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Managing Projects with Microsoft Teams

via LinkedIn Learning


Learn how to manage small- to medium-sized projects in your organization with Microsoft Teams.

Microsoft Teams is the communication and teamwork hub of Office 365. Teams brings together the conversations, files, and meetings that team members collaborate on together—making it an ideal tool for managing projects. In this course, Microsoft Certified Trainer, Microsoft MVP, and project manager Heather Severino walks through everything you need to know to manage small- to medium-sized projects in Teams. Heather starts by showing how to set up a team and manage permissions. She then covers how to manage files, connect SharePoint lists and pages, take notes, manage online meetings, and collect project feedback. Plus, Heather explains how to be even more efficient in Teams by using keyboard shortcuts and leveraging existing teams as templates.


  • Managing projects with teams, channels, and apps
1. Set Up a Team Structure
  • Create a team for your project
  • Add channels to a team
  • Invite team members and guests
  • Manage Teams settings and permissions
2. Managing Files
  • Working with a document library
  • Attach files in a conversation
  • Move files from OneDrive to Teams
  • Coauthoring in files
  • Managing file versions
  • Connect a document library from another team
3. Tracking Tasks
  • Create a Planner board in a channel
  • Create task buckets in Teams
  • Create and assign tasks in Teams
  • Managing and reporting on tasks
4. Working with Pages and Lists
  • Connecting a SharePoint list to a channel
  • Managing a SharePoint list
  • Connecting a SharePoint page to channel
5. Taking Notes
  • Add a OneNote notebook to a Teams channel
  • Take project notes in OneNote
  • Working with a wiki
6. Managing Online Meetings
  • Scheduling a Teams meeting
  • Starting an impromptu Teams meeting
  • Facilitating a meeting in Teams
  • Recording a Teams meeting
7. Collecting Feedback
  • Create a survey with Microsoft Forms
  • Tracking responses and analyzing with Microsoft Excel
  • Take a poll with the Polly chatbot
8. Working with Templates
  • Create a team using an existing team as a template
  • Keyboard shortcuts and resources
  • Where to learn more about Teams

Taught by

Heather Severino

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