Modern Project Management in Microsoft 365

Course details

When you're juggling everything from task tracking to meeting facilitation—and you leverage several different applications in your workflow—keeping yourself and your stakeholders up to date can be a challenge. In this course, learn about the Microsoft 365 tools and services—including Outlook, Planner, Teams, and more—that can help you manage your projects more efficiently. Microsoft Certified Trainer and Office Apps and Services MVP Heather Severino shares how to create templates, leverage reusable content, and automate emails in Outlook. Heather covers how to keep the right stakeholders informed by creating threaded conversations and private chats in Teams. She also shares how to create and manage tasks in Planner, including how to update a Planner task from the Teams app; manage cloud-based files in OneDrive, SharePoint, or Teams; collect feedback using Forms; use SharePoint lists to organize projects; and more.

Learning objectives
Compare the differences between OneDrive, Teams, and SharePoint document libraries and explore their use cases for project management.
Create a form to collect project feedback and describe how to share it with stakeholders to gather project insights.
Describe how to create a daily summary of project Planner tasks by bucket and explain its importance in tracking progress.
Identify the steps to manage project plan tasks from Teams and analyze how this integration enhances team collaboration and efficiency.
Identify the steps to create a Planner board for project tasks and analyze how it helps in organizing and tracking project progress.
Explain the role of Microsoft 365 Copilot in automating tasks and discover how it can be leveraged for project insights and analytics.

Concepts

0. Introduction

01 - Manage projects in a modern way with Microsoft 365

1. How to Manage Project Communications with Outlook

02 - Attach a project file to an email from a web location
03 - Forward an email to a Teams channel
04 - Create a template for future project emails
05 - Reuse project message content with Quick Parts
06 - Automate project emails with Quick Steps
07 - Find project content with Search Folders
08 - Inserting a Loop component in an email for collaboration

2. How to Manage Project Communications with Microsoft Teams

09 - Communicate with a channel project conversation
10 - Communicate with a private chat project conversation
11 - Scheduling a recurring Teams channel meeting
12 - Start an ad hoc project meeting

3. How to Manage Project Tasks with Planner

13 - Create a Planner board for project tasks
14 - Add a bucket to organize project tasks
15 - Create a project task in Planner
16 - Manage Planner project tasks with Schedule and Chart views
17 - Manage Planner tasks from a Teams channel
18 - Manage a project task from Outlook

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

19 - Understand the difference between OneDrive, SharePoint, and Teams document libraries
20 - Create and upload project files to OneDrive
21 - Share a file with a project member
22 - Coediting a file with project members
23 - Managing a project file's versions
24 - Create and upload project files in a Teams channel

5. How to Manage Project Feedback Surveys with Microsoft Forms

25 - Create a form to collect project feedback
26 - Create project feedback questions
27 - Preview a project feedback form
28 - Share a form with project stakeholders
29 - View form results
30 - Use a form as a template for the next project

6. How to Leverage Microsoft Lists to Track Project Work in Teams

31 - Create a list in a Teams channel to organize project details
32 - Create a links list for project websites

7. Manage Projects with Microsoft 365 Copilot

33 - Create polished project emails with the help of Copilot
34 - Get coaching from Copilot to write better project emails
35 - Get project plan and tasks assistance with Copilot
36 - Collect project feedback more efficiently
37 - Run more efficient Teams meetings with Copilot
38 - Create a Power Automate flow with Copilot

Conclusion

39 - Where to continue your Microsoft 365 learning