The Best Way to Automate Consulting Project Setup in Microsoft 365 and Teams

Project automation is essential for managing consulting projects efficiently as it brings structure, organization, and repeatable processes to the forefront. However, many consulting firms spend considerable time setting up projects manually by creating folders, assigning tasks, organizing files, and ensuring everything is correctly placed. This issue is common among consulting teams using Microsoft 365 and Teams, often resulting in disorganized file storage, inconsistent project structures, and time-consuming administrative work. 

Microsoft 365 provides tools like Planner, Teams, and SharePoint, and while Power Automate can be used to build custom workflows, it requires technical expertise to set up and maintain. Alternatively, using a tool specifically designed for consulting workflows—such as Trovve—can simplify and standardize project setup without requiring complex automation skills. Additionally, we will explore how to set up a similar solution using just Planner, Teams, SharePoint, and Power Automate alone. 

If you’re struggling with setting up Teams and SharePoint for effective project management, check out our article: How to Set Up Microsoft Teams and SharePoint for Your Consulting Practice. 

How Do We Automate Project Setup? 

The key to project automation lies in creating project templates that eliminate repetitive setup work. Instead of manually setting up tasks, folders, and project structures every time, you can save a project as a template and use it whenever you start a similar engagement. 

By using project templates, you can: 

Standardize project workflows so every engagement follows the same structure. 

 ✔ Reduce setup time by copying key elements like tasks, team assignments, and folders. 

 ✔ Minimize errors by ensuring no critical steps or documents are missed. 

 ✔ Improve collaboration by keeping files, checklists, and milestones consistently organized. 

In this guide, we’ll walk through best practices for automating project setup in Microsoft 365 and Teams. We’ll use Trovve to demonstrate how you can implement these best practices easily while ensuring seamless collaboration, improved efficiency, and structured project execution. 

Why Manual Project Setup is a Major Problem for Consulting Firms 

Every time you start a new client project, someone on your team spends hours: 

Creating a new project folder and/or channel in Teams or SharePoint. 

 ✔ Setting up tasks, deadlines, and checklists manually

 ✔ Assigning the right team members and permissions

 ✔ Moving or copying files from previous projects

 ✔ Ensuring everything is in place before work can begin

Here’s why this manual process slows down your business: 

Lost Billable Hours – Repeating the same setup for every engagement eats into valuable consulting time. 

 ✔ Disorganized Files – Inconsistent folder structures make it difficult for teams and clients to find critical documents. 

 ✔ Risk of Errors – Forgetting to include key files, tasks, or access permissions can delay project execution. 

 ✔ Reduced Collaboration – Team members waste time searching for information instead of focusing on client work. 

To avoid these inefficiencies, consultants should follow a structured project setup process that leverages automation through reusable project templates. 

Best Practices for Automating Project Setup in Microsoft 365 & Teams 

Microsoft 365 provides many ways to automate project setup, but without a structured approach, automation can be difficult to scale. Here’s how to implement a streamlined project setup process using best practices. 

We’ll use Trovve to demonstrate how these best practices can be easily implemented without requiring Power Automate expertise. 

Step 1: Start with an Ideal Project 

Before diving into what should be included in a project template, we recommend starting with an ideal project that will be saved as your template. If you’re using Trovve, you should ensure your template includes: 

  • Tasks – Identify tasks that are consistently performed across projects. Avoid including project-specific tasks. 
  • Task Descriptions – Provide clear instructions on how to complete each task efficiently. 
  • Task Checklists – Break down each task into actionable steps. 
  • Sections/Milestones – Organize tasks into phases for structured progress tracking. 
  • Team Members – Pre-assign internal teams and external stakeholders if projects frequently involve the same people. 
  • Checklist Templates – Standardize how tasks are performed by including checklist templates that ensure uniformity. 
  • Folders & Links (Optional) – Include links to common resources or pre-configured SharePoint folders, but only if you need to use the same files across multiple projects. 

Step 2: Save a Project as a Reusable Template 

Once you’ve built an ideal project, the next step is saving it as a project template. In Trovve, this process includes three simple steps: 

 Define Project Details 

  • Template Name: Name your template properly based on the type of project or service line it will create. This makes it easier to distinguish. 
  • Select What to Copy: Choose what should be included in the template, such as:  
  • Sections 
  • Team members 
  • External contacts 
  • Task checklists 

Select Task and Workflow Details 

  • Decide what should be copied, including:  
  • Task names 
  • Assignees 
  • Checklists and checklist descriptions 
  • Files and links 
  • Task descriptions 
  • Start and due dates (Trovve will automatically adjust these based on the new project start date while keeping task durations intact). 
project automation

Configure Project Files & Automate Folder Creation 

Instead of manually creating project folders each time, automation ensures every project follows a consistent structure. 

Folder Setup Options in Trovve 

Team Channel Folder – Creates a dedicated folder in a Teams channel. 

 Client Folder – Places project files inside an existing client folder. 

 Custom Location – Users can select any SharePoint site, library, or folder to store their project files. 

Folder Naming & Organization 

  • Users can customize folder names using variables such as {ProjectName} – {ClientName} – {Year}. 
  • Subfolders can be automatically created and labeled with structured names. 
  • Files can be copied into designated folders for easy access. 
project automation
project automation

Benefits of Linking Folders to Projects 

Project automation significantly enhances efficiency by linking folders to projects, streamlining document management for teams. Managing multiple projects can slow teams down when they need to search for or request access to project documents. With Trovve, once a SharePoint folder or file is linked to a project, all associated tasks inherit these files, allowing seamless access without leaving Trovve or Microsoft Teams. Team members can upload new documents or share files with clients in just a few clicks—eliminating the need for manual searches. 

project automation

Unlike Planner, which lacks built-in document-linking capabilities, you can achieve a similar setup by adding Planner to a Teams channel and using the channel’s Files tab as your project folder. Alternatively, shortcuts to relevant folders can be pinned for quick access.  

However, Trovve automates this process, ensuring files are always available within the workflow, saving time, and improving project efficiency. 

How to Achieve This with Planner, Teams, and SharePoint Only   

Although Microsoft 365 does not offer native project automation, a semi-automated project setup can be achieved by utilizing SharePoint lists, Microsoft Forms, and Power Automate. This method will enable the standardization of project creation, though it necessitates manual setup and continuous maintenance. 

Step 1: Create a SharePoint List to Act as a Project Template 

  1. In SharePoint, create a list called “Project Templates” to store reusable project structures. 
  1. Add columns to define project elements:  

Project Name 

Folder Structure (Predefined names for standard folders) 

Planner Buckets (Task categories: Kickoff, Execution, Review, etc.) 

Milestones (Standardized deliverables) 

Assigned Team Roles (Who should be involved by default) 

  1. Populate the list with template data for different project types. 

Limitation: 

No built-in duplication feature—Power Automate must be configured to copy template data. 

Step 2: Use Microsoft Forms (or Another SharePoint List) to Kick Off Projects 

  1. Create a Microsoft Form or a SharePoint list called “New Project Requests”
  1. Include fields such as:  

Project Name 

Client Name 

Project Type (Linked to Template List) 

Start Date 

Team Members 

  1. When a new form is submitted, Power Automate can trigger project creation. 

Limitation: 

Forms cannot create projects directly—Power Automate must handle the logic. 

Step 3: Automate Microsoft Teams Channel and Planner Board Creation 

  1. Use Power Automate to:  

Create a new channel in Microsoft Teams using the project name. 

Create a Planner board linked to the new channel. 

Import default tasks from the Project Templates SharePoint list into Planner. 

  1. Assign the project team members based on the form submission. 

Limitation: 

No automatic task start and due date logic—these must be manually configured in Planner. 

Step 4: Automate Folder Structure in SharePoint 

  1. Use Power Automate to:  

Create a project folder in a predefined SharePoint document library. 

Generate subfolders based on the folder structure in the Project Template list. 

Grant appropriate permissions to the project team. 

  1. Optionally, preload documents from a central template library. 

Limitation: 

No dynamic document linking users must manually associate files with Planner tasks. 

Key Limitations of Planner, Teams, and SharePoint Alone 

No Full Automation – Project setup requires complex Power Automate configurations for each project type. 

No Risk Monitoring – Delays or bottlenecks are not automatically flagged, requiring manual oversight. 

Hard to Make Changes – If you need to update or create a new template, you must manually modify both the SharePoint list and Power Automate flow for each change. 

No Built-in File-Linking to Tasks – Files stored in SharePoint must be manually linked to corresponding tasks in Planner, increasing administrative effort. 
 
Final Thoughts  

For consulting firms, efficiency drives profitability, and reducing manual work is essential. 

By following this structured approach, you can: 

Standardize project setup, ensuring consistency across engagements. 

 ✅ Reduce administrative overhead, minimizing repetitive tasks. 

 ✅ Enhance collaboration, keeping teams aligned and organized. 

While SharePoint, Teams, and Planner can create a repeatable workflow, they require manual intervention and complex Power Automate configurations, lacking the seamless automation and risk tracking found in Trovve. 

 Looking for a faster, automated solution? Book a meeting or start a 7-day free trial of Trovve today. 

A Practical Guide to Organizing Client Projects in Microsoft Teams 

Managing multiple client projects in Microsoft Teams can feel overwhelming. If you’re like most consulting firms, you’ve probably wasted time searching for files, navigating disorganized channels, or trying to maintain consistency across different projects in Microsoft Teams

“We’ve tried to organize Teams multiple times, but we still end up with unused folders and scattered information,” shared one consultant managing over 30 contractors. Sound familiar? 

The good news is that this problem is completely avoidable. With a structured approach and a few simple automation tools like Trovve, you can create an efficient, organized system for managing your client projects in Teams. 

1. The Right Way to Set Up Microsoft Teams for Client Projects 

Before making any changes to your Microsoft Teams setup, it’s important to have a clear structure. Here are some basic principles to follow: 

  • One Team, Multiple Channels: Best for ongoing client relationships where multiple projects or workstreams are managed under the same team. 
  • Separate Teams for Large Clients: If a client has complex projects with different teams involved, creating separate Teams ensures better organization. 
  • Consistent Naming Conventions: A standardized way of naming projects and channels helps everyone find information quickly. 

If you’re using Trovve, you can easily enforce these naming conventions and automate the creation of new projects using Templates, ensuring consistency across all teams. 

2. Choosing the Best Way to Link Projects to Teams 

Before we get into specific options, let’s explore different ways to connect your projects with Microsoft Teams. We’ll demonstrate how this can be done using Trovve, which automates the setup process, reducing manual work and ensuring consistency. If you’re not using Trovve, you can still follow these steps manually by creating a plan in Microsoft Planner and applying the same structure manually. 

Option 1: Connecting to an Existing Channel 

If you already have a structured Teams environment, linking a new project to an existing channel is a simple solution. This keeps all communication and files organized in Microsoft Teams without creating unnecessary channels. 

Best for: 

  • Clients you work with regularly 
  • Projects that are part of an ongoing engagement 
  • Teams that already have established communication processes 

Trovve allows you to link projects directly to an existing Teams channel, ensuring all updates and communications remain centralized without duplication. 

Option 2: Creating a New Channel in an Existing Team 

For firms managing different projects under the same client, setting up a new channel within an existing team helps maintain structure without cluttering the main team space. 

Example: A healthcare consultant managing multiple clinics can create separate channels for each clinic while keeping them under one client Team. 

Best Practices: 

  • Name channels consistently (e.g., “Clinic A – Workflow Optimization”) 
  • Use templates for setting up standard folders 
  • Automate permissions so the right people have access 

With Trovve, new channels can be created with the right folder structure and permissions automatically applied, saving time and ensuring seamless onboarding. 

Option 3: Setting Up a New Team for a Project 

When starting a large client engagement or a high-stakes project in Microsoft Teams, creating a dedicated Team ensures that all conversations, files, and updates are centralized. 

Why this works: 

  • Keeps project-specific discussions and files separate 
  • Allows better control over permissions 
  • Ideal for clients with multiple stakeholders 

Trovve simplifies this process by automating the setup of new Teams and channels, ensuring all necessary members are added with the correct permissions. 

3. How to Automate Microsoft Teams and Channel Management 

Manual setup and management of Microsoft Teams can lead to inefficiencies. Here’s how automation can simplify it: 

Key Features to Use: 

  • Automatic Permission Management: Ensures team members and contractors have the right level of access without manual adjustments. 
  • Guest Access Automation: Easily bring external consultants into specific channels while maintaining security. 
  • Team Member Synchronization: Automatically update team membership based on project needs. 

Using Trovve, you can automate these tasks, ensuring seamless team management while reducing administrative overhead. 

4. Keeping Files Organized  

A well-structured file system eliminates the frustration of searching for important documents. Here’s how to keep everything in order: 

Best Practices: 

  • Use a standardized folder structure within Microsoft Teams for all projects
  • Implement project templates to ensure consistency 
  • Automate document access for different stakeholder groups 

Trovve suggests the correct folders or automates file organization by creating predefined folder structures in SharePoint, eliminating the need to manually create them. 

5. How to Start Implementing These Changes 

Making big changes to your workflow can feel overwhelming, so start small: 

  1. Pick a single client project as a test case. 
  1. Define a clear structure for Teams and channels. 
  1. Automate repetitive setup tasks where possible. 
  1. Train your team on the new system. 

Pro Tip: Test your new Microsoft Teams setup on a smaller project first before rolling it out across all client engagements.

If you’re using Trovve, you can create a structured workflow in minutes and test it with a single project before scaling across your organization. 

6. How to Scale Your Organization Strategy 

Once you’ve established a strong foundation, scaling becomes much easier. Here’s what to focus on: 

  • Create reusable project templates: Save time by standardizing how projects are set up. 
  • Set governance guidelines: Define who can create Teams, channels, and folders to prevent clutter. 
  • Automate routine tasks: Use automation tools to streamline recurring processes like reporting and team updates in Microsoft Teams.

Trovve makes it easy to build scalable workflows with reusable templates, ensuring consistency as your firm grows. 

Conclusion 

By structuring your Teams setup and automating where possible, you can: 

  • Eliminate wasted time searching for files and messages 
  • Get new projects running faster with less admin work 
  • Keep client communication clear and organized 
  • Ensure smooth collaboration across different teams and contractors 

If you’re ready to take control of your Microsoft Teams organization, start small, build consistency, and scale with automation. Need guidance on implementing these strategies? Book a demo to see how Trovve can automate your entire project setup process. 

How to Set Up Microsoft Teams and SharePoint for Your Consulting Practice

Whether you’re just starting to use Microsoft 365 or exploring Microsoft teams project management to optimize your existing setup, getting Teams and SharePoint right is crucial for running an efficient consulting practice. After helping dozens of firms—from solo consultants to larger practices with distributed teams—I’ve developed a blueprint for setting up these tools specifically for consulting work. 

Understanding Microsoft Teams 

 

If you’re new to Teams, think of it as your digital office building, perfectly suited for Microsoft Teams project management. If you’re already using Teams, this section will help you optimize it specifically for consulting work. 

What is Teams?  

Teams is your central workspace within Microsoft 365 where you: 

  • Communicate with your team and clients 
  • Store and collaborate on documents 
  • Manage projects and tasks 
  • Hold virtual meetings 

Key Components for Consulting Work: 

1. Meetings & Video Calls 

Pro Tip for Consultants: Record strategy sessions and client requirements meetings – Teams automatically create transcripts you can reference later. 

2. Teams (Workspaces)  

Pro Tip for Consultants: You don’t need a separate Team for each client – we’ll show you a better structure later. 

3. Channels  

Pro Tip for Consultants: Use channels to organize client projects instead of creating new Teams – keeps everything cleaner. 

4. Chats  

Pro Tip for Consultants: Keep sensitive client discussions in private channels rather than chats – better for documentation and security. 

Why This Matters for Your Practice: 

  • Solo Consultants: Keep all client work organized in one place 
  • Small Firms: Coordinate team efforts without endless email chains 
  • Larger Practices: Maintain consistency across multiple projects and teams 

If you’re using basic Teams features now, this structure will help you scale your Microsoft Teams project management efforts. If you’re new to Teams, this gives you a foundation to build on. And if you’re experienced with Teams, the consulting-specific tips will help you optimize your workflow. 

Understanding SharePoint 

While Teams serves as your digital office where daily work happens and Microsoft Teams project management thrives, SharePoint acts as your firm’s document management system—automatically organizing all the files shared across your Teams channels and chats. Let me explain how SharePoint naturally extends your Teams workspace: 

When You Create a Team = SharePoint Site Created 

  • Every time you create a Team (like “Johnson Medical Practice” or “Acme Corp Project”), SharePoint automatically creates a dedicated site for that can be used for client project or internal File storage  
  • This means all files shared in Teams channels or chats are automatically organized in SharePoint behind the scenes 

Channel Files = SharePoint Folders  

Each channel in Teams has a Files tab linked to a SharePoint folder within a special library called Documents. This is created by default when the site is set up. 

Why This Matters for Consulting Work: 

  1. Automatic Organization: Files shared in Teams chats and channels are automatically filed in the right SharePoint location 
  1. Version Control: Track changes to deliverables as your team collaborates 
  1. Secure Client Access: Share specific documents with clients while keeping internal work private 
  1. Search Everything: Find any document across all your client projects quickly 

This integration means your team can focus on their work in Teams while SharePoint handles the document organization automatically – essential for keeping client projects organized as your consulting firm grows. 

Structuring Teams and Channels for Your Consulting Practice 

After years of implementing different structures, I’ve found that most consulting firms only need two core Teams. This simple but powerful structure helps you scale while keeping everything manageable and organized. 

1. Internal Team 

Think of this as your firm’s digital office space. This is where your core team collaborates on company matters. 

Suggested Channels: 

Microsoft Teams project management

One deviation from this is that for your internal documents, I suggest not using channel folders. Instead, create libraries for categories such as marketing, HR, and a folder called client files to hold contacts and other relevant information for each client. If you are using Trove, this will be automatically created for you when you add a new client. 

2. Project Team 

This is your client project workspace. Each channel represents a distinct client project. 

Suggested Channel Structure: 

Microsoft Teams project management

Channel Naming Convention: 

Why This Two-Team Structure Works: 

  1. Reduces Complexity: No need to jump between multiple Teams 
  1. Easier to Manage: Centralized control over permissions and settings 
  1. Better Organization: Use channel categories to group related projects 
  1. Scalable: Works whether you have 5 or 50 projects 
  1. Efficient Onboarding: New team members only need access to two Teams 

When to Deviate from This Structure: While the two-team approach works for most firms, consider creating additional Teams when: 

  • Managing large-scale programs with multiple workstreams 
  • Working with clients requiring strict data separation 
  • Running distinct business units with separate teams 

Pro Tips for Implementation: 

  1. Use categories to organize channels based on your firm’s needs 
  1. Archive completed project channels instead of deleting them:  
  • Maintains project history 
  • Keeps active channels list clean 
  • Allows easy reference for similar future projects 
  1. Leverage pins for frequently accessed channels 
  1. Use channel notifications settings to manage communication flow 

This structure provides a clean, scalable foundation that grows with your consulting practice while keeping everything organized and accessible. The key is to resist the urge to create new Teams for every project – use channels instead to maintain simplicity and manageability. 

The power of this setup is that it works seamlessly with SharePoint’s automatic file organization and allows your team to focus on their work rather than managing multiple workspaces. Combined with proper SharePoint structure, this creates an efficient and intuitive digital workspace for your consulting firm. 

When using Trovve, you can automate the creation of channels and link the channel folder automatically to the project and tasks. You can also set up rules for naming these folders when they are created, saving you time. 

Managing and Automating Project Setup in MS Teams 

When setting up new consulting projects in Teams, automation is key to maintaining consistency and reducing administrative time. Here are two main approaches: 

1. Trovve – Purpose-Built for Consulting Firms 

Trovve provides consulting-specific project automation directly within MS Teams: 

Key Features: 

  • AI-powered project setup 
  • Built-in consulting templates 
  • Client relationship tracking 
  • Power Automate integration for custom workflows 
  • Lives natively in MS Teams 

2. Microsoft Planner Approach 

If using Microsoft’s native tools, combine Planner with Power Automate: 

Microsoft Teams project management

Project Kickoff Options 

Using Trovve: 

  • Save project templates including:  
  • Channel structure 
  • Folder organization 
  • Standard task lists 
  • Client settings 
  • Templates can be reused across similar projects 

Using Planner: 

  • Create a project initiation form 
  • Build Power Automate flow to:  
  • Create new plan 
  • Set up channel 
  • Generate starter tasks 
  • Maintain template library in SharePoint 

The key difference is that Trovve provides consulting-specific automation out of the box, while the Planner approach requires custom setup using Power Automate. Both can be effective, but Trovve reduces the technical setup needed for consulting workflows. 

Conclusion 

A thoughtfully configured Microsoft 365 environment can transform how your consulting firm operates. Here’s how the pieces work together: 

Microsoft Teams project management

This integrated approach provides: 

  • Clear communication structure through Teams 
  • Automatic document organization in SharePoint 
  • Streamlined project setup and management 
  • Reduced manual administrative work 
  • Scalable foundation for growth 

The key is maintaining simplicity – resist the urge to overcomplicate with multiple Teams or elaborate folder structures. Whether you choose Trovve for consulting-specific features or build custom workflows with Planner, the goal is to spend less time on administration and more time delivering value to your clients. 

Remember: The most effective system is the one your team will use. Start with this foundation and adjust based on your firm’s specific needs as you grow. 

 

9 Hidden Microsoft Teams Apps for 2025

Microsoft Teams has become the go-to collaboration platform for businesses, enabling seamless communication and project management. While tools like Asana and Trello are widely known, the Teams App Store is home to some of the best Microsoft Teams apps that can significantly enhance collaboration and elevate team productivity. Here are 10 hidden gems: 

1. Trovve: Intelligent Workflow Automation for Consulting Teams 

best Microsoft teams apps

What It Is: Trovve is a game-changing project management and workflow automation tool tailored for consulting firms and professional service businesses. 

Key Features

  • Intelligent Project Setup: Automates task creation, file organization, and client onboarding. 
  • AI-Powered Management: Automatically generates tasks, monitors project health, and offers insights into profitability. 
  • Seamless Integration: Works flawlessly with Microsoft 365, QuickBooks, and PandaDoc to centralize project workflows. 

Why It’s a Game-Changer: Trovve saves hours of manual work by automating repetitive tasks and tracking project risks in real time. With features like AI task generation and integrated project health scoring, it ensures projects stay on track and profitable, all within Microsoft Teams. 

Link to app: Trovve | AI-Powered Project Management in Microsoft Teams

2. Agile Task Board: Simplify Agile Workflows 

best Microsoft teams apps

What It Is: A digital version of a physical task board for agile project management. 

Key Features

  • Columns for status tracking. 
  • Swimlanes and metadata-driven task coloring. 
  • Drag-and-drop editing and flexible configuration. 

Why Use It: This app provides an intuitive way to visualize and manage agile workflows, making it a perfect choice for teams transitioning from physical boards to digital solutions. 

Link to app: Agile Task Board | Supercharged Task Management

3. Checklist as a Service: Streamline Standard Operating Procedures 

best Microsoft teams apps

What It Is: Converts company procedures into collaborative, trackable checklists. 

Key Features

  • Library of 300+ ready-to-use templates. 
  • Progress monitoring and automated reminders. 
  • Seamless integration with Microsoft Teams. 

Best For: Teams looking to enforce consistency and improve accountability in workflows will find this tool invaluable. 

Link to app: Modern Productivity Tools for Microsoft Teams | TeamsWork

4. Kanban Tool: Visualize and Track Workflow Efficiency 

best Microsoft teams apps

What It Is: A Kanban-based task management app with time-tracking capabilities. 

Key Features

  • Highly visual project boards. 
  • Work status tracking and bottleneck resolution tools. 

Why It Stands Out: With its user-friendly interface and time-tracking integration, Kanban Tool is ideal for teams seeking clarity on task progress and workload management. 

Link to app: Kanban Tool – Kanban Boards for Business | Kanban Software

5. Priority Matrix: Focus on What Matters 

best Microsoft teams apps

What It Is: A prioritization tool designed to help teams focus on high-impact tasks. 

Key Features

  • AI-generated risk alerts. 
  • Deep integration with Microsoft Teams. 
  • Gantt charts and advanced prioritization frameworks. 

Why It Works: Priority Matrix ensures teams stay aligned on critical tasks and boosts productivity by helping them focus on what truly matters. 

Link to app: Priority and Project Management Teams – Priority Matrix 

6. Tasks in a Box: Streamline Meetings 

What It Is: A tool designed to simplify meeting management and task tracking. 

Key Features

  • Collaborate on meeting agendas. 
  • Share documents and track meeting action items. 

Best For: Teams that want a streamlined way to manage meetings and follow-up tasks directly within Microsoft Teams. 

Link to app: Tasks in a Box | Streamline your meetings 

7. To-Do Checklist for Team: Advanced Task Management 

best Microsoft teams apps

What It Is: A checklist app perfect for managing tasks, QA processes, and workflows. 

Key Features

  • Shared checklists for team collaboration. 
  • Task breakdowns and real-time tracking. 

Why It Stands Out: Its ability to integrate into workflows while remaining simple makes it a versatile choice for diverse teams. 

Link to app: Workflow Software | Jira Project Management Tools | HeroCoders 

8. Project Central: Simplify Project Management for M365 

What It Is: A lightweight project management tool designed for Microsoft 365 users. 

Key Features

  • Quick project setup. 
  • Microsoft 365 integration for seamless collaboration. 

Why Use It: Project Central is perfect for teams that need straightforward project tracking without the complexity of larger platforms. 

Link to app: Project Central – Simple Project Management Software on Microsoft 365 

9. Kanban Task Board: Share Agile Boards 

What It Is: A visually driven agile project management tool. 

Key Features

  • Intuitive board interface for managing tasks. 
  • Checklist and task list integration. 

Best For: Agile teams looking for a robust yet simple solution to manage workflows. 

Link to app: Kanban Task Board – Your ultimate Kanban Board for Microsoft Teams 

How These Apps Enhance Microsoft Teams 

Each app seamlessly integrates with Teams, offering enhanced task management, improved team collaboration, and specialized features to tackle unique challenges. Whether you’re managing projects, streamlining workflows, or optimizing team performance, these tools extend Teams’ core functionalities. 

Comparison with Popular Alternatives 

While mainstream tools like Asana and Trello are powerful, apps like Trovve and Agile Task Board provide niche capabilities tailored to specific workflows, making them indispensable for teams with unique needs. 

Tips for Maximizing These Apps 

  • Onboard Effectively: Train your team on app functionalities to ensure seamless adoption. 
  • Automate Tasks: Leverage automation features to save time on repetitive processes. 
  • Customize Workflows: Tailor the apps to your team’s unique requirements for maximum impact. 

Conclusion  

The Microsoft Teams App Store offers tools to boost collaboration and productivity. Trovve is a standout for consulting and professional service teams, automating workflows, visualizing agile processes, and managing projects efficiently. 

Visit Trovve.com to see how Trovve can enhance your team’s workflows today!