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 pre-built 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
• Searching for content
• Setting the File Open preference

3. Tracking Tasks

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

4. Working with Lists

• Creating a list
• Managing a list

5. Managing Online Meetings

• Starting an impromptu Teams meeting
• Scheduling a Teams meeting
• Creating a Teams virtual appointment for a client meeting
• Facilitating a Teams meeting
• Summarize Microsoft Teams meeting notes with Copilot

6. Collecting Feedback

• Creating a Microsoft Forms survey
• Tracking survey responses and analyzing them with Microsoft Excel

7. Working with Templates

• Creating a team using an existing team as a template

Conclusion

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