Master Microsoft Teams for effective Project Management

In this comprehensive tutorial, we dive deep into harnessing the power of Microsoft Teams to streamline your project management process. Whether you're a project manager, team lead, or a member looking to enhance collaboration, this video is packed with valuable insights and practical tips to help you succeed.

🔹 Setting up a New Team:
Learn how to create a new Team from scratch, ensuring you have the perfect foundation for your project. We'll guide you through the initial setup, adding members, and optimising settings to maximise productivity.

🔹 Creating Channels for Project Management:
Discover how to leverage Channels effectively within Microsoft Teams to organise project-specific discussions, share files, and collaborate seamlessly. We'll show you best practices for structuring Channels and utilising their unique features.

🔹 Plans within Microsoft Planner:
Unleash the power of Microsoft Planner to create project plans, set tasks, assign responsibilities, and track progress. We'll guide you through the setup, task management, and utilising Planner's integrations with Teams for a unified experience.

🔹 Microsoft Lists for Issue Tracker:
Explore how Microsoft Lists can serve as a robust issue tracker for your projects. Learn how to create custom lists, track issues, assign priorities, and collaborate with your team in real-time.

🔹 File Structures for Document Management:
Master effective document management by organising your files within Teams. We'll share best practices for creating a logical file structure, setting permissions, and optimising search capabilities for effortless document retrieval.

🔹 Securing Your Team:
Learn how to secure your project Team by setting up access permissions, managing guest users, and utilising built-in security features. We'll show you essential tips to protect your project data and foster a secure collaboration environment.

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Get ready to become a project management Pro with Microsoft Teams! 🎥🔥

Timings:

00:00 Introduction
00:56 Create a new Microsoft Team
01:50 Setting the Privacy of the Team
02:17 Setting the Team Name and Description
03:22 Understanding the Basics of the Team
03:58 Creating Folders for File Storage
04:51 Creating Channels in the Team
06:18 Creating a Planning Channel and Task Plan
07:38 Updating the Buckets and Tasks in the Plan
09:18 Creating an Issue Tracker using Microsoft Lists
11:26 Creating Automated Email Alerts in the Issue Tracker
13:08 Filing Emails from Outlook into the Team
14:23 Create an Announcement for the Project Team
15:04 Adding Project Members into your Team

#your365coach #microsoft365 #microsoftteams #projectmanagement #howto #projectmanagement

[GinaBetcher]

Perfect and what I needed one month ago. Now I know.

[Spp.]

The one thing I wish you would discuss is the difference in use between Planner and Lists. Do you use lists simply to track items without assigning anyone to work on them? (Which seems to be what To Do and Planner is for)

[cchopin]

Hello Scott! I was wondering how you've been able to create a planner from the channel 'Planning' as Teams let us do it only from the 'General' channel? Which forces us to create a single planner for each Team, rather than one for each channel. If you've found a way to bypass that constraint, I'll be glad to hear it. Best, Christophe

[nasirazizkhan]

Thanks, @Scott Brant, for the informative video, I have one question: How can we manage stakeholder management via Microsoft Teams

[jakedworkis]

Hey Scott, is there a way to live chat with the team members you've added to your channel, or do you need to create a separate "Chat" with that group of people? Easy enough to do for a team of 10, but i'd imagine harder to do for a team of 1, 000. Appreciate your direction here!

[lsaccountingfirm]

Hi! This video is very helpful however, my Microsoft Teams does not have Teams, Apps or Files on the side tab. I only have a Activity, Chat and Calendar. Do you know how to change this?

[carolegallegos]

Is there a specific setting to add todo to channels in a team? I can only add it to General

[maxwellnorris]

Hello @Scot Brant - Do you know a way how we can assign tasks to a Position Title rather than an individual?.. I work on a mine site on a Fly-In/Fly-Out roster in which all positions are Back-to-Back, the issue I find is that when you assign actions or tasks to a specific person, his/her back-to-back tends not to progress the counterparts outstanding actions/tasks

Any tips please?

[sabihanaaz]

How do we add alerts to the planner so that there are no missed deadlines?

[SteveSpoharski]

I am not seeing Task show up as an option on a private channel, It does show up on the general tab. Has somethin changed?

[VickieBell-wi]

Don't forget to tell people that the Task app costs $2 a month. I am using Teams in a university environment, which has uploaded "New Teams, " as of March 11, 2024

[AdrianJackson-up]

Are you able to make specfic tasks private for specific individuals?

[kathyvilla]

Could you please help me?, I would like to have access to My boss Planner so I can help him with the task, the idea is that I select assign to me and can see all the tasks but I do not have to do it, Do you?

[cybermonkey]

Great, but this is a very laborious setup. There are way too many places to go and this can exhaust project teams. Asana and Jira are much better overall. I would only do this as a last resort.