This is where it all started - RIGHT HERE! I am sooooo glad y'all made me your little project! I appreciate this so much! I love peer reviews and things that include me,but not really include me! Thanks project 2017. I'm glad we are still projecting
I had absolutely no idea this was available. We just use Teams for video meetings. Can't wait to share. I team lead for MIPS and this will be immeasurable. Thanks for sharing.
THANK YOU! I was so confused by some other LONG Teams videos produced by some sources that I shall not name. They were TOO detailed for the initial dive into Teams. Yours was great, however. Great for a newbie to Teams like me.
Thank you for helping me to maximise teams! Had no idea it had this functionality and I’ve used it for my team and will unveil the changes this week! Wish me luck!!!
This is very helpful! I manage small projects, and sometimes the information is scattered in different areas. Bringing them together in a Teams channel is aces.
Great intro to teams for project management. A note on tasks for private channels: use Lists. However I would love to see a video on this since Lists is meant to be used for much more than a task management tool!
Same ! Everything is integrated and we pay for the licensing already within my company. Using all of its resources with speed up workflows for my company and make it more easy.
Thank you! Do you have a video showing how to set up and best use the Project app on MS Teams? I'm having difficulty finding videos on how to set up and utilize this app.
Nice Video... but I am having problems with TEAMS. Problem: There is no TEAMS button on the left side to begin building my team. What gives? Whats the point of Teams without Teams? Can anyone help me please resolve the issue?
Sometimes team creation gets locked down by IT, but the short answer is you likely aren't seeing any teams because you don't have any teams created in your tenant or you don't belong to any.
I’m having the same issue. I tried to download MS teams using 2 different PCs, cant see the teams icon. Downloaded the app on my iphone, still cant find the teams icon/button. But maybe the reason is because i used the free teams version? I also dont have any subscription to office 365.
Thank you for the video, sadly for real projectmanagement I miss some essential tools. Tasks are only the top of needed functions. Without a proper tickettool, Teams is only a good part in team communication and documentation. We are working since 2 years now with teams, its a great tool, but it has place for big improvements.
Thank you for this, very helpful. I have a question, I made a task, I chose the progress, priority, start and due date. It is very helpful for our team to use the checklist, but we need to tag people in the comments. How can we do this? We need the person to see the comment in which we tag them. We need the notification of the comment to reach the person. Thanks for help :)
The short answer is Planner notifcations are pretty bad. The only way for someone to get an email directly from a comment is if they have commented in the task itself already. Otherwise comments do go to the associated group's shared mailbox, but those can get pretty noisy. Wish we had better news!
Hi. We run lots of projects with lots of clients, some clients have multiple projects running at the same time. Is there a way to see all my tasks- across lots of different channels?
Hey Sally, we cover a bit of that in this video here: ruclips.net/video/-KM3gsHTmQc/видео.html The short answer is if something is assigned to someone in planner, they all bubble up in the "To Do" app in one place.
thank you very much. Would you suggest to add MS Project app to follow up on timeline? or do you have any other recomendation to incorporate timeline in Teams?
Thanks for this comment! Adding the MS Project app is a great idea to view and follow up on timelines and it integrates well with MS Teams, however it costs more for the MS Project license. So another great option would be to use the Planner app within Teams and you can create and manage timelines from there. Planner is included in the M365 business license. Both options can help you keep track of your project's progress effectively!
@@BulbDigital Thanks for the reply! So it is possible to have project show this within teams? Do you have a video for this? Can this merge with to do and planner? Appreciate it!!
This was exactly what I was after. Thanks! I have a question though: How would you best use this type of Project management to track hours? I would like to get a report/overview out of hours spent in different tasks from a team (or channel). Preferably how much time spent on tasks, based on the time it has been assigned in your Outlook calendar, but I can't find a solution for this.
Hello! There are a number of tools that track hours and sync with outlook, you'd have to review some of the popular ones and see what makes sense for your use case (our Team uses Harvest). Then, within your Project you've build in Teams, you'd add that tool as a tab in order to keep all of your Project's tool accessible from one place. Hope that helps!
@@BulbDigital Thanks for your suggestion. I will look into this. Related to this, if you need an idea for a video, I would like to know more about Project for the web, and it's time tracking features. :)
You can also utilize "Shifts" within Microsoft Teams, it also has a nice clock in & out function, you can export these in csv format as well, and assigned schedules based on Team or project :)
helpful thank you! Would you know of any template to use in conjunction with this for easy quick way to take Minutes during a Teams call? (then would store in a Notes tab as you mentioned.) thx!
Hello! The easiest way to do this is to click "more actions ..." in your meeting controls during a Teams meeting, then choose "meeting notes," The meeting notes will open in the main Teams window or in a side panel of the meeting window. Notes can be accessed later by opening the meeting event from your calendar, or, if it was a channel meeting, the notes appear in the channel. When you open a meeting you'll see a tab that says "meeting notes." The downfall to this method is that in order to find these notes later, you have to go to the specific meeting first. There are some easier ways to keep meeting notes organized and all in one place, but these methods do not directly associate the notes to a meeting like the method above does. You can use the wiki tab in your channel to take notes, since the channel should be dedicated to a specific topic, this will help your team quickly access notes. Or, if you're like me, you prefer OneNote. I always delete the Wiki tab, add a OneNote tab, rename it "notes", and all meeting minutes related to that Channel I store there. Hope that helps!
Thanks for sharing. Excellent learning provided. One question if that's ok?. Can you granulate permissions on MS Teams. For instance say I want the client to the project so they have access to Folder A but not any other Folder. And If I add the client to the Project do they then also see all the communications in posts? Can I set them up in a way that they can only access specific folders and nothing else?
Hi Paul, something we commonly do for interacting with clients is create a Team with a few channels that the client can see, but then create an "Internal Team" private channel that only we have access to. This also security trims any files shared in that channel/associated sharepoint folder so the client can't see it.
Hi, Is it also possible to chat in a single task in a team? For example i have team 1 with 6 employees and a task for 2 of them. I want to chat in the task for status update. When i asked them something they must get a notification in teams. Do you know if this is possible?
Hi Maikel, there isn't a great option to "chat in a task" in the Microsoft world. If you consider those two people as a sort of business function team, you may benefit from creating a team for them or a separate channel to coordinate in.
thank you for the info, QUICK OUT OF TOPIC QUESTION; what is the name of the microphone you are using ? your voice is so crisp and very clear. I want to buy it for my next project.
Very Clear and concise video. Truly appreciate the effort in making of this superb video. Wonder if you could make a video on how you make these professional videos. No, I am not trying to be a competition :-) . Just wanted to know how to make something as good for my organisation's intranet. Thanks.
Thanks Satinder! We'd love to make a video like this if there was enough interest. No worries even if you were trying to be competition, the more help there is out there, the better! The short answer is it's a lot of work. If you're just starting making videos, you should focus on these things in this order: 0. Have a topic that is well thought through with a rough structure 1. Audio Quality 2. Lighting 3. Camera Lens 4. Editing Skills (cuts, graphics, music, etc) 5. Camera Body If you're looking for any specific recommendations, feel free to ask, otherwise here's a few good resources on the topic: ruclips.net/user/THiNKmediaTV ruclips.net/user/AlphaGamingHouse ruclips.net/user/ParkerWalbeck
The problem I have with the Teams permissions is that my team works on lots of different projects and I don't need or want the noise from projects that other members of my team are working on. Also, every project requires working with a different set of experts from other organizations, but I definitely don't want to add them to my team and give them access to all the projects we don't need them on. Teams doesn't seem to have a way to add or remove people from specific channels, it's all or nothing. I really need a tool that understands that pretty much every project has a unique set of contributors
In Teams, your needs would usually be handled by creating dedicated Teams for each project. It seems like you are trying to create one big team with a channel per project.
@@BulbDigital Yeah, that's what other people are doing. I currently have seven different projects named "General" that people have added me to. If I could get rid of channels completely and only have teams then it'd probably work reasonably well.
I love this - we already do a lot of these things, but haven't set up one team per Project, which I like better. I'm wondering if you have similar content or recommendations for integrating Project 365 for more complex/waterfall projects.
Unfortunately there isn't a simple app for this like there is for Planner and Planner Premium (Project for the web). The best you can do is some links out to Project Online to make sure people know how to get to where they need to go.
Thanks, well executed learning video for beginners. This should make it easier for a bunch of people trying to get a project started but that don’t don’t hang out in Microsoft Mechanics channel :)
you mention this is only part of the project management process on a comment below (Harvest for example). what tools are missing that we should add for full on project management? I'm new so i don't know what i'm missing.
We use Harvest for time tracking, Forecast (made by Harvest) for resource planning, and then use a variety of tools depending on the actual project to manage the tasks. You may benefit from checking out our video on Project for the web if you want something more full-fledged. ruclips.net/video/lDVIrk76I40/видео.html
It isn't 100% clear what you are looking to do, but it seems like you would be better suited using Project for the web (which has a license cost). This tool has the ability to pull the timeline from multiple projects into a roadmap.
How does a Director set up a Planner for their several different divisions? Attempted to set up using different tabs, but as we inputted in one bucket, it self-populated in the other buckets i the other tabs.
Hello! It sounds like you're using the same planner board for each tab. You may want to consider a different channel for each division. Either way, when you add a new tab and select "Tasks by Planner and To Do", be sure to select "Create a new Plan" and give it a unique name. When editing a board, those changes should only exist in that tab/board. Hope that helps!
I am going to assume that you are in a situation where users are often not able to be connected at all. For example they go out of cellular service. Probably the most important thing is to establish some guidelines on what users should expect. - Not all users have access to Teams throughout the work day. Pay attention to users status before you spam them with additional messages - Users who know they will be out of service, update your status so it is clear that you aren't available. - Users need to make sure they are managing their notification settings. The default settings are not likely ideal for how they work.
Thanks for the presentation. Please, where's all these potentially sensitive Project information and data going to reside? In some Cloud storage or local, safe and fast SSD-based NAS?
Very informative video. Thank you. Is there any way to bulk copy the tasks from one plan to another? Rather than one task at a time? I have created a plan with 5 tasks. I need to create over 100 similar plans with the same task. In one of your Microsoft Tasks videos, you mentioned the ability to create a template in Tasks to accomplish this but I cannot find the video that shows how. Thank you.
There are two different options: 1. Copy the Planner plan - in your list of planner plans, click the ellipsis on one of them and click "copy plan" 2. Use a Teams template that includes a built-in Planner plan
Thanks. Wow, Teams integrates with tons of stuff! Why use any other meeting software? Quick question: What are your thoughts on recording MS Teams meetings? Of course you'd inform everyone at the beginning of the meeting but I'd think this would be great to recall what someone reported many weeks ago if in doubt. Thank you.
Hey Amanda, we actually misspoke in this video, and the content we had created is a blog here: www.bulb.digital/blog/templates-for-microsoft-teams It's a couple years old now though, so we may need to go in and give it an update!
Hi I am looking some kind of setup to manage around 250+ projects and each project has only few deliverables but project will go years etc. how do I track in teams, planner or lists etc... your support is much appreciated. any better ideas to track all projects. at present we have created 250+ channels for each project, Is there any better to manage such kind of setup so that we will not miss out any deadlines, mails and reminders...etc. please make one video if possible or guide
Hey, Jeyakumar! I think a little more understanding of how these projects work would be required to give you advice. You mentioned "each project only has a few deliverables" and "the project will go on for years". What does a day, week, month, year look like for a project? How much "activity goes on"? How many people are involved in each project and is there significant overlap in the people who work on the projects? I can tell you that creating a channel for each project in the same team, isn't a good option. Microsoft's official limits say they only allow 200 channels per team. Perhaps, you meant that you created 250+ Teams with their own channels? learn.microsoft.com/en-us/microsoftteams/limits-specifications-teams
@@BulbDigital Thanks for your quick response, each project will go for months or years due to various reasons, but after the first submission, they may wait for approval or comments, so during that we will allot the resource with another project. Same resource may work on multiple projects, it depends upon the nature of projects. How do we deal in this case, So I can understand channels may not work as well. How do we deal, is there any better way to handle, you advise on this is appreciated
It still isn't clear what makes up a project. From what you have said, I am not sure why you need a channel or any sort of communication space. If you really need a communication space, I would consider creating a Team Shared Workspace for each project. If you are really just trying to track tasks for each project. I would consider a single list, planner, or Project for the web. I think that would simplify things for you!
In the left column, you have Activity, Chat, Teams, Calendar, Calls, Files, ... My screen does not show a selection of "Team"-but Activity, Community, Chat and Calendar. How do I enable the other left column categories?
The left hand column is customizable and has changed overtime. Most users will have Activity, Chat, Teams, Calendar, Calls, Files as the default. Community sounds like it might be a custom app that your organization configured for you. If you want to add new applications you can click the "Apps" button and add new apps. You can also drag the icons down and up to change the order. Lastly, there may be an ellipsis at the bottom of your list. That means you have more apps than can be shown on your current screen. If that is the case you can use the ellipsis to pin other apps to your list.
It’s definitely more of a tool to “aggregate” the tools needed for a team for project management in our eyes. We wish it was a little more cohesive though!
Hello Bulb Digital - Do you know a way how we can assign tasks to a Position Title rather than an individual?.. I work on a mine site on a Fly-In/Fly-Out roster in which all positions are Back-to-Back, the issue I find is that when you assign actions or tasks to a specific person, his/her back-to-back tends not to progress the counterparts outstanding actions/tasks Any tips please?
As far as I know this can't facilitate that. I know some of the more enterprise Microsoft Project tool can facilitate more resourcing/forecasting. But in general tasks need to be assigned to an individual in the tools we talk about here. There may be ways you could set up different planner boards to be more position title specific that could help.
Thanks for the informative video. I was searching for exactly the solution you mentioned about making the template for a channel (12:00 - 12:30 above). You referenced a video explaining the step by step process for this, but I can't find that anywhere. I did see the blog post about making a template for a new team, but I'm looking for the exact solution that you mentioned about the template for a channel. Please note that I'm on an enterprise license with my company without admin rights. Will I need to get my IT folks to make the template or should I be able to do that? Also, I plan to use conversations in the "Posts" tab with designated subject lines to "compartmentalize" communication based on subject matter. When creating the template, am I able to pre-set the conversation compartments in the "Posts" tab in the template? That would be ideal. Thanks in advance for your help.
I think the terms we used in the video wasn't clear. We were talking about packing "your current channels" into a Team Template. Not a channel template. You could use scripting to set up a channel with specific tabs etc. You probably could also develop an app that would let you apply specific settings to a channel. But that is all custom development.
Is there a way to get the tasks from each project to “flow up” to a master task tracker at the team level. Like Project 1 channel team is working on tasks ABC. Project 2 channel team is working on DEF. I want on the main General channel to see the status of tasks ABCDEF. Is that possible?
Where did you get that 'task for planner'? I have planner, but the system won't let me put that on the top ribbon, it always opens planner in a separate window.
This video is from a few years ago, things definitely look different now. I would consider Planner very much in a transition stage at the moment, we'll try to make an updated video!
When you create a Microsoft Team you automatically get a SharePoint site. We almost always use that site for all of the document storage associated with the project while it is active. If you have an existing SharePoint site you need to use, you can also link it into your Team so it just shows up in the team as an external location! 👍
Do team members see the same tabs as the owner? I want everyone to have the same screen so I can easily troubleshoot if less savvy members run into challenges.
Hi May, yes everyone sees the same tabs. Typically they will be authenticated as "themselves", so they will see the equivalent of what they would see if they accessed it from a web browser.
Hi Margaret, we talk a bit out task management tools in this video here, hopefully it addresses your question! ruclips.net/video/-KM3gsHTmQc/видео.html
Sharp eye 😉 It depends who you ask around here. We actually talked about it a bit on one of our recent podcast episodes you might find interesting: www.bulb.digital/podcast/5-non-microsoft-apps-we-use
>>Thanks for the video, just enough to get me excited about jumping into Teams to get a nice structured PM Project Organized for no money per month. Looking forward to watching more videos about this topic.
When using a Private Channel and soon to be released Shared Channel you are unable to assign a new Planner Task workspace, how do you work arounds this as moving to another tool would seem counterintuitive.
Hi Mitchell! You're right, private channels have limitations and currently Planner is not supported for private channels. Microsoft is working on full apps support for private channels, but we don't have a date as to when that will be available. In the mean time, I'd recommend doing the following: Create a 'New Plan' using Planner on the Web. Be sure to select "private" and add members that are in the private channel. Copy the link to the plan Go to your private channel, add a new tab, and select "Website" Paste the link of the created plan Hope that work around helps!
I was running into the same problem. The work around I am trying out is using lists. You might have to search for a different video to help set it up, but would love to see Buld Digital create a follow up video on this 😊
I like the Tasks/Planner board, but my team is high volume - currently working on 11 IT installation projects. Does anyone know if there is a way to create a master calendar where all the individual calendar roll up under. This is by far the hardest part - its knowing the whole of what needs to occur so we can easily determine utilization and help prioritize the work.
Hi Niki, we'd probably point you in the direction of Project for the web if you want to stay within the Microsoft stack. Internally we use an app called Forecast (made by the company who created Harvest time tracking, they integrate together nicely) to track utilization and forecast our work. It has its quirks but works well for us!
@@BulbDigital I was afraid this might be the answer. I’ve used the enterprise project tracking software in the past. The issues I had with it are - it’s a bit much - not for the PM, but for the average person who is working on a small part of the project. I guess I want a simple concept like the task board, where it’s intuitive to use, available to all, editable by all, and where notes and discussion can be had. And also not require me to maintain a separate project plan. Maybe this exists - something with the heft for the PM while also having the simplicity and “social media-like” collaboration found in Tasks/Planner in Teams.
Yeah it's a hard balance to find for sure. When it gets to the size you are talking about where things need to be organized both organizationally as well as on small teams, it typically becomes the role of the PM to just be "the keeper of the tasks", and as long as people know what's assigned to them, they're good. I will say we have seen some benefit from making a distinction between resource forecasting as an organization vs "using the right PM tool based on the project". It can get a little messy, but works ok for us.
You can use Shifts within Teams, and you can create varying schedules. You should be able to create a Team Calendar as well that can sync between shifts and Outlook Calendar I believe as well
@@nmikloiche I believe at one point Microsoft was looking at some integration between MS Planner and MS Project. It wasn't ready at the time I looked at it, but I think they were going for a setup where the PM could use Project to get the heavier PM tools they need, but the people executing the project tasks could use Planner for tracking their tasks. I'm not sure if that was ever rolled out fully, but it might be worth looking in to.
Is there a way to assign subtasks within a task in teams (i.e assign checklist items to different people responsibly for those subtasks). Microsoft won't add this basic/necessary feature, while they continue rolling out stuff most don't care for.
It's definitely a challenge to make everyone happy, but we'd love to see Planner get a little more built out. We've recently started using Project for the web and it feels a bit like "Planner+", though it doesn't get pulled into Tasks unfortunately. Things are a little half-baked in that regard.
The most important part of this is to remove the Wiki tab on a new Team! j/k...but seriously, it's not a great wiki tool. Great video, thanks for sharing!
Sorry for the late response here. I feel like we could do a whole video about Teams notifications. In general, make sure you tag someone if you want to make sure they're seeing your stuff/if something is time sensitive. Otherwise you have to build a culture who browses their channels and marks things read when they have time.
Some of the higher-level reporting is a bit lacking with the methods we walked through here. We usually recommend MS Project for those scenarios where it's required: ruclips.net/video/lDVIrk76I40/видео.html
That did not make sense to me to make sub channels of different projects because we are doing 40 at a time, and constantly we have new ones funneling through.
I am really sorry, but I don't understand your question. Can you point to a specific time of the team that you have a question about? One thing to note is that this video is meant for a scenario where you want to have a dedicated Team per project and the assumption is that a project lives for months. If you are in a different situation you will want to adjust the approach accordingly.
@@BulbDigital Oh, no worries at all, 2:20 when you created a channel for each project versus another filtering. I liked the idea and later changed my mind and took your suggestion. The projects come. In my case, having multiple Users/Clients and contributors at various stages would always have dependencies on other projects and are connected, so separate channels might only sometimes work.
Mine is called Planner the new name. Do you have to pay to have this app installed? for some reason it states "We couldn't save your tab settings. Please try again?"
That's strange! There's definitely some moving pieces in Teams/Planner right now, so it doesn't surprise me you might be running into issues. Hopefully MS gets that ironed out.
Hi Carlos, sorry about that! We actually mis-spoke here and we only have a blog about templates at the moment. You can find it here: www.bulb.digital/blog/templates-for-microsoft-teams
Hello Jim - to the right of the 'General' and 'Files" tabs, you'll see a plus sign. Click that plus sign to add a new tab. When you click it, a pop up will appear which allows you to browse a variety of apps, including tasks for planner. You should be able to do this in each channel, not just the general one. If it isn't there, it is possible your security settings disallow the addition of tabs on channels and you should definitely ask the person who manages Teams settings for your tenant about getting that unlocked.
This varies a bit depending on the project at hand, but we did go into planner a bit deeper in this video if you want to check it out. Hopefully that steers you in the right direction. ruclips.net/video/-KM3gsHTmQc/видео.html
Teams is okay, but falls flat compared to dedicated PM software/apps. The problem with Teams I found is that you do not have a Gantt chart type dashboard view, that clearly shows where you are with a project and where you need to be. Also a major frustration was that one could only assign a task to be completed on certain day. However my projects are time specific, as it something needs to be done by 10:15 a certain day, not simply vaguely sometime that day.
I assume you are talking about Planner, which definitely doesn't really do what you are looking for. Most project management tools, don't allow for planning down to the time of day. As for the need to see where you are in a project, Planner has some more features not shown in this video related to Schedule and Charts. However, they are not as good as a timeline view. You can get that type of reporting from a tool like Project For the Web, but that requires additional license.
I don't like how there's no option to prevent people from making specific types of changes to projects with out giving them full access to permissions. My team lost a whole project plan that was about a years worth of data
Hello - I'm sorry to hear that, what a loss! There are only two main user roles in Teams: owner and member, which can be quite limiting as both those roles have editing capabilities. Only Owners can delete a Team. I'm not sure what tool you used for the project plan, but it might be worth exploring other options. I know Planner has pretty open editing capabilities, but Microsoft Lists for project plans allows more customization on users ability to edit/read only, etc.
The "team" at TEAMS needs to fix their email invites. They don't specify what timezone the meeting invite is for. MAJOR problem. So the app tries to guess what timezone each person is on, and it taylors it to that person. So invites look different for different timezones. But it guesses WRONG, so you will get a time, but no timezone. This causes major confusion and people showing up and hour early or an hour late for a meeting. So all this talking about TEAMS is really worthless until we solve the problem of knowing what time a meeting actually starts!
All meeting invites include time zone data. However, users may not understand how they work, because there are multiple settings that all have an impact. In addition the application you are using to view the invites also has an impact. Below are some of the settings that can impact this. 1. What time zone is your computer configured to use. 2. What time zone is your calendar configured to use (this is one of the most important settings) 3. What time zone did you configure the invite in. Here are a few helpful links: - businesstechplanet.com/how-to-schedule-a-teams-meeting-for-different-time-zones/ - businesstechplanet.com/does-teams-automatically-adjust-time-zones-for-meetings/ - www.instruction.uh.edu/knowledgebase/how-to-set-your-time-zone-for-your-outlook-and-teams-calendar/
@@BulbDigital hello. The email invites do not include the time zone, as I said. I can send you a screenshot of my email. Also, nobody I know in my company or personal life has the timezone listed in their TEAM email invites. The RUclips tutorials and videos about the TEAMS email invite do not show timezones either. Furthermore, I have contacted Microsoft about this and they are working on a solution.
@@BulbDigital Thanks for the information and I think that you were generally trying to help. It's not your fault that technology has made many things in life much more difficult!! Your message is an example and I'm not trying to pick on you for that! Have you heard the word obfuscation? You sent me several links that talk about long processes to change the timezone in my computer and calendar etc, etc. The simple answer (instead) is for the email invite to contain the time zone and then I can simply (in my head) figure out what time the meeting is!! When I cross time zones, the automatic feature is often wrong. The same thing happens to many of us on our cell phones and other devices. The time is not correct because we are close to a time zone boundary. I'm not interested in going through a long process to try and tell my device to know what timezone is in, when it keeps getting it wrong anyway. The simple answer is for the person creating the meeting to put the time zone in because the team's app will not do that. And like I said.....I can figure out the time by making the time zone adjustment in my head and in a matter of about one second. Lol.
@@adamr8628 Managing meetings across time zones is tough. Especially if you live near a time zone "line". I think you are looking for the email to tell the user what time zone the meeting is scheduled in. Today it always attempts to "figure out" what time zone you want it to be in. Which is heavily dependent on the device you are working on. I don't know of a way to force it to always show the time zone.
@@hannahleaman I think you may be missing the point. I'm talking about the huge advantage of "old school" over technology here. This problem is so easily solved if the person that organizes the meeting will simply put the time and the time zone in the email message. Thats it. Problem solved. A lot of people want to go to a lot of work to try to get the computer to guess the proper time zone of the person at a given time. That is so cumbersome and unnecessary. There are still a long list of things that technology does not do as well as people. And thats another example. Thanks for your response.
This is where it all started - RIGHT HERE! I am sooooo glad y'all made me your little project! I appreciate this so much! I love peer reviews and things that include me,but not really include me! Thanks project 2017. I'm glad we are still projecting
Not sure I understand this one, sorry!
I didn't know the full capability of the Tasks tabs until I finished this video. Thanks for sharing :)
Happy to help Ariel!
I had absolutely no idea this was available. We just use Teams for video meetings. Can't wait to share. I team lead for MIPS and this will be immeasurable. Thanks for sharing.
Happy to share, Teams has a ton of features most people don't know about!
THANK YOU! I was so confused by some other LONG Teams videos produced by some sources that I shall not name. They were TOO detailed for the initial dive into Teams. Yours was great, however. Great for a newbie to Teams like me.
Thanks! Glad we could help by keeping things simple 😊
Thank you for helping me to maximise teams! Had no idea it had this functionality and I’ve used it for my team and will unveil the changes this week! Wish me luck!!!
This is very helpful! I manage small projects, and sometimes the information is scattered in different areas. Bringing them together in a Teams channel is aces.
Glad it was helpful! We have an updated version of this coming out in the next week or so I think you'll like.
Great intro to teams for project management. A note on tasks for private channels: use Lists. However I would love to see a video on this since Lists is meant to be used for much more than a task management tool!
Great suggestion! Thanks Melissa
Why is Lists better than Tasks? I'm messing around in there and they seem fairly similar.
@@stormyweather6003 we cover a bit of that in our video here! ruclips.net/video/-KM3gsHTmQc/видео.html
This is short but to the point. Thanks for sharing valuation insights on MS team functionality that is out of the box.
Glad it was helpful!
Howabout a walkthrough on integrating MS Project in teams?
We've got some Project content coming soon!
@@BulbDigital have you released this content ??:)
You can integrate via PWA - also 2013 SharePoint interface, also project online adjust permissions and create new template via power apps
Great video! I wish more people (especially my own colleagues ;)) would recognize the power of Teams and get a lot more done, and better!
Thanks Petrit! Maybe share the video with them ;)
Same ! Everything is integrated and we pay for the licensing already within my company. Using all of its resources with speed up workflows for my company and make it more easy.
Thank you! Do you have a video showing how to set up and best use the Project app on MS Teams? I'm having difficulty finding videos on how to set up and utilize this app.
Hi Ana! We actually have some MS Project content in the hopper! It might be a little while until it gets recorded and uploaded, but hopefully soon!
Nice Video... but I am having problems with TEAMS. Problem: There is no TEAMS button on the left side to begin building my team. What gives? Whats the point of Teams without Teams? Can anyone help me please resolve the issue?
Sometimes team creation gets locked down by IT, but the short answer is you likely aren't seeing any teams because you don't have any teams created in your tenant or you don't belong to any.
I’m having the same issue. I tried to download MS teams using 2 different PCs, cant see the teams icon. Downloaded the app on my iphone, still cant find the teams icon/button. But maybe the reason is because i used the free teams version? I also dont have any subscription to office 365.
Thank you for the video, sadly for real projectmanagement I miss some essential tools. Tasks are only the top of needed functions. Without a proper tickettool, Teams is only a good part in team communication and documentation. We are working since 2 years now with teams, its a great tool, but it has place for big improvements.
Yeah, Teams really only performs part of the project management, and still relies on pulling in other tools
Maybe that would be the right title for this video: MST as a Means to Synchronize Project Management.
what app do you bolt on to this for tickets? what other things are missing for complete project mgmt?
Thank you for this, very helpful. I have a question, I made a task, I chose the progress, priority, start and due date. It is very helpful for our team to use the checklist, but we need to tag people in the comments. How can we do this? We need the person to see the comment in which we tag them. We need the notification of the comment to reach the person. Thanks for help :)
The short answer is Planner notifcations are pretty bad. The only way for someone to get an email directly from a comment is if they have commented in the task itself already. Otherwise comments do go to the associated group's shared mailbox, but those can get pretty noisy.
Wish we had better news!
Hi. We run lots of projects with lots of clients, some clients have multiple projects running at the same time. Is there a way to see all my tasks- across lots of different channels?
Hey Sally, we cover a bit of that in this video here: ruclips.net/video/-KM3gsHTmQc/видео.html
The short answer is if something is assigned to someone in planner, they all bubble up in the "To Do" app in one place.
thank you very much. Would you suggest to add MS Project app to follow up on timeline? or do you have any other recomendation to incorporate timeline in Teams?
Thanks for this comment! Adding the MS Project app is a great idea to view and follow up on timelines and it integrates well with MS Teams, however it costs more for the MS Project license. So another great option would be to use the Planner app within Teams and you can create and manage timelines from there. Planner is included in the M365 business license. Both options can help you keep track of your project's progress effectively!
@@BulbDigital thank you very much!!! do you have videos to use Planner app within Teams and create and manage timelines?
Thanks for this! Is there a way to show a Gantt chart across multiple projects/channels in teams?
This isn't something that Planner can do. It is possible with Project for the web, but requires licensing that supports the roadmap feature.
@@BulbDigital Thanks for the reply! So it is possible to have project show this within teams? Do you have a video for this? Can this merge with to do and planner? Appreciate it!!
This was exactly what I was after. Thanks! I have a question though: How would you best use this type of Project management to track hours? I would like to get a report/overview out of hours spent in different tasks from a team (or channel). Preferably how much time spent on tasks, based on the time it has been assigned in your Outlook calendar, but I can't find a solution for this.
Hello! There are a number of tools that track hours and sync with outlook, you'd have to review some of the popular ones and see what makes sense for your use case (our Team uses Harvest). Then, within your Project you've build in Teams, you'd add that tool as a tab in order to keep all of your Project's tool accessible from one place. Hope that helps!
@@BulbDigital Thanks for your suggestion. I will look into this. Related to this, if you need an idea for a video, I would like to know more about Project for the web, and it's time tracking features. :)
@@olofalbertsson Sounds good, thanks for the content idea!
You can also utilize "Shifts" within Microsoft Teams, it also has a nice clock in & out function, you can export these in csv format as well, and assigned schedules based on Team or project :)
great ideas to manage projects effectively.
Thanks! Glad you found it helpful.
helpful thank you! Would you know of any template to use in conjunction with this for easy quick way to take Minutes during a Teams call? (then would store in a Notes tab as you mentioned.) thx!
Hello! The easiest way to do this is to click "more actions ..." in your meeting controls during a Teams meeting, then choose "meeting notes," The meeting notes will open in the main Teams window or in a side panel of the meeting window. Notes can be accessed later by opening the meeting event from your calendar, or, if it was a channel meeting, the notes appear in the channel. When you open a meeting you'll see a tab that says "meeting notes." The downfall to this method is that in order to find these notes later, you have to go to the specific meeting first.
There are some easier ways to keep meeting notes organized and all in one place, but these methods do not directly associate the notes to a meeting like the method above does. You can use the wiki tab in your channel to take notes, since the channel should be dedicated to a specific topic, this will help your team quickly access notes. Or, if you're like me, you prefer OneNote. I always delete the Wiki tab, add a OneNote tab, rename it "notes", and all meeting minutes related to that Channel I store there.
Hope that helps!
@@BulbDigital thank you! Just subscribed!
No problem! Happy to have you.
Excellent video. I am wondering if there is a way to see the calendars of each channel integrated together?
Thank you
Hello! Unfortunately there is no overlay option for Channel Calendars at this time.
A really important part of Projects is the Timeline and milestones for what i do not find a well integrated solution by now
You may find Project for the web helpful, we have a video of it here: ruclips.net/video/lDVIrk76I40/видео.html
Thank you for walking me through. I'd like this and want to know more.
Feel free to reach out on our website if you want to chat further!
WOW! This is brilliant - thank you
Thanks for sharing. Excellent learning provided. One question if that's ok?. Can you granulate permissions on MS Teams. For instance say I want the client to the project so they have access to Folder A but not any other Folder. And If I add the client to the Project do they then also see all the communications in posts? Can I set them up in a way that they can only access specific folders and nothing else?
Hi Paul, something we commonly do for interacting with clients is create a Team with a few channels that the client can see, but then create an "Internal Team" private channel that only we have access to. This also security trims any files shared in that channel/associated sharepoint folder so the client can't see it.
Great tutorial! Thank you!
Glad it was helpful!
Hi,
Is it also possible to chat in a single task in a team? For example i have team 1 with 6 employees and a task for 2 of them. I want to chat in the task for status update. When i asked them something they must get a notification in teams.
Do you know if this is possible?
Hi Maikel, there isn't a great option to "chat in a task" in the Microsoft world. If you consider those two people as a sort of business function team, you may benefit from creating a team for them or a separate channel to coordinate in.
thank you for the info, QUICK OUT OF TOPIC QUESTION; what is the name of the microphone you are using ? your voice is so crisp and very clear. I want to buy it for my next project.
We use a Rode Podmic in this video! They have a USB version that got released recently we like as well.
Very Clear and concise video. Truly appreciate the effort in making of this superb video. Wonder if you could make a video on how you make these professional videos. No, I am not trying to be a competition :-) . Just wanted to know how to make something as good for my organisation's intranet. Thanks.
Thanks Satinder! We'd love to make a video like this if there was enough interest. No worries even if you were trying to be competition, the more help there is out there, the better! The short answer is it's a lot of work. If you're just starting making videos, you should focus on these things in this order:
0. Have a topic that is well thought through with a rough structure
1. Audio Quality
2. Lighting
3. Camera Lens
4. Editing Skills (cuts, graphics, music, etc)
5. Camera Body
If you're looking for any specific recommendations, feel free to ask, otherwise here's a few good resources on the topic:
ruclips.net/user/THiNKmediaTV
ruclips.net/user/AlphaGamingHouse
ruclips.net/user/ParkerWalbeck
Excellent! Thank you. We will give that a shot.
No problem! Let us know how it goes.
The problem I have with the Teams permissions is that my team works on lots of different projects and I don't need or want the noise from projects that other members of my team are working on. Also, every project requires working with a different set of experts from other organizations, but I definitely don't want to add them to my team and give them access to all the projects we don't need them on. Teams doesn't seem to have a way to add or remove people from specific channels, it's all or nothing. I really need a tool that understands that pretty much every project has a unique set of contributors
In Teams, your needs would usually be handled by creating dedicated Teams for each project. It seems like you are trying to create one big team with a channel per project.
@@BulbDigital Yeah, that's what other people are doing. I currently have seven different projects named "General" that people have added me to. If I could get rid of channels completely and only have teams then it'd probably work reasonably well.
I love this - we already do a lot of these things, but haven't set up one team per Project, which I like better. I'm wondering if you have similar content or recommendations for integrating Project 365 for more complex/waterfall projects.
Do you mean Project Online or Project Desktop?
@@BulbDigital Online.
Unfortunately there isn't a simple app for this like there is for Planner and Planner Premium (Project for the web). The best you can do is some links out to Project Online to make sure people know how to get to where they need to go.
Thanks, well executed learning video for beginners. This should make it easier for a bunch of people trying to get a project started but that don’t don’t hang out in Microsoft Mechanics channel :)
Thanks Joakim!
you mention this is only part of the project management process on a comment below (Harvest for example). what tools are missing that we should add for full on project management? I'm new so i don't know what i'm missing.
We use Harvest for time tracking, Forecast (made by Harvest) for resource planning, and then use a variety of tools depending on the actual project to manage the tasks. You may benefit from checking out our video on Project for the web if you want something more full-fledged. ruclips.net/video/lDVIrk76I40/видео.html
can you set up a timeline tool (gant) for multiple projects to feed into w/ teams/tasks?
It isn't 100% clear what you are looking to do, but it seems like you would be better suited using Project for the web (which has a license cost). This tool has the ability to pull the timeline from multiple projects into a roadmap.
How does a Director set up a Planner for their several different divisions? Attempted to set up using different tabs, but as we inputted in one bucket, it self-populated in the other buckets i the other tabs.
Hello! It sounds like you're using the same planner board for each tab. You may want to consider a different channel for each division. Either way, when you add a new tab and select "Tasks by Planner and To Do", be sure to select "Create a new Plan" and give it a unique name. When editing a board, those changes should only exist in that tab/board. Hope that helps!
Will do, I'll try your suggestion tomorrow.
@@BulbDigital Can the Shifts app be added to different Channels?
Really good video, thank you. Do you have any tips please on using Teams when working with a project team that is frequently off line?
I am going to assume that you are in a situation where users are often not able to be connected at all. For example they go out of cellular service.
Probably the most important thing is to establish some guidelines on what users should expect.
- Not all users have access to Teams throughout the work day. Pay attention to users status before you spam them with additional messages
- Users who know they will be out of service, update your status so it is clear that you aren't available.
- Users need to make sure they are managing their notification settings. The default settings are not likely ideal for how they work.
Thanks for the presentation.
Please, where's all these potentially sensitive Project information and data going to reside? In some Cloud storage or local, safe and fast SSD-based NAS?
Hi Adolf, these tools all use cloud data storage. Microsoft manages all aspects of what you are asking about.
That was absurdly helpful! Tks 👏🏽👏🏽👏🏽👏🏽👏🏽👏🏽👏🏽
So glad to hear this!
Very informative video. Thank you.
Is there any way to bulk copy the tasks from one plan to another? Rather than one task at a time? I have created a plan with 5 tasks. I need to create over 100 similar plans with the same task. In one of your Microsoft Tasks videos, you mentioned the ability to create a template in Tasks to accomplish this but I cannot find the video that shows how. Thank you.
There are two different options:
1. Copy the Planner plan - in your list of planner plans, click the ellipsis on one of them and click "copy plan"
2. Use a Teams template that includes a built-in Planner plan
Thanks. Wow, Teams integrates with tons of stuff! Why use any other meeting software? Quick question: What are your thoughts on recording MS Teams meetings? Of course you'd inform everyone at the beginning of the meeting but I'd think this would be great to recall what someone reported many weeks ago if in doubt. Thank you.
We record meetings often! Definitely helpful as something to refer back to.
Well articulated and easy to follow through
Thanks Millan! Glad we could help.
can you please provide the link for how to accomplish creating a template channel, mentioned at 12:15 in video? Thank you!
Hey Amanda, we actually misspoke in this video, and the content we had created is a blog here: www.bulb.digital/blog/templates-for-microsoft-teams
It's a couple years old now though, so we may need to go in and give it an update!
I cannot find the "Templates" video you refer to at time 11:59 in this video; please reply with the link to it.
Hey, sorry we actually misspoke here, we only have a blog about it here: www.bulb.digital/blog/templates-for-microsoft-teams
Hi I am looking some kind of setup to manage around 250+ projects and each project has only few deliverables but project will go years etc. how do I track in teams, planner or lists etc... your support is much appreciated. any better ideas to track all projects. at present we have created 250+ channels for each project, Is there any better to manage such kind of setup so that we will not miss out any deadlines, mails and reminders...etc. please make one video if possible or guide
Hey, Jeyakumar! I think a little more understanding of how these projects work would be required to give you advice. You mentioned "each project only has a few deliverables" and "the project will go on for years". What does a day, week, month, year look like for a project? How much "activity goes on"? How many people are involved in each project and is there significant overlap in the people who work on the projects?
I can tell you that creating a channel for each project in the same team, isn't a good option. Microsoft's official limits say they only allow 200 channels per team. Perhaps, you meant that you created 250+ Teams with their own channels?
learn.microsoft.com/en-us/microsoftteams/limits-specifications-teams
@@BulbDigital Thanks for your quick response, each project will go for months or years due to various reasons, but after the first submission, they may wait for approval or comments, so during that we will allot the resource with another project. Same resource may work on multiple projects, it depends upon the nature of projects. How do we deal in this case, So I can understand channels may not work as well. How do we deal, is there any better way to handle, you advise on this is appreciated
It still isn't clear what makes up a project. From what you have said, I am not sure why you need a channel or any sort of communication space.
If you really need a communication space, I would consider creating a Team Shared Workspace for each project. If you are really just trying to track tasks for each project. I would consider a single list, planner, or Project for the web. I think that would simplify things for you!
In the left column, you have Activity, Chat, Teams, Calendar, Calls, Files, ... My screen does not show a selection of "Team"-but Activity, Community, Chat and Calendar. How do I enable the other left column categories?
The left hand column is customizable and has changed overtime. Most users will have Activity, Chat, Teams, Calendar, Calls, Files as the default. Community sounds like it might be a custom app that your organization configured for you.
If you want to add new applications you can click the "Apps" button and add new apps. You can also drag the icons down and up to change the order. Lastly, there may be an ellipsis at the bottom of your list. That means you have more apps than can be shown on your current screen. If that is the case you can use the ellipsis to pin other apps to your list.
Great information, very well explained. Thank you!.
This would drive me nuts for project management. Teams is great for messaging and conferencing but extremely primitive for project management.
It’s definitely more of a tool to “aggregate” the tools needed for a team for project management in our eyes. We wish it was a little more cohesive though!
Hello Bulb Digital - Do you know a way how we can assign tasks to a Position Title rather than an individual?.. I work on a mine site on a Fly-In/Fly-Out roster in which all positions are Back-to-Back, the issue I find is that when you assign actions or tasks to a specific person, his/her back-to-back tends not to progress the counterparts outstanding actions/tasks
Any tips please?
As far as I know this can't facilitate that. I know some of the more enterprise Microsoft Project tool can facilitate more resourcing/forecasting. But in general tasks need to be assigned to an individual in the tools we talk about here. There may be ways you could set up different planner boards to be more position title specific that could help.
Can one create meetings from the channels? and can you add externals?
Yes, you can create what's called "channel meetings", as well as invite external users into a team.
Thanks for the informative video. I was searching for exactly the solution you mentioned about making the template for a channel (12:00 - 12:30 above). You referenced a video explaining the step by step process for this, but I can't find that anywhere. I did see the blog post about making a template for a new team, but I'm looking for the exact solution that you mentioned about the template for a channel.
Please note that I'm on an enterprise license with my company without admin rights. Will I need to get my IT folks to make the template or should I be able to do that?
Also, I plan to use conversations in the "Posts" tab with designated subject lines to "compartmentalize" communication based on subject matter. When creating the template, am I able to pre-set the conversation compartments in the "Posts" tab in the template? That would be ideal.
Thanks in advance for your help.
I think the terms we used in the video wasn't clear. We were talking about packing "your current channels" into a Team Template. Not a channel template.
You could use scripting to set up a channel with specific tabs etc. You probably could also develop an app that would let you apply specific settings to a channel. But that is all custom development.
Is there a way to get the tasks from each project to “flow up” to a master task tracker at the team level. Like Project 1 channel team is working on tasks ABC. Project 2 channel team is working on DEF. I want on the main General channel to see the status of tasks ABCDEF. Is that possible?
At this point this paradigm still doesn't exist where a manager can oversee multiple teams in one place. It's a miss unfortunately!
Where did you get that 'task for planner'? I have planner, but the system won't let me put that on the top ribbon, it always opens planner in a separate window.
This video is from a few years ago, things definitely look different now. I would consider Planner very much in a transition stage at the moment, we'll try to make an updated video!
Thank you Maam . Very helpful video
Great video, easy to follow! I was able to set up my Team Project channel while I watched the video!!!
Thanks Temple! We're glad we could help!
How can you then link MS Teams for Project Management you created to SharePoint where all documents and information will be stored?
When you create a Microsoft Team you automatically get a SharePoint site. We almost always use that site for all of the document storage associated with the project while it is active.
If you have an existing SharePoint site you need to use, you can also link it into your Team so it just shows up in the team as an external location! 👍
Very helpful - thank you!
Do team members see the same tabs as the owner? I want everyone to have the same screen so I can easily troubleshoot if less savvy members run into challenges.
Hi May, yes everyone sees the same tabs. Typically they will be authenticated as "themselves", so they will see the equivalent of what they would see if they accessed it from a web browser.
I can’t find your video on creating a channel template. Any chance you can reply and point me in the right direction?
www.bulb.digital/blog/templates-for-microsoft-teams
Why do you choose Tasks by Planner as opposed to Outlook which also has tasks?
Hi Margaret, we talk a bit out task management tools in this video here, hopefully it addresses your question! ruclips.net/video/-KM3gsHTmQc/видео.html
Wonderful tutorial.
Incredibly useful.
Thanks Pankaj! Glad we could help!
Loved it! Super Useful❤
Very informative. Thank you!
No problem PJ!
@bulb digital I see you are also using slack which do you recommend
Sharp eye 😉 It depends who you ask around here. We actually talked about it a bit on one of our recent podcast episodes you might find interesting: www.bulb.digital/podcast/5-non-microsoft-apps-we-use
Great Video, Loved it, Thank you
Thanks a lot. That was really useful
>>Thanks for the video, just enough to get me excited about jumping into Teams to get a nice structured PM Project Organized for no money per month. Looking forward to watching more videos about this topic.
Thanks Walter, glad we could help!
That was helpful..! thank you very much
Thank you! Glad we could help.
When using a Private Channel and soon to be released Shared Channel you are unable to assign a new Planner Task workspace, how do you work arounds this as moving to another tool would seem counterintuitive.
Hi Mitchell! You're right, private channels have limitations and currently Planner is not supported for private channels. Microsoft is working on full apps support for private channels, but we don't have a date as to when that will be available. In the mean time, I'd recommend doing the following:
Create a 'New Plan' using Planner on the Web. Be sure to select "private" and add members that are in the private channel.
Copy the link to the plan
Go to your private channel, add a new tab, and select "Website"
Paste the link of the created plan
Hope that work around helps!
I was running into the same problem. The work around I am trying out is using lists. You might have to search for a different video to help set it up, but would love to see Buld Digital create a follow up video on this 😊
I like the Tasks/Planner board, but my team is high volume - currently working on 11 IT installation projects. Does anyone know if there is a way to create a master calendar where all the individual calendar roll up under. This is by far the hardest part - its knowing the whole of what needs to occur so we can easily determine utilization and help prioritize the work.
Hi Niki, we'd probably point you in the direction of Project for the web if you want to stay within the Microsoft stack. Internally we use an app called Forecast (made by the company who created Harvest time tracking, they integrate together nicely) to track utilization and forecast our work. It has its quirks but works well for us!
@@BulbDigital I was afraid this might be the answer. I’ve used the enterprise project tracking software in the past. The issues I had with it are - it’s a bit much - not for the PM, but for the average person who is working on a small part of the project. I guess I want a simple concept like the task board, where it’s intuitive to use, available to all, editable by all, and where notes and discussion can be had. And also not require me to maintain a separate project plan. Maybe this exists - something with the heft for the PM while also having the simplicity and “social media-like” collaboration found in Tasks/Planner in Teams.
Yeah it's a hard balance to find for sure. When it gets to the size you are talking about where things need to be organized both organizationally as well as on small teams, it typically becomes the role of the PM to just be "the keeper of the tasks", and as long as people know what's assigned to them, they're good.
I will say we have seen some benefit from making a distinction between resource forecasting as an organization vs "using the right PM tool based on the project". It can get a little messy, but works ok for us.
You can use Shifts within Teams, and you can create varying schedules. You should be able to create a Team Calendar as well that can sync between shifts and Outlook Calendar I believe as well
@@nmikloiche I believe at one point Microsoft was looking at some integration between MS Planner and MS Project. It wasn't ready at the time I looked at it, but I think they were going for a setup where the PM could use Project to get the heavier PM tools they need, but the people executing the project tasks could use Planner for tracking their tasks. I'm not sure if that was ever rolled out fully, but it might be worth looking in to.
Is there a way to assign subtasks within a task in teams (i.e assign checklist items to different people responsibly for those subtasks). Microsoft won't add this basic/necessary feature, while they continue rolling out stuff most don't care for.
It's definitely a challenge to make everyone happy, but we'd love to see Planner get a little more built out. We've recently started using Project for the web and it feels a bit like "Planner+", though it doesn't get pulled into Tasks unfortunately. Things are a little half-baked in that regard.
The most important part of this is to remove the Wiki tab on a new Team!
j/k...but seriously, it's not a great wiki tool. Great video, thanks for sharing!
Haha thanks Andrew, agreed on the Wiki. Glad you found the video helpful!
I have a team set up and we aren't getting notifications from the channels
Sorry for the late response here. I feel like we could do a whole video about Teams notifications. In general, make sure you tag someone if you want to make sure they're seeing your stuff/if something is time sensitive. Otherwise you have to build a culture who browses their channels and marks things read when they have time.
how do you aggregate team accomplishments by KPI, by person, and by project?
Some of the higher-level reporting is a bit lacking with the methods we walked through here. We usually recommend MS Project for those scenarios where it's required: ruclips.net/video/lDVIrk76I40/видео.html
What laptop are you using? specs?
Hey, Danny! It's a Dell Precision 5540.
My manager recently retired. She created a teams group. How can I add new members if she was the author/creator? Thanks!
It sounds like you may need to talk to your IT to see about being made an owner of the team in order to have those permissions.
That did not make sense to me to make sub channels of different projects because we are doing 40 at a time, and constantly we have new ones funneling through.
I am really sorry, but I don't understand your question. Can you point to a specific time of the team that you have a question about?
One thing to note is that this video is meant for a scenario where you want to have a dedicated Team per project and the assumption is that a project lives for months. If you are in a different situation you will want to adjust the approach accordingly.
@@BulbDigital Oh, no worries at all, 2:20 when you created a channel for each project versus another filtering.
I liked the idea and later changed my mind and took your suggestion.
The projects come. In my case, having multiple Users/Clients and contributors at various stages would always have dependencies on other projects and are connected, so separate channels might only sometimes work.
Thanks for this!
No problem!
this was great! thanks!
Hi, Gabriel! Happy you enjoyed it 😁
Mine is called Planner the new name. Do you have to pay to have this app installed? for some reason it states "We couldn't save your tab settings. Please try again?"
That's strange! There's definitely some moving pieces in Teams/Planner right now, so it doesn't surprise me you might be running into issues. Hopefully MS gets that ironed out.
where is the video for creating templates? Mentioned @ 12:35 min "We'll throw video in the cart" -- where?
Hi Carlos, sorry about that! We actually mis-spoke here and we only have a blog about templates at the moment. You can find it here: www.bulb.digital/blog/templates-for-microsoft-teams
Great video, this is the exact information i needed :)
Glad to hear it Gareth, thanks!
Very helpful - thanks
Always happy to help!
Great info thanks for sharing
No problem! Glad we could help!
I dont show tasks for planner option in the new channel. I see in the general channel.
Hello Jim - to the right of the 'General' and 'Files" tabs, you'll see a plus sign. Click that plus sign to add a new tab. When you click it, a pop up will appear which allows you to browse a variety of apps, including tasks for planner. You should be able to do this in each channel, not just the general one. If it isn't there, it is possible your security settings disallow the addition of tabs on channels and you should definitely ask the person who manages Teams settings for your tenant about getting that unlocked.
@@BulbDigital Thanks, I found it. Do you have a video showing a test project in Tasks in planner? I would like to see how you have that organized.
This varies a bit depending on the project at hand, but we did go into planner a bit deeper in this video if you want to check it out. Hopefully that steers you in the right direction. ruclips.net/video/-KM3gsHTmQc/видео.html
Teams is okay, but falls flat compared to dedicated PM software/apps. The problem with Teams I found is that you do not have a Gantt chart type dashboard view, that clearly shows where you are with a project and where you need to be. Also a major frustration was that one could only assign a task to be completed on certain day. However my projects are time specific, as it something needs to be done by 10:15 a certain day, not simply vaguely sometime that day.
I assume you are talking about Planner, which definitely doesn't really do what you are looking for. Most project management tools, don't allow for planning down to the time of day.
As for the need to see where you are in a project, Planner has some more features not shown in this video related to Schedule and Charts. However, they are not as good as a timeline view. You can get that type of reporting from a tool like Project For the Web, but that requires additional license.
I don't like how there's no option to prevent people from making specific types of changes to projects with out giving them full access to permissions. My team lost a whole project plan that was about a years worth of data
Hello - I'm sorry to hear that, what a loss! There are only two main user roles in Teams: owner and member, which can be quite limiting as both those roles have editing capabilities. Only Owners can delete a Team.
I'm not sure what tool you used for the project plan, but it might be worth exploring other options. I know Planner has pretty open editing capabilities, but Microsoft Lists for project plans allows more customization on users ability to edit/read only, etc.
@@BulbDigital we were using the planner app. I'll explore lists. Thanks!
Good one , thanks.
Thanks Austine!
Can I share autodesk files in the files tab?
I imagine so as long as you have space for them!
Good job!
Thanks Travis!
Thank you
No problem, glad we could help!
the ms teams admin centre can archive a team and permanently delete one
Thanks Mark!
Whenever someone uses the phrase “a whole nother” I am unable to hear the rest of the presentation!
Sounds like a bummer for you!
i cant delete ona secund acunt in teams... of a dominiam
Hi Homero, I'm not sure I understand the question?
Great video! ;-)
Thanks Moninder!
Now we can get more confused with the introduction Loop workspaces
If we could wave a magic wand, we'd make it a lot less confusing. Until then, we're here to help you navigate the complexity 😊
MS Teams are amaizing but still you have Slack :-)
Depends on who you ask, but some of us ♥️ Slack
👋🏻 I like it 💫
Awesome! We're glad!
The "team" at TEAMS needs to fix their email invites. They don't specify what timezone the meeting invite is for. MAJOR problem. So the app tries to guess what timezone each person is on, and it taylors it to that person. So invites look different for different timezones. But it guesses WRONG, so you will get a time, but no timezone. This causes major confusion and people showing up and hour early or an hour late for a meeting. So all this talking about TEAMS is really worthless until we solve the problem of knowing what time a meeting actually starts!
All meeting invites include time zone data. However, users may not understand how they work, because there are multiple settings that all have an impact. In addition the application you are using to view the invites also has an impact. Below are some of the settings that can impact this.
1. What time zone is your computer configured to use.
2. What time zone is your calendar configured to use (this is one of the most important settings)
3. What time zone did you configure the invite in.
Here are a few helpful links:
- businesstechplanet.com/how-to-schedule-a-teams-meeting-for-different-time-zones/
- businesstechplanet.com/does-teams-automatically-adjust-time-zones-for-meetings/
- www.instruction.uh.edu/knowledgebase/how-to-set-your-time-zone-for-your-outlook-and-teams-calendar/
@@BulbDigital hello. The email invites do not include the time zone, as I said. I can send you a screenshot of my email. Also, nobody I know in my company or personal life has the timezone listed in their TEAM email invites. The RUclips tutorials and videos about the TEAMS email invite do not show timezones either.
Furthermore, I have contacted Microsoft about this and they are working on a solution.
@@BulbDigital Thanks for the information and I think that you were generally trying to help. It's not your fault that technology has made many things in life much more difficult!! Your message is an example and I'm not trying to pick on you for that! Have you heard the word obfuscation? You sent me several links that talk about long processes to change the timezone in my computer and calendar etc, etc. The simple answer (instead) is for the email invite to contain the time zone and then I can simply (in my head) figure out what time the meeting is!! When I cross time zones, the automatic feature is often wrong. The same thing happens to many of us on our cell phones and other devices. The time is not correct because we are close to a time zone boundary. I'm not interested in going through a long process to try and tell my device to know what timezone is in, when it keeps getting it wrong anyway. The simple answer is for the person creating the meeting to put the time zone in because the team's app will not do that. And like I said.....I can figure out the time by making the time zone adjustment in my head and in a matter of about one second. Lol.
@@adamr8628 Managing meetings across time zones is tough. Especially if you live near a time zone "line".
I think you are looking for the email to tell the user what time zone the meeting is scheduled in. Today it always attempts to "figure out" what time zone you want it to be in. Which is heavily dependent on the device you are working on.
I don't know of a way to force it to always show the time zone.
@@hannahleaman I think you may be missing the point. I'm talking about the huge advantage of "old school" over technology here. This problem is so easily solved if the person that organizes the meeting will simply put the time and the time zone in the email message. Thats it. Problem solved. A lot of people want to go to a lot of work to try to get the computer to guess the proper time zone of the person at a given time. That is so cumbersome and unnecessary. There are still a long list of things that technology does not do as well as people. And thats another example. Thanks for your response.
Was the 2/22/2022 on purpose
Nice attention to detail! 😁