| Step | Instructions | Screenshots |
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1 | Launch Teams and begin setting up a workspace | - Go to Microsoft Teams website or the Teams app on your PC.
- Choose the Teams subsection, then click Join or Create a Team in the top right corner.
- Choose to Join or create a team.
- Choose Staff.
- Name the working group and provide a brief description.
- Add participants. The system provides options once you input the name portion.
- In the next box, click Add and Close to finish.
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2 | The workspace is ready - start chatting | - The chat window is centred at the bottom of the screen.
- There are channels on the left that may be utilised to handle a variety of significant issues.
- For instance, the IT-department has the Faults channel, which only accepts emergency fault communications, in addition to the General (generic) channel.
- Important: Include the name of the recipient(s) with the @ symbol in the chat if you want them to receive the message without a doubt.
- It's a good idea to reply to a single text by clicking the Reply button below it.
- The whole dialogue is then condensed into a single thread.
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3 | Add files to the workgroup and collaborate | - Choose the Files menu.
- You can upload files using this method: Upload.
- Word, Excel, or PowerPoint can be used to start a new collaborative file online.
- The currently installed Desktop application can open the online version as well (menu option Open in Desktop App).
- If the file has been saved, it will be indicated next to the title.
- You can use the Close button (in the upper right corner) to close the file once you're done working on it.
- Additionally, the file can be used for a variety of operations. View the menu *** (on the right side after the file).
- On Sharepoint, files are instantly available (and OneDrive)
- By choosing Sync, you can synchronise workgroup files to the hard drive of your computer.
- In OneDrive, files are also immediately accessible to the team.
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4 | Take the opportunity to discuss the document directly in Teams | - In Teams, you can add comments "beside" the documents, i.e., chat with your teammates about the document, in addition to the comments already present inside the document.
- In the team instant chat channel, document chat is available.
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5 | Create task management for a team using Planner | - Choose the + Planner app from the Teams menu.
- After choosing Create a New Plan, give the task centre a name (it is recommended to add the word tasks)
- I suggest creating new bucket lists to better organise the jobs.
- From the +Add task menu, you can add a task.
- For the work, a title is a bare minimum requirement. A deadline, the person in charge, participants, etc. can all be added.
- The title contains a more thorough description of the work.
- Put someone in charge of it and add subtasks (checklist).
- An existing document or external environment can have a reference added to it: Add attachment.
- The Planner application also makes it easy to manage newly created tasks.
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6 | Turn on notifications for new group messages | - You must enable channel notifications if you want to always be operationally aware of what is happening in the channel of a particular working group. By default, they are off.
- Only messages with participants marked with the @ symbol will be actively notified if channel notifications are not enabled.
- On/Off
- Select three points (...).
- Select Channel notifications.
- It makes sense to enable Banner and Feed notifications.
- Each significant channel requires a separate turn-on.
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