looking for recommendations on project management apps in ms teams Saving Changes...
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Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
I am using Planner to simulate a Kanban board. To support all related to that and to support communication I am using all the additional tools you have in MS Teams when you create a team (news, files, etc)
Yes, Planner.
Also "Notes" for project team and meeting notes.
With Power Apps (Power Flow) it's possible to create all types of project management apps e.g. action log, issue tracker, risks logger, lessons learned, ...portfolio management...
Microsoft is doing an excellent work in ms teams, it's becoming a "swiss army knife", providing all PMs need to (well) manage projects
Tasks by Planner is the app you add to use Planner. You can add it on the side bar/navigation in Teams to see all of your tasks. You can also see shared Plans that you have access to, which are created when you add the Tasks by Planner app to a public channel - currently, you cannot add the app to private channels. When added to a channel, you get views for a basic task list, boards, charts, and schedule (weekly or monthly).
The Project app is available if you subscribe to Project Plan 1, or higher. It provides you with a grid (task list), board, and timeline (gantt chart). When using the board, you can change the view so that the columns are grouped by bucket, assigned to, progress, and finish date. When using buckets, you can customize the names and add more.
Roadmap, also from Microsoft, can be added to a channel or chat. You can view roadmaps with Project Plan 1. You need Project Plan 3 or 5 to be able to create them. Roadmaps allows you to create timelines for tasks from multiple projects (that you have access to).
Like Planner, Project and Roadmap cannot be added to private channels. I don't have enough users on Project or Roadmap to fully test this out, but it appears that you can access the data using PowerApps and Power BI, if you need to report from the data or create a custom app.
A few months ago I added the Milestones app to a channel, just to see what it was. I didn't like it, but I don't recall why. It had most of the functionality you would expect from a PM tool.
Wrike can also be added to both the sidebar/navigation and to channels. Similar to Planner, one gives you views for tasks assigned to you and one is channel specific. Neither gives you the full Wrike experience.
I also use the Lists app, on channels for projects, to create risk registers, issues lists, change logs, and stakeholder lists as tabs in the channel.
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2 replies by Diane Richardson
May 13, 2021 2:41 PM
Diane Richardson
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Thanks Aaron. I appreciate the time it took for you to provide insight into your experience with these add-ins.
Jun 01, 2021 12:17 PM
Diane Richardson
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Is there a way to assign tasks to external team members- ie if you’re working with a vendor?
I am using Planner to simulate a Kanban board. To support all related to that and to support communication I am using all the additional tools you have in MS Teams when you create a team (news, files, etc)
Yes, Planner.
Also "Notes" for project team and meeting notes.
With Power Apps (Power Flow) it's possible to create all types of project management apps e.g. action log, issue tracker, risks logger, lessons learned, ...portfolio management...
Microsoft is doing an excellent work in ms teams, it's becoming a "swiss army knife", providing all PMs need to (well) manage projects
Great info. Thank you for sharing! Saving Changes...
Tasks by Planner is the app you add to use Planner. You can add it on the side bar/navigation in Teams to see all of your tasks. You can also see shared Plans that you have access to, which are created when you add the Tasks by Planner app to a public channel - currently, you cannot add the app to private channels. When added to a channel, you get views for a basic task list, boards, charts, and schedule (weekly or monthly).
The Project app is available if you subscribe to Project Plan 1, or higher. It provides you with a grid (task list), board, and timeline (gantt chart). When using the board, you can change the view so that the columns are grouped by bucket, assigned to, progress, and finish date. When using buckets, you can customize the names and add more.
Roadmap, also from Microsoft, can be added to a channel or chat. You can view roadmaps with Project Plan 1. You need Project Plan 3 or 5 to be able to create them. Roadmaps allows you to create timelines for tasks from multiple projects (that you have access to).
Like Planner, Project and Roadmap cannot be added to private channels. I don't have enough users on Project or Roadmap to fully test this out, but it appears that you can access the data using PowerApps and Power BI, if you need to report from the data or create a custom app.
A few months ago I added the Milestones app to a channel, just to see what it was. I didn't like it, but I don't recall why. It had most of the functionality you would expect from a PM tool.
Wrike can also be added to both the sidebar/navigation and to channels. Similar to Planner, one gives you views for tasks assigned to you and one is channel specific. Neither gives you the full Wrike experience.
I also use the Lists app, on channels for projects, to create risk registers, issues lists, change logs, and stakeholder lists as tabs in the channel.
Thanks Aaron. I appreciate the time it took for you to provide insight into your experience with these add-ins. Saving Changes...
Tasks by Planner is the app you add to use Planner. You can add it on the side bar/navigation in Teams to see all of your tasks. You can also see shared Plans that you have access to, which are created when you add the Tasks by Planner app to a public channel - currently, you cannot add the app to private channels. When added to a channel, you get views for a basic task list, boards, charts, and schedule (weekly or monthly).
The Project app is available if you subscribe to Project Plan 1, or higher. It provides you with a grid (task list), board, and timeline (gantt chart). When using the board, you can change the view so that the columns are grouped by bucket, assigned to, progress, and finish date. When using buckets, you can customize the names and add more.
Roadmap, also from Microsoft, can be added to a channel or chat. You can view roadmaps with Project Plan 1. You need Project Plan 3 or 5 to be able to create them. Roadmaps allows you to create timelines for tasks from multiple projects (that you have access to).
Like Planner, Project and Roadmap cannot be added to private channels. I don't have enough users on Project or Roadmap to fully test this out, but it appears that you can access the data using PowerApps and Power BI, if you need to report from the data or create a custom app.
A few months ago I added the Milestones app to a channel, just to see what it was. I didn't like it, but I don't recall why. It had most of the functionality you would expect from a PM tool.
Wrike can also be added to both the sidebar/navigation and to channels. Similar to Planner, one gives you views for tasks assigned to you and one is channel specific. Neither gives you the full Wrike experience.
I also use the Lists app, on channels for projects, to create risk registers, issues lists, change logs, and stakeholder lists as tabs in the channel.
Is there a way to assign tasks to external team members- ie if you’re working with a vendor?
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1 reply by Aaron Porter
Jun 01, 2021 1:53 PM
Aaron Porter
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I haven't tested it, yet, but I believe it should be possible 1) if you have Guest Access enabled for both Teams and the project tool (planner or projects) and 2) the "guest" is added to the team.
If you created the project from within the team, you can only assign to tasks to people who have been added to the Team. I haven't tried creating a project outside of Teams, adding it to a Team, and then assigning tasks.
Is there a way to assign tasks to external team members- ie if you’re working with a vendor?
I haven't tested it, yet, but I believe it should be possible 1) if you have Guest Access enabled for both Teams and the project tool (planner or projects) and 2) the "guest" is added to the team.
If you created the project from within the team, you can only assign to tasks to people who have been added to the Team. I haven't tried creating a project outside of Teams, adding it to a Team, and then assigning tasks. Saving Changes...