MS Project How to Guide
*Project does require a license provisioning to an account for usage*
Create a project
1. On the Project Home page, select New blank project.
2. Select Untitled project.
A pane will appear on the right where you can name your project.
3. Name your project and press Enter.
Add tasks
1. Select Add new task.
2. Add a name and press Enter.
3. Assign tasks and choose what group to use for collaboration and sharing.
Build and manage your schedule
- Choose duration in the Duration column by typing numbers of days, weeks, and more.
- Add start and finish dates by choosing Add Column, adding Start and Finish columns, and adding dates.
- Mark a task complete by selecting the circle to the left of a task name to add a checkmark.
- Create a visual view of your project by selecting Board view to create a card-style project using buckets, progress, and more.
- Add dependencies in the Gantt chart by selecting Timeline view and dragging connectors between tasks.
View a project alongside others in Roadmap
1. Select the App launcher in the top left, then select Project.
2. On the Project Home page, click a Roadmap to open it.
3. Select Add row, type a row title, and add an Owner.
4. Select Connect to a project.
5. Select Connect to a project, Project, select a project, and then select Connect.
Organize your project in Board view
Create buckets
1. At the top of your project, select Board view.
2. Select Add bucket.
3. Type a name and press Enter.
Add tasks to buckets
1. Under a bucket, select Add task and enter a task name.
2. Type a name and select Add task.
Manage tasks
- Move tasks between buckets - drag the task from one bucket to another bucket.
- View task details - select the task.
- Assign a task - select Assign to, and type or select a name from the drop-down.
- Add a dependency - select Add dependency and choose a selected task, or type the number in the box.
- Sort tasks by Finish date or Progress - select Group by and select an option.
- Mark tasks complete - select the circle to the left of the task name. The circle changes to a checkmark.
Share a project and assign tasks
To share a project with other people in your organization, the most common way to get started is to assign a task to a user. You can assign people to an existing Office 365 group, create a group as you assign tasks, or create a group before you assign tasks
Assign tasks
1. Under Assigned to, select the People icon.
The first time you assign a task to someone, you’ll be prompted to connect the project to a group.
2. To create a new group, select Create group and then select Create and assign.
A pane will appear on the right where you can name your project.
Or, to share the project with an existing group, select Add to a group, select the group, and then select Add and assign.
Note: As you assign new users to tasks in your project, they’ll be added as members to the group.
Create an Office 365 group before you assign users.
You can also create or select an Office 365 Group for your project before you begin assigning users.
1. Select Group members.
2. In the Enter names to add members field, type a user name, or select a user from the search results.
Once your group is created or selected for the project, you can always add more members.
The Group members button displays the number of users in the group.
3. Select the group name to see more details about it on the group’s property page.
4. To share your project with group members, copy and send the URL of the project to them.
On the Project Home page, users can see the projects that are shared with them.