All of the ToDo, List, Planner, etc tools are just variations of the same thing. It is another monthly fee, but I think it checks your boxes. What I would recommend you look into instead is (). If I was in your shoes, I would probably manage these projects using primarily OneNote, but it isn't really made for this and it isn't one-size-fits-all. This file is again saved to my Teams site and I usually export it to PDF so people can view the schedule if they don't have teams. I've also used MS Project for the Web which is decent for a lot of the stuff it sounds like you are trying to do, but it isn't a very powerful scheduling software so I typically use the full blown MS project. It let's me put check boxes for tasks to follow up on in meetings and it let's me create outlook flags which sync with outlook tasks (and I think MS ToDo which I don't use, but some people in my office do). I use OneNote for my day to day notes and tasks. It is mostly used for file sharing and to link key apps/information like my project OneNote notebook, schedule, financial data (typically in a private channel), etc. I use Teams to aggregate all important project info. on how best to set this up is greatly appreciated.Įdit: - why are almost all of the comments being hidden from my view? Is it the mention of a software that hides them? I'm hoping to utilize TEAMS as my company has doubled down on this, but struggle to find anybody who has effectively integrated all of this. Each project can have anywhere from 50-200 individual tasks that need to be completed and thus each PM has managed their own task lists, but their is no integration as it is all manual. are all managed in Excel in these subfolders. Project Gantts, budgets, individual task lists, etc.
I also struggle how to utilize all of the different applications in a clean manner (seems many applications have similar functions), so we've effectively manually tracked everything through a master project tracker (ExceL), individual folders for each project, and all details in the subfolders. I've watched many Youtube videos, but all dashboards and teams seem to be too simplistic for my organization, or frankly, too cumbersome to continuously manage with many different PMs all wanting to do things their own way. New to this forum, and found a decent amount of information on here, but I'm wondering if anybody has successfully set up Microsoft's tools to effectively manage many, highly-detailed projects.
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