Organise Projects, Tasks and Collaboration with Microsoft Teams

Microsoft Teams can be a powerful hub for project management when combined with other Microsoft 365 tools such as Planner, OneNote and SharePoint.

In this practical training, participants learn how to organise projects in Microsoft Teams, structure collaboration between team members, manage tasks and share documents efficiently. The course focuses on creating a clear digital workspace where communication, documents and tasks are centralised.

Through practical exercises and real project scenarios, participants discover how to manage projects more transparently, reduce email traffic and improve team coordination.

Duration

1 day.

Course Outline

1. Microsoft Teams as a Project Workspace

• Using Teams as a central project hub
• Structuring project teams and channels
• Creating project-based team environments
• Best practices for project collaboration in Teams

2. Organising Project Communication

• Using channels for project discussions
• Managing project updates and announcements
• Using mentions and tags
• Keeping conversations structured and searchable
• Reducing email communication with Teams

3. Managing Project Tasks with Planner

• Introduction to Microsoft Planner
• Creating project task boards
• Organising tasks using buckets
• Assigning tasks to team members
• Tracking progress and deadlines
• Visualising project progress

4. Managing Project Documentation

• Understanding how Teams stores files in SharePoint
• Organising project folders and documents
• Version control and document recovery
• Real-time collaboration on project documents
• Best practices for document management

5. Managing Project Meetings

• Planning project meetings
• Using Teams meeting tools effectively
• Recording meetings and sharing outcomes
• Using meeting notes and collaborative documents
• Following up on action points

6. Integrating Additional Tools

• Using OneNote for project notes
• Tracking tasks across Teams and Planner
• Integrating project dashboards
• Automating simple workflows with Power Automate (overview)

7. Project Management Best Practices

• Structuring project teams effectively
• Managing communication within the team
• Avoiding information overload
• Maintaining a clear project workspace

Practical Exercises

Participants will practice:

• Creating a project team in Microsoft Teams
• Setting up a task board in Planner
• Managing shared project documents
• Organising project meetings
• Tracking project progress within Teams

Learning Objectives

After completing this course, participants will be able to:

• Use Microsoft Teams as a central project workspace
•  Organise project communication efficiently
• Manage tasks and responsibilities using Planner
• Collaborate on project documents in real time
• Structure project teams and channels effectivelyBovenkant formulier

Audience

This course is designed for professionals who manage or participate in projects using Microsoft 365.

Typical participants include:

• Project managers
• Team leaders
• Project coordinators
• Administrative professionals
• Teams working on collaborative projects

Prerequisites

Participants should have:

• Basic knowledge of Microsoft Teams
• Basic familiarity with Microsoft 365 applications (Outlook, Word, Excel)

No prior project management software experience is required.