🏫 Microsoft Teams Tutorial in 10 min

Summary

In this tutorial, Kevin demonstrates how to use Microsoft Teams efficiently. He explains that Teams centralizes chats, meetings, and files and guides viewers through signing in, downloading the app, and navigating its interface. Kevin covers creating and managing teams and channels, starting conversations, using the @ mention feature, and sharing files. He also explores the activity feed, chat functionality, calendar integration for scheduling meetings, and the meeting interface with options for video, audio, and screen sharing. The video is aimed at helping users get up to speed with Teams quickly.

Takeaways

• 💼 Microsoft Teams is a platform that consolidates chats, meetings, and files in one place.
• 🌐 To start using Teams, your organization must have it, or you can sign up for free.
• 🖥️ The Teams desktop app offers more features and is recommended for frequent users.
• 🔗 You can access Teams through the web app or download the desktop app from within the web app.
• 📱 Teams are collections of people, content, and tools organized around projects or groups.
• 🔄 Creating a team can be done from scratch or by using pre-made templates to streamline setup.
• 📑 Channels within Teams allow for organization by specific topics or projects.
• 💬 Conversations can be started or replied to in channels, and you can mention individuals or the entire channel.
• 📄 Files can be uploaded and accessed within Teams, with each channel having its own files tab.
• 📅 The calendar feature in Teams syncs with Outlook and allows for scheduling and joining meetings.
• 🎥 During meetings, you can use video, audio, and screen sharing, as well as configure background filters.
• 📞 Calls and voicemails can be managed within Teams, and files can be accessed from OneDrive.

Q & A

What is Microsoft Teams?

Microsoft Teams is a platform that consolidates chats, meetings, and files in one place.

How can I access Microsoft Teams if my organization doesn't have it?

You can sign up for free if your organization doesn't have Microsoft Teams.

What is the recommended way to use Microsoft Teams?

The recommended way is to use the Teams desktop app for a more feature-rich experience.

How do I sign in to Microsoft Teams?

You can sign in with your school or workplace account at teams.microsoft.com.

What is the purpose of the navigation bar in Microsoft Teams?

The navigation bar on the left-hand side of Microsoft Teams provides access to different features and sections.

Can you explain what a 'team' is in Microsoft Teams?

A team in Microsoft Teams is a collection of people, content, and tools based on a project or group.

How do you create a new team in Microsoft Teams?

You can create a new team by clicking on 'join or create a team' at the bottom of the pane and then selecting 'create team'.

What are channels in Microsoft Teams and how are they used?

Channels in Microsoft Teams are used to organize conversations and files by specific topics and projects.

How can you get someone's attention in a chat?

You can get someone's attention by using the '@' symbol followed by their name to send them a notification.

What options are available for formatting text in a chat?

You can use standard formatting tools such as bold, italics, underline, and more to format text in a chat.

How can you share files within a conversation in Microsoft Teams?

You can share files by dragging and dropping them into the conversation or by accessing the files tab within a channel.

What is the activity section in Microsoft Teams for?

The activity section shows notifications about recent activity such as mentions, meetings, files, or apps.

How do you schedule a new meeting in Microsoft Teams?

You can schedule a new meeting by clicking on 'new meeting' and filling in the meeting details, similar to Microsoft Outlook.

What can you do during a meeting in Microsoft Teams?

During a meeting, you can view participants, chat, raise your hand, record the meeting, and share content.

Outlines

00:00

💼 Introduction to Microsoft Teams

Kevin introduces Microsoft Teams as a platform that consolidates chats, meetings, and files in one place. He explains that viewers can use timestamps for navigation and emphasizes the 10-minute tutorial constraint. To start using Teams, one needs access through their organization or can sign up for free. Kevin recommends downloading the Teams desktop app for a richer feature set but acknowledges the availability of a web app. He guides viewers through the initial sign-in process and the orientation of the Teams interface, focusing on the 'Teams' section of the navigation bar. Kevin then demonstrates how to create a new team using a template, set its privacy, add members, and delete it when no longer needed. He also explains the concept of channels within teams, which are used to organize conversations and files by topics or projects.

05:00

📝 Advanced Features and Team Management

In this section, Kevin explores advanced features of Microsoft Teams, such as formatting text in conversations, sharing and managing files, and creating documents. He shows how to drag and drop files into chats and access files from the files tab in each channel. Kevin also discusses how to organize Teams by reordering them and hiding unnecessary ones, and how to pin important channels for easy access. He explains the activity feed, which consolidates notifications from across Teams, and how to filter this activity. The tutorial then moves on to the chat feature, which is designed for smaller group communication, and demonstrates how to initiate a chat, escalate it to a video or voice call, and share the screen. Kevin also covers the calendar feature, showing how to schedule meetings and join them with options to manage video, audio, and background settings. The paragraph concludes with a brief look at the calls feature and the files view, which integrates with OneDrive.

Keywords

💡Microsoft Teams

Microsoft Teams is a platform that integrates chat, meetings, files, and applications into a unified workspace. It is designed to facilitate collaboration and communication within organizations. In the video, the presenter uses Microsoft Teams to demonstrate how to create teams, channels, and engage in chats and meetings, showcasing its comprehensive features for team collaboration.

💡Chats

Chats in Microsoft Teams refer to the instant messaging feature that allows for real-time communication between individuals or groups. The video explains how chats can be used to communicate with team members, start threaded conversations, and use '@mentions' to grab someone's attention, like when Nestor posts a message and the presenter replies to it.

💡Meetings

Meetings in the context of Microsoft Teams are virtual gatherings that can include video calls, screen sharing, and other collaborative features. The script describes how to schedule a meeting, invite participants, and join the meeting with options to manage video and audio settings, emphasizing the platform's capabilities for remote work and collaboration.

💡Files

Files in Microsoft Teams represent the document management aspect of the platform, allowing users to upload, share, and collaborate on documents within teams and channels. The video script illustrates this by showing the presenter uploading a training document to a channel and discussing how files can be accessed and managed.

💡Teams

In Microsoft Teams, a 'team' is a group of people, content, and tools organized around a specific project or goal. The video script uses the example of creating a team for employee onboarding at the 'Kevin Cookie Company', demonstrating how teams can be customized with channels and apps to suit various collaborative needs.

💡Channels

Channels within a team in Microsoft Teams are used to organize conversations and files around specific topics. The script explains that channels help keep content and discussions organized, such as separating a general chat channel from a training channel, which is part of the employee onboarding team setup.

💡Templates

Templates in Microsoft Teams are pre-configured frameworks that help users quickly set up teams with specific purposes, such as managing a project or onboarding new employees. The video mentions using a template to create a team, which automatically generates channels and adds relevant apps, streamlining the team creation process.

💡@mentions

The '@mentions' feature in Microsoft Teams is used to notify specific individuals or the entire channel about a message. The video script demonstrates this by showing how the presenter can type '@Nestor' to ensure he gets a notification about a chat message, highlighting the feature's utility for drawing attention in group discussions.

💡Desktop App

The Microsoft Teams desktop app offers a richer feature set and the latest functionality compared to the web app. The video script recommends using the desktop app for its enhanced capabilities, such as more detailed formatting options and easier access to features, which are crucial for an optimal user experience.

💡Web App

The web app version of Microsoft Teams provides core functionality and can be accessed through a web browser without the need for installation. The script mentions that while the presenter uses the desktop app for the tutorial, the web app offers similar core features, providing flexibility for users.

💡OneDrive

OneDrive is Microsoft's cloud storage service, which is integrated with Microsoft Teams, allowing users to access and share files seamlessly. The video script refers to the files view in Teams, where files from OneDrive and across Teams conversations can be viewed, showing the integration between the two services.

Highlights

Introduction to Microsoft Teams as an all-in-one solution for chats, meetings, and files.

Instructions on how to sign up for Microsoft Teams for free if your organization doesn't have it.

Explanation of how to access Microsoft Teams through the website and sign in with a school or workplace account.

Advantages of downloading the Teams desktop app for a richer feature set.

Orientation to the Teams interface, including the navigation bar and its functions.

Definition and creation of a 'team' in Microsoft Teams.

Use of templates to create teams for specific purposes like project management or employee onboarding.

The concept of 'channels' within teams for organizing conversations and files by topics.

How to add members to a team and share a team link.

The ability to delete a team when it's no longer needed.

Starting a new conversation within a channel and replying to existing posts.

Using the '@' symbol to mention individuals or the entire channel for notifications.

Text formatting options within conversations for emphasis.

Incorporating files into conversations and accessing them through the files tab.

Customizing the Teams interface by reorganizing and hiding teams.

Pinning channels for easy access and staying on top of important conversations.

Activity feed for tracking recent notifications, meetings, files, and apps.

Initiating and managing chats for smaller group communication.

Converting a chat into a video or voice call and sharing the screen.

Calendar integration with Outlook for scheduling and joining meetings.

Options for configuring video, audio, and background filters before joining a meeting.

Features available during a meeting, such as participant view, chat, raising hand, and recording.

Access to calls history, contacts, and voicemail through the calls icon.

Integration with OneDrive for file storage and access within Microsoft Teams.

Encouragement to like, subscribe, and leave comments for future video content.

Transcripts

Hi everyone, Kevin here.

Today I want to show you how you can  use Microsoft Teams in under 10 minutes.

What is Microsoft Teams?

Well, it has all of your chats,  meetings, files all in one place,  

and in a moment, I'll show you  exactly what all of that means.

If you want to jump around this video,  feel free to use the timestamps down below  

in the description. Now we only have 10 minutes,  so let's jump on the PC and let's get started.

To join this happy group of people  and start using Microsoft Teams.

Well, first off, your organization  needs Microsoft Teams.

If your school or workplace does not yet have  Microsoft Teams, you can sign up for free.

However, chances are you're just trying  to get access to Microsoft Teams,  

in which case you can simply click on sign  in. To make it even easier to sign in,  

you could simply head to the website  teams.microsoft.com and when you go there,  

that'll bring you to the sign in page where you  can sign in with your school or workplace account.  

Next, you'll likely see a screen that  prompts you to get the Teams desktop app.

The teams desktop app is more feature rich,  

and it also has all of the latest  and greatest functionality.

If you're going to be using teams  a lot, I recommend getting the app.

However, you can also use the Web app.

For the rest of this tutorial, I'm  going to be using the desktop app.  

If you decide to use the web app, you'll  have most of the core functionality.  

If you want to update to the  desktop experience at any time,  

over in the bottom left-hand corner,  there's a download desktop app icon.

You can simply click on that and then you can  download the desktop app. Now that we have  

Microsoft Teams, I want to take a moment to orient  you to the experience. Over on the left-hand side,  

this is called the navigation bar and in a moment  we're going to go through each one of these to see  

what they can do. Now this one here is called  Teams and the app itself is called Teams,  

so why don't we start with this one,  it's probably a pretty important one.

Now you might be wondering, what is a team?

Well, the simplest way to describe it is  a team is simply a collection of people,  

content, and also tools, and that'll be based  on a project or group, and in a moment, we'll go  

through an example and see what that is. But first  off, we need to add a new team. To add a new team,  

at the very bottom of this pane here, you'll  see an icon that says join or create a team.

Let's click on that. Within join or create a  team, I can create my very own team or I can  

join an existing team. In this example,  let's go ahead and create a new team.

Next week and create a new team  from scratch or from an existing  

team. Down below, you'll see a whole bunch of  templates that you can start a new team from  

and this will also help you  better understand what a team is.

You can have a team to manage a  project, or maybe you want another  

team to onboard new employees for your  organization, to manage an upcoming event.

For this example, we need to onboard some new  employees to the Kevin Cookie Company, so I'm  

going to use this template to set up my new team.  By using a template, it'll automatically create  

channels for you and in a moment we'll  see what these different channels are.

It also adds some apps to this team.

All of this looks good, so let's  click on start. On the next screen,  

you can define whether it's  a private or a public team.

As a private team, only those people who you  

invite can participate in your team.  If you set it to public, anyone in  

your organization is able to join. Now I'm all  about transparency, so let's go with public.

Next I need to type in some details  about my new team and a description.

All of that looks good, so I'll click on create.  

Now that I've finished adding my  team, over on the left-hand side,  

I see my new team in this list. If I click on  the ellipsis, I can add members to my team.

I can even get a link to the team  that I can then share with others.

Once the project's over and I no longer  need the team, I can even delete it.

Within my new team, I have a set  of four different channels and  

what are channels? Well it allows you to  organize by specific topics and projects.

So here with my new employee onboarding, we have  a channel where employees can come together and  

they can chat, and I can keep that separate from  my training channel, where I'm going to upload all  

of our training materials. So once again, simply  a way to organize content and conversations.

Now that we know the basics of teams and channels,  why don't we jump into the employee chat channel  

to see if there are any conversations. Within the  employee chat channel, here at the very bottom,  

I can kick off a new conversation, but here  I see that Nestor, one of our new employees,  

already posted something and I can click on reply  and this will create a threaded conversation.

Let me go ahead and type in a response to Nestor.

Now that I've typed in my response, if I  really want to get Nestor’s attention or  

anyone else’s attention, I can type in the  @ symbol and then I can select a person.

So here if I type in @ Nestor, he's going to  get a notification that there is a chat message  

waiting for him. Along with @ mentioning  an individual, I could also type in @ and  

I can @ mention the entire channel, so here I  could simply say employee chat and anyone who's  

part of this channel will get a notification.  Here on Nestor’s screen, we can see an icon  

indicating that there's a message for him and  here we see this red @ symbol indicating that  

he was @ mentioned in the conversation, so  it's an easy way to get someone's attention.

As I'm having a conversation with Nestor,  

I can also format my text to make  it stand out a little bit more.

Here again, I'll click on reply and  there's the format text icon down here,  

and you can use all of the  different standard formatting tools.

I've now formatted some text and I want to make  sure Nestor checks out our training document  

and I'm not just limited to typing in text. Here,  I can also drag and drop files over and then I  

can include a file as part of this conversation.  To access this file, Nestor can click on it here  

within the conversation and he could also go up  above and he could click on files where here too  

you can see all of the different files from  across all of the different conversations.

Within the files view you can also  create a new document directly from here,  

and you can also upload an existing document.

Every single channel has its own files tab, and it  also has its own posts tab. So once again, using  

channels is simply a way to organize different  conversations and files. To stay on top of the  

Teams and the channels that matter to you, you can  reorganize Teams by simply dragging and dropping.

Also, if there's a Team that  no longer matters to you, you  

can click on the ellipsis, and you could hide it.

Here I want to make sure I stay on top of the  employee chat. I can click on that Channel, click  

on the ellipsis and then I could pin it to the  top so I have easy access back to that Channel.

Back over on the navigation bar on the left-hand  side of the, the top icon is for activity.

This is where you get notifications  about any recent activity from Teams,  

meetings, files, or apps.

Here I see that Nestor @ mentioned  me twice and I can follow up on that.

Over here, I can also filter all of my activity  if I click on the ellipsis here I can filter  

down to specific types of activity. Over on  the left-hand side in the navigation bar,  

the next icon is for chat and a chat is ideal  for communicating and sharing in smaller groups.  

Up here on the top, I can kick off a new  conversation by clicking on this icon. Here,  

I'll type in Patty and then down  below I can type in my message.

Now that I’ve kicked off a chat with  Patty, I can turn this into a video call.

I can also simply set it into a voice  call and here I can share my screen.

I could add additional people to the conversation  and here I could even pop out the chat,  

so let's say I want to jump into a team and  continue chatting, I can do that here. On the  

navigation bar, the next icon is for calendar, and  here's where I can review my upcoming calendar.

All of this is synced with Outlook. If I  want to schedule a new meeting, up in the  

top right-hand corner, I can click on this icon  that says new meeting. Within meeting details,  

I can type in a subject for my meeting. I  could also include participants for my meeting,  

type in a description. It's pretty much  the same flow as within Microsoft Outlook.

Once I'm all done, I can click on the send button.

This will automatically include a join link for  Microsoft Teams so we can all meet virtually.  

Here now I see the new event on my calendar and  when I click on it, I can now join the meeting.  

Before joining the meeting, I can configure  my video and audio options. Here, for example,  

I'm going to turn on my webcam hello. I can  also turn on different background filters.

For example, I could blur my background  or I could throw in a locker room here.

Nothing like having a meeting from a locker room.

I could also go through and configure all of my  

audio settings and once I'm ready to  join, I can simply click on Join Now.

Now that I'm in the meeting, I have a few  different options here across the top bar.

Here I can see the participants to see  everyone else who's already in the session.

I can also have a chat with all  of the different participants.

I can raise my hand. Within the ellipsis,  

one of the more interesting ones is I  can kick off a recording of this meeting.

Also over on the right-hand  side, I can share content with  

all the participants. I could share  my whole desktop, a specific window,  

and I even get access to a whiteboard. Once  I'm all done with my meeting, I simply go to  

this red button right here and I can click  on leave. Back over on the left-hand side,  

back in the Navigation Pane there are two more  different icons that we're going to look at.

The first one is calls and this is where you  can call other people in your organization.

You'll see a history of all of  your calls. You can go through  

and look at your contacts and you could even  listen to voicemail. Down underneath that,  

there's also the files view. Here you can  see all of your files within OneDrive,  

and you can see all of the files that you  have access to within Microsoft Teams.

All right, well, if you learned  how to use Microsoft Teams,  

please give this video a thumbs up.

To see more videos like this in the  future, hit that subscribe button.

And also if you want to see me cover any other  topics in the future, leave a note down below.

All right, well that's all I had for you today.

I hope you enjoyed and as always,  I hope to see you next time, bye.