How to manage projects with Microsoft teams

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How to Manage
Projects with
Microsoft Teams
Bakul Kapoor
NetCom Learning

AGENDA
How to create a team for your projects
Creating and assigning tasks
Connect SharePoint pages and lists
How and Why: Adding OneNote notebooks
Schedule team meetings and reviews

MAIN PILLARS OF PROJECT MANAGEMENT
What do project leaders really care about

TYPES OF COMMUNICATION
80% of Project Manager’s time is typically spent communicating
Communication
Project Plan
Status
Reports
Risk & Issue
Log
Meeting
Minutes
Action Items
Decision Log
Change
Request Log

COMMUNICATE AT ALL LEVELS
Communication needs to be effective at all levels of the project team and organization
Project Plan
Status
Reports
Risk & Issue
Log
Meeting
Minutes
Action Items
Decision Log
Change
Request Log
Internal Stakeholders
External stakeholders
Senior Leadership Team
Project Sponsors & Key Stakeholders
Project Team
Silent Stakeholders
Internal project members

MICROSOFT TEAMS
Chat-based collaboration tool
• Centered around
conversations
• Rich integration with other systems
and services
• Mobile ready (Android, iOS)

MICROSOFT TEAMS
What makes up a Team
Connectors

CREATE A TEAM
• Create a team from Teams Admin Center
• Create a team from Teams Client
• Create a team with PowerShell

TEAMS
In Chat, you can have
private one-on-one
or group
conversations that
are not in the
public team channel.
Options in chat

TEAMS
A team is a collection
of people, content,
and tools that work
together to produce
a business outcome
for your company

TEAMS
Microsoft Teams m
akes it easy: To
create or schedule a
meeting, click the
in-chat “Schedule a
Meeting” option or
head to the
Meetings tab.

MEETINGS
To Schedule a meeting:
-Choose Microsoft Teams
calendar option
-Directly Schedule a meeting
from
Microsoft Outlook
-Within your Chat Click
“Schedule a Meeting”

MEETINGS (CONTD.)
From Outlook

ADDING TABS TO CHANNELS
Integrate content form other SaaS services into Teams

ADDING CONNECTORS TO TEAMS
Integration with other applications using connectors to automatically feed information
into Conversations

SHAREPOINT PAGES IN TEAMS
Extend the reach of your code by inserting SharePoint pages and web parts directly
within teams

SHAREPOINT DOCUMENT LIBRARIES
Full Document Library support directly from within Teams

CONTENT DISTRIBUTION SERVICE
SharePoint News extended into Microsoft Teams to expand the reach

TAKING NOTES
Each meeting should be followed by minutes
• A OneNote is associated with every Team/Channel
• Capture unstructured meeting minutes
Considerations
• Leverage extensive functionality in OneNote for searching content
• Add Meeting details directly into OneNote

FILE SHARING
Manage all project artefacts from a single location
• Each Channel has its own folder in the Team’s Office 365 Group Shared
• Document Library
Considerations
• Ensure everyone is working on the latest version
• Integrate storage from other SharePoint, DropBox, Box, or Google Drive sources
• Promote documents to their own tabs in a Channel (e.g. SOW)
• For different permissions, need to use different Teams or SharePoint sites
• Open directly from mobile device

RECORDED WEBINAR VIDEO
To watch the recorded webinar video for live demos, please access the link:
http://tiny.cc/8uzosz
| |

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» CONFIGURING MICROSOFT® TEAMS FOR THE DESKTOP - Class Scheduled on Sep 22
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