Mastering Microsoft Teams

At the end of this workshop, you will be able to:

• Confidently navigate and utilize the core features of Microsoft Teams, including chat, file sharing, and channel management.
• Effectively manage private conversations, group chats, and seamlessly integrate messaging tools to improve collaboration.
• Create and manage Teams, Groups, and Channels, with an understanding of permissions and best practices for team organization.
• Use integrated tools like Microsoft Planner, Tasks, and To-Do to manage team projects and track progress efficiently.
• Schedule, host, and manage meetings with advanced features such as breakout rooms, screen sharing, and meeting notes.
• Incorporate OneNote for collaborative notes, use Microsoft Forms for polls and surveys, share video content via Stream, and create interactive lists with Loop.
• Utilize Microsoft’s AI-driven CoPilot features to summarize meetings, capture insights, and streamline post-meeting tasks (note that this outcome requires a Microsoft CoPilot license).

Introduction to Microsoft Teams

• Overview of Microsoft Teams and its role within Microsoft 365
• Navigating the interface: Desktop, Web, and Mobile versions
• Key components: Activity Feed, Chat, Teams, and Calendar

Private Conversations and Messaging in Teams

• Using direct messaging for private or small-group conversations
• @Mentions, reactions, and status updates
• Sharing files in chat and using the in-built document viewer
• Managing message notifications and priorities

Creating and Managing Teams, Groups & Channels

• Understanding the difference between Teams, Groups, and Channels
• Creating and managing Teams and Channels for departments/projects
• Setting permissions for Team members and guests

Collaborating Within a Team

• Sharing and collaborating on files within Teams
• Using SharePoint and OneDrive for document storage
• Co-authoring documents in real-time
• Managing task assignments with Microsoft Planner integration

Enhancing Collaboration with Integrated Apps

• Tasks, To-Do, and Planner: Assign, track, and manage tasks within Groups
• Channel Calendar: Managing schedules with the channel-specific calendar feature
• OneNote Integration: Collaborating and managing team notes using OneNote within Teams

Advanced Collaboration Features

• Forms in Channels: Creating polls, quizzes, and surveys with Microsoft Forms
• Sharing Video Content with Stream: Uploading, sharing, and organizing video content within Teams
• Interactive Lists with Loop: Creating real-time, interactive lists for team collaboration

Scheduling and Managing Meetings

• Scheduling/Inviting participants and setting permissions
• Hosting and joining a Teams meeting
• Using screen sharing, whiteboard, and meeting notes
• Recording and transcribing meetings
• Breakout Rooms for group discussions

Interactive Tools: Polls, Quizzes, and Forms

• Adding live polls and quizzes during meetings to gather instant feedback
• Using Microsoft Forms for interactive elements in presentations and group work

OPTIONAL – AI and CoPilot Features for Enhanced Meetings (requires a Microsoft CoPilot license)

• Using CoPilot to generate meeting summaries and insights
• AI-driven meeting insights and action items

Have an Office 365 account and a good knowledge of Microsoft 365 basic tools.

For AI and Copilot features, a Microsoft CoPilot license should be active.

Microsoft 365 users of who need to work in Microsoft Teams.