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Courses/Project Management/Project Management Skills

Mastering Claude for Project Management

Supercharge your productivity with AI-driven workflows for planning, documentation, and data analysis.

Created byTom Fragaleworkspace_premium
4.7
(3 reviews)
BeginnerUpdated May 4, 2026
Mastering Claude for Project Management

What You'll Learn

check_circleApply Claude to draft project charters and status reports efficiently.
check_circleUtilize the plus sign feature to upload and analyze project-related documents and data.
check_circleIntegrate Claude with Microsoft Office applications to automate document creation and data formatting.
check_circleAnalyze project data by generating charts, dashboards, and task lists directly from Excel.
check_circleConfigure and manage connectors to link Claude with external communication and productivity tools.

About This Course

This practical course shows project managers how to use Claude AI to accelerate the everyday work of running a project — from drafting charters and task lists to producing status reports, kickoff decks, and executive dashboards. Through live, prompt-by-prompt demonstrations, you'll see how Claude can turn rough ideas into polished deliverables in Word, PowerPoint, and Excel, convert PDFs into structured data, visualize information as org charts and dashboards, and connect directly to the apps you already use, such as Gmail, Slack, and Google Calendar.

The emphasis throughout is on using Claude as an assistant rather than a replacement: getting a strong head start on documents, automating repetitive deliverables, and saving hours on the routine work of project communication and reporting. By the end of the course, you'll have a working set of prompts, workflows, and add-in techniques you can apply immediately to your own projects.

Topics Covered

  1. Navigating the Claude.ai workspace — sidebar, chats, projects, and assigning roles in your prompts
  2. Drafting project charters and generating task lists with realistic timelines
  3. Visualizing project data — org charts, Gantt charts, and other diagrams from your own files
  4. Turning unstructured files into usable data — PDF-to-Excel extraction and file uploads
  5. Using connectors to integrate Claude with Gmail, Slack, Google Calendar, and other apps
  6. Writing with the Claude add-in for Word — status reports, executive letters, and document edits
  7. Building decks with the Claude add-in for PowerPoint — kickoff presentations and dashboard slides
  8. Analyzing data with the Claude add-in for Excel — summaries, pivot-style breakdowns, charts, and executive dashboards

Your Instructor

Tom Fragale
Tom Fragale

Microsoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall

menu_book56 courses
star5,744 reviews

Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 50,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Copilot, ChatGPT, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access, and another on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a B.A. in Computer Science.

Credit Information

What Students Are Saying

4.7
Student's Choice
3 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.