Office 365 Project Management – Tracking Projects at Their Finest

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Reading Time: 4 minutes

Microsoft 365 has proven to be an Office 365 project management platform with a wide range of tools and capabilities. The essential decision like task management can be solved in many ways, using MS Planner, Outlook Tasks, Microsoft Lists, or SharePoint lists, and the “list” goes on.

Nonetheless, given the choice paradox of Microsoft’s project portfolio management options, the user can quickly become overwhelmed.

Task Management Vs. Project Management Vs. Process Management

In order to get into the details of project management with Microsoft 365, it is crucial to understand the new requirements in our workplaces. The terms “task management”, “project management”, and “process management” are often thrown around.

It isn’t easy to distinguish whether we want to perform our tasks as best we can and get results at the end of the day, but they play a significant role in choosing project management software for our team.

Microsoft 365 Project Management Capabilities

Every project is distinct, but specific features are standard for all projects, regardless of their scope, size, or budget. If you want to dig your way into Microsoft 365 project management or seek our guidance, you need to know some vital skills for effective leadership.

Document and task management

Let’s start with Task Management. For each project, you need to plan tasks during the execution process. Therefore, you should also have a systematic approach to planning, reporting, and performing each of these tasks.

The next step is to focus on deliveries, every project has them, and more often than not, these deliveries come in the form of documents. It would help if you had a way to create, edit and manage documents.

Communitacion and meetings

No project is managed without effective communication. A critical part for both internal and external teams and other stakeholders is to announce the project’s status, among other things, promptly.

Although the long meeting days are behind us as we adjust to the new setting for remote work, they are still essential to project management. Remaining in communication, the project cycle is incomplete without meetings. Thus, remote sessions with video and content sharing features continue to be a requirement.

Stakeholder management

To develop a successful project, you must be familiar with all related parties, members, stakeholders, and everyone involved in the project life cycle.

It is typical for managers to arrange their team members with roles and responsibilities while carrying a list of external stakeholders so that everyone is on the same page.

Information management

Moving on to different aspects of things, each project requires countless pieces of information to be transmitted and maintained.

It can be related to the multiple systems you use, your project management methodology, or a simple knowledge base for using previous project results; all of this and more information is vital to a successful project.

What is Microsoft Project Management Software?

Project management software is created to plan, organize and facilitate collaboration around any project. It can be used by individuals, agencies, building managers, marketing teams, or startups. Microsoft Project management software includes Microsoft Project and Microsoft Teams.

Project management tools are of utmost importance for project managers to create a project plan with the aid of a task management tool. Project management tools help in:

  • project planning
  • resource management
  • manage tasks – managing personal tasks
  • track progress
  • assign resources etc.

Like any Microsoft product, Microsoft Project and Microsoft Teams may seem a bit complicated to analyze at first. There is a lot of information, different subscription plans, usage questions, and more thought-provoking things to do before deciding which software to use. Anyone who needs to do something neat and efficient will benefit from a robust set of project management tools.

6 Microsoft 365 Tools That Are Best To Track Projects

Microsoft Teams

Microsoft Teams is a communication center in Microsoft 365. Each team can have different channels, and the hosts can record conference calls. It includes individual, or group chat features that act as message boards to support your team. to work smoothly.

Microsoft 365 Planner

Microsoft Planner is a Kanban-style task management application. Planner permits teams to create detailed tasks with owners, file attachments, color-coded labels, checklists, and comments. Planner uses well-known agile tools such as buckets and boards to provide teams with a visual way to manage project tasks.

Microsoft To-Do

To-Do is a cloud-based task management application from Microsoft that authorizes users to create to-do lists, notes, and reminders, for personal or professional use. The application is free and available on mobile or desktop. You are able to share a list with other users, but they must have a Microsoft To-Do account to view or edit the list. In terms of project management, cooperation is limited.

Microsoft Power Automate

Power Automate is a low-code automation tool used to link different programs together. For this purpose, you can add a task to To-Do when you receive an email from your boss or send an email to review all of your outstanding Planner tasks in response. Microsoft Power Automate is not a tool in itself, but if you want to employ Microsoft 365 as a project management space, it is a valuable addition.

SharePoint Project Sites

Setting up a SharePoint project location gives you a central place to manage your project. It can be obtained from the homepage of your site, allowing everyone on the team to co-edit documents. You can use to-do lists to record actions, tasks, deadlines, calendar features to organize events, and save documents to keep everything upright.

SharePoint Task Lists

Companies have assembled entire websites and applications using SharePoint tagging locations, libraries, folders, and features. SharePoint itself is a robust project management tool. The SharePoint Task Lists tool lets users create to-do lists and subtasks and view their distribution on the project timeline.

Do not get lost in numerous options for task and project management tools

As you can see, the Office 365 subscription lets you follow multiple project management scenarios. The selection tools will depend on your specific task, project management needs, team size, and collaboration preferences.

This way, if you work in a small team and do not need advanced project management features, you can take advantage of Microsoft Teams and Planner features. But if project management is your crucial activity, custom SharePoint project pages along with Project Online features will be a must.


Over 100 million monthly active users make Microsoft Office 365 one of the most widely used web-based business applications organizations rely on in their day-to-day operations. In addition to the association, Office 365 can help employees and teams manage their tasks and projects more efficiently.

We have already explored various Office 365 collaboration tools that assist companies in cross-sectoral and team collaboration and communication with external users. offers you a myriad of content related to Microsoft Office 365, and we hope that this post regarding Office 365 project management can aid in your pursuit of success.