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Microsoft teams is a unified communication and collaboration platform that combines persistent workplace chat, video meeting, file storage (including collaboration on files), and application integration.

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You can access Teams with this desktop icon:

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You can also access Teams in a web browser from any device at https://teams.office.com. You can download Teams from there as well, if you like, by clicking the 3 dots and selecting Download the desktop app.

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Table of Contents

Channels

  • Within a team, members the Team owners can set up channels. Public channels are open to everyone in the team. Private channels are by invite-only. Channels are topics of conversation that allow team member to have team conversation, set up meetings, and share files:

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  • At the top of the channels, you'll find tabs which are links to your favorite files, apps, and services:

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Message retention

  • Channels' content is retained for 1 year.

  • Chat messages are retained for 30 days.

Chat

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  • To talk privately with someone or a group, select the Chat icon on the left hand toolbar:

  • Click the New Chat icon at the top and type in the name or names you would like to start a chat with:

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  • Note: The chat messages are not threaded like they are when you post in a Teams channel; however, you can still 'react' to messages that have been sent.

  • The toolbar under the textbox allows you to:

    • Change the format of your message by changing the style, size, color, etc. of font:

  • Set delivery options for your message:

  • Share files via OneDrive or your computer:

       

  • Send Gifs, emoji's, or stickers:

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  • Schedule a meeting:

  • Send praise badges to your employees:

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Files

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  • To find the files that have been shared in a Channel, go to the Files tab at the top of the channel:

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  • To see files that have been shared across Teams, select the Files icon on the left-hand tool bar:

  • Once a file has been added to the channel conversation, you and your team can edit the document at the same time or add comments.

    • To edit the file, select more options next to the file.

    • Select Edit in Teams.

Calling

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  • To make a call directly from chat, click the Video Call icon of the Audio Call icon:

  • You can also use the Call icon on the left hand tool bar:

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  • After selecting the icon, choose the Make a call option at the bottom of the screen. Then, type a name to search, or enter the phone number:


Calendar

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  • With the calendar tool you can see all your appointments for the day/week or schedule a meeting.

    • Note: The calendar syncs with your Outlook calendar.

Starting a Meeting

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  • Meetings can be scheduled or impromptu. Users visiting the channels will be able to see that a meeting is currently in progress. Teams also has a plugin for Microsoft Outlook to invite others to a Teams meeting.

    • Meet Now:

    • You can Meet Now, on the 1) Toolbar within Teams, or in the 2) Calendar area:

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  • Audio and Video options will appear. After you set your preferences, select Join Now/Meet Now:

       

  • Note: You have to join before adding other participants.

During a Meeting

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  • Inviting Participants: On the right- hand side there is a space where you can invite participants either by name or number:

    • Once you select the person's contact, Teams will call the individual, adding them to the meeting:

         

  • Activate/Deactivate Audio & Video:

  • Share Screen:

  • Chat:

  • View participant list:

  • Adjust Options:

  • After you end the meeting, you can view the meeting or meeting details as a recent entry in the chat area. You can also select Join if you accidentally get disconnected from the call:

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Scheduled Meeting

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  • In the Calendar area, select the + New meeting option in the top right corner:

  • Fill in the appropriate meeting options:

  • Select Send:

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  • Calendar invite will be sent to participants:

  • Participants can select Join in the invite to attend the meeting.

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  • The activity icon lets you catch up on your unread messages, at mentions, replies, and voicemails:

  • You can use the command box to search for specific items or people, take quick actions, and launch apps:

Back to the Microsoft Teams KB Index