Managing Projects in Microsoft Teams Workshop

by Governance Expert Christian Groß

This workshop is designed to identify and analyze the project management tools and process in use. Additionally, it will highlight features and options for working with project rooms in Microsoft Teams.

The goal of the workshop is to work out the possibilities for optimizing and automating project management in Microsoft 365 and to create a plan on how to implement them. 

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Learn from the governance market leader how project management works for Microsoft Teams.

10 years



Governance apps in Teams store





What you'll learn in the Managing Projects in Microsoft Teams Workshop

Discover the unused project management opportunities within Microsoft Teams. Together, we will develop the best plan for you to take advantage of these possibilities.

Analysis of the existing situation in the company

What technologies am I using and what are the challenges in my M365 environment?

Analysis of the current situation / development of the desired situation 

Defining customer-specific requirements and needs 

Identifying the most suitable solution for the future project management platform 

Identifying suitable change management / adoption measures for a successful roll-out 

Knowledge transfer and best practices from successful customer projects 

Exchange on the cost / licensing factor 

Definition of an index page for projects 

Which project management features and settings are useful for my Microsoft 365 environment?

Managing metadata for projects 

Managing permissions within the projects 

Managing permissions for the index page 

Search configuration of the index page 

Supporting measures for administration (user guides, FAQs, How To guides) 

Definition of project workspaces 

How and in which components can or do I want to implement project management for my company?

Type of project workspaces (Teams / SharePoint Online) 

Definition of templates for project workspaces: Teams / SharePoint structure, channels, documents, lists, folders, pages, tasks, notes, owners, members 

Definition of the permission structure (governance) 

Definition of rules for naming conventions and lifecycles 

Optimization of compliance & security with sensitivity labels and rules for guest accesses 

Functionalities and building blocks (WebParts) 

Possible integration of third-party applications 

Possible interactions with interfaces 

Definition of workflows 

Master project management in Microsoft Teams like a boss.

Identifying the requirements for workflows 

Determining the right platform / technology for workflows 

We are your Managing Projects in Microsoft Teams Workshop Instructors

Christian Groß - CEO & Governance Expert

Christian has over 10 years of experience in provisioning and developing software solutions for Teams and Office 365. He developed several successful Teams apps, built up his own service company and also founded the largest German-speaking Microsoft Teams conference.

Instructor of Teams Governance like a boss webinar

Artur Strzalkowski - SharePoint & Microsoft 365 Consultant

Artur specializes in the implementation of collaboration platforms, social intranets as well as customer portals based on Microsoft Teams and SharePoint.

Instructor of Teams Governance like a boss webinar

Johann Birr - SharePoint & Microsoft 365 Consultant

Johann is your contact person when it comes to change management, digital workplace or collaboration. He helps with the implementation as well as with the internal communication within your company.

Instructor of Teams Governance like a boss webinar

Eva Grandtner - Microsoft 365 Customer Success Manager

Eva helps our customers with onboarding Teams Manager and External User Manager. She also works continuously with customers to ensure they are satisfied with our products and receive the support they need.

Time to take action

Ready for your individual Project Management Guide?

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