Project Online - Discovering the interface Tutorial
In this video, you will learn about the intelligent search feature in Microsoft 365. The video covers the search tools in Microsoft 365, including searching on your computer, using Microsoft Search, finding content and people in SharePoint, searching your emails, and more.
This will help you save time and easily find documents, information, and people within the Microsoft 365 suite.
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Project Online - Customising the interface
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Project Online - Creating the project tasks
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Planner - Advanced tasks
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Create a scheduling poll
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Enrich tasks content
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Creating the project tasks
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Use the scheduling poll dashboard
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Creating a project
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Advanced tasks
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Planner and transverse applications
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Manage the most important tasks
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Planner Tasks in To Do
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Add dates and deadlines to your tasks
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Outlook tasks in To Do
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Intro to Microsoft To Do Interface
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Save Automatically an attachment
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Customising the interface
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What is Microsoft To Do?
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Schedule sending emails in Outlook
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Manage your availabilities
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Create and share to-do lists with others
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Temporarily turn off notifications
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Displaying the progress of your plan
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Clutter
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Automate Teams notifications
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Extensions
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Create and share lists with others
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Intro to Microsoft To Do on Mobile
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Save, publish, and share
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Setting delegates
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Understanding the new interface
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Remove a member from a group
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Check your day planning
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Shift and its imbrication with Teams
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Publish your Booking page
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The mobile App with Teams
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Create a meeting in the group calendar
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Rank your custom lists into groups
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Immersive Reader
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Add dates and deadlines to your tasks
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Quickly find your files
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The Outlook tasks in To Do
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Redefine privacy for highly secure meetings
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Pin your important files
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Create video chapters
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Organize your daily tasks
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Planner Tasks in To Do
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Virtual Appointments
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Create a new task in To Do
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Overall view of your licences and subscription
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Rank your custom lists into groups
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Preparing for time away from the office
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View events
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Creating your new workspace
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Leveraging OneDrive Logic in Your Loop
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Exchange and Communicate Using Discussions in Loop
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Harnessing Advanced Options in Your Loop
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How to Work with the Microsoft Loop Interface?
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What is Microsoft Loop ?
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Search and tag people with “@”
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Pin a document to the top of a document library
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Filter Your Document Display
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Organize Your Messages with Rules
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Use Recycle Bins to Restore Documents
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Use Documents in a Synchronized Library Folder
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Discover the Meaning of OneDrive Icons
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Manage Storage Space
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Power and Manage OneDrive
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Synchronize Your Teams and SharePoint Files on Your Computer
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Presentation and introduction to the calendar
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Grant delegate access in Microsoft 365 administration
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Create a task or reminder
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Create a task from a message
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Create a Scheduled Flow with Power Automate
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Create an Approval Flow with Power Automate
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Manage Views
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Clean Up Your Inbox
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Create your reservation page for appointment booking (Bookings)
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Calendar Delegation Setup
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Use a Shared Mailbox
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Recall or replace an e-mail message
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Create a Simple Flow with AI Copilot
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Delay Email Delivery
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Send Automatic Out-of-Office Replies
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Automate Routine Actions
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Easily Sort Your Mails
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Use the Scheduling Assistant
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Create and Manage Appointments in Delegated Calendars
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Leverage Variables with Power FX in Power Automate
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View Other Calendars
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Use Conversation View
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Understand the Benefits of Power Automate
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Use Categories
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Display Three Time Zones
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Streamline Note-Taking with OneNote and Outlook
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Excel: Link Excel Scripts and Power Automate Flows
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Mailbox Delegation Setup
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Add Conditional “IF” Actions in Power Automate
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Access Power Automate for the Web
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Familiarize Yourself with the Different Types of Flows
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Respond to invitations as a delegate
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Understand the Concept of Variables and Loops in Power Automate
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Respect Your Colleagues' Off Hours (Viva Insights)
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Share Power Automate Flows
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SharePoint: Automate File Movement to an Archive Library
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The Power Automate Mobile App
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Understand the Steps to Create a Power Automate Flow
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Use Copilot with Right-Click
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Retrieve Data from a Web Page and Include it in Excel
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Understand the Specifics and Requirements of Desktop Flows
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent the forwarding of an email
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Protect an email by encrypting
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Send invitations or reminders with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve Email Accessibility
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Respect Your Colleagues' Off Hours (Viva Insights)
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Create a task or reminder
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Task Module Overview
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Presentation and introduction to the calendar
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Search options
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The Bcc Field in Detail
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Save and Print a Message
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Process an incoming message
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Organize into Folders
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Set Your Work Hours in Outlook
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Structure Your Product Launch Project
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Objectifs :
This tutorial aims to familiarize users with the Project Online interface, including how to navigate the project center, consult project information, manage permissions, and access project-related documents and resources.
Chapitres :
-
Introduction to Project Online
Welcome to this tutorial on Project Online. In this session, we will explore the software interface, focusing on how to consult project lists, utilize Gantt charts, manage licenses, and access various resources, particularly the document library assigned to each project. -
Accessing the Project Center
To begin, access the portal and open the Project Online software. Upon opening, you will be directed to the project center, where you can view a comprehensive list of projects. This list includes essential information such as project names, start and end dates, completion rates, planned durations, work completed, and project owners. Additionally, you can see the dates of the latest updates made to each project. -
Monitoring Project Progress
To monitor the coordination and progress of projects, utilize the column separator on the screen. You can adjust the size of each view to compare projects effectively. The progress of each project is indicated by a darker bar, allowing you to assess their status relative to one another. If you need to change the view, navigate to the ribbon where the project tab offers zoom options for better visibility. -
Managing Project Permissions
Not everyone has access to all projects. To manage permissions, select your project from the list and use the ribbon to grant permissions. You can assign different levels of access: - **Member**: Can actively contribute to the project. - **Visitor**: Can only read or consult documents. - **Owner**: Has total control over the project. To grant permissions, click the appropriate icon, enter the person's email address, and include a message if necessary. You can also adjust permission levels as needed before clicking 'Share'. -
Accessing Project Documents
To manage your project effectively, you need access to various documents and resources. Return to the project center to find icons indicating documents stored in the project annex. Click on the folder icon to access these documents, which include an overview of the project, completed tasks, upcoming tasks, and those stored in the document library. Depending on your permissions, you can download, synchronize, edit, or add to these documents. -
Conclusion
In this section, you have explored the Project Online interface, including the project center, project information, Gantt charts, permission management, and document resources. Understanding these elements is crucial for effective project management and collaboration within Project Online.
FAQ :
What is Project Online?
Project Online is a cloud-based project management tool that helps organizations manage their projects, resources, and portfolios efficiently.
How do I access the Project Center?
To access the Project Center, log into the Project Online portal and open the software. You will be directed to the Project Center automatically.
What information can I find in the Project Center?
In the Project Center, you can find a complete list of projects, including details such as project names, start and end dates, completion rates, and project owners.
How can I manage permissions for a project?
You can manage permissions by selecting a project from your list and using the ribbon to grant permissions to users as members, visitors, or owners.
What is a Gantt chart used for?
A Gantt chart is used to visualize the timeline of a project, showing the start and finish dates of tasks and their progress.
How do I access project documents?
You can access project documents by clicking on the folder icon in the Project Center, which will take you to the document library associated with your project.
Quelques cas d'usages :
Project Management in IT
IT project managers can use Project Online to track project timelines, manage team permissions, and collaborate on documents, ensuring that all team members have the necessary access to project resources.
Resource Allocation in Marketing
Marketing teams can utilize the Gantt chart feature to plan campaigns, allocate resources effectively, and monitor progress against deadlines, improving overall campaign efficiency.
Document Management for Construction Projects
Construction project managers can store and manage all project-related documents in the document library, ensuring that all stakeholders have access to the latest plans and reports.
Collaboration in Remote Teams
Remote teams can leverage Project Online to collaborate on projects by sharing documents and managing permissions, allowing for seamless communication and project tracking regardless of location.
Glossaire :
Project Online
A cloud-based project management software that allows users to manage projects, resources, and portfolios effectively.
Gantt Chart
A visual representation of a project schedule, showing the start and finish dates of various elements of a project.
Project Center
The main interface in Project Online where users can view and manage all their projects in one place.
Permissions
Access rights granted to users regarding their ability to view, edit, or manage a project.
Owner
The person who has total control over a project, including the ability to manage permissions and project settings.
Member
A user who is invited to actively contribute to a project.
Visitor
A user who can only view or consult project documents without editing rights.
Document Library
A storage area within Project Online where project-related documents are kept and managed.