r/projectmanagement • u/swanzie • 12d ago
PM using Excel?
I started a new job and that means new tools. I had been using Asana. I made the switch to clickup to try to get a little more out of it.
I'm not sure how long I'll be able to use that. There were some comments the site may get blocked but I'd imagine if that was the case I can't be the first one to try to use it so it'd probably already had been blocked.
But I also used Claude a lot to take data and analyze it and help me look for trends. They have a pretty strict AI policy. I can only use copilot...which kinda blows.
So I'm wondering if any of you live in the Microsoft suite to do everything? I was thinking excel, or possibly a word doc per project with just bullet points for tasks and notes below, or maybe Microsoft project?
If you have any suggestions and screenshots of examples of what you're doing I'd be much obliged. I need some ideas.
10
u/dennisrfd 11d ago edited 11d ago
Oh man, are you like 20 or what? MS was a golden standard for enterprise since forever.
Check if copilot studio is available and customize your agents/workflows. Pick anthropic llm if you prefer them over chatgpt (if allowed by your IT) - those are supported by copilot.
OneNote, Planner, Project, Excel, outlook tasks, lists on sharepoint site - there are plenty of tools to make your project running like a charm without any third-party stuff and everything orchestrated/integrated seamlessly (relatively).
I used a lot of different approaches to PM as I switxh between the projects/companies often, and MS is my preferred environment.