Project Online - Customising the interface Tutorial
In this video, you will learn about customizing the interface in Microsoft 365. The video covers how to personalize your workspace, adjust settings, and optimize your workflow.
This will help you tailor the Microsoft 365 suite to your specific needs and enhance your productivity.
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Extensions
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Intro to Microsoft To Do on Mobile
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Save, publish, and share
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Understanding the new interface
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Remove a member from a group
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Check your day planning
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The mobile App with Teams
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Immersive Reader
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Add dates and deadlines to your tasks
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Quickly find your files
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The Outlook tasks in To Do
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Redefine privacy for highly secure meetings
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Organize your daily tasks
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Virtual Appointments
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Planner Tasks in To Do
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Create a new task in To Do
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Overall view of your licences and subscription
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Rank your custom lists into groups
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View events
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Creating your new workspace
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Exchange and Communicate Using Discussions in Loop
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How to Work with the Microsoft Loop Interface?
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Pin a document to the top of a document library
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Filter Your Document Display
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Transforming Your Section into a Component and Collaborating
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Edit, Delete a Share
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Use Recycle Bins to Restore Documents
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Power and Manage OneDrive
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Presentation and introduction to the calendar
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Change the default font of your emails
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Calendar Delegation Setup
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Clean Up Your Inbox
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Delay Email Delivery
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Send Automatic Out-of-Office Replies
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Excel: Link Excel Scripts and Power Automate Flows
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Automate Routine Actions
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Display Three Time Zones
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Create and Manage Appointments in Delegated Calendars
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Use Categories
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Mailbox Delegation Setup
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SharePoint: Automate File Movement to an Archive Library
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Easily Sort Your Mails
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The Power Automate Mobile App
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Discover the “Build Space”
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Leverage Variables with Power FX in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Share Power Automate Flows
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Rewrite with Copilot
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Summarize Discussions and Schedule a Meeting Slot
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Create a task or reminder
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Task Module Overview
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Objectifs :
This tutorial aims to guide users through the customization of the Project Online interface, focusing on setting up the Quick Launch menu, navigating the navigation pane, and utilizing various display options, filters, and groupings to effectively manage project information.
Chapitres :
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Introduction to Project Online Customization
Welcome to this tutorial on Project Online. In this session, we will explore how to customize the interface to enhance your project management experience. We will cover setting up the Quick Launch menu, navigating the interface, and utilizing various display options to access relevant project information. -
Setting Up the Quick Launch Menu
The Quick Launch menu is located on the left side of your screen and provides essential functions for managing your project. To customize this menu, use the 'Edit Links' function. This will display various fields, allowing you to check or uncheck options to show or hide them in the Quick Launch menu. Unchecking an option will hide it, while checking it will make it visible. -
Navigating the Navigation Pane
The navigation pane offers several functions that facilitate project management. For instance, if you wish to view all your resources, this option is readily available in the navigation pane. You can modify the navigation pane to suit your needs, ensuring that the most relevant functions are easily accessible. -
Changing Display Options
To obtain important information, such as project costs, navigate to the ribbon and select the data group. Here, you will find various display options. For example, you can request to display information related to assignment costs. A new view will appear, showing fields such as project start and finish dates, along with cost-related information. -
Filtering Project Information
To filter project information, locate the filter function just below the display options. You can filter by owner by entering the name of the individual whose projects you wish to view. This will retrieve all projects managed by that person, allowing for a focused review of their assignments. -
Refining Project Displays
To further refine your project displays, utilize the 'Group By' function. This feature allows you to group projects based on various criteria, such as the owner. By removing filters, you can view all projects and then group them to see who manages each project. This provides a clear overview of project ownership. -
Conclusion
In this tutorial, you have learned how to manage the main displays in Project Online using dynamic displays, groupings, and filters. The Quick Launch menu is a powerful tool that enables you to access the information you need efficiently. With these skills, you can enhance your project management capabilities and streamline your workflow.
FAQ :
What is Project Online?
Project Online is a cloud-based project management solution that helps organizations manage their projects, resources, and portfolios efficiently.
How do I customize the Quick Launch menu in Project Online?
You can customize the Quick Launch menu by using the 'Edit links' function, where you can select or deselect checkboxes to show or hide specific functions in the menu.
What are the different display options available in Project Online?
Project Online offers various display options in the data group of the ribbon, allowing users to view project information such as start and finish dates, costs, and assignments.
How can I filter projects by owner in Project Online?
To filter projects by owner, use the filter function located just below the display options. You can specify the owner's name to retrieve the projects managed by that individual.
What does the Group by function do?
The Group by function allows users to organize their project displays based on specific criteria, such as the owner of the projects, making it easier to see who is managing which project.
Quelques cas d'usages :
Managing Project Resources
In a project management role, you can use Project Online to customize the navigation pane to quickly access resource information, helping you manage team assignments and workloads effectively.
Cost Tracking for Projects
As a project manager, you can utilize the display options to focus on assignment costs, allowing you to monitor and control project budgets more effectively.
Filtering Projects for Reporting
In a reporting role, you can apply the filter function to generate reports on projects managed by specific individuals, streamlining the process of tracking project ownership and accountability.
Organizing Projects by Owner
In a portfolio management context, you can use the Group by function to categorize projects based on their owners, facilitating better oversight and management of project responsibilities.
Glossaire :
Project Online
A cloud-based project management tool that allows users to manage projects, resources, and portfolios effectively.
Quick Launch menu
A navigation feature in Project Online that provides quick access to various functions and resources related to project management.
navigation pane
The panel on the left side of the Project Online interface that contains links to different functions and resources for managing projects.
data group
A section in the ribbon of Project Online that contains various display options for viewing project data.
filter function
A tool that allows users to narrow down displayed information based on specific criteria, such as project owner.
Group by function
A feature that enables users to organize and display projects based on selected categories, such as project owner.
assignments cost
The financial information related to the costs associated with project assignments.