Category: Microsoft 365

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). 

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. 

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. 

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. 

2. 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) 

3. 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”. 

2. Include fields such as:  

Project Name 

Client Name 

Project Type (Linked to Template List) 

Start Date 

Team Members 

3. 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. 

2. 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. 

2. 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. 

Team agility and collaboration are key to business success. Presently, over 1 million companies globally utilize Microsoft 365 as their chosen productivity suite, leading to an increased transition from platforms such as G Suite. Organizations are drawn to the comprehensive features of Microsoft 365, including its enterprise-grade security, integration with Microsoft Teams, and advanced collaboration tools. However, this migration presents certain challenges. 

Transitioning from G Suite to Microsoft 365 involves more than merely transferring files—it necessitates transforming how teams operate, communicate, and collaborate. Without meticulous planning, businesses may experience issues such as data loss, workflow disruptions, and employee frustration. 

This blog aims to guide you through the complexities of G Suite migration to Office 365, addressing common pain points and offering practical, actionable solutions. By the end, you will possess a comprehensive roadmap to effectively tackle migration challenges, ensuring a smooth transition that positions your organization for continued success. 

We will explore: 

• The rationale behind migrating to Microsoft 365 for expanding businesses. 

• The top 10 challenges include data transfer difficulties, user resistance, and post-migration complications. 

• Proven strategies to overcome each issue, featuring tips on leveraging tools like Microsoft’s Migration Manager and strategies for employee onboarding. 

Whether you are a CIO, COO, or IT Manager responsible for overseeing this transition, this guide provides the insights and solutions necessary to transform potential obstacles into opportunities. Let us delve into the details to ensure your migration journey is as seamless and efficient as possible. 

Why Migration is Necessary  

The switch from G Suite to Microsoft 365 is often driven by the need for better functionality, alignment with business goals, seamless integration, robust security, and scalability. Let us look at the main reasons for this change and the benefits of Microsoft 365. 

Why Companies Migrate 

1. Enhanced Integration with Microsoft Tools 

Microsoft 365 integrates seamlessly with Teams, Outlook, OneDrive, and SharePoint, allowing employees to collaborate without switching platforms. For example, Teams lets users schedule Outlook meetings within the app, and SharePoint centralizes access to shared documents. 

2. Improved Data Security and Compliance 

For industries with strict regulations, Microsoft 365’s security features are crucial. The platform includes tools like Compliance Manager for GDPR and HIPAA standards, and advanced threat protection (ATP) to safeguard against malware and phishing, securing data throughout the G Suite to Office 365 migration. 

Key Benefits of Microsoft 365 

1. Seamless Collaboration Across Tools 

Microsoft 365 enables real-time collaboration with features like co-authoring in Word and Excel, plus easy file sharing via OneDrive and SharePoint. Teams combine messaging, video conferencing, and task management into one workspace, improving communication and productivity. 

2. Scalability for Growing Businesses 

Microsoft 365 grows with businesses by offering customizable plans and robust administrative controls. It supports advanced security, larger storage, and additional collaboration features, ensuring cost-effective scalability. 

These benefits illustrate why many organizations prefer G Suite migration to Office 365. The integration, enhanced security, and scalability make Microsoft 365 a valuable tool for improving productivity and future-proofing operations. 

For more on migration strategies, visit Microsoft 365 Migration Resources 

Top 10 Challenges in G Suite Migration to Office 365 

Transitioning from G Suite to Microsoft 365 involves more than just a technical change; it affects workflows, data management, and team collaboration. Listed below are usual challenges organizations encounter during the migration from G Suite to Office 365, with practical solutions to address them. 

Challenge #1: Data Transfer Complexity 

• Problem: Moving emails, calendars, and files from G Suite to Microsoft 365 is challenging due to compatibility issues and data size. 

• Solution: Use tools like Microsoft Migration Manager for efficient transfers. For larger or unique migrations, consider third-party options like BitTitan MigrationWiz. Plan thoroughly to reduce disruptions. 

Challenge #2: User Resistance to Change 

• Problem: Employees familiar with G Suite may find the transition to Microsoft 365’s interface and workflows challenging, potentially resulting in decreased productivity. 

• Solution: Implement comprehensive training programs specifically designed for the various roles within your team. Utilize resources such as the Microsoft 365 Training Center to facilitate rapid learning of new tools. Involve employees early by demonstrating how features like Teams and SharePoint can improve their daily tasks. 

Challenge #3: Email and Calendar Compatibility Issues 

• Problem: Synchronization errors between G Suite Gmail and Microsoft Outlook can result in incomplete email migration or misplaced calendar appointments. 

• Solution: Utilize Microsoft’s IMAP migration tools, such as the Office 365 Import Service, to ensure a seamless transition. Prior to migration, it is advisable to clean up old or unnecessary emails and calendar events to reduce data volume. Conduct a pilot test with a small group before full deployment to identify and address any compatibility issues. 

Challenge #4: File Format and Storage Differences 

• Problem: Google Docs, Sheets, and Slides utilize proprietary formats that are not natively compatible with Microsoft Word, Excel, and PowerPoint. 

• Solution: Implement batch conversion tools to convert G Suite files into Microsoft-compatible formats. Tools such as Cloud HQ can automate bulk file conversions. For storage purposes, synchronize data to OneDrive or SharePoint to ensure easy access to the converted files. Retain a backup of the original G Suite files for reference. 

Challenge #5: Data Security During Migration 

• Problem: The risk of data breaches or loss during migration can compromise sensitive business information. 

• Solution: Ensure security by employing encryption protocols throughout the migration process. Utilize Microsoft’s Security and Compliance Center for comprehensive tools that monitor and protect data. Also, perform a pre-migration backup of all critical files to guarantee recoverability in unforeseen issues. 

Challenge #6: Integrating Microsoft 365 with Existing Tools 

• Problem: Legacy systems or third-party applications may not integrate seamlessly with Microsoft 365, causing workflow disruptions. 

• Solution: Use Microsoft 365’s APIs and connectors for interoperability with existing tools. Platforms like Power Automate can create workflows to sync data across systems. Collaborate with IT teams to test integrations and address potential conflicts before full deployment. 

Challenge #7: Managing Permissions and Access Control 

• Problem: Setting up user roles and permissions in Microsoft 365 is complex, especially for large organizations. 

• Solution: Use the Microsoft 365 Admin Center to manage roles. For more advanced needs, use Azure Active Directory’s group-based permissions. Refer to Microsoft’s Identity and Access Management Guide for detailed instructions. 

Challenge #8: Limited IT Support Expertise 

• Problem: Numerous organizations do not possess the in-house expertise required to manage the complexities of migrating from G Suite to Office 365. 

• Solution: Engage with experienced Microsoft 365 migration consultants or managed service providers (MSPs). These professionals can address the technical complexities of the migration process, thereby reducing downtime and minimizing errors. Seek partners with certifications such as Microsoft Gold or Silver Partner status to ensure their credibility. 

Challenge #9: Differences in Collaboration Tools 

• Problem: Switching from Google Meet to Microsoft Teams or Google Drive to SharePoint disrupts workflows. 

• Solution: Offer role-specific training to highlight Microsoft 365’s benefits. For example, show how Teams integrates with OneDrive for easy document sharing. Use Microsoft’s Adoption Hub to speed up user adoption and minimize resistance. 

Challenge #10: Post-Migration Issues 

• Problem: Incomplete data transfer, bugs, and system errors can disrupt operations. 

• Solution: Create a troubleshooting plan with a checklist for data validation and user issues. Use Microsoft Support for quick problem resolution. Conduct a review to identify gaps and improve workflows. 

By comprehending these challenges and implementing the solutions mentioned above, organizations can confidently navigate their G Suite migration to Office 365, ensuring a seamless transition and improved productivity. For further assistance, please refer to Microsoft’s Migration Support Center. 

Best Practices for a Smooth Transition 

Switching from G Suite to Microsoft 365 can be smooth with proper planning. By following best practices, organizations can minimize disruptions, tackle challenges proactively, and maximize the benefits of migrating to Office 365. 

1. Develop a Clear Migration Strategy 

A clear migration strategy is key to a smooth transition. 

• Timelines: Create a realistic timeline with phases like preparation, data migration, testing, and adjustments. 

• Stakeholder Involvement: Involve stakeholders early, such as IT teams and department leaders, to identify needs and issues. 

• Resource Allocation: Assign roles, including a project manager and team members for data backup, user training, and system testing. 

Helpful Resource: Microsoft 365 Migration Planning Guide offers a step-by-step migration plan. 

2. Leverage Automation 

Automation is crucial for reducing errors and saving time during migration. 

• Automated Migration Tools: Use tools like Microsoft Migration Manager to efficiently transfer emails, calendars, and files. 

• Custom Workflows: For complex migrations, use third-party solutions like BitTitan MigrationWiz to automate data transfer, ensuring compatibility and integrity. 

• Ongoing Synchronization: Automated tools can sync data in real time during the migration, preventing work interruptions. 

3. Communicate with Teams 

Clear communication is vital for user adoption and reducing confusion. 

• Transition Benefits: Explain how migration boosts productivity, security, and collaboration, emphasizing real-time communication in Teams and advanced file management in SharePoint. 

• Training and Support: Direct employees to the Microsoft 365 Training Center and consider live training sessions or Q&A forums. 

• Regular Updates: Inform teams about migration milestones and changes via regular updates through email or meetings. 

4. Test and Optimize 

Testing is crucial for catching issues early. 

• Pilot Migration: Test with a small user group to evaluate tools, data integrity, and gather feedback. 

• Address Gaps: Use pilot insights to refine workflows and optimize strategies. 

• Post-Migration Optimization: Review system-wide after full migration, check data transfers, adjust permissions, and ensure all integrations work correctly. 

Helpful Resource: Refer to the Microsoft 365 Deployment Guide for detailed instructions on testing and optimization. 

Tools and Resources to Simplify Migration 

Migrating from G Suite to Microsoft 365 can be straightforward with the right tools and resources. These solutions help resolve technical issues, maintain data integrity, and facilitate team adoption of the new platform. Below are key tools and resources for streamlining your G Suite to Office 365 migration. 

1. Microsoft 365 Tools: The Built-In Advantage 

Microsoft offers efficient tools for smooth migration: 

Migration Manager: Handles data transfers, migrating emails, calendars, and contacts from G Suite to Microsoft 365 with real-time progress tracking and error reporting. 

Exchange Admin Center: Simplifies IMAP email migrations securely and efficiently. 

Security and Compliance Center: Ensures compliance during migration with encryption and detailed audit logs. 

These tools ensure seamless integration within the Microsoft 365 ecosystem, minimizing disruptions. 

2. Third-Party Solutions for Complex Migrations 

For complex environments or large-scale migrations, third-party tools can supplement Microsoft’s native solutions: 

• BitTitan MigrationWiz: MigrationWiz handles intricate migrations with bulk file transfers, advanced data mapping, and customizable workflows. 

• CloudM: CloudM automates email, file, and contact transfers, useful for organizations with many user accounts. 

• AvePoint: AvePoint migrates G Suite documents to OneDrive, SharePoint, and Teams, offering advanced reporting to validate migration success. 

These tools provide flexibility, enhanced automation, and compatibility for unique migration needs. 

3. Training Platforms to Empower Your Team 

A successful migration extends beyond merely transferring data; it involves ensuring that your team is both confident and proficient in utilizing Microsoft 365. 

• Microsoft 365 Training Center: The Training Center offers comprehensive tutorials, videos, and guides tailored to various roles and skill levels. These resources, ranging from setting up Teams to mastering Excel, enable employees to fully leverage Microsoft 365. 

• Microsoft Adoption Hub: The Adoption Hub provides strategies and templates designed to drive user adoption. It includes detailed guides for introducing Microsoft 365 tools to teams and cultivating champions within your organization. 

• LinkedIn Learning: LinkedIn Learning features courses on Microsoft 365 applications and best practices, making it an excellent resource for ongoing professional development. 

Granting access to these training resources can expedite the learning process, ensuring that employees are comfortable and productive in the unique environment. 

Organizations can streamline their G Suite migration to Office 365 by leveraging Microsoft’s built-in tools, third-party solutions for complex scenarios, and comprehensive training platforms. These resources address technical challenges and help teams adapt to the capabilities of Microsoft 365. 

For more details and support, visit the Microsoft Migration Resources Center. 

Conclusion 

Migrating from G Suite to Microsoft 365 involves challenges like data transfer and user adoption. With a solid strategy, the right tools, and proactive communication, these can be managed effectively. Addressing each issue systematically helps unlock Microsoft 365’s full potential for better collaboration and productivity. 

Pro Tip: Master cross-platform shortcuts and use both platforms’ strengths during the transition. 

For expert support with transitioning from G Suite to M365, please contact the Trovve team. 

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