Introduction

  • Successfully using MS Teams is not just about knowing how to click in the application, but also:
    • your creativity
    • the ability to use other digital tools
    • about MS Teams processes and settings in your company
  • More complexity and more tools in a meeting generally always means more places where you can potentially run into difficulties.

What is MS Teams?

  • Teams is the gateway to the Microsoft365 ecosystem
  • The main functions are:
    • Calls, video calls and chat (Chat and calls)
    • A common space for interaction between collaborating people (Teams)
    • Calendar
  • They use integration with other tools within Office 365 
    • File storage -> One Drive or Sharepoint
    • Calendar -> Outlook
    • Notes -> One Note / Loop
    • etc.
  • Applications run in your organization's cloud and are constantly updated by the manufacturer
    • New features are continuously added to the system
    • Your IT sets which features are available to you or not.
  • The application can be accessed on Windows or from a phone/tablet

 

The 7 main and most used options in a meeting at the top of the bar

  • Participant management
  • Chat
  • Reaction
  • Camera on/off + settings
  • Microphone on/off + settings
  • Content sharing
  • Leave the meeting

    More options under the three dots

    • Meeting recording and transcription
    • Meeting information
    • Timer
    • Video effects and settings
    • Sound settings
    • Language and speech
    • Settings

     

    • Use the button Search in the top bar of MS Teams – works well
    • If you have multiple accounts (work, personal, school, etc.), you can switch between them (Top right)
    • Your account settings (Notifications, sounds, photo, notify when a colleague is online, change status, etc.) can be found at the top right.
    • Mute channels you don't care about - they won't disturb you unnecessarily
    • Use @mentions to notify a specific person or an entire team
    • Pin important conversations or channels for quick access
    • Use chat for quick communication, channels for structured work
    • You can play the meeting recording later, you will also find a transcript with the recording (by default, you need to turn it on before the meeting or set it in the meeting options)
    • You can share documents directly in the chat or within the team - everyone will see them
    • Use emoticons and reactions to give quick feedback without distractions
    • Use bookmarks like Planner or OneNote (under the + icon) to manage tasks and notes
    • You can schedule a meeting directly in Teams – everything is also saved in Outlook
    • You can use the keyboard shortcut Ctrl + E to quickly search in Teams.
    • Set your notifications so that only important messages disturb you.
    • Use for notes chat with yourself
    • You can you pin favorite apps (Task Planner, Copilot, etc.)
    • You can to the team pin apps in a team via +
    • Watch for "new" options in the meeting
    • If you need a second monitor, you can make one from an iPad/tablet. https://www.duetdisplay.com/
    • Rules of use / netiquette:
      • Microphone muted when not speaking (courtesy or can the microphone be disabled in the meeting settings)
      • Address participants directly by name
      • Camera on/off (Depends on the situation): Smaller meetings and in a team yes. The more people, the more the camera on is disruptive
      • Recommendations for interactivity and questions:
        • < 10 participants – Audio
        • 10 – 50 participants – Chat
        • 50+ participants – Slido / Menti etc.

     

    • Filter results - after searching, click Messages / People / Files tabs
    • Search from a specific person - type from:First Name Last Name
    • Limit to one channel – write in:Channel name
    • Search a channel or chat – go to the channel and press Ctrl+F (searches only this conversation)
    • Exact phrase – put the search term in quotes: „"project documentation"“
    • Filter by date – after searching in the Messages tab, use date filter top right