How to Manage Projects in Microsoft Teams

Introduction

• Microsoft Teams is a powerful tool for managing projects through communication, file sharing, and task tracking.
• Example project: Launching a new line of seasonal cookies at the Kevin Cookie Company.

Setting Up a Team

1. Create a Team
   • Access existing Teams and create a new team using the plus icon.
   • Set team name and description: Spring Cookie Launch, 2028.
   • Team permissions: Choose between Private, Public, and Org-wide access.
2. Create Channels
   • Channels: Dedicated spaces for focused conversations within a team.
   • Initial channel for general coordination named main.

Adding Members

• Add members by typing in names (e.g., Grady, Diego, Patti).
• Assign roles: owner or member, based on permissions.

Organizing Tabs

1. Posts Tab

   • Used for organized conversations related to the project.
   • Allows standard posts and announcements with headlines.
   • Encourage team member introductions and use @ mentions for notifications.
   • Create polls to gather team opinions.

2. Files Tab

   • Repository for shared documents and files.
   • Option to create new folders and upload documents directly.
   • Example: Create a Word document for a flyer, enabling real-time collaboration and comments.

3. Notes Tab

   • Shared OneNote for documenting meeting minutes, ideas and project details.
   • Insert meeting details from your Outlook calendar for context.

Customization and Task Management

• Add new tabs for specific tools using the plus icon (e.g., Planner, Trello, Jira).
• Use Planner to track tasks:
  1. Create tasks with due dates and assign owners.
  2. Explore board, grid, schedule, and chart views for task management.

Scheduling Meetings

• Use the meet icon to schedule meetings with channel members.
• Send meeting invites for better participation visibility.

Conclusion

• Microsoft Teams streamlines project management through integrated tools for communication, file sharing, task management, and scheduling.
• Emphasizes teamwork, visibility, and efficient coordination.

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(Note: All specific names, dates, and examples are fictional and for illustrative purposes only.)