microsoft teams app for project management

This might include business analysts, business champions, members of the client’s technical team, and project stakeholders. The external Team includes all the internal staff involved in the project, as well as key client team members who we work directly with throughout the project’s lifespan. The “C” at the beginning of the Team name is a quick and easy way to ensure we know the audience included in the Team in this case, the audience only includes Regroove staff. We always preface the internal Team with “C -”, followed by the client name (for example, C – Rainforest). The internal Team consists of the account manager, project manager, delivery team, and account administrator. Approvers can approve or deny the request with the click of a button.įor every client, we create two Teams – an internal and an external. This automated Microsoft Form sends a team creation approval request to a dedicated group of approvers at Regroove. Once the project team has been assembled, the project manager fills out our automated Microsoft Teams creation form. The PM typically meets with the sales team to ensure information gathered throughout the presales process is passed on, and to determine who will be a part of the project team. When a client moves from the sales process into project kickoff, they’re assigned a project manager (PM). In this blog, we’ll walk through the steps our project managers take to set up and use Microsoft Teams for project management on a client project. Whether the project is for a client or an internal initiative, the process is much the same. It’s where we spend most of our day, communicate with our team members and clients, share files and resources, and create and manage tasks.

At Regroove, our project management starts in and flows from the Teams app. All the project management tools you need can be found in Microsoft Teams.

Microsoft teams app for project management