Can I use Teams as a project management hub? #M365AMA
In this episode, the #M365AMA panel discusses the following community question:
“I’m still fairly new to Teams, but am looking for a way to create a Team, or a channel within a Team, that contains multiple tabs with multiple checklists. My intent with this is for project management and to provide templated checklists for all of our projects. Example, the first tab would be Sales, with checklists of what info to gather, what info to submit, etc. The second tab would be Engineering, with checklists of what documentation needs to be engineered / produced for an installation team. What I’m struggling with is how to create a Teams template that auto-populates these checklists. I’ve tried To-Do Checklists and Planner and To-Do but haven’t been successful. This seems like a standard feature but maybe I’m being optimistic.? Any help/guidance is appreciated.”
Check out the discussion here:
Participating in this discussion were:
- Christian Buckley. RD+MVP+MBA @buckleyplanet
- Shari Oswald, MVP+MCT @shortcutshari
- Dan Rey, MVP @stilldrey
Some relevant notes/links shared by the team:
- You can use Powershell or a third-party tool to create based on a template when provisioning a Team
- The new Planner in Teams is now in Public Preview [https://techcommunity.microsoft.com/t5/planner-blog/the-new-planner-in-teams-is-now-in-public-preview/ba-p/4072525]
- Keep up to date on all-things-Planner on the Planner Blog [https://techcommunity.microsoft.com/t5/planner-blog/bg-p/PlannerBlog]
- Tips for using Teams for Project Management activities [https://techcommunity.microsoft.com/t5/microsoft-teams/tips-for-using-teams-for-project-management-activities/m-p/980094]