Project Management with Microsoft Teams | MyExcelOnline

Microsoft Teams is commonly used as communication software but it can also be used to collaborate with your teammates. It can be used for project management as it allows video calling, chatting with colleagues, sharing files and apps, team coordination, keeping track of tasks assigned, and much more.

In this article, we will show you the usefulness of Microsoft Teams for project management –

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Why Use Microsoft Teams for Project Management?

Microsoft teams have four convenient ways to make the life of project managers easier, and those are:

  1. People (Team)
  2. Meet
  3. Share Files
  4. Share Apps

With the help of Microsoft teams, project managers eliminate old redundant, and inefficient ways of project management with constant replies and communication through email threads. Project management has come a long way and Microsoft Teams has come up with some excellent ways to become an efficient project manager.

Let’s analyze each of the handy project management tools mentioned above in detail.

 

Managing People

Firstly it’s important to add the people to the team who will meet together for collaboration.

  • Go to the bottom left corner of the screen and click on Join or Create a Team
    Project Management with Microsoft Teams | MyExcelOnline
  • Then click on Create a Team
    Project Management with Microsoft Teams | MyExcelOnline
  • A create a team dialog box will show up with many options to select from, – click on the option tile From Scratch
    Project Management with Microsoft Teams | MyExcelOnline
  • In the next step choose the type of team –
    • If you choose a private team – People will need your permission to join
    • If a public team is chosen – then anyone can join, and
    • If you choose an organization-wide team – everyone in the organization automatically joins the team
  • For this instance go with the Private team option and then give the team a name and then click on Create
    Project Management with Microsoft Teams | MyExcelOnline
  • Now add members to the team, type in the email addresses, and click on the add.
    Project Management with Microsoft Teams | MyExcelOnline
  • You can designate each team member as a Member or Owner
    Project Management with Microsoft Teams | MyExcelOnline
     
  • Once the team is created click on the close button and on the left panel area you can find the new team created.
    Project Management with Microsoft Teams | MyExcelOnline

 

Managing Projects with Channels

You can organize each team into sub-categories or channels. Creating channels helps in specialized or category focussed discussion in each channel.

Follow the steps below to manage projects with the help of channels –

  • Click on three dots beside the team name and click Add channel
    Project Management with Microsoft Teams | MyExcelOnline
  • Give a name to the channel as required.
    Project Management with Microsoft Teams | MyExcelOnline
  • Click on the Channel and then click on New Conversation
    Project Management with Microsoft Teams | MyExcelOnline
  • Type and format your message in the compose box and press the send button
    project management in teams
  • Your message will be live on that channel
    Project Management with Microsoft Teams | MyExcelOnline

 

Managing Projects with File Sharing

Each channel in Microsoft Teams has a folder wherein you can share files related to that particular channel. You can store and share files by simply clicking on the Files tab.

Project Management with Microsoft Teams | MyExcelOnline

To share a new file or folder, click on the Upload button

Project Management with Microsoft Teams | MyExcelOnline

 

Managing Projects with Apps

In Microsoft teams, you can add apps to share content and work on projects with other team members.

  • Click on the + sign to add a new tab
    Project Management with Microsoft Teams | MyExcelOnline
  • Select the app that you want
    Project Management with Microsoft Teams | MyExcelOnline

 

Managing People with Teams Meeting

You can instantly start a teams meeting for a particular channel by following the steps below –

  • Go to Teams and select a channel and then click on Meet Now
    Project Management with Microsoft Teams | MyExcelOnline
  • To start the meeting, give it a title and hit Join Now
    Project Management with Microsoft Teams | MyExcelOnline
  • Anyone on that channel will be able to join the meeting by clicking on the video icon
    Project Management with Microsoft Teams | MyExcelOnline
  • You can go to More > Start Recording to record a meeting and later post it on the channel
    Project Management with Microsoft Teams | MyExcelOnline

 

In this article, you have seen how to manage people by creating a team and using channels. You have also learned about project management by uploading files and using apps and how to create easy-to-access meetings for your whole team with access to all things related to your current project!

 

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