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Other views including Gantt charts allow you to see which tasks are late or upcoming, giving you a visual overview of the state of the project. The SharePoint task Lists tool enables users to create lists of tasks and subtasks and see their distribution on a project timeline. Companies have built entire websites and applications using the sites, libraries, folders, and tagging features of SharePoint.
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SharePoint itself is a full project management tool. However, Planner offers little reporting, especially across projects, and all users must have a Microsoft 365 Business Premium, Business Essentials, or Enterprise account to view project plans. Planner allows teams to create detailed tasks with owners, color-coded labels, file attachments, checklists, and comments. Using very familiar agile tools like buckets and boards, Planner gives teams a visual way to organize project tasks.

Planner is a Kanban-style task management app. It takes a lot of effort, even with some training, to arrange your tasks and make each one clear. Your tasks, events, and meetings can all get mixed up and make your display messy and hard to follow. However, it’s not a tool that’s easy to pick up and learn on your own. You can even display your tasks on a calendar and share them with other team members. You can look at your tasks in terms of status, priority, level of completeness, category, and more. Outlook Tasks makes it easy to manage a small project from within your email app. You can share a list with other users but they must have a Microsoft To Do account to view or edit the list. In terms of project management, collaboration is limited.
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The app is free and accessible on mobile or desktop.
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Microsoft To Do is a cloud-based task management app that allows users to create lists, reminders, and notes for personal or professional use. You can check to see which of these applications and services are included in your business package here. It’s worth noting many of these integrate with each other and other Microsoft 365 apps such as Teams and Power Automate. Here are seven applications and services that will help you to manage a project using Microsoft 365. While you can easily email Word documents and Excel spreadsheets back and forth between everyone working on the project, these programs won’t help you keep track of which docs are done and which spreadsheets still need to be edited. You’ll most likely need all of those to complete your project, but none of them are really right for managing the project itself.Ī project is a collaboration of work between different people or groups with a common aim. You’re already familiar with the core products in the Microsoft 365 suite: Word, Excel, and PowerPoint. It looks like a Microsoft 365 project may be in your future. Large or small, we know you’ll want to do your best and help your team to succeed. In this stage of the plan, you'll be creating milestones so that you can take large or high-level deliverables and break them down into small deliverables, which can be outlined in the next step.Even if you aren’t a certified PMP and have no training as a professional Project Manager, sooner or later you will be called upon to manage a project at work. Precise dates help project managers break down work structures more accurately. Milestone and major deliverable deadlines do not have to be exact dates, but the more precise, the better. These milestones have work products associated with them, but they are more about the processes than the products themselves.
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If an organization undertakes a project to develop new software, major deliverables could be the final list of business requirements and how to implement them.įollowing those, the project could have milestones for design completion, system testing, user acceptance testing, and the software rollout date. A project plan should identify these items, define them, and set deadlines for their completion. They both represent the big components of work on a project.

The key achievements for a project are called milestones and the key work products are called major deliverables.
