Microsoft Project Web App Essential Training

Learn how to get started with Microsoft Project for the web, the collaborative web-based tool for managing projects, tasks, and resource assignments.

Introduction

• Introduction to Microsoft Project for the web
• Before you begin

1. Getting Started with Project for the Web

• Overview of Microsoft solutions for managing projects
• Creating a new project
• Creating a new project from a template
• Importing a Microsoft Project desktop file
• Opening, closing, and saving projects
• Setting favorites and deleting projects
• Changing the theme

2. Creating and Managing Tasks

• Building a task list and correcting mistakes
• Setting task durations
• Managing columns
• Creating multiple levels
• Building task dependencies
• Different dependency types
• Adjusting start and finish dates
• Viewing task history

3. Adding Additional Task Details

• Adding notes, a checklist, or an attachment
• Defining and assigning labels
• Creating a custom field
• Setting priority levels
• Setting goals for your project

4. Incorporating Resources

• Connecting to a Microsoft 365 group
• Connecting to Microsoft Teams
• Assigning resources to tasks and estimating hours
• Making project changes with multiple project owners
• Sharing project information
• Granting guest access to your project
• Configuring personal notifications
• Using a resource summary view
• Viewing and configuring resource assignments

5. Tracking Task Progress

• Overview of task tracking approaches
• Auditing your project
• Updating task percentages and completed tasks
• Updating resource effort and using effort fields
• Modifying late tasks
• Updating task progress as a guest user

6. Using Reporting Features

• Viewing the project summary and charts
• Configuring a filter in multiple views
• Using grouping features in multiple views
• Configuring conditional coloring in grid view
• Creating an executive timeline using roadmaps

7. Agile Projects and Board View

• Planning sprints with items from the backlog
• Recording task progress with buckets
• Preparing for a review session or meeting

Conclusion

• Next steps