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LinkedIn Learning

Modern Project Management in Microsoft 365

via LinkedIn Learning

Overview

Learn how to use Microsoft 365 tools and services—including Outlook, Planner, Teams, and more—to manage projects more efficiently.

When you're juggling everything from task tracking to meeting facilitation—and you leverage several different applications in your workflow—keeping yourself and your stakeholders up to date can be a challenge. In this course, learn about the Microsoft 365 tools and services—including Outlook, Planner, Teams, and more—that can help you manage your projects more efficiently. Microsoft Certified Trainer and Office Apps and Services MVP Heather Severino shares how to create templates, leverage reusable content, and automate emails in Outlook. Heather covers how to keep the right stakeholders informed by creating threaded conversations and private chats in Teams. She also shares how to create and manage tasks in Planner, including how to update a Planner task from the Teams app; manage cloud-based files in OneDrive, SharePoint, or Teams; collect feedback using Forms; use SharePoint lists to organize projects; and more.

Syllabus

Introduction
  • Manage projects in a modern way with Office 365
1. How to Manage Project Communications with Outlook
  • Attach a project file to an email from a web location
  • Forward an email to a team
  • Create a template for future project emails
  • Reuse project message content with Quick Parts
  • Automate project emails with Quick Steps
  • Find project content with search folders
2. How to Manage Project Communications with Microsoft Teams
  • Communicate with a channel project conversation
  • Communicate with a private chat project conversation
  • Schedule a recurring channel project meeting
  • Start an ad hoc project meeting
3. How to Manage Project Tasks with Planner
  • Create a Planner board for project tasks
  • Add a bucket to organize project tasks
  • Create a project task in Planner
  • Manage a project task from Outlook
  • Update a project task from To-Do
  • Manage project plan tasks from Microsoft Teams
4. How to Manage Cloud-Based Files in Microsoft 365
  • Understand the differences between OneDrive, Teams, and SharePoint document libraries
  • Create and upload project files to OneDrive
  • Share a file with a project member
  • Editing a file with project members
  • Managing a project file's versions
  • Create and upload project files in a team
5. How to Manage Project Feedback Surveys with Microsoft Forms
  • Create a form to collect project feedback
  • Create project feedback questions
  • Preview a project feedback form
  • Share a form with project stakeholders
  • View form results
  • Use a form as a template for the next project
6. How to Leverage SharePoint Lists and Apps to Organize Projects
  • Create a SharePoint list to organize project details
  • Create a calendar for project milestones
7. How to Automate Project Work with Power Automate Flows
  • Save project attachments from email to OneDrive
  • Create a daily summary of project Planner tasks by bucket
Conclusion
  • Next steps

Taught by

Heather Severino

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