Welcome to Teams

[VIDEO] Welcome to Microsoft Teams

Microsoft Teams is a collaboration app that helps your team stay organized and have conversations—all in one place. Here's a quick look at the left hand side of Teams.

  • Teams - Find channels to belong to or create your own. Inside channels you can hold on-the-spot meetings, have conversations, and share files.
  • Meetings - See everything you’ve got lined up for the day or week. Or, schedule a meeting. This calendar syncs with your Outlook calendar.
  • Calls - In some cases, if your organization has it set up, you can call anyone from Teams, even if they’re not using Teams.
  • Activity - Catch up on all your unread messages, @mentions, replies, and more.

Setting Up & Managing a Team

Setting Up & Managing a Team

To get your team up and running in Microsoft Teams, create a team, add people, and add channels. You can add people, groups, or even entire contact groups. If you need to add people from outside your organization, use their email address to invite them as guests. Add a friendly display name for them too. Use the command box at the top to search for specific items or people, take quick actions, and launch apps. Global administrators can create an organization-wide team that automatically adds everyone in your organization.

Create a Team

  1. Select Teams > Join or create a team.
  2. This is where you create your own team, or discover existing ones.
  3. Select Create a new team, and then select Build a team from scratch or select Create from... to build an all-new team or create from an existing group respectively.
  4. Select Private if you'd like people to request permission to join, or select Public if anyone in your org can join.
  5. Give the team a name and add a short description if you'd like.
  6. Select Create.
  7. Add members.
  8. When you're done adding members, select Add and then Close.

Create a Channel

By default, every team gets a General channel, which is a good channel to use for announcements and information the whole team needs. To add more channels:

  1. Select Select to see more options More options... next to the team name.
  2. Select Add channel.
  3. Enter a name and description for your channel.
  4. You can build a channel around a topic, project, department name, or whatever you like.
  5. Select Automatically show this channel in everyone's channel list if you want this channel to be automatically visible in everyone's channel list.
  6. Select Add.

Customize and Manage Your Team

  1. Select Select to see more options More options... next to the team name.
  2. Select Manage team to find Members, Channels, Settings, and Apps for your team all in one place.
  3. Select Settings > Team picture to add a team picture and give your team some personality.

Working on Files Together

Working on Files Together

Working in Microsoft Teams lets you work on files together at the same time. Also, messages about the document stay with it and will show up in your team conversations.

  1. In a team conversation or in the Files tab, select More options More options button next to the file.
  2. Choose if you want to edit the file in Teams, on your desktop, or online.
  3. Edit the file. Colored flags show who else is working on it with you.
  4. Select Start conversation to add a message about the file.
  5. Type your message or @mention someone and select Send.

Uploading Files to a Team

Uploading Files to a Team

Anywhere in Teams, look for the paperclip icon Select to attach a file. to Attach a file. Alternately:

  • Go to the Files tab.
  • Select Upload.
  • Select single or multiple files from device computer or OneDrive for Business account.
  • Select Open.

Chatting in Teams

Chatting in Teams

Start 1:1 or group chats to collaborate with a smaller group or to talk privately, and pin chats for quick access.

Start a Chat

  1. Select New chat Select to start a new chat. .
  2. Type the name of the person or people you want to contact.
  3. Select the down arrow to add a name to your chat group.

Make Video and Audio Calls from a Chat

  • Select Video call Select to start a video call. or Audio call Select to start an audio call. to call someone directly from a chat.

Pin a Chat

  1. To pin a chat, select More options > Pin. The chat appears in the Pinned list. You can pin up to 15 chats.
  2. To unpin a chat, select More options > Unpin.

Making Calls With Teams

Making Calls With Teams

Start 1:1 or group calls with anyone in your organization — no matter where you are in Microsoft Teams. If your organization has an Enterprise Voice or Business Voice license, you can call anyone from Teams even if they're not using it.

Start Calls

  • Select Audio call or Video call to start a call from a chat.
  • In the command box, type "/call" and choose the person you'd like to reach.
  • Hover over someone's profile photo anywhere in Teams, and select Audio call from their contact card.

Dial an Outside Number

  1. Select Calls.
  2. Select Dial a number to call any number — even if they're not using Teams.

View History and Listen to Voicemails

  • Select History to view missed calls.
  • Select Voicemail to listen to a voicemail, and then select More actions > Call back to return someone's call.

Setting Up Call Delegates

Setting Up Call Delegates

Add a delegate to answer or make calls on your behalf in Microsoft Teams.

  1. Select your profile photo.
  2. Select Settings > General, and then select Manage delegates.
  3. Select Your delegates and type the person's name.
  4. Choose which permissions to give the, and then select Add.
  5. Your delegate gets notified about their new status.
  6. Under Settings, select Forward my Calls > My delegates to manage your permissions and make sure your calls go to all your delegates.


Join a Teams Meeting

Join a Teams Meeting

Join a Microsoft Teams meeting from your calendar, via dial-in number and conference ID, or sign in as a guest on the web. Even if you don't have the Teams app, you can still join a Teams meeting.

Join a Teams Meeting from the App

  1. In a Teams meeting invite, select Join.
  2. You have two choices:
    1. Join Microsoft Teams Meeting: Enter a meeting from your Teams meeting invite.
    2. Dial-in number and conference ID: Use these if you need to call into the meeting.
  3. Choose the audio and video settings you want.
  4. Select Join now.

Join a Teams Meeting on the Web

  1. In your email invite, select Join Microsoft Teams Meeting.
  2. You can also use a dial-in number and conference ID from the email to call in.
  3. You have two choices:
    1. Download the Windows app: Download the Teams app.
    2. Join on the web instead: Join a Teams meeting on the web.
  4. If you select to join via web, type in your name and select Join now.
  5. If you have a Teams account, select sign in to view the meeting chat and more.
  6. Choose the audio and video settings you want.
  7. Depending on meeting settings, you'll go to a lobby where attendees can admit you.

Sharing Your Screen During a Teams Meeting

Sharing Your Screen During a Teams Meeting

In Microsoft Teams, you can show your desktop, a specific app, presentation, or any file while in a meeting.

  1. Select Share Share screen button .
  2. Select what you want to share:
    1. Desktop lets you show everything on your screen.
    2. Window lets you show a specific app.
    3. PowerPoint lets you show a presentation.
    4. Browse lets you find the file you want to show.
  3. After you select what you want to show, a red border surrounds what you're sharing.
  4. Select Stop sharing to stop showing your screen.

Using PowerPoint Presentations With Teams Meetings & Calls

Using PowerPoint Presentations With Teams Meetings & Calls

If you need to present in an online meeting, show your PowerPoint slides right from the Microsoft Teams meeting menu.

If You're a Presenter

  1. Select Share.
  2. Choose a presentation under the PowerPoint category.

If You're a Meeting Participant

  1. Select Navigate forward to move forward in a presentation without interrupting the presenter. The presenter must share the file from the PowerPoint category in order for participants to skip around during a presentation.
  2. Select To presenter to sync your view back to the presenter's when you want.

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