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Search Results

March 21, 2024
Creating a Project Center view in Microsoft Project Online

In this video I walk through the steps to create a Project Center view that groups projects by Customer Service. Since I get this question quite often I thought it would be a good idea to create another video on this topic.

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March 19, 2024
Microsoft Project Online Security Overview: Categories & RBS

This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch!

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March 1, 2024
Configure and Use Timesheets with Microsoft Project Online

This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch!

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February 11, 2024
Project for the Web - Copy/Delete Projects and Using Templates

This video demonstrates how to copy and delete projects using Project for the Web. It covers both default and custom instances. We also go over utilizing templates in environments as well. Please watch!

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February 10, 2024
The New Planner/Project for the Web - Using Notifications

Email Notifications are quite often used in Project Management situations to keep team members and other stakeholders aware of important events.

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February 9, 2024
The New Planner/Project for the Web Licensing and Team Member Task Updates

Licensing for The New Planner/Project for the Web is a common question when it comes to Team Members updating tasks. This video goes over licensing required and the process to updates task progress.

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April 30, 2021
How to Copy an Entire Plan when using Tasks by Planner and To Do

Watch this video to learn how to copy an existing plan derived from Microsoft Planner into a new MS Team.  When used together, Tasks by Planner and To Do and Microsoft Teams provide a robust solution for task management of everyday work, as well as communicating with the entire team from within MS Teams.  

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April 23, 2021
Microsoft Project Online Training - How to configure security in Microsoft Project Online

Permissions are what allow users to perform a specific function or action with Project Online.  The security configuration uses Allow and Deny or no selection to configure each and every permission in Project Online.

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April 23, 2021
Project for the Web Training - Demonstration overview of a configured Project for the Web solution

This video is a demonstration of Project for the Web. The environment utilized in this video has Power BI reports and dashboards as well as a number of custom entities. The solution will help potential customers of the product visualize some of the capabilities Project for the Web brings to the table. Team members, Project Managers, and others all have something to gain from using the product.

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March 3, 2021
How to use Power Automate to create tasks in Planner from new tasks created in Project Online

In this video we demonstrate creating a flow with Microsoft Power Automate that is triggered from the Create a Task in Project Online trigger event.

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February 25, 2021
Using Tasks by Planner and To Do

The Tasks by Planner and To Do app in Microsoft Teams from Office 365 brings together your individual and personal tasks from To Do and Outlook with your team tasks from Microsoft Planner. Project management is now easier when you can see your work in one place.

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May 9, 2018
Microsoft Planner adds Guest Access

Many of you already know Microsoft Planner. It allows you to create a plan, build a team, assign tasks, and update status—all in a few easy steps. Well now Microsoft Planner has added the ability to allow Guest Access and has been enabled across all farms. Guest access allows you to pull in your outside […]

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