Modern Project Management in Microsoft 365 (2020)

1h 40mIntermediate2020-09-03

Authors

Heather Severino

Globally recognized Trainer with over 23 years of experience

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.

Skills covered

Microsoft FormsMicrosoft TeamsPersonal Productivity SoftwareProject Management SkillsMicrosoft 365Cloud ServicesProject ManagementLearningCloud ComputingBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

01 - Manage projects in a modern way with Office 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 team
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

2. How to Manage Project Communications with Microsoft Teams

08 - Communicate with a channel project conversation
09 - Communicate with a private chat project conversation
10 - Schedule a recurring channel project meeting
11 - Start an ad hoc project meeting

3. How to Manage Project Tasks with Planner

12 - Create a Planner board for project tasks
13 - Add a bucket to organize project tasks
14 - Create a project task in Planner
15 - Manage a project task from Outlook
16 - Update a project task from To-Do
17 - Manage project plan tasks from Microsoft Teams

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

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

5. How to Manage Project Feedback Surveys with Microsoft Forms

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

6. How to Leverage SharePoint Lists and Apps to Organize Projects

30 - Create a SharePoint list to organize project details
31 - Create a calendar for project milestones

7. How to Automate Project Work with Power Automate Flows

32 - Save project attachments from email to OneDrive
33 - Create a daily summary of project Planner tasks by bucket

Conclusion

34 - Next steps