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Top 10 tips for Microsoft Teams: Insider tips from the OSIT Team

William Palfrey
April 27, 2020, Post a comment

We recently shared 30 daily Microsoft Teams Tips on our social channels to help team members across the globe to collaborate, chat, host meetings, schedule live events, share files and have fun while working remotely. So, what were the favourites? Here’s our top 10 Microsoft Teams tips:

1. Convert existing outlook meetings into Teams meetings

Convert-Existing-Meetings-to-Teams-Meetings

First up was the cracking tip from our very own Igor Pavic on how to convert your existing outlook meetings to Teams meetings. Here’s how:

  1. If you’re the organiser of an existing meeting, you can convert it to a Teams meeting by opening it up in Outlook and clicking on "Teams Meeting". (see Screenshot)

  2. To finish, just send the update and everyone will receive a link to join the meeting in Microsoft Teams, allowing everyone to join in - even if they don’t use Microsoft Teams.

2. Free instructor-led online Training resources available

Microsoft have made an entire hub of online training material available, so you can level up from a Teams beginner right through to master level.

Explore the Interactive demos, download guides or register for a free online class right here

3. Send a message using commands without navigating away from your screen

Want to fire off a message without having to navigate away from your screen? The Command bar at the top of your Teams app allows you to perform a bunch a quick-actions using the / symbol. Try it for yourself:

 

Microsoft Teams 101 - Command Box

 

  1. Type /chat into the command bar
  2. Enter the recipient name
  3. Enter your message
  4. Hit enter
  5. Turn a file into a tab

 

4. Turn a file into a tab

Teams makes sharing and collaborating on files easy. So easy in fact, that it’s easy to get carried away, and before you know it you’ve got a bunch of files in a channel. Which can make it hard to find the one you’re looking for. This is where the ability to turn a file into a Tab saves the day. Try it for yourself:

 

  1. Head over to the files tab in your chat or channel
  2. Click on the more options icon next to your file
  3. Select Make this a tab

5. Set a status message

Your daily schedule or even the hours that you work may change while working from home. Set a status message in, so people can see your availability whenever they message or @mention you.

 

Microsoft Teams - Set a Status Message

 

  1. Click your profile pic at the top of Teams
  2. Enter the message you want people to see
  3. Check the 'Show When People Message Me' option

 

 

6. Host a meeting in a channel

You can set the location of your Teams meeting to a Channel, so all channel members will see it and be able to join it. Oh, and this means any notes, files and comments made in the meeting will be stored in the meeting thread and all in one place, so everyone can stay up to date.

 

 

 

7. Use planner to manage your tasks

Microsoft Planner helps you to create plans, assign tasks and get at-a-glance reports, so you have 100% visibility on your teams’ progress. Oh, and because it integrates seamlessly with Microsoft Teams, you can collaborate and communicate easily, even if you’re all working remotely. Add Planner to your teams chat or channel and give it a try, here’s how:

 

 

  1. Open Teams and navigate to the teams channel that you would like to add Planner to
  2. Click the + add a tab button and select Planner from the list
  3. Select the option to create a new plan, give your plan a name and start assigning tasks.

8. Host live events

Want to host a webinar? Live Q&A? Or a training session with your team? Microsoft Teams live events are an extension to Teams meetings that allow you to produce events to your online audience.

 

 

  1. Open Teams, navigate to calendar and click on the +New Meeting drop down menu
  2. Select Live Event from the drop down. Menu
  3. Enter the details of your event
  4. Add your presenters, event organisers and admins
  5. Select your live event permissions (Q&A functionality, Recording capabilities, etc..)
  6. Schedule your event
  7. Share your new event link with your audience, so they can join in

9. Use /files to view recent files

If, like me, you’re a member of a lot of channels and you’re constantly hopping in and out of shared files to collaborate with your team then you’ll know that clicking through the channels and files tabs trying to find a file can feel like an endless maze. Even Panadol would succumb to a headache. This is where the /files command will save your day. Try it for yourself:

 

 

  1. Type /files into the command bar at the top of Teams
  2. Hit enter
  3. You’ll get a list of the 10 most recent files that you’ve worked on across all of your channels. No mazes. No channel hopping. And no headaches!

10. Create space for fun

It’s important to make the time and space for fun at your workplace, even if you’re not in the office. Why not create a new Team called Fun? Add all of your team members to the team and create a bunch of channels for different topics in your Fun Team.

You could create separate channels for jokes, virtual Friday afternoon drinks, gaming, Netflix suggestions, or anything you want. The idea here is to create the space for your team to express themselves, so they can interact, engage and have fun, even if they're remote.

Here’s how to create a team and add channels:

  1. Click on the Team Module
  2. Click Join or Create a Team
  3. Click Create team and enter the details of your team
  4. Invite your team members
  5. When you’re done, click on the more options icon next to your newly created team
  6. Select Add Channels
  7. Give your channel a name and description
  8. Rinse and repeat 5-8 until you’re set.

Microsoft Teams Training Resources

For more Microsoft Teams tips be sure to visit our Microsoft Teams 101 guide right here.

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