Collaborate on a project using Office 365

Office 365 gives you tools to collaborate on any project, including email, project sites, Skype for Business Online, Office Online, shared calendars, and mobile access to your email, sites, and documents on your phone or tablet. You can use Office 365 to more efficiently work with co-workers and customers, from almost anywhere.

I want to

Kick off the project with a Lync Online meeting

Set up a team site to share documents and email and manage the project

Create documents and collaborate online

Co-authoring and versioning

Use a site mailbox to store and reply to project-related email

Share calendars

Schedule meetings and send meeting notes

SharePoint Online

Kick off the project with a Skype for Business Online meeting

People in your organization can use Skype for Business Online for online meetings that include audio, video, instant messaging (IM), screen-sharing, and a virtual whiteboard as soon as they Install Lync from the Office 365 portal. To get started with Lync, see:

Set up a team site to share documents and email and manage the project

Your team site is an internal SharePoint Online site where you can store and share documents and email, and access them from almost anywhere. A team site is automatically created for your organization when you sign up for Office 365.

Before you begin collaborating on any project, take some time to plan how you want to use your team site. For starters, you’ll need to give people permission to access the site, and then create the necessary lists, libraries, pages, site mailbox, and more.

Create documents and collaborate online

If people have installed the latest version of Office or the latest versions of Internet Explorer, Firefox, or Chrome, they can create and edit documents on their computers and drag and drop the files on to the site for others to review or work on.

Coworkers can also sign in to Office 365 from a computer that doesn’t have Office installed and use Office Online to review and modify documents. To learn more, see Get started with Office Online in Office 365.

To create a new document with Office Online, on the project site, under Documents, click New document.

Co-authoring and versioning

When you’re on a tight schedule and several people have to collaborate on a document, co-authoring is a good way to let everyone work on the document at the same time.

In some cases, it’s a good idea to use versioning, so people can save document versions and roll back edits. If you want to save every change to the document so you can revert to an earlier version if necessary, turn on versioning.

Use a site mailbox to store and reply to project-related email

If you’ve set up a site mailbox, you can use it to store email with key decisions and details, and people can reply to email right from the site mailbox.

Share calendars

With Office 365, your employees can share their calendars with others in the company, and they can “publish” their calendars so people outside your company can view their calendars. This makes scheduling meetings and events easier.

To learn more about calendar sharing and publishing, see Sharing your calendar. The admin in your organization controls calendar publishing at the organization level.

Schedule meetings and send meeting notes

Use Outlook 2013 or Outlook Web App to schedule additional meetings to coordinate the planning for this event. Then send the meeting notes to everyone who attended the meeting.

Top of Page

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×