Modern Project Management in Microsoft 365

Introduction

• Manage projects in a modern way with Microsoft 365

1. How to Manage Project Communications with Outlook

• Attach a project file to an email from a web location
• Forward an email to a Teams channel
• Create a template for future project emails
• Reuse project message content with Quick Parts
• Automate project emails with Quick Steps
• Find project content with Search Folders
• Inserting a Loop component in an email for collaboration

2. How to Manage Project Communications with Microsoft Teams

• Communicate with a channel project conversation
• Communicate with a private chat project conversation
• Scheduling a recurring Teams channel meeting
• Start an ad hoc project meeting

3. How to Manage Project Tasks with Planner

• Create a Planner board for project tasks
• Add a bucket to organize project tasks
• Create a project task in Planner
• Manage Planner project tasks with Schedule and Chart views
• Manage Planner tasks from a Teams channel
• Manage a project task from Outlook

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

• Understand the difference between OneDrive, SharePoint, and Teams document libraries
• Create and upload project files to OneDrive
• Share a file with a project member
• Coediting a file with project members
• Managing a project file's versions
• Create and upload project files in a Teams channel

5. How to Manage Project Feedback Surveys with Microsoft Forms

• Create a form to collect project feedback
• Create project feedback questions
• Preview a project feedback form
• Share a form with project stakeholders
• View form results
• Use a form as a template for the next project

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

• Create a list in a Teams channel to organize project details
• Create a links list for project websites

7. Manage Projects with Microsoft 365 Copilot

• Create polished project emails with the help of Copilot
• Get coaching from Copilot to write better project emails
• Get project plan and tasks assistance with Copilot
• Collect project feedback more efficiently
• Run more efficient Teams meetings with Copilot
• Create a Power Automate flow with Copilot

Conclusion

• Where to continue your Microsoft 365 learning