Project Online - Discovering the interface Tutorial
In this video, you will learn about the intelligent search feature in Microsoft 365. The video covers the search tools in Microsoft 365, including searching on your computer, using Microsoft Search, finding content and people in SharePoint, searching your emails, and more.
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Project Online - Customising the interface
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Planner - Enrich tasks content
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Edge Chromium - Extensions
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Create a scheduling poll
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Enrich tasks content
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Creating the project tasks
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Use the scheduling poll dashboard
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Creating a project
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Advanced tasks
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Manage the most important tasks
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Planner and transverse applications
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Organize your daily tasks
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Setting delegates
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Clutter
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Understanding the new interface
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Immersive Reader
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The Outlook tasks in To Do
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Quickly find your files
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Add dates and deadlines to your tasks
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Planner Tasks in To Do
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Create a new task in To Do
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Rank your custom lists into groups
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View events
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Organize Your Messages with Rules
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Use Documents in a Synchronized Library Folder
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Use Recycle Bins to Restore Documents
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Manage Storage Space
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Power and Manage OneDrive
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Synchronize Your Teams and SharePoint Files on Your Computer
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Create an Automated Flow with Power Automate
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Set Your Work Hours in Outlook
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Create a Simple Flow with AI Copilot
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Use the Meeting Dashboard
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Create your reservation page for appointment booking (Bookings)
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Access Power Automate for the Web
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Create different types of events
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Create an appointment or meeting
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Understand the Steps to Create a Power Automate Flow
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Presentation and introduction to the calendar
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Create a Flow Based on a Template with Power Automate
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Create a Meeting Poll
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Manage Views
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Create an Email Template
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Understand the Benefits of Power Automate
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Recall or replace an e-mail message
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Send Automatic Out-of-Office Replies
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Organizing OneNote with Copilot
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Use a Shared Mailbox
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Use the Scheduling Assistant
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Add Conditional “Switch” Actions in Power Automate
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View Other Calendars
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Calendar Delegation Setup
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Use Categories
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Clean Up Your Inbox
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Mailbox Delegation Setup
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Delay Email Delivery
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Use Conversation View
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The Power Automate Mobile App
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Streamline Note-Taking with OneNote and Outlook
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Respond to invitations as a delegate
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Share Power Automate Flows
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Display Three Time Zones
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Easily Sort Your Mails
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Add Conditional “IF” Actions in Power Automate
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Structure and optimize team collaboration with Copilot
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Action Function
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Search Function
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Date and Time Function
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Text Function
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Objectifs :
This tutorial aims to familiarize users with the Project Online interface, including how to navigate the project center, consult project information, manage permissions, and access project-related documents and resources.
Chapitres :
-
Introduction to Project Online
Welcome to this tutorial on Project Online. In this session, we will explore the software interface, focusing on how to consult project lists, utilize Gantt charts, manage licenses, and access various resources, particularly the document library assigned to each project. -
Accessing the Project Center
To begin, access the portal and open the Project Online software. Upon opening, you will be directed to the project center, where you can view a comprehensive list of projects. This list includes essential information such as project names, start and end dates, completion rates, planned durations, work completed, and project owners. Additionally, you can see the dates of the latest updates made to each project. -
Monitoring Project Progress
To monitor the coordination and progress of projects, utilize the column separator on the screen. You can adjust the size of each view to compare projects effectively. The progress of each project is indicated by a darker bar, allowing you to assess their status relative to one another. If you need to change the view, navigate to the ribbon where the project tab offers zoom options for better visibility. -
Managing Project Permissions
Not everyone has access to all projects. To manage permissions, select your project from the list and use the ribbon to grant permissions. You can assign different levels of access: - **Member**: Can actively contribute to the project. - **Visitor**: Can only read or consult documents. - **Owner**: Has total control over the project. To grant permissions, click the appropriate icon, enter the person's email address, and include a message if necessary. You can also adjust permission levels as needed before clicking 'Share'. -
Accessing Project Documents
To manage your project effectively, you need access to various documents and resources. Return to the project center to find icons indicating documents stored in the project annex. Click on the folder icon to access these documents, which include an overview of the project, completed tasks, upcoming tasks, and those stored in the document library. Depending on your permissions, you can download, synchronize, edit, or add to these documents. -
Conclusion
In this section, you have explored the Project Online interface, including the project center, project information, Gantt charts, permission management, and document resources. Understanding these elements is crucial for effective project management and collaboration within Project Online.
FAQ :
What is Project Online?
Project Online is a cloud-based project management tool that helps organizations manage their projects, resources, and portfolios efficiently.
How do I access the Project Center?
To access the Project Center, log into the Project Online portal and open the software. You will be directed to the Project Center automatically.
What information can I find in the Project Center?
In the Project Center, you can find a complete list of projects, including details such as project names, start and end dates, completion rates, and project owners.
How can I manage permissions for a project?
You can manage permissions by selecting a project from your list and using the ribbon to grant permissions to users as members, visitors, or owners.
What is a Gantt chart used for?
A Gantt chart is used to visualize the timeline of a project, showing the start and finish dates of tasks and their progress.
How do I access project documents?
You can access project documents by clicking on the folder icon in the Project Center, which will take you to the document library associated with your project.
Quelques cas d'usages :
Project Management in IT
IT project managers can use Project Online to track project timelines, manage team permissions, and collaborate on documents, ensuring that all team members have the necessary access to project resources.
Resource Allocation in Marketing
Marketing teams can utilize the Gantt chart feature to plan campaigns, allocate resources effectively, and monitor progress against deadlines, improving overall campaign efficiency.
Document Management for Construction Projects
Construction project managers can store and manage all project-related documents in the document library, ensuring that all stakeholders have access to the latest plans and reports.
Collaboration in Remote Teams
Remote teams can leverage Project Online to collaborate on projects by sharing documents and managing permissions, allowing for seamless communication and project tracking regardless of location.
Glossaire :
Project Online
A cloud-based project management software that allows users to manage projects, resources, and portfolios effectively.
Gantt Chart
A visual representation of a project schedule, showing the start and finish dates of various elements of a project.
Project Center
The main interface in Project Online where users can view and manage all their projects in one place.
Permissions
Access rights granted to users regarding their ability to view, edit, or manage a project.
Owner
The person who has total control over a project, including the ability to manage permissions and project settings.
Member
A user who is invited to actively contribute to a project.
Visitor
A user who can only view or consult project documents without editing rights.
Document Library
A storage area within Project Online where project-related documents are kept and managed.