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

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 prebuilt 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 - Connecting a document library from another team
14 - Searching for content
15 - Setting the file open preference

3. Tracking Tasks

16 - Creating a Planner board in a channel
17 - Creating task buckets in Teams
18 - Creating and assigning tasks in Teams
19 - Managing and reporting on tasks
20 - Create a task from a channel conversation or chat message

4. Working with Pages and Lists

21 - Creating a list
22 - Managing a list
23 - Connecting a SharePoint page to channel

5. Taking Notes

24 - Adding a OneNote notebook to a team channel
25 - Taking project notes in OneNote

6. Managing Online Meetings

26 - Starting an impromptu Teams meeting
27 - Scheduling a Teams meeting
28 - Facilitating a Teams meeting
29 - Using breakout rooms in a Teams meeting

7. Collecting Feedback

30 - Creating a Microsoft Forms survey
31 - Tracking survey responses and analyzing with Microsoft Excel
32 - Setting up a Microsoft Forms poll
33 - Opening and closing a Microsoft Forms poll

8. Working with Templates

34 - Creating a team using an existing team as a template

Conclusion

35 - Keyboard shortcuts and resources
36 - Where to learn more about Teams