How to Use Microsoft Teams for Project Management (FREE COURSE)
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- Опубликовано: 15 окт 2024
- In this step-by-step tutorial, learn how to use Microsoft Teams for Project Management. Microsoft Teams is such an easy software for managing your projects, especially if your organization uses Microsoft Teams as the preferred online messaging & communication tool.
In this video, I walk you step-by-step with how to use Microsoft Teams for Project Management:
1. How to setup a project in Microsoft Teams (Project Management 101)
2. How to create Meeting Minutes using the Wiki Tab
3. How to use Planner to establish Project Tasks using the Kansan Board
4. How to view Project Task Status using the Filtering button
5. How to view Project Progress and the Schedule View
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Day in the Life of a Project Manager: • Day in the Life of a P...
How to Become a Project Manager: • How to Become a Projec...
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Become A Certified Professional Scrum Master: • How to Pass PSM™ 1 Cer...
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Thanks for watching this video, and I hope this helps you master Project Management using Microsoft Teams! If you liked this video, watch these videos next:
👉 Day in the Life of an Engineering Project Manager: ruclips.net/video/Q5Zt0hGr36Y/видео.html
👉How to Become a PM with ZERO Experience: ruclips.net/video/gg6jqs5A1Kc/видео.html
You created a channel but didn't show step-by-step instructions.
Very helpful video, thank you
Please do you have a link to a free Microsoft teams software?
Very comprehensive video and easy to understand. My biggest qualm with adopting this is the fact that Planner cannot handle more in depth projects. It'd be great if you could explain how you would handle one of these type of projects!
@Mikey J, using the Planner Software definitely has limitations, and primarily is for smaller projects (based on my own experience). When I manage much larger projects, I'll either use MS Project or our organization's Project Management Software System. Great video idea, I'll add it to a future video
Thank you - new role, new to microsoft environment - this is super helpful and has given me lots to work with
So glad you found it helpful!
Great Video and great process suggestions. I'm wondering if you know of a setting that is preventing me from creating a unique Planner within each channel? Created Team>>Created 2 additional channels>> Channel 1>>Add Tab>> Planner doesn't appear as an option. It only presents as an option when I'm in the General Channel? Hopefully I'm wording this correctly.
Thank you this video was extremely informative. It will help me transition to now using Teams for project management needs. Please keep posting these videos you have a high level of experience that can help lots of people like myself
@Kim, THANK YOU SO MUCH!! Truly appreciate the words of encouragement and support!
SO helpful! Breaks it down in very easy to understand steps! This is a game changer for projects.
Really glad you found it helpful Terri!
Many thanks, I am going to implement all of this! Quick Q - how do I cusomize the top bar please? I can drag stuff around, but I dont know how to get a new widget thingy, like upload, etc., many thanks. Really useful channel.
Thank you so much for making this video!! So helpful to learn these best project practices!!
I'm so glad you found the video helpful! I'll be sharing more best practices with managing projects, so definitely stay subscribed to my RUclips Channel!
Awesome video. I use Microsoft teams to manage the finance team and our projects. It's been a game changer to have everything in one place and also to have an audit trail of completed tasks. I want to start using it for mini project planning. Someone else created the channel, but for some reason I can't filter one "words". In my other channels, I can filter "ABC", but on this channel I can only filter on due date, priority, labels, etc...? Any idea what the issue can be?
Super, thank you 🎉. I'll be reading this again.
I'm glad you found it helpful!
great but in teams PLANNER Icon doesn't showed up, any idea?
Go to "Apps" and then search for Planner.
Great job easy to follow cheers
Thanks 👍 Really glad it helped out!
Thank you for this very insightful video. Teams looks like its a great tool to use
@Jordan Norr, really glad you found the video helpful! MS Teams is a great tool to use if your organization uses it as their instant messaging & communication platform. I'll share future tutorials with how to use Microsoft Project and Excel, so stay tuned!
Is there a way that I can duplicate the project plan to each of the projects? so we dont need to start from stretch for each proj?
Hey Alvin, Nice demonstration. Can we download the entire work as Word or Excel, we have to maintain the progress and other deliverables as a document for review and other purposes, right? Is there any possibility to export or download this details?
Really glad you found the video helpful, Ahsan! When you open up your organization's Planner app using tasks.office.com, you'll see a header menu for "Grid, Board, Charts, Schedule, etc". In this header menu, you can select the option to "Export plan to Excel."
@@alvinthepmofficial Do you have a video that shows how the files uploaded into the planner are accessible through SharePoint? This is critical for me because I want to be able to open files directly on my PC (not through a browser) without having to download or upload them. I run OneDrive, which sync's the files from my PC to Sharepoint, and I don't want to create an entirely new directory structure somewhere else to keep the exact same files. I'm new to teams and have the same question there. Project files need to live on Sharepoint now buried in a project schedule or teams discussion.
First question before start using it. Can I save a 5TB data in Microsoft Teams for 5 years?
Dpends on your company's policy
Hey Alvin,
Thanks for the tutorial - very clear and helpful!
I plan on creating multiple channels for each of our projects - is there a way to have a gantt view across all channels for the projects?
Cheers,
Brett
@Brett, I'm so glad you found the tutorial helpful! I haven't yet found a way to do a Gantt view across all channels. If you find a way to do that, let me know because I'd also be interested.
Is it possible to feed the kanban from an excel sheet ?
That would be very useful
I haven't tried that yet, but it might be possible. If you find out, feel free to let me know!
So helpful, thank you!
Really glad you found it helpful, Stephanie!
our company policy will delete team messages after 72 days, will after 72 days everything will get deleted ?
why does my screen look different. I don't have the options you have when you start a post I only have 3 options at the bottom, emojis, loop components and search for actions and apps
It's very likely that Microsoft has made some minor UI updates since I filmed this video
Anyway to add dependencies or precedessors to the tasks?
What are the downsides of making each project a separate Team? I have many large projects.
None, I actually wouldn’t use channels for projects as channels cannot be archived, whereas the Team can. Using the Team as the project also follows Microsoft ‘flat architecture’ best practice around Teams and SharePoint. So, by all means follow the advice in the video as some of it is great, but don’t use channels for your projects as they can’t be archived and there is a limit as to how many channels you can have in a single Team.
Is there any solution for if a team member accidentally deletes or completes a task and doesn’t notice? Then it could potential cause a big problem if that important task gets missed
@alvinthepmofficial - thanks for making this video..A query: How to manage approval process through MS Teams ? For example when we reach a particular milestone and respective owner has to approve officially to move further, can we do it in Teams ??
Do you know if this works for Teams for Mac or the online version of Teams?
@Ken MPA, I primarily use the Windows Desktop Teams App, but I believe this should also work for the online version as well.
for some reason i only have 'start a post' as an option, not 'start conversation'
@6:00 You could use a Loop Component for the Action Items.
if i downloaded a slide from the teams that can see the owner of the slide?
Thank you from Iraq😊
Glad I could help out, feel free to share this video with a friend or anyone else you know who might find it helpful!
Super helpful but PLEASE back up from your mic
Thanks for the feedback, will take that to improve my audio for future videos.
Dude, you need a pop filter, like really bad
Thank you for the feedback, Jim! WIll look into getting one and making my videos better
Great content. However, it is absolutely unnecessary to block out names. No one really care and there’s really nothing to screen out. It screwed up the visual.
You didn't even show us how to get to your first screen. Hmmm. oh well. I am out of here.
Sorry to hear that you didn't get value out of the video!
@@alvinthepmofficial I think what this person meant to say is that you didn't show how to get the Microsoft teams, like how to install or download it. I personally would like to know because I like practicing while learning please.
@@NnakwuChiamaka Thanks for your honest feedback, I'll make sure to show those steps in my future videos! It always helps me, so I can create even better videos to help you out!