Microsoft Teams

Project Management:

Best Practices
with Templates
CONTENT

1. WHY MICROSOFT 2. PM TEAM BEST 3. FILES STORING 4. TASKS

TEAMS? PRACTICES AND SHARING MANAGEMENT

Advantages that Examples for Project Structure your files Perform time
you can get Management Teams with guidelines, management with
using Microsoft with relevant tutorials and use Planner to meet
Teams channels cases deadlines

5. ADD 6. NAMING 7. SCALE IN 8. HOW TO BUILD

OTHER APPS CONVENTION EXAMPLES ORGANIZATION TEAMS TEMPLATE

Explore different Examples of Naming Learn how to save time 3 easy Steps to build
apps for project Convention to with Microsoft Teams your first Project
management structure your Teams Templates Management Template
 Back to Menu
Back to Menu

2. Why Microsoft Explore different use cases and build your first team with

Teams?
relevant Standard and Private Channels according to your
project structure
 How to use Microsoft Teams for project
management?
With Microsoft Teams you’re able to provide your team a workspace to collaborate on different projects.
Collaborate, and share news and content one structured software. And this is why it’s so effective:

Easy Communication User-friendly Workspace Effective management

With Microsoft Teams your team You’re able to customize your Teams Perform ideal project management. Track
members will work together on different environment according to your project project progress, meet deadlines, and
project. Easily share news and updates needs. Add Files, Tabs and many Apps achieve KPIs with structured workspace
through Channels
 Back to Menu

2. Project
Management Teams Explore different use cases and build your first team with
relevant Standard and Private Channels according to your

Best Practices
project structure
PART 1

Create Channels Set Up a structure Build channels

depending on depending on based on your
your use cases Project steps team members
PART 2

Get a team provisioned with several private Add a Private channel to communicate with

channels, including default owners and pre- people outside of your organization. Thus, they
configured Tabs. Share important information may see all the content in Private Channels

with Private Channels members only without access to another information

 Back to Menu

3. Files storing and Add files such as project codes of practice, guidelines, plans

sharing
and more. It allows you to avoid information loss and
collaborate on important documentation
You’re able to add files and folders
to your project management team
to simplify work activities.

It could be guidelines, tutorials,

codes of practices and more –
everything that can be useful
in project execution.
 Back to Menu
Back to Menu

4. Perform effective Add Microsoft Planner to the Channel Tab. Build boards with

time management
tasks to manage all processes. Assign tasks to any team
member and set a timeline to meet project deadlines
 PART 1

Create tasks
Build fully featured Planner Template with
boards and tasks. It’s so convenient to
have a Planner Template for repetitive
processes. With Planner you can clarify all
processes for your team members

PLANNER
 PART 2

Add details
Add all details with a due date, notes,
and a checklist. Don’t forget to assign the
task to the right people in your team. In
addition, you can attach any file or link

PLANNER
 PART 3

Manage Progress
Choose the Charts view to manage
project progress. Pay attention to the late
or not started tasks. With Planner Charts
you can easily compare project results

PLANNER
 PART 4

Schedule Tasks
Open Schedule and see the calendar
with all created tasks. You can even
export it to your Outlook
Calendar. Perform time management
and follow deadlines

PLANNER
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5. Add other Apps to Add any Microsoft or 3rd party App to your Teams

your team
environment. This way, your team member will use familiar
software without jumping from one application to other
 PART 1

Project Reviews
Create Forms for different projects and easily
collect your team members reports. Add
questions about project progress, milestones and
financial information

FORMS
 PART 2

Sharing Results
Add a new Tab to your Template and collect the
responses from your forms. The responses will be
automatically shown in a newly created team
from your Template

FORMS
 PART 3

Follow Communities
Reach the Community with Project
experts right from your Teams and make
sure each team gets it. It allows you to
stay in touch with people outside your
team

YAMMER
 PART 4

Choose Topics to follow

Add a Tab at the Template Level with
real-time posts updates around needed
themes. Thus, your project team will be
notified about any changes

YAMMER
 PART 5

Share Reports
Just add Power BI to your Channel Tab and share
the results in a one place in the real time with
your team members. Once creating a Report,
you will have it copied with Teams Template

POWER BI
 PART 6

Build Dashboards
Build Dashboards right in your Team using internal
or external Data. Add graphics, maps, charts
and much more. As a result, your project
members are focused on KPIs without jumping
from one software to another

POWER BI
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6. Naming Convention Explore Microsoft Teams Naming Convention. With the right

Examples
Naming Policies you will avoid duplication and mess in
different teams. In addition, you can simplify the search
process
Define your Use Cases and set up Naming
Policies. This allows you to avoid duplication
and teams mess

Define your Use Cases and set up the Naming

Convention according to your project needs. It could
be the name of department, location, priority, etc.

Implement the Naming Policies to your Teams

environment. Thus, your colleagues will know exactly
the purpose of the new team

With Naming Convention you will be able to

structure your workspace, simplify search process,
and avoid duplication or mess of unused teams
 Backto
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7. How to scale it in Explore Microsoft Teams Templates Technology. Simplify your

your organization?
work activities and allow your team members to create
different teams from your Project Management Template
 Microsoft Teams Challenges
Besides all advantages of Microsoft Teams for project management, you can face some challenges. When
trying to scale it in the organizations, project managers can struggle with common issues:

Uncontrolled teams creation Wasting Time Difficult interface

Employees can create an unlimited The need to devote most of the work The uncontrolled creation of teams and
number of teams, which leads to a heavy time to create a workspace with channels leads to a misunderstanding
load on the information department, channels and teams. Thus, you will of employees where it is necessary to
confusion, and unsystematic naming. spend many time on manual tasks. share information
Project Management
Teams Template
Instead of manual teams creation for each of
your new project, you can create Teams
Template. As a result:

STRUCTURED WORKSPACE
Cleare and structured workspace with Teams
Templates created for your needs

SAVING TIME
Save your time and create pre-configured
teams in a few seconds

NO MISSCOMUNICATION
Teams Templates with relevant Channels
and Tabs with Apps for easy collaboration
 Back to Menu

8. How to build a Learn how to build Microsoft Teams Project Management

Teams Template?
Template with copied Files, Tabs, Settings, Channels, and
Members. In addition, you will set up Governance Policies
according to your business needs.
How to build
Microsoft Teams Templates?

Create the first original team for

1
your template

Add it to the catalog with

2
Governance Policies

3 Make the Request and

use it!
1
Create the
Original Team
1. Click on +New Team and create a Private Team

2. Add a name, description and a few owners

3. Create all the necessary channels

4. Add Files and Tabs with any App

5
2 Add to catalog Part 1

1. Install SalesTim App (For M365 Administrators)

2. Go to Catalog tab and Click on +Create your

new template

3. Select the Original Team

4. Select what should be cloned from the Original

Team (channels, apps, tabs, etc)
 2 Add to catalog Part 2

5. Naming convention: Categorize and identify your

Teams by adding fixed suffix and prefix

6. Approval workflow: Delegate approval anyone

in your organization

7. Audience targeting: Define who can use

the Template based on user data

8. Security policy: Enforce Teams privacy and add

permanent users/owners
 Create a new
Team
3
Part 1

A NEW TEAM IN ONE CLICK

Choose a template and get a team fully

created in just a minute with channels, tabs,
files, etc.

FILL IN REQUEST FORM

Give the name, description, and create the

welcome message. Don’t forget about
memers and owners
 Create a new
Team
3
Part 2

All THE CONTENT NEEDED

Get in a few seconds a fully provisioned
team with copied Channels, Files, Tabs,
Setting, and Members

TEMPLATES WITH APPS

Planner, Forms, Yammer, Power BI, and
much more! Get the team with pre-
configured Microsoft or any 3rd party App
with Teams Templates
Want to build your
Project Management
Microsoft Teams
Templates?

https://fa-st.co/tryNow

Now you know how to build a Microsoft Teams template.

Explore our app that helps building no-code template for Microsoft Teams in a minute.
Collaborative processes efficiency
at scale

For line of businesses: SalesTim lets companies provide a catalog of Microsoft Teams
Templates with pre-configured channels, tabs, and Planner; and address any collaboration
use case such as Proposal Management, Project Management, Recruitment, etc.

For IT: SalesTim combines specific Governance Policies for each solution with the
implementation of a naming convention, creation approval, reinforced security,
permanent members and owners, etc.

Try free DEMO and learn more on our website www.salestim.com