Modern Project Management in Microsoft 365

Learn how to use Microsoft 365 tools and services—including Outlook, Planner, Teams, and more—to manage projects more efficiently.

Introduction

• Manage projects in a modern way with Office 365

1. How to Manage Project Communications with Outlook

• Attach a project file to an email from a web location
• Forward an email to a team
• Create a template for future project emails
• Reuse project message content with Quick Parts
• Automate project emails with Quick Steps
• Find project content with search folders
• Create polished project emails with the coaching of Copilot
• Inserting a Loop component in an email for collaboration

2. How to Manage Project Communications with Microsoft Teams

• Communicate with a channel project conversation
• Communicate with a private chat project conversation
• Schedule a recurring channel project meeting
• Start an ad hoc project meeting

3. How to Manage Project Tasks with Planner

• Create a Planner board for project tasks
• Add a bucket to organize project tasks
• Create a project task in Planner
• Manage a project task from Outlook
• Update a project task from To-Do
• Manage project plan tasks from Microsoft Teams

4. How to Manage Cloud-Based Files in Microsoft 365

• Understand the differences between OneDrive, Teams, and SharePoint document libraries
• Create and upload project files to OneDrive
• Share a file with a project member
• Editing a file with project members
• Managing a project file's versions
• Create and upload project files in a team

5. How to Manage Project Feedback Surveys with Microsoft Forms

• Create a form to collect project feedback
• Create project feedback questions
• Preview a project feedback form
• Share a form with project stakeholders
• View form results
• Use a form as a template for the next project

6. How to Leverage SharePoint Lists and Apps to Organize Projects

• Create a SharePoint list to organize project details
• Create a calendar for project milestones

7. How to Automate Project Work with Power Automate Flows

• Save project attachments from email to OneDrive
• Create a daily summary of project Planner tasks by bucket

Conclusion

• Next steps