Managing projects in Microsoft Teams just got easier with AI tools. These features automate tasks, summarize meetings, and optimize resources, saving you time and effort. Here’s what you need to know:
- Microsoft 365 Copilot: Summarizes meetings, generates tasks, and suggests files using natural language.
- Power Automate: Automates workflows like sending follow-ups and status updates.
- nBold Templates: Standardizes project setups with pre-configured channels, folders, and boards.
- AI Meeting Tools: Auto-generate summaries, action items, and provide tailored recaps.
Start by exploring one tool at a time, like Copilot for meeting recaps, and use templates to structure projects. These AI-driven features simplify project management, letting you focus on what matters most.
AI Tools in Microsoft Teams
AI Meeting Tools
AI meeting tools in Microsoft Teams help keep projects organized and running smoothly.
Intelligent Recap in Teams Premium provides tailored overviews, including action items, key discussion points, and topic-based navigation. This allows managers to focus on planning instead of taking notes. Some standout features include:
- Auto-generated summaries highlighting key points
- Tasks and assignees identified by AI
- Chapter-based navigation for meeting recordings
- Quick access to moments where you’re mentioned
Microsoft 365 Copilot uses natural-language queries to offer real-time meeting summaries, draft follow-ups, and suggest relevant files. This makes it easier to update stakeholders and keep teams aligned throughout the project.
These tools also work to automate repetitive project tasks, saving time and effort.
Microsoft Teams Premium and Microsoft 365 Copilot documentation
How to Use Copilot in Microsoft 365 as an Operations Project …
Setting Up AI in Microsoft Teams
To get started, you’ll need a Microsoft 365 plan that includes Copilot and Teams admin permissions. Here’s how to configure these AI tools:
Microsoft 365 Copilot Setup
First, assign Copilot licenses through the Teams Admin Center. Once done, grant access to the users who need it.
Power Automate Basics
In Teams, open Power Automate and select a project template, such as status updates, approvals, or follow-ups. Customize the steps to fit your specific workflow needs.
Planner with AI Features
Add a Planner tab to your channel, then connect it with Power Automate or Copilot. This setup provides AI-driven insights like tracking progress and balancing workloads. You can also use tools like nBold to automate channel setups, folder structures, and Planner boards while ensuring policies are followed and integrating third-party apps seamlessly.
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Project Templates and Add-ons
Team Templates
With nBold’s collaboration template builder, you can standardize your projects by setting up channels, folders, Planner boards, lists, and governance policies. This ensures every project aligns with your organization’s practices.
For instance, a project template might include:
- Structured folders within dedicated documentation channels
- Planner boards arranged by common task categories
- Pre-configured connectors and apps for key workflows
Quick Team Setup
Pick a custom template to streamline the creation of channels, enforce policies, deploy apps, and set up files and Planner boards. This process not only ensures consistency but also speeds up project kickoffs. Combined with AI-driven workflows, these templates provide a solid structure for automated task and meeting insights.
Adding External Tools
You can integrate app connectors directly into your nBold templates. This allows you to install and configure third-party tools during team creation, making it easy to balance added functionality with smooth adoption.
Tips for New Users
Getting Started with AI Tools
Once your template is ready, start by exploring one Teams AI tool at a time. A good place to begin is Microsoft 365 Copilot, which helps with tasks like meeting summaries and task generation. Start with simple workflows, such as sending meeting summary notifications. You can use Power Automate to automatically share these summaries in your channel.
For creating templates, try nBold’s collaboration template builder to organize and standardize your project structure.
AI Tools Overview
Here’s a quick breakdown of what each tool is best for:
- Microsoft 365 Copilot: Summarizing meetings and generating tasks.
- Power Automate: Automating workflows and sending notifications.
- nBold templates: Structuring projects and maintaining governance.
US Format Settings
Make sure to adjust these regional settings for a smoother experience:
- Date: MM/DD/YYYY
- Time: 12-hour format (e.g., 2:30 PM)
- Currency: Use the dollar sign ($) as a prefix
- Numbers: Commas for thousands, periods for decimals
- Calendar: Include US holidays and work hours (9 AM–5 PM)
Conclusion
With AI tools like task automation, meeting summaries, and structured templates, managing projects in Microsoft Teams becomes much smoother. Features such as Copilot’s smart summaries and Power Automate’s workflow tools offer project managers practical ways to improve team productivity. Begin by exploring one feature – such as meeting recaps or task automation – and then expand your use of tools like nBold’s template builder to maintain consistent processes across projects. These AI-driven tools can help you take a more efficient approach to project management in Teams.
