{"id":7101,"date":"2021-04-29T11:20:00","date_gmt":"2021-04-29T10:20:00","guid":{"rendered":"https:\/\/nboldapp.com\/?p=7101"},"modified":"2023-01-27T15:03:25","modified_gmt":"2023-01-27T14:03:25","slug":"microsoft-teams-template-for-project-management","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-project-management\/","title":{"rendered":"Microsoft Teams Template for Project Management"},"content":{"rendered":"<p>Most&nbsp;of today\u2019s&nbsp;businesses&nbsp;are&nbsp;project-oriented, and the project management business model is found in all areas: from construction to IT. Every project manager knows that to achieve project goals and manage projects effectively, it is necessary to create an effective workspace where project members can collaborate. And Microsoft Teams is the perfect place for sharing project content, setting online meetings, and tracking project results. Today we are going to show you how to build a Project Management&nbsp;template in Microsoft Teams with pre-defined content and governance settings.&nbsp;&nbsp;<\/p>\n\n\n\n<p>And if you&#8217;re looking for an ultimate guide on how to use Microsoft Teams for project management, head over <a href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-for-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">ici<\/a>.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"h-why-do-you-need-a-project-management-template-in-microsoft-teams\">Why do you need a Project Management template in Microsoft Teams?&nbsp;<\/h2>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-improve-operational-efficiency\"><em>Improve operational efficiency&nbsp;&nbsp;<br><\/em><\/h3>\n\n\n\n<p>With a project management template, you will get the same level of execution from one project to another. You can run projects and track progress in a structured way with pre-defined rules and standards.&nbsp;&nbsp;<br>&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-black-color has-text-color wp-block-heading\" id=\"h-reduce-time-spent-on-manual-tasks\"><em>Reduce time spent on manual tasks <\/em>&nbsp;<br><\/h3>\n\n\n\n<p>Next, as a project manager, you&nbsp;will not&nbsp;build dozens of project teams from scratch once a new project is launched. With team creation from&nbsp;templates,&nbsp;you can save your time and stay focused on essential tasks and project KPIs.&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-black-color has-text-color wp-block-heading\" id=\"h-avoid-teams-sprawl\"><em>Avoid Teams sprawl&nbsp;<\/em>&nbsp;<\/h3>\n\n\n\n<p>With pre-configured templates, you can avoid&nbsp;<a href=\"https:\/\/nboldapp.com\/fr\/how-to-prevent-teams-sprawl\/\" target=\"_blank\" rel=\"noreferrer noopener\">Teams&nbsp;sprawl.<\/a> Forget about collaboration silos and teams\u2019&nbsp;duplication. With project management teams&nbsp;templates,&nbsp;you will get dozens of structured teams to collaborate on the project in a few seconds with all needed content and settings.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"has-black-color has-text-color wp-block-heading\" id=\"h-structure-your-teams-without-overloading-it\">&nbsp;<br><em>Structure your teams without overloading IT&nbsp;<\/em>&nbsp;<\/h3>\n\n\n\n<p><br>Manage governance policies with Microsoft&nbsp;Teams collaboration templates and set up governance rules without overloading IT. Set up naming rules, manage teams\u2019&nbsp;privacy, membership policies, and much more.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/nboldapp.com\/fr\/centre-de-demonstration\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>See in action<\/strong><\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"h-project-management-collaboration-template-capabilities\">Project Management Collaboration Template capabilities&nbsp;&nbsp;<\/h2>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-collaborate-on-projects-through-standard-and-private-channels\">Collaborate on projects&nbsp;through&nbsp;standard and private&nbsp;channels&nbsp;&nbsp;<\/h4>\n\n\n\n<p>First, you need to create different channels where your project members can collaborate and share project content. With pre-configured channels, your&nbsp;teammates will know exactly where they need to search information, start&nbsp;a conversation,&nbsp;and&nbsp;share news and updates without loss of information.&nbsp;Let\u2019s see an example of channels for project management template:&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image alignleft size-large is-resized is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/B748EA5A-37AD-4C4F-B2F9-FC895A2D11EE_4_5005_c.jpeg\" alt=\"project management Microsoft Teams template\" class=\"wp-image-2201\" width=\"260\" height=\"327\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/B748EA5A-37AD-4C4F-B2F9-FC895A2D11EE_4_5005_c.jpeg 347w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/B748EA5A-37AD-4C4F-B2F9-FC895A2D11EE_4_5005_c-239x300.jpeg 239w\" sizes=\"(max-width: 260px) 100vw, 260px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Legal- Contracts \u2013 private channel to share signed contracts&nbsp;and to work on agreements with external agents.<\/li>\n\n\n\n<li>Budget&nbsp;\u2013 to check&nbsp;whether the project is sticking to its budget.&nbsp;<\/li>\n\n\n\n<li>Business Case- ROI- Analytics \u2013 to build and share project reports, track KPIs, and perform&nbsp;effective analytics.&nbsp;&nbsp;<\/li>\n\n\n\n<li>Planning \u2013 to perform daily tasks, track projects progress, and quickly react&nbsp;to any changes.&nbsp;<\/li>\n\n\n\n<li>Steering Committee \u2013 to have a conversation with the project expertise community, stakeholders, and experts.&nbsp;&nbsp;<\/li>\n\n\n\n<li>Team meeting \u2013 to schedule daily and weekly meetings with a team for brainstorming, presentations, reporting, etc.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-share-project-documentation\">Share project documentation&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Next, you can upload project documentation and create different folders to structure file sharing. For example, you can&nbsp;upload&nbsp;files templates and guidelines for:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Business Case \u2013 Project Proposal&nbsp;&nbsp;<\/li>\n\n\n\n<li>Planification du projet&nbsp;&nbsp;<\/li>\n\n\n\n<li>Quality Improvement Project Template&nbsp;<\/li>\n\n\n\n<li>Project Report Template&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img decoding=\"async\" width=\"1024\" height=\"584\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/6DF5FE27-1B3F-4609-815C-56D17DF92AC5-1024x584.png\" alt=\"project-management-teams-template-with-files\" class=\"wp-image-4143\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/6DF5FE27-1B3F-4609-815C-56D17DF92AC5-1024x584.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/6DF5FE27-1B3F-4609-815C-56D17DF92AC5-300x171.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/6DF5FE27-1B3F-4609-815C-56D17DF92AC5-768x438.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/6DF5FE27-1B3F-4609-815C-56D17DF92AC5.png 1438w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-pre-built-project-tasks\">Pre-built project tasks&nbsp;<\/h4>\n\n\n\n<p>Planning is key to run a project&nbsp;successfully. Use <a href=\"\/fr\/microsoft-planner-templates-step-by-step-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft Planner<\/a> to build boards with tasks depending on project steps. With Microsoft Planner you can create tasks and assign them to any person in your organization, add&nbsp;checklists, attach files and&nbsp;links,&nbsp;and start a conversation right on the task card.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-project-management-expertise-community\">Project management&nbsp;expertise community&nbsp;<\/h4>\n\n\n\n<p>When you are working in a large organization,&nbsp;it is&nbsp;important to communicate not only with your teammates but also with colleagues from other departments. Therefore, you can stay up to date with organizational challenges and follow the&nbsp;common&nbsp;vision and goals. Add Yammer community to have quick access to organizational news, changes, upcoming&nbsp;events,&nbsp;and updates. Also, you can add a tab with followed #project_management tag to stay informed about any news, tips, and&nbsp;advice&nbsp;to run a project&nbsp;successfully.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img decoding=\"async\" width=\"1024\" height=\"584\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/D43A6059-892F-408A-BD5A-6860E40A95B5-1024x584.png\" alt=\"project-management-teams-template-yammer\" class=\"wp-image-4190\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/D43A6059-892F-408A-BD5A-6860E40A95B5-1024x584.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/D43A6059-892F-408A-BD5A-6860E40A95B5-300x171.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/D43A6059-892F-408A-BD5A-6860E40A95B5-768x438.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/D43A6059-892F-408A-BD5A-6860E40A95B5.png 1439w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-set-up-team-meetings-with-calendar-tab\">Set up&nbsp;team&nbsp;meetings with&nbsp;Calendar Tab&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Add calendar tab to Team meeting channel and schedule team meetings there. With this tab,&nbsp;your&nbsp;teammates will be able to quickly plan their daily schedule and organize themselves according to the team\u2019s events.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/1289F39F-1891-4522-B1D5-688C478F844D-1024x640.jpeg\" alt=\"project-management-teams-template-calendar\" class=\"wp-image-7119\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/1289F39F-1891-4522-B1D5-688C478F844D-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/1289F39F-1891-4522-B1D5-688C478F844D-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/1289F39F-1891-4522-B1D5-688C478F844D-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/1289F39F-1891-4522-B1D5-688C478F844D.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-track-project-results-with-forms\">Track project results with Forms&nbsp;&nbsp;<\/h4>\n\n\n\n<p>To quickly collect and share project results you can add Microsoft Forms as a new tab into the Analytics channel. Your colleagues&nbsp;can&nbsp;fill out&nbsp;this form daily and help managers to stay updated on project progress. Share&nbsp;Forms&nbsp;results with stakeholders and steering committee and get&nbsp;their&nbsp;feedback.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/94AF5129-5283-41C7-8CA0-3B3CD3A4BDF9-1024x583.png\" alt=\"project-management-teams-template-forms\" class=\"wp-image-2155\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/94AF5129-5283-41C7-8CA0-3B3CD3A4BDF9-1024x583.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/94AF5129-5283-41C7-8CA0-3B3CD3A4BDF9-300x171.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/94AF5129-5283-41C7-8CA0-3B3CD3A4BDF9-768x437.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/05\/94AF5129-5283-41C7-8CA0-3B3CD3A4BDF9.png 1439w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-add-project-management-apps\">Add project management apps&nbsp;<\/h4>\n\n\n\n<p>Using 3<sup>,<\/sup>&nbsp;party apps to&nbsp;manage projects? You can easily integrate them right into your Teams environment.&nbsp;By integrating 3<sup>,<\/sup>&nbsp;party apps, you can collaborate on content with other teammates even if they don\u2019t have a&nbsp;license&nbsp;for a specific app.&nbsp;Let\u2019s describe some of them.&nbsp;&nbsp;<\/p>\n\n\n\n<p><a href=\"\/fr\/microsoft-teams-apps-for-project-management\/#1-trello-\" target=\"_blank\" rel=\"noreferrer noopener\">Trello<\/a> \u2013 is one of the most popular&nbsp;app&nbsp;to manage projects. Here you can perform effective task management, manage project progress and track your&nbsp;team\u2019s results. With Teams and Trello integration you can add any existing dashboard as a new tab in your project management team and collaborate on tasks with your colleagues. <\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/trello-teams.png\" alt=\"trello-teams\" class=\"wp-image-6872\" width=\"744\" height=\"372\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/trello-teams.png 646w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/trello-teams-300x150.png 300w\" sizes=\"(max-width: 744px) 100vw, 744px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/trello.com\/power-ups\/5faacc37b7e6534b88f124f7\/microsoft-teams#:~:text=%20How%20to%20set%20up%20Trello%20in%20Microsoft,Microsoft%20Teams%2C%20you%20can%20interact%20with...%20More%20\" target=\"_blank\" rel=\"noreferrer noopener\">Trello with Microsoft Teams<\/a> <\/figcaption><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Avec <a href=\"\/fr\/microsoft-teams-apps-for-project-management\/#3-asana\" target=\"_blank\" rel=\"noreferrer noopener\">Asana<\/a> you can run projects effectively with customized visuals such as list views or board views to manage&nbsp;depended, overlapping, and unscheduled tasks. By connecting Asana with Teams, you can collaborate on Asana tasks and keep work connected without leaving your Teams environment. &nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"655\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/asana-teams-1024x655.png\" alt=\"asana-microsoft-teams-project-management\" class=\"wp-image-6874\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/asana-teams-1024x655.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/asana-teams-300x192.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/asana-teams-768x491.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/asana-teams-1536x983.png 1536w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/asana-teams.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/asana.com\/apps\/microsoft\" target=\"_blank\" rel=\"noreferrer noopener\">Asana with Microsoft Teams <\/a><\/figcaption><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>After integrating <a href=\"\/fr\/microsoft-teams-apps-for-project-management\/#8-wrike-\" target=\"_blank\" rel=\"noreferrer noopener\">Wrike<\/a> into your Teams environment, you can add folders and projects as new tabs to a dedicated channel. Your project team can view all the tasks, edit key task details, add comments, and mention other colleagues right in&nbsp;Teams&nbsp;environment. &nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"999\" height=\"560\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/Wrike-teams.png\" alt=\"Wrike-teams-project-management\" class=\"wp-image-6878\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/Wrike-teams.png 999w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/Wrike-teams-300x168.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/Wrike-teams-768x431.png 768w\" sizes=\"(max-width: 999px) 100vw, 999px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/help.wrike.com\/hc\/en-us\/articles\/115001825869-Wrike-and-Microsoft-Teams-Integration#:~:text=To%20use%20Wrike%20with%20Microsoft%20Teams%2C%20you%20need,and%20spaces%20directly%20from%20an%20MS%20Team%20channel.\" target=\"_blank\" rel=\"noreferrer noopener\">Wrike with Microsoft Teams<\/a> <\/figcaption><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><a href=\"\/fr\/microsoft-teams-apps-for-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">En savoir plus<\/a> about the best project management apps for Microsoft Teams&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-structured-teams-with-all-rules\">Structured teams with all rules&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Next, manage&nbsp;team&nbsp;settings to define the rules and&nbsp;manage members&#8217; permissions. For example, you can limit private channel creation,&nbsp;uploading custom apps, tabs updating and creation, etc.&nbsp;Do not&nbsp;forget about guest permission and&nbsp;decide if&nbsp;the team\u2019s guests can&nbsp;create and update channels or not.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/2F7CE49C-178C-4C28-B31F-45E6998D6E8C-1024x640.jpeg\" alt=\"project management teams template settings\" class=\"wp-image-7120\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/2F7CE49C-178C-4C28-B31F-45E6998D6E8C-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/2F7CE49C-178C-4C28-B31F-45E6998D6E8C-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/2F7CE49C-178C-4C28-B31F-45E6998D6E8C-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/2F7CE49C-178C-4C28-B31F-45E6998D6E8C.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile has-white-background-color has-background\" style=\"grid-template-columns:auto 42%\"><div class=\"wp-block-media-text__content\">\n<h4 class=\"has-text-align-center wp-block-heading\" id=\"h-white-paper-microsoft-teams-for-project-management\">White Paper: Microsoft Teams for Project Management<\/h4>\n\n\n\n<p class=\"has-text-align-center\">Learn how to het the most out of Microsoft Teams for project management: team and channel examples, use cases, useful apps and other tips<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-c4f2791c-b352-49e0-a92a-5e7d9a80ee1d\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"\/fr\/l\/how-to-build-teams-template-for-project-management\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"ub-button-block-main\" role=\"button\" style=\"--ub-button-background-color: #240f4c; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #00d084; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-radius: 60px; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\"><strong>T\u00e9l\u00e9charger<\/strong> <\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-12-1024x576.png\" alt=\"\" class=\"wp-image-11081 size-full\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-12-1024x576.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-12-300x169.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-12-768x432.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-12-1536x864.png 1536w, https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/08\/MicrosoftTeams-image-12.png 1643w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"h-governance-policies-for-your-project-management-template\">Governance policies for your Project Management template<\/h2>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-set-up-naming-convention-for-project-management-teams-template\">Set up Naming Convention&nbsp;for Project Management Teams&nbsp;template&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Keep your teams for project management structured and organized with&nbsp;a&nbsp;naming convention. You can define naming rules at the template level. A newly created team from&nbsp;your template will be automatically named based on&nbsp;fixed or dynamic naming rules with a naming convention. Let\u2019s see some examples.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8B43B353-86A3-4B0B-97E9-AA8703C4F22C-1024x640.jpeg\" alt=\"gestion des projets - noms\" class=\"wp-image-7121\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8B43B353-86A3-4B0B-97E9-AA8703C4F22C-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8B43B353-86A3-4B0B-97E9-AA8703C4F22C-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8B43B353-86A3-4B0B-97E9-AA8703C4F22C-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8B43B353-86A3-4B0B-97E9-AA8703C4F22C.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Avec <strong>Static&nbsp;Naming Convention<\/strong>&nbsp;you can add fixed prefix or suffix to&nbsp;the request team name. For example:&nbsp;&nbsp;<\/p>\n\n\n\n<p><em>Nom du projet<\/em>&nbsp;&#8211; Project&nbsp;management&nbsp;&nbsp;<\/p>\n\n\n\n<p>Project&nbsp;\u2013 <em>Nom du projet<\/em>&nbsp;&#8211; France&nbsp;&nbsp;<\/p>\n\n\n\n<p><em>Name of the&nbsp;project<\/em> &#8211;&nbsp;Marketing Department&nbsp;&nbsp;<\/p>\n\n\n\n<p>Avec <strong>Dynamic Naming Convention<\/strong> you can add prefix and suffix based on Azure AD data. User\u2019s&nbsp;country, department,&nbsp;role, preferred language, and so on. For instance:&nbsp;&nbsp;<\/p>\n\n\n\n<p>Project&nbsp;&#8211;&nbsp;&nbsp;<em>Name&nbsp;of the project<\/em>&nbsp;&#8211; user department&nbsp;&nbsp;<\/p>\n\n\n\n<p>Office 365 usage location&nbsp;\u2013 <em>Nom du projet<\/em>&nbsp;&#8211; project management&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/5DF048F8-6337-4AAE-AC21-4B48CD73967E-1024x640.jpeg\" alt=\"gestion des projets - noms\" class=\"wp-image-7123\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/5DF048F8-6337-4AAE-AC21-4B48CD73967E-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/5DF048F8-6337-4AAE-AC21-4B48CD73967E-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/5DF048F8-6337-4AAE-AC21-4B48CD73967E-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/5DF048F8-6337-4AAE-AC21-4B48CD73967E.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Moreover, you can add here <strong>custom attributes<\/strong>&nbsp;from your Active Directory. Add your internal Department ID, security group, and so on depending on the use case&nbsp;meeting your organizational needs.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/02B57994-A95B-4A7B-BDFF-B561F4193A7A-1024x640.jpeg\" alt=\"project management naming convention\" class=\"wp-image-7122\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/02B57994-A95B-4A7B-BDFF-B561F4193A7A-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/02B57994-A95B-4A7B-BDFF-B561F4193A7A-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/02B57994-A95B-4A7B-BDFF-B561F4193A7A-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/02B57994-A95B-4A7B-BDFF-B561F4193A7A.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-define-who-can-use-your-template\">Define who can use your template&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Next, you can define who can use your project management template. Based on Azure AD data, you can establish targeting audience rules. For example,&nbsp;only people from your&nbsp;marketing&nbsp;department can create teams from your project management template. Or maybe only colleagues from France will see your project management template in their templates&nbsp;catalog. Capabilities are endless with dynamic and custom attributes.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CECEAF01-F0B4-4586-9C07-069229ADE7BA-1024x640.jpeg\" alt=\"project management targeting audience\" class=\"wp-image-7124\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CECEAF01-F0B4-4586-9C07-069229ADE7BA-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CECEAF01-F0B4-4586-9C07-069229ADE7BA-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CECEAF01-F0B4-4586-9C07-069229ADE7BA-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CECEAF01-F0B4-4586-9C07-069229ADE7BA.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-add-approval-workflow-to-limit-team-creation-from-project-management-template\">Add approval workflow&nbsp;to limit team creation from project management template&nbsp;<\/h4>\n\n\n\n<p>If you would like to limit team creation you can establish&nbsp;an&nbsp;approval process. To do this, you will need to enable approval during template creation and choose any person in your organization.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"611\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/0D363DB1-3019-4A75-8181-6D711A0AF998-1024x611.jpeg\" alt=\"approval-workflow-microsoft-teams\" class=\"wp-image-5618\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/0D363DB1-3019-4A75-8181-6D711A0AF998-1024x611.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/0D363DB1-3019-4A75-8181-6D711A0AF998-300x179.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/0D363DB1-3019-4A75-8181-6D711A0AF998-768x459.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/0D363DB1-3019-4A75-8181-6D711A0AF998.jpeg 1375w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>With this option, the&nbsp;approver will receive an email each time someone wants to create a team from&nbsp;your&nbsp;template.&nbsp;They&nbsp;will get all the needed information about the requester, the team requested name, and description. In just a few seconds&nbsp;they&nbsp;can approve or reject team creation. If the request is approved, team provisioning will start automatically.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-add-relevant-people-to-your-project-team\">Add&nbsp;relevant people&nbsp;to your project team&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Next, you can manage membership policies during project management&nbsp;Teams&nbsp;template creation. For example, you can add permanent members and owners. This means that they will be added automatically each time a team is created from your template. It\u2019s a useful option when you need to have the same&nbsp;people from one project to another, for example, project experts, project manager, workers from the legal department, and so on.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/37D9B72E-42ED-40D9-8CC4-8D7E29EC5BB5-1024x641.jpeg\" alt=\"gestion-de-projet-affiliation-permanente\" class=\"wp-image-7125\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/37D9B72E-42ED-40D9-8CC4-8D7E29EC5BB5-1024x641.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/37D9B72E-42ED-40D9-8CC4-8D7E29EC5BB5-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/37D9B72E-42ED-40D9-8CC4-8D7E29EC5BB5-768x481.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/37D9B72E-42ED-40D9-8CC4-8D7E29EC5BB5.jpeg 1437w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Moreover, here you can set up the&nbsp;mandatory&nbsp;number of owners and members in a team. With this option, you will avoid unused collaboration silos with no members and loss of information&nbsp;when a team owner leaves your company.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"h-automate-your-project-management-in-microsoft-teams\">&nbsp;Automate your project management in Microsoft Teams&nbsp;&nbsp;<\/h2>\n\n\n\n<p>With Power Automate you can build any automation workflow to streamline processes and save your time on manual tasks&nbsp;performing. Using Microsoft Teams connector, you can manage notifications, optimize&nbsp;team creations, set up approval processes, and so on.&nbsp;&nbsp;<\/p>\n\n\n\n<p>In our blog, we\u2019re discussing how to automate team creation from templates, and more.&nbsp;But today let\u2019s discuss some use cases around the project management template.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-multiple-stage-approval-workflow-for-big-projects\">Multiple Stage Approval workflow for big projects&nbsp;&nbsp;<\/h4>\n\n\n\n<p>First, let\u2019s say you would like to set up an advanced approval workflow for big projects. You\u2019re creating a Project management template and then you need to set up a multiple-stage approval&nbsp;workflow. This means, when someone wants to create a team from your project management template, he or she needs to send a request to the operational manager. After&nbsp;the operational manager approves team creation, the same request must be sent to your Teams admin.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>Wondering how to build this workflow? With&nbsp;nBold&nbsp;connector (read here <a href=\"https:\/\/developers.salestim.com\/connectors\/power-platform-connector.html#procedure-overview\">how to add&nbsp;<\/a><a href=\"https:\/\/developers.salestim.com\/connectors\/power-platform-connector.html#procedure-overview\" target=\"_blank\" rel=\"noreferrer noopener\">nBold&nbsp;connector<\/a>)&nbsp;you can build an automated workflow in a just few seconds and run the approval process. Here we&nbsp;describe&nbsp;in&nbsp;detail&nbsp;<a href=\"\/fr\/power-automate-comment-creer-des-equipes-a-partir-dun-modele-de-microsoft-teams\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to build this flow<\/a> <\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CAFFF0E9-D9C8-4832-9210-0E5871CF3C69-1024x640.jpeg\" alt=\"pouvoir-automatiser-la-creation-d&#039;equipe-approbation\" class=\"wp-image-7046\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CAFFF0E9-D9C8-4832-9210-0E5871CF3C69-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CAFFF0E9-D9C8-4832-9210-0E5871CF3C69-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CAFFF0E9-D9C8-4832-9210-0E5871CF3C69-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/CAFFF0E9-D9C8-4832-9210-0E5871CF3C69.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-help-project-managers-to-be-onboarded-with-automated-emails\">Help project managers to&nbsp;be&nbsp;onboarded&nbsp;with automated emails&nbsp;&nbsp;<\/h4>\n\n\n\n<p>Imagine,&nbsp;project manager&nbsp;just created a team from your project management Teams template. There are many channels, tabs with apps, guidelines, and so on. Are you sure that&nbsp;he&nbsp;will understand&nbsp;the purpose of each piece of content?&nbsp;&nbsp;<\/p>\n\n\n\n<p>To make sure that everything is clear and team members will use a team according to established rules, you can send an onboarding email to the requester. Therefore, the requester will receive an email with your step-by-step guide on how to use a team and other useful content.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/29B432FE-6139-40E4-A0AF-E2B880D4F6E8-1024x640.jpeg\" alt=\"power-automate-onboarding-email\" class=\"wp-image-7129\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/29B432FE-6139-40E4-A0AF-E2B880D4F6E8-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/29B432FE-6139-40E4-A0AF-E2B880D4F6E8-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/29B432FE-6139-40E4-A0AF-E2B880D4F6E8-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/29B432FE-6139-40E4-A0AF-E2B880D4F6E8.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>To build this workflow just use trigger from nBold&nbsp;\u201cwhen a new team creation is requested\u201d and choose an action from Outlook connector. You can even build a scheduled flow. With this option, you can send an email right after the team creation request was sent and maybe two days after&nbsp;team creation.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"720\" style=\"aspect-ratio: 1280 \/ 720;\" width=\"1280\" controls src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/email-onboard.mp4\"><\/video><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-integrate-your-own-3rd-party-app-with-power-automate-and-nbold\">Integrate your own 3rd party app with Power Automate and&nbsp;nBold&nbsp;<\/h4>\n\n\n\n<p>With&nbsp;nBold connector you can perform many additional use cases, including team creation from any 3<sup>,<\/sup>&nbsp;party app available in Power Automate. Wondering how to create a team when a new project is appearing in&nbsp;Jira?&nbsp;Or maybe you&nbsp;think&nbsp;about channel creation when a new Trello dashboard is created?&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"629\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/C2306D7C-1193-4D1B-9A57-B779D2077F61-1024x629.jpeg\" alt=\"power-automate-jira\" class=\"wp-image-7047\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/C2306D7C-1193-4D1B-9A57-B779D2077F61-1024x629.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/C2306D7C-1193-4D1B-9A57-B779D2077F61-300x184.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/C2306D7C-1193-4D1B-9A57-B779D2077F61-768x472.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/C2306D7C-1193-4D1B-9A57-B779D2077F61.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><a href=\"\/fr\/l\/book-salestim-meeting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book the call<\/a> with our team to explore who&nbsp;nBold&nbsp;connector can streamline processes in your organization&nbsp;(link)&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"h-how-to-build-a-project-management-template-in-teams\">How to build a Project Management template in Teams?&nbsp;<\/h2>\n\n\n\n<p>Finally, explore how to build project management&nbsp;Teams&nbsp;template&nbsp;in just a few steps:&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>\u00c9tape 1.<\/strong> Install&nbsp;nBold from Microsoft Teams store: settings are available only for Admin users.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/FD77BCE0-D3FC-498A-B8B2-9DA1D630BD4D-1024x640.jpeg\" alt=\"m365 certifi\u00e9 \u00e0 propos de salestim\" class=\"wp-image-6758\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/FD77BCE0-D3FC-498A-B8B2-9DA1D630BD4D-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/FD77BCE0-D3FC-498A-B8B2-9DA1D630BD4D-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/FD77BCE0-D3FC-498A-B8B2-9DA1D630BD4D-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/FD77BCE0-D3FC-498A-B8B2-9DA1D630BD4D.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>\u00c9tape 2.<\/strong> As a Global Admin or Template&nbsp;Catalog&nbsp;Manager, go to&nbsp;the Catalog&nbsp;tab and click on +New&nbsp;template. Choose&nbsp;the&nbsp;original team that should be cloned.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/0C5A570C-49F9-4DB5-8EC0-A08C39376E6F_1_201_a-1024x640.jpeg\" alt=\"mod\u00e8le-\u00e9quipes-microsoft\" class=\"wp-image-7036\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/0C5A570C-49F9-4DB5-8EC0-A08C39376E6F_1_201_a-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/0C5A570C-49F9-4DB5-8EC0-A08C39376E6F_1_201_a-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/0C5A570C-49F9-4DB5-8EC0-A08C39376E6F_1_201_a-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/0C5A570C-49F9-4DB5-8EC0-A08C39376E6F_1_201_a.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>\u00c9tape 3. <\/strong>Manage governance policies during the template creation. Establish a naming algorithm, define who can use your template, add permanent&nbsp;owners&nbsp;and members, and so on.&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"560\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/9C712AA0-2FFF-485E-8300-54333BF51FB9-1024x560.jpeg\" alt=\"gestion-de-projet-mod\u00e8le-\u00e9quipes\" class=\"wp-image-7131\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/9C712AA0-2FFF-485E-8300-54333BF51FB9-1024x560.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/9C712AA0-2FFF-485E-8300-54333BF51FB9-300x164.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/9C712AA0-2FFF-485E-8300-54333BF51FB9-768x420.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/9C712AA0-2FFF-485E-8300-54333BF51FB9.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>\u00c9tape 4.<\/strong>&nbsp;After saving your template will be added to the template&nbsp;catalog. Now end-users will see your template and will be able to create teams from your template (if you didn\u2019t limit the usage of your template by targeting audience rules)&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"584\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/63DC9BAB-6330-4F51-96E5-07E9CB601C65-1024x584.jpeg\" alt=\"salestim-catalog\" class=\"wp-image-5755\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/63DC9BAB-6330-4F51-96E5-07E9CB601C65-1024x584.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/63DC9BAB-6330-4F51-96E5-07E9CB601C65-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/63DC9BAB-6330-4F51-96E5-07E9CB601C65-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/63DC9BAB-6330-4F51-96E5-07E9CB601C65.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When an end-user is creating a team from your project management template,&nbsp;they&nbsp;will get a fully provisioned team in just a few seconds. Copied standard and private channels, tabs with apps, pre-build&nbsp;Planner, cloned files and folders, and so on will be available with a new team created from the project management collaboration template.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"720\" style=\"aspect-ratio: 1280 \/ 720;\" width=\"1280\" controls src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/12\/Provisioned-full-project-carousel.mp4\"><\/video><figcaption class=\"wp-element-caption\">Fully-Provisioned team from Project Management Collaboration Template<\/figcaption><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><a href=\"\/fr\/l\/book-salestim-meeting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book a&nbsp;demo<\/a> to learn how to build your own Collaboration Template.&nbsp;<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>Most&nbsp;of today\u2019s&nbsp;businesses&nbsp;are&nbsp;project-oriented, and the project management business model is found in all areas: from construction to IT. Every project manager knows that to achieve project goals and manage projects effectively, it is necessary to create an effective workspace where project members can collaborate. And Microsoft Teams is the perfect place for sharing project content, setting [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3660,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[283],"tags":[162,70],"class_list":["post-7101","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-teams-templates","tag-microsoft-teams-project-management","tag-microsoft-teams-template"],"featured_image_src":"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png","author_info":{"display_name":"Alexandre Cipriani","author_link":"https:\/\/nboldapp.com\/fr\/author\/acipriani\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Microsoft Teams Template for Project Management - nBold<\/title>\n<meta name=\"description\" content=\"Microsoft Teams Project Management templates help achieve operational excellence and project consistency, and save time on repetitive tasks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-project-management\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Microsoft Teams Template for Project Management\" \/>\n<meta property=\"og:description\" content=\"Microsoft Teams Project Management templates help achieve operational excellence and project consistency, and save time on repetitive tasks.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-project-management\/\" \/>\n<meta property=\"og:site_name\" content=\"nBold\" \/>\n<meta property=\"article:published_time\" content=\"2021-04-29T10:20:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-01-27T14:03:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Alexandre Cipriani\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@nboldhq\" \/>\n<meta name=\"twitter:site\" content=\"@nboldhq\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alexandre Cipriani\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Microsoft Teams Template for Project Management - nBold","description":"Microsoft Teams Project Management templates help achieve operational excellence and project consistency, and save time on repetitive tasks.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-project-management\/","og_locale":"fr_FR","og_type":"article","og_title":"Microsoft Teams Template for Project Management","og_description":"Microsoft Teams Project Management templates help achieve operational excellence and project consistency, and save time on repetitive tasks.","og_url":"https:\/\/nboldapp.com\/fr\/microsoft-teams-template-for-project-management\/","og_site_name":"nBold","article_published_time":"2021-04-29T10:20:00+00:00","article_modified_time":"2023-01-27T14:03:25+00:00","og_image":[{"width":2560,"height":1707,"url":"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png","type":"image\/png"}],"author":"Alexandre Cipriani","twitter_card":"summary_large_image","twitter_creator":"@nboldhq","twitter_site":"@nboldhq","twitter_misc":{"\u00c9crit par":"Alexandre Cipriani","Dur\u00e9e de lecture estim\u00e9e":"14 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#article","isPartOf":{"@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/"},"author":{"name":"Alexandre Cipriani","@id":"https:\/\/nboldapp.com\/#\/schema\/person\/1a692fc52f6b8879fc00501f21c4109c"},"headline":"Microsoft Teams Template for Project Management","datePublished":"2021-04-29T10:20:00+00:00","dateModified":"2023-01-27T14:03:25+00:00","mainEntityOfPage":{"@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/"},"wordCount":2436,"publisher":{"@id":"https:\/\/nboldapp.com\/#organization"},"image":{"@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#primaryimage"},"thumbnailUrl":"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png","keywords":["Microsoft Teams project management","Microsoft Teams Template"],"articleSection":["Microsoft Teams templates"],"inLanguage":"fr-FR"},{"@type":"WebPage","@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/","url":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/","name":"Microsoft Teams Template for Project Management - nBold","isPartOf":{"@id":"https:\/\/nboldapp.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#primaryimage"},"image":{"@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#primaryimage"},"thumbnailUrl":"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png","datePublished":"2021-04-29T10:20:00+00:00","dateModified":"2023-01-27T14:03:25+00:00","description":"Microsoft Teams Project Management templates help achieve operational excellence and project consistency, and save time on repetitive tasks.","breadcrumb":{"@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#primaryimage","url":"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png","contentUrl":"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management.png","width":2560,"height":1707,"caption":"Allow your end-users to create dozens of teams"},{"@type":"BreadcrumbList","@id":"https:\/\/nboldapp.com\/microsoft-teams-template-for-project-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/nboldapp.com\/"},{"@type":"ListItem","position":2,"name":"Microsoft Teams Template for Project Management"}]},{"@type":"WebSite","@id":"https:\/\/nboldapp.com\/#website","url":"https:\/\/nboldapp.com\/","name":"nBold","description":"The Collaboration Process Technology.","publisher":{"@id":"https:\/\/nboldapp.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/nboldapp.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/nboldapp.com\/#organization","name":"nBold","url":"https:\/\/nboldapp.com\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/nboldapp.com\/#\/schema\/logo\/image\/","url":"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/02\/Logo.svg","contentUrl":"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/02\/Logo.svg","width":74,"height":21,"caption":"nBold"},"image":{"@id":"https:\/\/nboldapp.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/nboldhq","https:\/\/www.linkedin.com\/company\/nboldhq"]},{"@type":"Person","@id":"https:\/\/nboldapp.com\/#\/schema\/person\/1a692fc52f6b8879fc00501f21c4109c","name":"Alexandre Cipriani","url":"https:\/\/nboldapp.com\/fr\/author\/acipriani\/"}]}},"_links":{"self":[{"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/posts\/7101","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/comments?post=7101"}],"version-history":[{"count":0,"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/posts\/7101\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/media\/3660"}],"wp:attachment":[{"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/media?parent=7101"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/categories?post=7101"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nboldapp.com\/fr\/wp-json\/wp\/v2\/tags?post=7101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}