Kick-Ass Project Collaboration with Office 365 Groups

sharepointmaven.com @gregoryzelfond
KICK-ASS PROJECT
COLLABORATION WITH
OFFICE 365 GROUPS

sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
 Complementary webinar video recording is
available at https://youtu.be/6Ze1aZcT_KQ
 You can also visit my YouTube Channel:
https://www.youtube.com/c/sharepointmaven
 Slides and Demo based off SharePoint Online,
however, similar functionality is available with
on-premises and older versions of SharePoint

About Me
 Gregory Zelfond
 10+ years of experience with SharePoint
 Huge SharePoint Advocate, blogger
 Love to solve business problems using
code-free, out of the box SharePoint
configurations
 Owner of SharePoint Maven

About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK
THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING

Agenda
– Project Management options in
SharePoint/O365
– Office 365 Groups
• What are Office 365 Groups
• Conversations
• File sharing
• Calendar
• Notebook
• Tasks
• External Access
• Office 365 Groups and Team Sites
– Q & A

PROJECT
MANAGEMENT
OPTIONS

Available Options in SharePoint/Office 365
Office 365
Groups
• Informal
• Easy to use
• No overhead
Document
Sets
• Formal
• Documents
Only
Project
Sites
• Formal
• Requires
Discipline
Project Web App
Project Online
• Very formal
• Portfolio
Management
• Mature PM
Methodology
• $$$$

What is the problem you are trying to solve?
 Consistency with documentation
 Consolidate various information sources
 Enforcement of Project Management
methodology
 Project Management Office (PMO)
Dashboards and Reporting
 Informal Meeting Space

Things to keep in mind…
 Project Management discipline/maturity
within an organization
 SharePoint maturity within an
organization
 Know your audience
 User Adoption & Training

OFFICE 365
GROUPS

Conversations
 Keep all your email conversations in 1 spot!

Files
 OneDrive-like place for your files
 BONUS: Add metadata if you wish!!!

Calendar
 Easily overlay multiple Office 365 Groups
Calendars with personal calendar!

Notebook
 Keep ANY project notes in one place!

Tasks
 Delivered via Office 365 Planner
 Plan created automatically for every new Office 365 Group
 Not ready for prime time! Wait until this product matures

External Access
 Step 1: Allow users to
email the group
 Step 2: Add External users
just like you would with
regular members

Office 365 Groups and Team Sites
 Office 365 Groups and Team Site are getting married!
 New Office 365 Groups will get a team site and vice
versa!

 Small projects
 Projects that don’t follow formal project
management methodology
 Projects where security does not need to be
tightly controlled
Office 365 Groups are great for…

Office 365 Groups Blog posts
 Top 5 features of Office 365 Groups
 Project collaboration with Office 365 groups
 Project Management in SharePoint – lots of
options to choose from

SharePoint Webinars
 How to manage projects in SharePoint using out of the box features
 How to build amazing Intranet Sites in SharePoint using out of the box features
 How to improve SharePoint User Adoption – practical tips and industry best
practices
 How to manage migration to SharePoint
 SharePoint hacks you can’t live without
 [NEW] Project and Portfolio Management with Project Online
 [NEW] Kick-Ass Project Collaboration with Office 365 Groups
LEARN MORE

Need help with SharePoint?
 SharePoint Site Configuration and Customization
 Document Migration to SharePoint
 SharePoint Implementation Strategy
 SharePoint Training
 SharePoint User Adoption
 SharePoint Governance
 SharePoint Project Management

THANK YOU!
Visit: sharepointmaven.com
Email: greg@sharepointmaven.com
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions

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