The use of Microsoft teams has skyrocketed in recent months, with there being a reported 75 million daily active users in April 2020. There is nothing quite like a pandemic to accelerate the rollout of a unified communication and collaboration platform.
Amidst this sudden transition, many people have had Microsoft Teams thrust upon them with very little training or use policies defined. As a result, most users will be using just the basic features, primarily those focused on video/voice chat and instant messaging – especially in scenarios where they have just migrated from Skype for Business.
However, the chat and collaboration platform within Microsoft 365 is capable of so much more. Users can share files, collaborate on projects, integrate other apps, and as suggested by the name create Teams.
I’ve written about some of the benefits offered by Microsoft Teams previously in the context of reducing email clutter and today I want to highlight how easy it is to create a team within Microsoft Teams!
Collaborate as a Team in Microsoft 365
I know quite a few people that now live and breathe Microsoft Teams and instead of starting each day by opening multiple apps on the desktop and then countless browser tabs, they simply open up MS Teams.
Then they navigate to the App Bar and open the Teams section and start interacting with the Teams they need to. This enables everyone to work more efficiently in a joined-up way.
Once set up, there isn’t much you can’t do from within MS Teams itself to complete your work. It’s freedom from your cluttered and ever-expanding inbox!
Create a Team in Microsoft Teams
Within MS Teams an organisation is made up of Teams, a team represents a group of people within a certain function or those involved in a Project i.e. PMO, Sales, Marketing, Digital Transformation. Within the teams we have Channels, these are the collaborative spaces within the teams where the work/communication takes place. There’s a detailed overview available from Microsoft on the topic of teams and channels in Microsoft Teams.
For now, I’ll step you through the process of creating a Team, access the channels and the tabs where you’ll find the apps you need.
Note that you can choose to create a team within the Microsoft Teams desktop app or within the browser using the web app (I’m using the desktop app). Start by selecting the “Teams” icon in the App Bar, then click “Join or create a Team” and when the option pops up, click “Create team”.
At that point you’re presented with an option to either “Build a team from scratch” or you have the option to “Create from…” which enables you to use an existing team or 365 Group as a template. In this example we’ll create a team from scratch:
You now have the option to control who can join or see this team, if you want anyone in the organisation to be able to view and join, select “Public”, however, if you’re working on something top secret, select “Private”.
To finalise this, you need to name the team (be creative):
Once created, you can start adding members (B. A. Baracus wasn’t available):
You can add further team members at a later point, but once the A-Team has been assembled, you have a number of options available:
Note that as a default, a “General” channel is available within which you have the following starter tabs available:
- Posts; for team conversations
- Files; to store documentation
- Wiki; to share notes in a somewhat more structured way than exists in channel conversations
To extend and add further tabs, click the “+” option which will provide a wide array of apps that you can add as tabs within your Teams Channel, support for both Microsoft and third-party apps is quite comprehensive!
You can see an example of another Team I created earlier where a Project Plan tab that has been added to display a live plan that was created using Microsoft Project for the Web:
That was a quick overview of how to create a team within Microsoft Teams, hopefully, it will help you and your colleagues to get more organised whilst making it easier to collaborate.
Microsoft Teams is constantly evolving so Keep an eye on what’s new in Microsoft Teams and have a look at the official page on the Microsoft portal for details on plans and licensing.
If you want to discuss how Wellingtone can help you to work smarter then contact us.