Managing Projects with Microsoft Teams (2022)

2h 8mIntermediate2022-06-09

Authors

Heather Severino

Globally recognized Trainer with over 23 years of experience

Course details

Microsoft Teams is the communication and teamwork hub of Microsoft 365. Teams brings together the conversations, files, and meetings that team members collaborate on together—making it an ideal tool for managing projects. In this course, Microsoft Certified Trainer, Microsoft MVP, and project manager Heather Severino walks through everything you need to know to manage small- to medium-sized projects in Teams. Heather starts by showing how to set up a team and manage permissions. She then covers how to manage files, connect SharePoint lists and pages, take notes, manage online meetings, and collect project feedback. Plus, Heather explains how to be even more efficient in Teams by using keyboard shortcuts and leveraging existing teams as templates.

Learning objectives
Creating a team for your projects
Adding channels
Inviting team members
Attaching files
Connecting a document library
Creating and assigning tasks
Connecting SharePoint pages and lists
Adding OneNote notebooks
Scheduling Teams meetings
Recording a Teams meeting
Creating a survey with Microsoft Forms
Using an existing team as a template

Skills covered

Microsoft TeamsMessagingOffice 365Project Management SkillsMicrosoft 365Project ManagementBusiness Software and ToolsMicrosoftOne-Off

Concepts

Introduction

Managing projects with teams, channels, and apps

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

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

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

Working with Pages and Lists

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

Taking Notes

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

Managing Online Meetings

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

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

Working with Templates

Creating a team using an existing team as a template

Conclusion

Keyboard shortcuts and resources
Where to learn more about Teams