Microsoft 365

Microsoft 365 for project management

2 days · 16 hours6–12 people

Build a complete project workspace without adding another system.

Organizations already have Microsoft 365, yet projects remain scattered across spreadsheets, emails and notes. Participants design one workspace for tasks, risks, documents, meetings and project status.

Ask about training View the program

Outcomes

What you will learn

Connect Teams, SharePoint, Planner and Lists in one project model

Plan tasks, deadlines and ownership

Manage risks, changes and decisions in Lists

Organize SharePoint documents and permissions

Create simple alerts, reminders and approvals

Prepare a clear project status report

Audience

Who this workshop is for

Project managers and coordinators
Team leaders and process owners
Project team members
Companies managing projects in Microsoft 365

Course agenda

From knowledge to hands-on work

Day 1 · Planning and organization

Tool map: Teams, SharePoint, OneDrive, Planner, Lists, Loop and Outlook
Project workspace: team, channels, access and reusable template
Planner: tasks, buckets, labels, checklists and views
Premium plans: schedule, dependencies and milestones where licensed
Lists: risks, changes, decisions and stakeholders
Loop: shared components in chat, email and meetings

Day 2 · Documents, communication and automation

SharePoint: libraries, metadata, views, versions and permissions
Outlook and Teams: calendar, status meetings, notes and stakeholder communication
Forms for requests, requirements and feedback
Power Automate: deadlines, alerts, reminders and approvals
Planner and Lists reports in Excel and an introduction to dashboards
Build a complete workspace for an example or live project

Final exercise

Build a project workspace with a task plan, risk register, document library and simple notification flow.

What you take away

Named completion certificate and a project workspace template with channel, list and flow examples.

Feature availability

Planner premium, Copilot and some automations depend on Microsoft 365 licenses and configuration.

FAQ

Questions about this course

Do we need extra software?

Core exercises use Microsoft 365 tools. We check licenses and access before the workshop.

Can we work on our own project?

Yes, after agreeing on data and access. A neutral scenario is also available.