Managing Projects with Microsoft Teams
1h 57mIntermediate2024-05-23
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 Most Valuable Professional (MVP) for Microsoft 365, Microsoft Certified Trainer (MCT) and project manager Heather Severino walks through everything you need to know to manage projects in Teams. Heather starts by showing how to set up a team and manage permissions. She then covers using the new AI features in Teams and Copilot, how to manage files, work with lists, take notes, manage online meetings, and collect project feedback.
Skills covered
Microsoft TeamsMessagingProject Management SkillsPersonaProject ManagementBusiness Software and ToolsMicrosoft
Concepts
0. Introduction
- 01 - Managing projects with teams, channels, and apps
1. Setting Up a Team Structure
- 02 - Creating a team for your project from a pre-built template
- 03 - Creating a team from scratch for your project
- 04 - Adding channels to a team
- 05 - Inviting team members and guests
- 06 - Managing team settings and permissions
2. Managing Files
- 07 - Working with channel files
- 08 - Attaching a file in a channel conversation
- 09 - Attaching a file in a private chat
- 10 - Moving a file from OneDrive to Teams
- 11 - Coauthoring in files
- 12 - Managing file versions
- 13 - Searching for content
- 14 - Setting the File Open preference
3. Tracking Tasks
- 15 - Creating a Planner plan in a channel
- 16 - Creating plan task buckets in Teams
- 17 - Creating and assigning plan tasks in Teams
- 18 - Managing and reporting on plan tasks
- 19 - Creating a task from a channel conversation or chat message
4. Working with Lists
- 20 - Creating a list
- 21 - Managing a list
5. Managing Online Meetings
- 22 - Starting an impromptu Teams meeting
- 23 - Scheduling a Teams meeting
- 24 - Creating a Teams virtual appointment for a client meeting
- 25 - Facilitating a Teams meeting
- 26 - Summarize Microsoft Teams meeting notes with Copilot
6. Collecting Feedback
- 27 - Creating a Microsoft Forms survey
- 28 - Tracking survey responses and analyzing them with Microsoft Excel
7. Working with Templates
- 29 - Creating a team using an existing team as a template
Conclusion
- 30 - Keyboard shortcuts and resources
- 31 - Where to learn more about Teams