Microsoft Teams Project Management Tutorial | Track & Manage Projects Step-by-Step

About this video

Kevin demonstrates managing a whole project inside Microsoft Teams, using a fictional ‘Spring Cookie Launch, 2028’ at the Kevin Cookie Company involving marketing, product development, and operations. He creates a new team, explaining that a team is a shared space to chat, share files, meet, and manage tasks, and chooses Private visibility (versus Public, meaning anyone in the organization, or Org-wide, where everyone auto-joins). He names the first channel ‘main’ as a central hub, explaining channels are focused spaces within a team, and adds members Grady, Diego, and Patti, noting owners have full control (add/remove members, manage settings, even delete the team) while members participate and collaborate. In the Posts tab he creates a welcome announcement (announcements give extra prominence), uses @mentions for individuals, the channel, or the whole team to trigger notifications, and adds a poll asking for everyone’s favorite new spring cookie. In the Files tab he creates a Word flyer document that teammates can co-edit in real time, leaves Diego a comment with an @mention and assigns it to him, and adds an ‘owner’ person metadata column populated via grid view, with sorting, filtering, and saved views. In Notes he uses the shared OneNote to add a meeting-notes page and insert meeting details pulled from his Outlook calendar. He then adds Microsoft Planner as a channel tab, creates a basic plan, and adds tasks with due dates and assignees (finalize the lemon lavender delight recipe for Diego, review cost per cookie for Grady, host kickoff meeting for himself). He shows task details like labels, buckets, progress, priority, and checklists, plus board, grid, schedule, and charts views, grouping and filtering, and dragging cards between progress states. Finally he schedules a kickoff meeting from the channel (with optional personal invites), which also appears as a joinable post in Posts.

Key takeaways

• Create a dedicated team per project and choose Private unless you want organization-wide access; owners control membership and settings, members collaborate.
• Use channels for focused subgroups and the main channel as a coordination hub; Posts announcements and @mentions of the channel or team make sure updates aren’t lost like email threads.
• Polls can be inserted directly into posts to reach consensus quickly, and anything shared in chat or posts also surfaces in the channel’s Files tab.
• Files support real-time co-authoring, assigned @mention comments, and custom metadata columns (e.g., a person-type ‘owner’ column) with grid-view editing, filtering, and saved views.
• Add Planner as a tab to track tasks with assignees, due dates, progress, priority, and checklists across board, grid, schedule, and charts views; the shared OneNote Notes tab can pull meeting details straight from Outlook.

Episode details: published April 11, 2025 · 19:48 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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