How to Manage Projects Like a Pro in Microsoft Teams

Microsoft Teams is a powerful tool for managing projects, offering features that enhance communication, organization, and collaboration. By setting up your MS Team and your first Channel using Tabs effectively, you can create a centralized hub for your project, ensuring everyone stays on the same page and works efficiently! I hope you try out Loop and all its features, as Microsoft works to integrate Teams and Loop more closely in the coming months. I see a bright future for making project management in M365 more intuitive.

Check out these other videos we mentioned:

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0:00 Welcome
1:37 Defining a Project
5:30 Posts Tab
8:47 Files Tab
10:20 Notes Tab
11:30 Loop in Microsoft Teams
15:58 Planner Tab
18:00 Tasks in Planner
18:53 Other Helpful Tabs

[emeliewaag]

Process pretty please 🙏 I’ve been waiting for this video for sooo long. But please share more about the process work as well!

[francismastro]

Yes please! Review of the best practices for processes. I’ve been looking for a video like this one forever. Managing a team with month-end processes can be difficult sometimes without the proper utilisation of the tools. Thanks.

[MatthewFallon-fg]

Processes would be huge! Can't wait to see the video!

[SZU]

Just leaving a comment and a thumbs up to support the processes management video. Thank you!

[daveboylan]

Great work here! And yes, please do a process video. Thanks very much.

[worksmartch]

Excellent explanation ❤ Saying it as someone using Teams and M365 since inception.

What I would like to add / where I disagree:
Always name tabs the same way like the team or the channel itself to prevent a mess later.

15:58 An example: If all your planner boards are named planner, how will you easily differentiate them in the planner app later?

Therefore give every new planner board a name first (project x, topic y) and rename the tab in the channel back to “planner” or “tasks.” Only the tab will be renamed. The planner board keeps its original name.

This way team members will recognize the tasks tab from within the channel as such and when opening the planner app in teams or in the browser those planner boards can be recognized quicker as they have the different names. Which makes filtering and grouping of all tasks easier as well.

Hope that helps ☺️

[amandasczekan]

Definitely interested in video for repeatable processes, especially where it involves cross functional teams (~3) where each team have an input/contributes to develop a deliverables and attends a variety of daily meetings

[balonm]

PROCESS PLEASE. Or maybe a mix is what I'm looking for. I run project I automotive which have duration of 2-3 years. And we are doing it... wait for it... in Excel. But the amount of information is huge. The planner would not handle it (as you mentioned on the video). Ms project? Addutional license is required. But it's not the case, people would not use it. I have been looking for a tool for quite a long time. To be honest, there are not many out of the box solutions on the market. I need a system to implement within MS365.

[MatthewKozovski]

Great video! I would definitely be interested in your recommended strategies for how you treat processes!

[marka]

An absolute ton of practical and valuable content! Thank you so much!! Looking forward to seeing more. Do you think there will ever be a way to focus on specific individuals in a channel without taking it private? Kind of like a team within a team.

[christietudor]

Please cover processes! I do monthly bookkeeping for many clients and would love a way to track this!

[josemag]

I will implement it!! Thank you. My main concern is about how to manage files when company has a general directory on a drive. I do not want to copy in Teams because it's very hard to keep last versions on teams, directory drives, etc. Did you find a workaround at this situation?

[NicklasLundqvist]

Planner thoughts... why creating buckets for status when there's a built in one, that also updates the status automatically?

[ReluctantlyChanging]

I really like the loop functionality have you seen it being used for large complex projects? Is it best to use MS Project or can it be integrated to loop.

[eriklindtorp]

Great video and info. Do you know if its possible when working inside an excel document to add tasks that show on todo. adding a loop component or similar inside the excel to keep track of lets say budget changes that need to happen.

[zziipp]

Thanks for this video, it's really interesting. Do you know how to add a list of 'subjects' (200+) to this workflow, where information about these subjects is organized into several categories? MS Lists is good, but it doesn't allow for tabs to separate different sections related to each subject.

[UnderBrokenWings]

Not sure I see the Website app to add as a tab at the top. Is it version specific or perhaps is there a specific way to get it?

[itwithcarlos]

yeah, Emma, the processes perspective would be nice! thank you

[roslynnpieters]

What advice on file structure would you give to a PMO coordinator setting up new channels to multiple projects set up? I've tried setting them up by phase or specific to project items like resources, meetings and governance and budgets, etc... But find the PMs don't always adhere to the folders and just load everything into one folder. Is there a way to make it simpler?

[jaimediack]

How would you then manage communicating an overview of all projects to say a project board meeting without having to duplicate information into more places? ?