feedback

• Creating a Microsoft Forms survey
• Tracking survey responses and analyzing with Microsoft Excel
• Setting up a Microsoft Forms poll
• Opening and closing a Microsoft Forms poll

8. Working with Templates

• Creating a team using an existing team as a template

Conclusion

• Keyboard shortcuts and resources
• Where to learn more about Teams