Is Microsoft Excel a project management software? 

Microsoft Excel is not specifically designed as project management software, but it is widely used as a project management tool due to its versatility and flexibility. Excel is a powerful spreadsheet application within the Microsoft 365 suite that allows users to create, organize, and analyze data. While it lacks some of the specialized features found in dedicated project management software, it can be effectively used for managing certain types of projects, especially those that are simple or require custom solutions. 

How Excel Can Be Used for Project Management 

1. Task Tracking: 

Excel can be used to create and manage task lists, track progress, set deadlines, and assign responsibilities. Users can create custom templates to suit their specific project needs. 

2. Gantt Charts: 

Excel allows users to create Gantt charts, which are essential for project planning and scheduling. While Excel doesn’t have built-in Gantt chart functionality, users can create one using stacked bar charts or by downloading templates. 

3. Budget Management: 

Excel is often used to manage project budgets. With its robust calculation and data analysis features, Excel can help track expenses, compare actual costs against budgets, and forecast financial outcomes. 

4. Reporting and Dashboards: 

Excel’s data visualization tools, such as charts and pivot tables, can be used to create project reports and dashboards. These visuals help in monitoring project performance and making data-driven decisions. 

Limitations of Using Excel for Project Management 

While Excel is a powerful tool, it has some limitations when used for project management: 

Lack of Collaboration Features: Unlike dedicated project management tools like Microsoft Project or Planner, Excel doesn’t offer built-in collaboration features. Teams often need to share files via email or cloud services, which can lead to version control issues. 

Manual Updates: Project data in Excel must be manually updated, which can be time-consuming and prone to errors, especially in large or complex projects. 

No Automation: Excel lacks automation features such as task dependencies, notifications, or automated scheduling, which are standard in dedicated project management software. 

When to Use Excel for Project Management 

Excel is best suited for project management when: 

The Project Is Simple: For small-scale projects with a limited number of tasks and stakeholders, Excel can be an efficient and straightforward solution. 

Customization Is Required: If your project requires a highly customized tracking or reporting system, Excel’s flexibility makes it a good choice. 

Budget Constraints: Excel is a cost-effective tool, especially when compared to more expensive project management software. 

Alternatives to Excel for Project Management 

If your project management needs are more complex, or if you require collaboration and automation features, consider using dedicated project management tools: 

 Microsoft Planner: Integrated with Microsoft Teams, it’s ideal for team-based task management with visual tools like Kanban boards, Gantt charts, resource management, and project tracking. 

Trovve: An AI-enhanced project management tool that integrates seamlessly with Microsoft Teams, offering smart task suggestions and centralized project management. 

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Is Microsoft Planner a project management tool? 

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Can SharePoint be used for project management? 

The answer is maybe. SharePoint can be used for project management, but it is primarily designed as a document management and collaboration platform. Here’s how SharePoint can be leveraged for project management and the considerations you should keep in mind: 

Understanding SharePoint’s Core Strength: Document Management 

SharePoint’s primary strength lies in document management. You can create libraries, folders, and files, set permissions, and share these with both internal and external parties. This makes SharePoint ideal for managing project documentation, such as reports, plans, and contracts. You can organize your documents into different libraries—such as one for projects, marketing, etc.—and further break these down into subfolders as needed. 

Using SharePoint Lists for Task Management 

SharePoint also includes lists, which can be used to track tasks and project activities. Lists offer various views, including Kanban boards, to visualize task status. While the default experience is functional, you can significantly enhance it by customizing the list using Power Apps, Microsoft’s no-code platform. With Power Apps, you can build a full-fledged project management application tailored to your specific workflow needs. 

Automation with Power Automate 

One of SharePoint’s strengths is its integration with Power Automate (formerly Microsoft Flow), which allows you to automate workflows. For example, you can create a workflow that automatically triggers when a file is added to a specific folder, sending notifications or updating task lists. This level of automation can help streamline repetitive tasks and improve project efficiency. 

Reporting and Dashboards 

SharePoint allows you to create web parts that display information such as project status directly on your project site. For more advanced reporting, you can integrate SharePoint with Power BI to create dashboards that provide detailed insights into project metrics. These dashboards can pull data from SharePoint lists or even other project management tools, offering a comprehensive view of your project’s progress. 

Collaboration through Microsoft Teams 

SharePoint integrates seamlessly with Microsoft Teams, allowing you to access SharePoint documents directly from Teams. The OneDrive app within Teams combines both SharePoint and OneDrive files, making it easier to collaborate on documents without leaving the Teams environment. 

 Considerations for Using SharePoint in Project Management 

Although SharePoint provides strong functionalities, creating a custom project management system with it can be labor-intensive and demands continuous maintenance. For less complex project management needs, it might be beneficial to use tools that seamlessly integrate with SharePoint, Teams, and the broader Microsoft 365 environment. 

Planner: This lightweight project management tool integrates with SharePoint but lacks comprehensive file management features. It is ideal for projects not heavily reliant on file organization. 

Trovve: For projects that are highly dependent on files, Trovve is an excellent choice. Trovve enables efficient management of files, folders, and sharing within the app, seamlessly integrating with tasks and projects, and ensuring proper file storage locations automatically. Try Trovve on Microsoft Teams free for 7 days – no credit card required 

Final Recommendation 

Unless you have highly specialized project workflows, it’s often better to use a dedicated project management tool that integrates with SharePoint rather than building a custom solution within SharePoint itself. Use SharePoint for what it does best—managing documents—and complement it with other tools like Planner or Trove for broader project management needs. 

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Do project managers still use Gantt charts? 

Yes, project managers still use Gantt charts widely in project management today. Despite the rise of various other project management methodologies and tools, Gantt charts remain a staple for planning and tracking project timelines, especially for complex projects. They are particularly useful for visualizing tasks, schedules, and dependencies in a way that is easy to understand and manage. 

Why Gantt Charts Are Still Relevant 

1. Visualizing Project Timelines: 

Gantt charts offer a clear visual representation of the timeline of a project. They show tasks, their start and end dates, and how tasks overlap or depend on each other. This helps project managers see the overall flow of the project and ensure tasks are completed on time. 

2. Managing Task Dependencies: 

One of the key strengths of Gantt charts is the ability to show task dependencies. Project managers can see how one task’s completion affects others, making it easier to manage timelines, avoid bottlenecks, and ensure smooth progress. 

3. Tracking Progress: 

Gantt charts are an effective tool for tracking project progress. They allow project managers to monitor whether tasks are on schedule, behind, or ahead of time. This makes it easier to adjust resources and timelines as needed. 

4. Communicating with Stakeholders: 

Gantt charts are easy to understand and provide a quick snapshot of the project’s status. This makes them ideal for communicating with stakeholders, team members, and clients who need to see an overview of the project without diving into the finer details. 

Industries and Projects Where Gantt Charts Are Common 

1. Construction and Engineering Projects: 

Gantt charts are especially useful in industries like construction and engineering, where managing timelines and dependencies across multiple phases and tasks is crucial. 

2. Software Development: 

While agile methodologies like Scrum and Kanban have become popular in software development, Gantt charts are still used for high-level project planning, especially for large projects with longer timelines and multiple teams. 

3. Marketing and Event Planning: 

Marketing teams and event planners use Gantt charts to organize campaigns, track deadlines, and manage multiple moving parts within a single project. 

Alternatives to Gantt Charts 

Although Gantt charts remain popular, other project management tools and methodologies offer alternative ways to manage tasks and timelines: 

Kanban Boards: Tools like Trello or Microsoft Planner use Kanban boards to track tasks in a more dynamic, visual format. These are often preferred for agile and iterative projects. 

Scrum and Agile Tools: In agile project management, tools like Jira and Azure DevOps allow teams to work in sprints, focusing on short-term goals rather than long-term timelines. 

Roadmaps: High-level project roadmaps provide a broader overview of project phases without the detailed task breakdown of Gantt charts. 

Tools That Support Gantt Charts 

Many modern project management tools continue to support Gantt charts, making them more accessible and interactive than ever. Some of the most common tools include: 

Microsoft Project: Offers detailed Gantt chart functionalities for complex project management. 

Smartsheet and Monday.com: These platforms offer flexible Gantt chart features that integrate with other project management tools for real-time collaboration. 

Microsoft Planner (with Plan 1 upgrade): Includes Gantt-style timeline views when used with upgraded features. 

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Is Azure a project management tool? 

Azure is not primarily a project management tool, but it does offer a wide range of services and features that can support project management activities, especially in cloud-based and software development projects. Azure is a comprehensive cloud platform provided by Microsoft, offering services like computing power, storage, databases, networking, and more. While it isn’t designed specifically as a project management tool, Azure integrates well with project management solutions and offers tools that can be used for managing projects in specific contexts. 

Azure DevOps for Project Management 

One of the most relevant services within Azure for project management is Azure DevOps. Azure DevOps is a suite of development tools that provide end-to-end support for managing the software development lifecycle. It includes several services that are directly related to project management: 

Azure Boards: Provides Kanban boards, backlogs, sprints, and dashboards, which are essential for planning and tracking work in agile projects. 

Azure Repos: Offers Git repositories for source control, enabling teams to collaborate on code. 

Azure Pipelines: Supports continuous integration and continuous delivery (CI/CD), helping teams automate builds, tests, and deployments. 

Azure Test Plans: Provides tools for testing applications, ensuring quality and performance. 

Azure Artifacts: Allows teams to manage and share packages across their DevOps pipelines. 

Integration with Other Project Management Tools 

While Azure itself isn’t a standalone project management tool, it integrates with various project management platforms to enhance their capabilities: 

Integration with Microsoft Project and Planner: Azure can be integrated with Microsoft Project and Planner for task management and scheduling. 

Integration with Third-Party Tools: Azure DevOps can also integrate with third-party project management tools like Jira, Trello, and Asana, allowing teams to manage their projects using tools they are already familiar with. 

Use Cases for Azure in Project Management 

Azure is particularly useful for managing projects in specific industries and scenarios: 

Software Development Projects: Azure DevOps is ideal for teams following agile or DevOps methodologies, as it supports the entire software development lifecycle. 

Cloud Infrastructure Projects: Azure can be used to manage and monitor cloud infrastructure projects, providing tools for automation, monitoring, and security. 

Data-Driven Projects: Azure offers services like Azure Data Factory, Azure Databricks, and Azure Machine Learning, which can be used to manage data-driven projects and workflows. 

Trovve: A Simpler Alternative for Managing Software Projects 

If you’re looking for a simpler, easier tool to manage your software projects that is not as complex as Azure DevOps and integrates seamlessly with Microsoft Teams and SharePoint for storing documentation, user stories, and more, Trovve is an excellent alternative. 

Best For: Trovve is ideal for teams seeking an AI-enhanced project management solution integrated directly into Microsoft Teams. It is particularly suited for project managers, operations managers, and team leaders in project-centric industries like software and Technology. 

Key Features: 

Seamless Microsoft Teams Integration: Trovve operates entirely within Microsoft Teams, eliminating the need to switch between applications. 

AI-Powered Efficiency: Offers smart task suggestions and automated workflows to enhance productivity. 

Full Microsoft 365 Compatibility: Works seamlessly with existing Microsoft tools. 

Centralized Workspace: Brings all project elements into one place within MS Teams. 

Collaboration Tools: Enables easy sharing of documents, communication, and progress tracking. 

Time-Saving Automation: AI handles task suggestions and workflow optimizations. 

Benefits: 

Saves time by eliminating the need to toggle between apps. 

Reduces errors through centralized information management. 

Boosts productivity with AI-powered insights. 

Offers seamless adoption for teams already using Microsoft Teams. 

Try Trovve on Microsoft Teams free for 7 days – no credit card required 

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10 Must-Have Features in Microsoft’s New Planner for Effective Project Management 

If you’re managing projects within Microsoft 365, you may have already encountered the newly updated Planner tool. It’s designed to bring together the best of Microsoft Project, Planner, and To Do into a single, streamlined platform. This makes it an essential tool for those looking to enhance their project management workflow within Microsoft Teams. 

In this article, we’ll cover the top 10 must-have features of Microsoft’s new Planner and how they can transform your project management approach. 

1. Unified Project and Task Management 

The biggest advantage of the new Planner is its ability to bring together features from Microsoft Project, Planner, and To Do. This unification allows you to manage complex projects alongside your daily tasks all in one place. No more juggling multiple platforms—everything from task assignments to tracking is now streamlined. 

To learn more about how this unified platform works, check out Is There a Project Management Tool in Microsoft 365?

2. Kanban Boards for Visual Planning 

One of the standout features of the new Planner is its intuitive Kanban board system. This visual tool lets you organize tasks into categories or stages, making it easy to track progress. Teams love using Kanban boards to move tasks from “To Do” to “In Progress” to “Completed.” 

For a deeper dive into how Microsoft 365 helps you manage tasks and projects, visit Can You Use Microsoft 365 for Project Management?

3. Task Scheduling and Deadlines 

Effective project management requires clear timelines, and Microsoft’s Planner allows you to schedule tasks and set deadlines. Tasks can be viewed on a calendar, making it easier to plan work weeks and manage time-sensitive projects. Deadlines can be updated, and overdue tasks are flagged, so nothing slips through the cracks. 

4. Integration with Microsoft Teams 

Planner’s seamless integration with Microsoft Teams is a game changer. You can create, assign, and track tasks directly from your Teams workspace without needing to switch between apps. This integration allows for real-time collaboration and communication, ensuring your team is always on the same page. 

Discover more about Microsoft Teams’ role in project management in What Microsoft Tool Is Used for Project Management?

5. Document Management with SharePoint 

In project management, having access to the right documents is crucial. The new Planner integrates with SharePoint, making document management a breeze. You can store project files in one place, collaborate on documents, and ensure everyone has access to the latest versions. 

Learn more about document management and collaboration in Does Office 365 Include a Project Plan?

6. Task Dependencies 

For more complex projects, tasks often depend on the completion of other tasks. Planner’s task dependency feature ensures that teams can map out these relationships, allowing for better project sequencing and task prioritization. 

If you’re curious about how you can add more advanced project management features, visit Can I Add Project to Office 365?

7. Mobile Access for On-the-Go Management 

In today’s work environment, remote access is key. The new Planner offers mobile apps that allow you to check tasks, make updates, and collaborate with your team from anywhere. This flexibility ensures you can keep your project moving forward, even when you’re away from the office. 

8. Power Automate Integration for Task Automation 

Save time by automating repetitive tasks using Power Automate. This feature allows you to automate task assignments, notifications, and workflows based on project changes, ensuring no manual follow-ups are needed. 

Discover how Power Automate enhances your workflow by reading Are Visio and Project Included in Office 365?

9. Advanced Reporting and Analytics 

Reporting is crucial for understanding project performance. The new Planner includes built-in reporting tools that offer insights into task completion, project timelines, and team productivity. These reports allow you to make data-driven decisions to keep projects on track. 

For a cost breakdown of adding advanced reporting tools like those found in Project Plan 3 or Plan 5, check out How Much Does It Cost to Add Project to Office 365?

10. AI-Powered Task Suggestions 

One of the most exciting features of the new Planner is its AI-powered task suggestions. By analyzing your project’s scope and progress, the tool can recommend tasks, prioritizations, and even provide suggestions on how to complete projects more efficiently. 

For more insights on choosing the best project management tool, read What Is the Best Microsoft Planning Tool?

The new Planner in Microsoft 365 offers a comprehensive set of tools to make project management simpler, more visual, and easier to integrate with your existing workflows. Whether you’re managing a small team or a large, complex project, Planner can help you stay on track and boost productivity. 

Looking for even more project management insights within Microsoft 365? Explore our guide on Is Project Management Included in Office 365? 

By leveraging these features, your team can make the most out of Microsoft 365’s project management ecosystem, ensuring that every project is completed on time and within budget. If you’re looking for an alternative or more integrated solution, you might want to check out Trovve, an AI-enhanced project management tool built to work seamlessly with Microsoft Teams. 

Try Trovve on Microsoft Teams free for 7 days – no credit card required 

What is the difference between Microsoft to do and Planner? 

Microsoft To Do and Planner in Microsoft Teams are both task management tools within Microsoft 365, each with distinct functions but now more integrated than ever. Here’s how they differ and how they work together to enhance productivity. 

Purpose and Use Cases 

Microsoft To Do is designed for personal task management, helping users organize daily activities, set reminders, and prioritize tasks. It integrates with Outlook, allowing you to convert emails into tasks and manage them alongside personal tasks. 

Planner in Microsoft Teams is intended for team-based project management. It consolidates Microsoft Project, Planner, and To Do, allowing for managing team tasks, assigning work, and tracking project progress. It also offers advanced project management features like Gantt charts and resource management. 

Integration Between To Do and Planner 

Viewing To Do Tasks in Planner: 

In Planner, all your To Do tasks are visible under My Tasks. Toggle “Private” to filter and view only your To Do tasks. 

Flagged emails from Outlook appear as tasks under My Tasks in Planner, integrating your email workflow with task management. 

Viewing Planner Tasks in To Do: 

In Microsoft To Do, enable the option to view Planner tasks in the settings. These tasks appear in the Planned section, allowing you to manage personal and team assignments within To Do. 

Features 

Microsoft To Do offers: 

Task lists, reminders, and prioritization. 

The My Day feature to focus on daily tasks. 

Integration with Planner, showing assigned tasks in the Planned section. 

Planner in Microsoft Teams offers: 

Task assignment and tracking with visual boards. 

The My Tasks section, where you can see all tasks, including those from To Do. 

Advanced project management tools like Gantt charts and resource management. 

Best For 

Microsoft To Do is best for individuals managing personal and work-related tasks in one place. 

Planner in Microsoft Teams is best for teams collaborating on projects, with advanced tools for project managers and team leaders. 

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Can you create a Gantt chart in Office 365? 

Yes, you can create a Gantt chart in Office 365, but the ability to do so depends on the tools and plans you are using within the Microsoft 365 ecosystem. 

Creating a Gantt Chart in Microsoft 365 

Microsoft Planner: 

Basic Planner: The basic version of Microsoft Planner, included in most Microsoft 365 subscriptions, does not have native Gantt chart functionality. It’s primarily focused on task management with Kanban boards, lists, and calendar views. 

Planner Plan 1: If you upgrade to Planner Plan 1 ($10.00 per user/month), you gain access to a Timeline (Gantt) view. This allows you to visualize your project schedule, task dependencies, and progress over time, which is essential for managing more complex projects. 

Project Plan 3 and Project Plan 5: 

Project Plan 3 ($30.00 per user/month): This plan includes advanced project management features, including a fully functional Gantt chart. The Gantt chart in Project Plan 3 allows you to manage tasks, set dependencies, track progress, and analyze project timelines in detail. 

Project Plan 5 ($55.00 per user/month): This plan includes everything in Project Plan 3, plus additional enterprise-level project, and portfolio management features, with enhanced Gantt chart functionalities, such as baselines and critical path analysis. 

Microsoft Excel: 

Excel: While not a dedicated project management tool, you can create a simple Gantt chart in Excel by using a stacked bar chart or using templates available online. This is a more manual process and lacks the advanced features of dedicated project management tools, but it can be effective for smaller projects or when you don’t need the full power of Project. 

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Can Microsoft Planner do or create a Gantt chart? 

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Does Office 365 have a project Planner? 

Yes, Office 365 (now Microsoft 365) includes a project management tool called Planner. This tool is specifically designed to help teams organize tasks, collaborate on projects, and track progress in a simple, user-friendly environment. 

Microsoft Planner in Microsoft 365 

Microsoft Planner is included in most Microsoft 365 subscriptions and serves as a lightweight project management tool: 

Task Management: Planner allows users to create tasks, assign them to team members, and set due dates. Tasks can include checklists, attachments, and comments to facilitate collaboration. 

Visual Planning: It provides visual tools like Kanban boards, where tasks can be organized into various categories or stages, making it easy to track the progress of a project. 

Integration with Teams: Planner is deeply integrated with Microsoft Teams, enabling users to manage their tasks directly within Teams channels, enhancing collaboration and communication. 

Basic Features: The basic Planner features include real-time collaboration, task assignment, progress tracking, and simple reporting, which are all accessible via Microsoft Teams or the Planner web app. 

Advanced Project Management Options 

While Planner is excellent for basic project management, Microsoft 365 also offers more advanced project management capabilities through additional plans: 

Planner Plan 1 ($10.00 per user/month): Adds features like project goals, backlogs, sprints, Gantt chart views, and premium plan templates, which are useful for more sophisticated project management needs. 

Project Plan 3 ($30.00 per user/month): Includes everything in Planner Plan 1 plus advanced features like Copilot in Planner, task history, roadmaps, baselines, and resource management. 

Project Plan 5 ($55.00 per user/month): Offers comprehensive project and portfolio management tools, suitable for managing complex, enterprise-level projects. 

Third-Party Alternatives: Trovve 

For teams looking for a more AI-enhanced planning solution, Trovve is a notable third-party option that integrates directly with Microsoft Teams: 

Pricing: Ranges from $16 per user per month (annual) to $20 per user per month (quarterly). 

Features: Trovve offers AI-powered task suggestions, seamless integration with Microsoft Teams, and centralized project management within Teams. It’s ideal for industries like Construction and Technology. 

Try Trovve on Microsoft Teams free for 7 days – no credit card required 

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What happened to MS Planner in Teams? 

Is Microsoft Planner part of Office 365? 

Is Planner included in Office 365? 

 Is project management included in Office 365? 

Yes, project management is included in Office 365 (now Microsoft 365), primarily through the Planner app, which has been designed to help teams manage tasks, projects, and collaborate effectively. However, the level of project management features you get depends on your specific Microsoft 365 subscription and whether you opt for additional plans. 

Basic Project Management in Microsoft 365 

Microsoft Planner: This tool is included with most Microsoft 365 subscriptions and offers basic project management capabilities. With Planner, you can create and manage tasks, assign them to team members, track progress using visual tools like Kanban boards, and collaborate in real-time within Microsoft Teams. 

Features of Planner in Microsoft 365: 

Task creation and management with checklists, files, and labels. 

Real-time collaboration, commenting, and sharing. 

Integration with Microsoft Teams for seamless communication. 

Basic plan templates, List, Grid, and Board views. 

Charts and task dependencies for simple project tracking. 

Advanced Project Management (Additional Subscription Required) 

For more advanced project management needs, you can upgrade to a higher-level plan that expands on the basic features included with Planner: 

Planner Plan 1 ($10.00 per user/month): 

Adds features like project goals, backlogs, sprints, premium plan templates, timeline (Gantt) views, and enhanced task dependencies. 

Ideal for teams needing more advanced planning tools without the full complexity of traditional project management software. 

Project Plan 3 ($30.00 per user/month): 

Includes everything in Planner Plan 1, plus advanced features like Copilot in Planner (preview), task history, roadmaps, baselines, resource management, and financial tracking. 

This plan also gives you access to the Project Online desktop client, making it suitable for more complex projects. 

Project Plan 5 ($55.00 per user/month): 

This plan is for enterprise-level project and portfolio management, including everything in Project Plan 3 plus portfolio management and enterprise resource allocation. 

Best suited for organizations managing multiple large-scale projects with complex dependencies and resource management needs. 

Third-Party Option: Trovve 

If you’re looking for an AI-enhanced project management solution that integrates directly with Microsoft Teams, Trovve is an excellent option. 

Pricing: Plans range from $16 per user per month (annual payment) to $20 per user per month (quarterly payment). 

Best for: Teams seeking an AI-powered project management tool, particularly in project-centric industries like Construction and Technology. Trovve is ideal for project managers, operations managers, and team leaders. 

Key Features: 

Seamless Microsoft Teams Integration: Operates entirely within Microsoft Teams, eliminating the need to switch between apps. 

AI-Powered Efficiency: Offers smart task suggestions and automated workflows to enhance productivity. 

Full Microsoft 365 Compatibility: Works seamlessly with other Microsoft tools. 

Centralized Workspace: Consolidates all project elements in one place within Teams. 

Collaboration Tools: Facilitates document sharing, communication, and progress tracking. 

Time-Saving Automation: AI handles task suggestions and workflow optimizations. 

Benefits: 

Saves time by eliminating the need to toggle between apps. 

Reduces errors through centralized information management. 

Boosts productivity with AI-powered insights. 

Offers seamless adoption for teams already using Microsoft Teams. 

Try Trovve on Microsoft Teams free for 7 days – no credit card required 

You might also be interested in: 

Is Planner included in Office 365? 

What is the difference between Microsoft Planner and Microsoft Project? 

How do I get MS Project in Office 365?