How to Use Microsoft Teams Effectively
Microsoft Teams is a unified communication and collaboration tool. It is a cloud-based service that enables communication and collaboration within organizations. It is also a “one-stop shop,” where many tools and resources are gathered to facilitate teamwork, and to help users focus on their business objectives.
“Knowledge is power,” goes the saying. And, yes, knowledge is also a source of confidence, insurance, and success. How to Use Microsoft Teams Effectively helps you leverage Microsoft Teams in your day-to-day work environment, and provides the knowledge you need to communicate and collaborate effectively.
Table of Contents
- What Does the Term “Cloud” Mean?
- What is Microsoft 365?
- What is SharePoint?
- What is OneDrive?
- What is Microsoft Teams?
- Why Use Microsoft Teams?
- Microsoft Teams User Interface
- Chat
- Managing Contact Groups
- Starting a One-to-One Conversation With a Colleague
- Starting a Conversation With a Group of Colleagues orWith a Contact Group
- Renaming Group Conversations
- Chatting with External Users and Guests
- Reacting to a Message
- Adding a Tab to a Conversation
- Forwarding an Entire Discussion Thread
- Adding People to a Group Chat
- Searching for a Conversation
- Filtering Chat Messages
- More Chat Options
- Audio and Video Calls
- Turning the New Meeting Experience Feature on
- Making an Audio or a Video Call
- Answering an Audio/Video Call
- Setting up Voicemail
- Changing the Ringtone for Incoming Calls
- Transferring a Call
- Putting a Call on Hold
- Forwarding a Call
- Inviting a Person to a Call
- Adding People to Speed Dial
- Accessing Voicemail
- Displaying Call History
- Calling During a Chat
- Blurring or Changing the Background During a Video Call
- Sharing Your Screen
- Opening the Chat Window During an Audio or a Video Call
- Other Calling Options
- Meetings
- Scheduling a Meeting
- Scheduling a Meeting From Outlook
- Accepting/Declining an Invitation to a Meeting
- Starting an Ad hoc Meeting (Meet Now)
- Cancelling a Meeting
- Understanding Roles in a Meeting
- Setting Roles and Permissions for Meeting Participants
- Preparing a Meeting Agenda (Notes)
- Joining a Meeting as an Employee
- Joining a Meeting as a Guest
- Taking Part in a Meeting
- Taking/Viewing Meeting Notes
- Using and Sharing the Whiteboard
- Sharing Content in a Meeting
- Understanding the Different Viewing Modes
- Adjusting the View During a meeting
- Downloading a Meeting’s Attendance List
- Recording a Meeting
- Accessing a Recorded Meeting
- Sharing a Recording of a Meeting With Guests and External Users
- Deleting a Meeting’s Recording
- Live Events and Webinars
- Planning for a Live Event
- Scheduling a Live Event
- Inviting People to a Live Event
- Updating or Cancelling a Live Event
- Conducting a Live Event
- Attending a Live Event
- Activating Live Captions During a Live Event
- Asking Questions During a Live Event
- Answering Questions During a Live Event
- Viewing Live Events’ Shared Resources
- Teams, Channels and Tabs
- Choosing a Naming Convention for Microsoft Teams
- Creating a New Team from Scratch
- Renaming a Team, and Changing Description and Privacy Type
- Changing the Team’s Picture
- Changing Permissions for Team Members
- Adding Owners, Members and Guests to a Team
- Removing Owners, Members, or Guests From a Team
- Sorting Your List of Teams
- Adding a New Channel to a Team
- Cloning a Team (Creating a Team From an Existing One)
- Creating a Team Template
- Creating a Team From an Existing Microsoft 365 Group
- Inviting Users to Join a Team With a Link or a Code
- Joining a Team Using a Link
- Joining a Team Using a Code
- Joining a Team as a Guest User
- Joining a Public Team
- Processing “Join” Requests
- Leaving a Team
- Hiding/Unhiding a Team
- Starting a Channel Conversation (Publishing a Post)
- Posting a Message in Multiple Channels
- Replying to a Channel Post
- Mentioning a Team, a Channel or a Person
- Reacting to a Channel Post
- Renaming a Channel
- Configuring Channel Moderation
- Understanding the Files Tab
- Exploring the Files Tab (Creating, Uploading, Syncing Documents and More)
- Exploring the Wiki Tab
- Adding a New Tab to a Channel
- Adding a SharePoint Document Library as a Tab
- Adding a Webpage as a Tab
- Creating a Tab From a File
- Adding a Planner Plan as a Tab
- Adding a List as a Tab
- Pinning/Unpinning a Channel
- Starting an Instant Meeting in a Channel
- Preventing Members From Creating, Updating, or Removing Channels
- Preventing Members From Adding or Removing Apps or Connectors
- Restoring a Deleted Document
- Understanding and Using Tags
- Allowing Team Members to Manage Tags
- Sharing a Meeting Recording With Guest Users, Using a Team Channel
- Sending Emails to a Channel
- Deleting a Channel
- Restoring a Deleted Channel
- Managing Teams Notifications
- Managing Channels Notifications
- Understanding Teams’ Commands
- Archiving a Team
- Reactivating an Archived Team
- Deleting a Team
- Restoring a Deleted Team
- Managing Teams’ Life Cycles
- Apps, Bots, and Connectors
- Exploring the Teams’ App Store
- Adding a Bot or an App to a Team
- Pinning an App to Teams Sidebar
- Performing a Search in Files; in People profiles; and in Messages
- Applying Filters to Search Results
- Searching in Chats and Channels
- Using Search Operators
- Other Search Options
- Changing Microsoft Teams’ Themes
- Changing Teams’ Desktop App Language
- Understanding the Application Settings
- Configuring Privacy Settings
- Managing Audio and Video Devices
- Setting Device Access Permissions for Apps
- Setting Your Status Message
- Understanding Teams’ Accessibility Features
More tips, tricks and best practices can be found in
my book How to Use Microsoft Teams Effectively, available on Amazon:
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