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Article owned by team: Information Systems and Support

 

Brief: 


Microsoft Teams is the ultimate messaging app for your organization—a workspace for real-time collaboration and communication, meetings, file and app sharing, and even the occasional emoji! All in one place, all in the open, all accessible to
everyone.


 

The information contained in this article outlines how to use some of the key aspects of Microsoft Teams. If your preferred method of learning is face-to-face, and you would like some additional help on this subject, then please click here to raise a Service Case with Information Systems and Support (ISS). One of our friendly ISS team will contact you and arrange a time to either meet with you online or in person at a time and place that best suits you.  


Also: See the Moodle tutorial on how to use Microsoft Teams for teaching online.

Detail:



I want to:
 

 

KB Update Timeline:


Learn about the latest Teams updates

Here we will post the most recent updates by Microsoft to Teams. This is an easy way for returning visitors to see what's new or changed. Due to the fast paced deployment of features and updates we can expect to see regular changes to Microsoft Teams.


 

April 2023
 

Hand raised, hand lowered

Never forget to put your hand down in a meeting again. Now, Teams automatically lowers your hand when it senses that you’re done sharing. 
 

Improve your video quality with green screen 

Look sharper and clearer in your Teams meetings, or move and use props without distorting your virtual background, with green screen. To use green screen, you’ll need a solid-colored backdrop or wall behind you. Then, go to Settings > Devices and turn on the Green Screen toggle to apply it to your next meeting. 
 

Keep your event top-of-mind with webinar reminder emails 

Let people know your webinar is coming up with reminder emails. Email reminders include the event name, date, and start time and are sent an hour before the event starts. To manage reminder emails, open your webinar in the Teams calendar and go to Communications > Reminder email
 

Closed captions for videos in PowerPoint Live 

Turn on closed captions for any video in a PowerPoint Live presentation that includes a closed captions file and choose which language you want to see captions in. To learn more, see Introducing closed captions in PowerPoint Live for Microsoft Teams meetings
 

New files experience 

Find and access your files quickly and efficiently with the new files navigation panel in Teams: 

  • Home: View files you accessed recently.

  • My files: Access personal files saved in your OneDrive.

  • Shared: Look at files shared by you or with you across M365 apps.

  • Downloads: See files downloaded from Teams onto your device.

To learn more, see Explore the Files list in Teams

 

 


March 2023
 

Express yourself with Teams video filters 

Show your personality in Teams meetings with custom video filters. Go to Video effects before or during your meeting to apply animated frames, color hues, and more to your video. To learn more, see Introducing video filters in Microsoft Teams meetings
 

Leave a meeting on all your devices 

Skip the trouble of leaving a meeting on multiple devices by selecting the arrow next to Leave and choosing Leave on all devices. 
 

Live transcription now supported in web meetings 

Start a live transcription in your web meeting to read text of what’s being said in real-time. Live transcription makes meetings more accessible to anyone hard-of-hearing, deaf, or less familiar with the language being spoken. To learn more, see View live transcription in a Teams meeting
 

Create and collaborate with Whiteboard 

Open an existing whiteboard in your meeting to share and collaborate with others. You can also copy and paste Loop components from chats to your whiteboard. To learn more, see Whiteboard features and functionality
 

New and improved meeting toolbar 

Navigate your favorite Teams features more conveniently from the redesigned meeting toolbar. Use the Raise button to raise your hand right away, navigate the More menu easily, and more. 
 

Eliminate echoes and howling from Teams audio with ultrasound howling detection 

Teams will automatically notify you if other people join your meeting in the same area and mute their mic and speakers to prevent unwanted audio feedback.  
 

See someone’s LinkedIn profile from their Teams profile card 

If an external person includes their LinkedIn profile in their Teams profile, you can see it right in Teams by clicking to expand their profile card. 
 

Add apps to channel meetings 

Make channel meetings more dynamic by adding interactive apps.  
 

Discover useful apps while you explore Teams 

In-context stores in Teams let you find and download apps that might be relevant to you based on where you are in Teams.  
 

 



February 2023
 

Move the conversation from email to chat 

Start chats with distribution groups, mail-enabled security groups, and 365 groups instantly. Now you can search and select groups and start chatting with members. To learn more, see Chat with members from your distribution lists, M365 groups, or mail-security groups in Teams
 

Send a chat to @everyone 

Direct your chat message to all the members in your group by typing @everyone. 
 

Schedule send suggestions for later with Viva Insights 

When you type a message to someone with different working hours than you, Viva Insights will suggest scheduling the message to send later when they’re online. 
 

Return missed calls from notifications 

Call someone back quickly by clicking Call in the missed call notification in your Teams activity feed.
 

Co-organizers can manage breakout rooms 

Now co-organizers have organizer capabilities to create, manage, and move between breakout rooms. To learn more, see Use breakout rooms in Teams meetings.  
 

See presenters clearly during screen sharing 

With the new Presenter window, controls are located at the top to make active speakers’ faces clearly visible during screen sharing. 


 


December 2022


 

Delete chats from your chat list

Organize and easily remove chat conversations you no longer need without impacting other participants in the same chat. From the chat list, select More options  Microsoft Teams more options icon  on the chat you wish to delete, then select Delete chat.
 


Even more reactions at your fingertips

You're no longer limited on what emoji you use to react to someone's message in Teams. Simply hover over the message and choose to add an emoji. It will open up the full library of emoji.
 


Add people to chat with an @mention

You no longer have to go to the add menu to bring new people into a chat, but you'll still be able to control how much of the chat history they'll see when you add them via @mention.  
 


Get a list of suggested people when starting a new chat

Using AI to detect people you've recently been working with, when you go to add a name to a new chat, you'll also get a brief list of suggested people to add. 
 


Better accessibility in meetings

When you have interpreters in your meetings, you can now prioritize their videos so they remain front and center. Especially useful when using sign language in meetings. Up to two people can have their videos set to stay visible even while content is shared. Additionally, you can set captions to stay on across all meetings, so you don't have to keep turning them on.




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November 2022


 

Send your message later

You can now schedule a message to arrive at a specific time for your recipient. Perfect for working with international teams. Similar to the delayed delivery option in Outlook, you can manually select a future date and time for your chat messages to be delivered to an individual.

Right-click the send button to schedule your message. 
 


Microsoft Polls for quick check-ins

Presenters can launch a poll without preparing in advance. Simply ask your question aloud and people can answer by selecting one of two answers (yes or no, thumbs up or down, heart or broken heart).
 


Breakout rooms support people calling in to meetings

You can now allow attendees who join a meeting by calling in (PSTN participants) to join breakout rooms and come back to the main meeting after the breakout rooms end.
 


Automatically see more videos in Teams meetings

Teams meetings now automatically will show you up to 49 participants' videos by default. You'll no longer have to switch to the large gallery view.
 


Incoming telephone calls open in second window

Your admin can now turn on a setting that will automatically pop a new incoming phone call into a browser window alongside Teams. It will show you relevant information about the person calling. You can still turn this off from your call settings.
 


Start a group chat with your different Groups

Chat with Distribution Groups, mail-enabled Security Groups, and your Office 365 Groups. However, you're still limited to the max number of members allowed in a chat, which is currently set to 250 members.
 


View an entire chat thread from the search results

Now when you select a message in your search results in Teams, you can see the entire message thread, regardless of how old the message is. 
 


Filter your activity for unread notifications

Now, when you go to Activity, you can turn the Unread only toggle on to filter out all notifications except for the ones you haven't read yet. 
 


Upload documents for signing directly from OneDrive for Business

When creating an e-signature request in the Approvals app, you can now upload a document directly from OneDrive for Business. This allows you to access your documents from anywhere and on any device.



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October 2022


Assigned seating in Together mode

Meeting organizers and presenters can now assign seats to attendees in Together mode. To assign seats once you're in the meeting, select More  More actions icon  > Together mode. In the window that pops up, check the box at the bottom to Select Together mode for everyone, then select Assign seats. From there, you can drag and drop people's icons to the seat you want them assigned to.
 


Get all the details with new call history

Get more granular details about calls made and received in Teams. To view, go to Calls on the left side of the app, then select a call under History. A recap of the call, including recording and transcript, will show on the right side of the app. 

Create a contact group in Teams

Go to Calls on the left side of the app, then in the top right of the app, select Create a contact group Cross icon at top of the screen .
 


Microsoft 365 templates for Teams and SharePoint

When you create a new team, a coinciding SharePoint is made simultaneously. So now, when you set up a team using a default template, the related SharePoint template gets applied automatically to the team's SharePoint site.
 


Send a video clip in chat

Create a short video clip in chat. Select Record a video clip alternate text  next to Send, then start recording, you can even edit the clip before sending it. The recipient of the video clip can reply with a message or a video clip of their own. 
 


Delete or rename files in a channel 

To rename or delete a file in a channel, go to the channel's files tab and select More options  Microsoft Teams more options icon on the file. Whatever edits you make will be reflected in the team's corresponding SharePoint site.
 


Teams calendar now lets you open in a new window

Whether scheduling a new meeting or looking at an existing one, you can now do so from a second window. This allows you to move about Teams without losing your place in the calendar. If opening an existing meeting, select Pop out meeting details in the top right corner of the app. If scheduling a new meeting, it will automatically open in a secondary window.




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September 2022
 

Cameo comes to PowerPoint Live in Teams meetings

When you give a presentation in Teams using PowerPoint Live, you can use Cameo to overlay your Teams camera feed over your presentation. Attendees will now get to see you as you talk while also seeing each slide of your presentation for a fully immersive experience, whether they're in the room or across the globe.


Collaborative Annotations in Teams meetings

With Microsoft Whiteboard's Collaborative Annotations, everyone in a meeting can add notes simultaneously on a shared screen in a Teams meeting. You'll need to share your full screen in Teams, then select Start annotation. Everyone can add notes, shapes, text, and reactions on what you're sharing.
 


Use an interpreter in a Teams meeting

Language interpretation allows professional interpreters to what the speaker says into another language in real-time, without disrupting the speaker's flow. First, you'll need to turn on language interpretation for the meeting. This can be done from Meeting options. Then, while in the meeting, go to your participants list, hover on the interpreter's name, then select More options  Microsoft Teams more options icon  > Make an interpreter. Learn more at Use language interpretation in a Teams meeting



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August 2022
 

Leave a meeting on all your devices

If you've joined a Teams meeting on multiple personal devices, you can now leave the meeting from all the devices you've connected to the meeting by selecting the down arrow next to Leave, then select Leave on all my devices.
 

leave a meeting
 


Pre-assign channel members to breakout rooms

Organizers can now pre-assign channel members not explicitly invited to a channel meeting to a breakout room. To pre-assign channel members to breakout rooms in channels meetings, go to the breakout rooms tab in the meeting details, then select Assign participants. To learn how to set up breakout rooms, see Use breakout rooms in Teams meetings
 


Pop out shared content into a separate window

When someone shares content during a Teams meeting, you can now pop that content out into a separate window. To pop out, go to the top of your meeting window and select Pop out
 

Screenshot of Pop out option in Teams meeting toolbar to open shared content in separate window (desktop).
 


Record and transcribe a meeting automatically

When an organizer turns on Record automatically in the meeting options, Teams will automatically turn on transcription when the meeting starts.
 


Practice your speech with Speaker Coach in Teams

Speaker Coach provides private, personalized feedback on your speaking and presentation skills in both real-time as well as post-meeting in a summary. To learn more, go to Rehearse your slide show with Speaker Coach



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July 2022
 

Remove calls from your call history list

Declutter your call history view by hiding calls from your list. To remove a call from your history, go to Calls  Audio call icon  > History. Hover over the call you'd like to remove and select More actions  More actions icon  > Remove from view.

Removing a call from your call history removes it from view on all your devices. Admins can still retrieve call data from removed calls. 
 


Shared channels bring ease to working together

Through Microsoft Teams, you can securely collaborate with partners outside your organization. Shared channels make it easier to collaborate with those inside and outside your organization, helping your extended team work effectively and efficiently. With shared channels you can schedule meetings, share files, and work together in apps without switching tenants.

To learn more, see What is a shared channel in Teams?
 


Join a meeting with an ID and passcode

You can now join a meeting via Teams on the web, or the desktop app, using a meeting ID and passcode. Select # Join with an ID at the top of your Teams calendar. You'll find the meeting ID and passcode in the meeting details tab, or in the meeting invite.

 

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June 2022
 

Chat with yourself

In Teams, we encourage you to talk to yourself with the newest chat feature—a one-on-one chat with yourself. Send messages, files, notes, and media to yourself to help you stay organized. You'll find your chat at the top of your pinned chats in the chat list. Keep it pinned for quick access to all the things you send yourself whether you're using Teams on your desktop, the web, or your phone.
 


Use annotation together in a Teams meeting

Annotation—powered by Microsoft Whiteboard—helps you collaborate on things like a design or presentation while sharing your screen in a Teams meeting. 

While you're sharing your full screen in a meeting, select Start annotation  Microsoft Teams annotation icon in the meeting controls at the upper-middle area of your screen. The red outline around your shared screen will turn blue and all participants will see the Microsoft Whiteboard toolset at the top of the shared screen. Everyone in the meeting can begin annotating right away, and the red pen tool is selected by default. To learn more, see Use annotation while sharing your screen in Teams


 

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Explore ways to log into Microsoft Teams

Our organisation's PC's and laptops are setup to automatically log into the desktop version of Microsoft Teams. If this doesn't automatically happen for you, you can start Teams by doing one of the following:

 

  • In Windows, click Start Start button > Microsoft Teams. You can also type Teams into the search tab beside the Start button button.

  • On Mac, go to the Applications folder and click Microsoft Teams.

  • On the web, go to https://teams.microsoft.comSign in with your Microsoft 365 username and password.

  • When using the Teams Mobile app, tap the Teams icon, then sign in with your Microsoft 365 username and password.
 
  •  You can also go to Tūhono, our staff intranet web page, and click on the Microsoft Teams link as shown below. This will take you to the web version of Microsoft Teams and it will log into your Teams account. 
 




 

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Understand what Microsoft Teams is


Microsoft Teams is a collaboration app built for hybrid work so you and your team stay informed, organized, and connected — all in one place.


Explore how Teams can help you and your colleagues come together no matter where you are:

  • Chat - Message someone or a group to talk about work, projects, or just for fun.

  • Teams - Create a team and channels to gather people together and work in focused spaces with conversations and files.

  • Calendar - Connect with people before, during, and after a meeting so prep and follow-up are easy to find. This Teams calendar syncs with your Outlook one.

  • Apps - Find familiar apps and explore new ones to simplify, customize, and manage how you work.

 


team is a group of people gathered to get something big done in your organization. Sometimes it’s your whole organization.

Teams are made up of channels, which are the conversations you have with your teammates. Each channel is dedicated to a specific topic, department, or project.

 

 Teams and channels menu



 

Roles

Every member in Teams has a role, and each one has different permissions. 
 

  • Team owners manage certain settings for the team. They add and remove members, add guests, change team settings, and handle administrative tasks. There can be multiple owners in a team. For official OP Teams, ISS are the only owners.
  • Members are the people in the team. They talk with other team members in conversations. They can view and usually upload and change files. They also do the usual sorts of collaboration that the team owners have permitted.
  • Guests are people from outside of your organization that a team owner invites, such as partners or consultants to join the team. Guests have fewer capabilities than team members or team owners, but there's still a lot they can do.



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Types of Teams


When you create a new team in Microsoft Teams, you’ll be asked to select from one of four options. You should choose Staff.


About the 'staff' team type:

  • OP staff can collaborate on administration, service delivery and development.
  • Your official teams created by ISS fall in this category. ISS created teams are owned by ISS.
  • Owners control posting settings.
  • Staff members may only have write permission in certain areas.

 

For information other types of teams and about what features are accessible see Microsoft Support. 


 

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Learn about channels in a Team
 

Teams are made up of channels, which are the conversations you have with your teammates. Channels sit inside of teams, similar to how files sit inside folders. Each channel is dedicated to a specific topic, department, or project.
 

Teams and channels menu
 

For example, the Mark 8 Project team has General, Design, Digital Assets Web, Go to Market Plan, and Research and Development channels. All the conversations, meetings, files, and apps in the Design channel have to do with design, and everything in this channel is visible to everyone on the Mark 8 Project team.

While channel conversations are public, chats are just between you and someone else (or a group of people). Think of them like instant messages in Facebook Messenger or other messaging apps.



 


Create a channel
 

To create a standard channel, start in the team list. 

Find the team name and click More options (...) 
 

 

 

Then select Add channel
 



 

By default, all members of a team can access the channels. Find out more about using Teams and Channels from Microsoft Support.




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Show or hide a channel or Team


When you join a new team, it's automatically shown in your teams list. If you know you're a member of a team but you don't see it, then scroll to the bottom of your teams list and select Hidden. Find the team you're looking for, select More options More options button > Show.
 

Hide a team or channel

If you don't want a team or channel to show in your teams list, hide it. Go to a team or channel name, and select More options More options button > Hide. This is a great way to clean up your list and focus on the teams and channels you're active in.
 

Note: Hidden teams are moved down to the Hidden menu at the bottom of your teams lists. Hidden channels are grouped together at the bottom of their respective team.
 

Hiding a team will remove it from your teams list, but you can always access or show it again by selecting Hidden at the bottom of the teams list, and then More options  More options button > Show.

For hidden channels, go to the bottom of the team, open the hidden channels list, and then select More options  More options button > Show.



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Pin a channel in your Team so it always shows


When you have you Teams 'Layout' set to 'List', you will have the ability to Pin channels. Pinned channels stay at the top of the list, so you don’t have to hunt them down. 

To pin a channel, go to a channel name and select More options More options iconPin. This ensures that the channel stays at the top of your list. If you change your mind, just select it again and unpin it.
 

Tip: Once you pin a channel, drag it into the order you want. If you do this for several channels, you'll have all your pinned channels conveniently placed.

 

Pin a channel



Note that the Pin Channel option won't be visible when you have your Teams in the Grid view


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How to have a conversation and reply to one in your Team (Posts) 


 

Post a conversation and reply to one in your Team


When you go to any channel in Teams, the first tab you'll see is Posts. Think of Posts as one big group conversation.

Everyone who has access to the channel can see the messages on the Posts tab.

 

Teams Posts tab
 



Another key thing to know about messages in a channel is that replies to a channel message stay attached to the original message. This way, the whole thread of the conversation can be easily followed by anyone reading it. This is what's great about reading threaded conversations.

 

  • To reply to a channel message, select the little Reply link underneath the message.

  • To post a new conversation in the channel, select the New conversation button at the lower left on the Posts tab.

 

New conversation button



 

Replying to an existing message thread or starting a new conversation opens a compose box for you to type and format your message. Either option sends a message to everyone in a particular channel (the entire team).
 

Compose and send




Handy Tip:
To prevent accidentally sending your message, and to format your message with a suite of editing tools, select Format 
Expand button






This will open an expanded view where you compose and format your message





When you're done composing your message, select Send  Send message icon in Teams. Your message is now live in the channel.



Note: If you only want to talk to one person or a small group, see Start a chat in Teams.




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Post an announcement and reply to one in your Team


Sometimes your message needs to stand out. With options for a headline and image, channel announcements help your message cut through noise.
 

How to create an announcement

  • In the channel, select Format Expand button under the box where you type your message.

  • At the top of box that appears, select the arrow next to New conversation > select Announcement.
 



 

  • Type a headline, change its background color, or add a background image for the headline area—lots of options!

  • Type the topic of your announcement in the Add a subhead area, then add the body of your message, and select Send Send button.

     




 

Note: Announcement messages are available only in channels—not in group or 1:1 chats.  




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Know about settings I can change



Change my availability status

If you want to make sure people know when you’re busy or away from your desk, set your status in Teams. The little dot on your profile indicates if you’re available or not.

Teams will automatically set the status in some cases, like when you’re in a call. However to explicitly set it yourself you can do the following:


Navigate to your status settings by selecting your profile picture in the top right-hand corner of Teams.
 

 

 

 


Click on the current status as shown in the drop-down box below, then select the status you want to set.

 

 

 

 



You can also update your status from the command box. Type /available/busy/dnd/brb/away, or /offline to set your status as AvailableBusyDo not disturbBe right backAway, or Offline.

 

Here’s more detail about each kind of status that you change:

  • Available is when you’re active in Teams and don’t have anything in your calendar (no meetings or calls, for example). Note that Teams will automatically set your status from Available to Away when you lock your computer or when it enters idle or sleep mode. On mobile, this will happen when the Teams app is in the background.

  • Busy is when you want to focus on something, and you do want notifications to pop up.  If you’re in a meeting or call, Teams will automatically change your status to In a meeting or In a call (Busy) when not set to Do not disturb.

  • Do not disturb is when you want to focus or present your screen and don’t want notifications to pop up.

  • Be right back is when you want to say you’re temporarily away. It’s never set automatically.

  • Appear away is when you need to work without responding right away.

  • Appear offline is when you want to indicate that you're not signed in to Teams, so will not be responding until you're back online. You'll still receive notifications if anyone messages you.
     

Note: If you're a MyAnalytics customer, use the MyAnalytics Outlook add-in to book focus time in your calendar. When you're in your focus time, your Teams status will change to Focusing and all notifications will be silenced until your focus time ends.



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Set my status message
 

You can set a status message in Teams to let others know what you're up to! Whether you're out of office or simply want to share a message for your contacts to see, status messages are a great way to communicate.

Note: 
If you have a status message set in Teams, it will not show your automatic out-of-office reply from Microsoft Outlook.
 



To set your status message in Teams for desktop: 
 

  • Select your profile picture at the top of your Teams window.

  • Select Set status message to view options.

 



 

  • Type the message that you want others to see. If you want people to see your status when they message or @mention you, select Show when people message me.

 

Set status options in Teams.
 

  • Choose how long you want the message to display before clearing by choosing a duration from the Clear status message after dropdown.

  • Select Done.



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Schedule out of office

The below information outlines how to schedule your out of office status in Teams. If your preferred method of learning is face-to-face and you would like some additional help on this subject, then please click here to raise a Service Case with Information Systems and Support (ISS). One of our friendly ISS team will then contact you directly and arrange a time to either meet with you online or in person at a time and place that best suits with you.  




You can set up an out of office status and message to let your teammates know you're not working or on leave. When teammates send you a chat message, they'll see your out of office reply and know you're unavailable. Your out of office status will also sync with automatic replies in your Outlook calendar.


There are two ways to schedule your out of office status and message in Teams.



Option 1: Schedule an out of office from your profile picture
 

  • Go to your profile picture at the top of Teams and select Set status message.

     



 

  • Select Schedule out of office at the bottom of the options.

 

  
 

  • From the screen that appears, turn on the toggle next to Turn on automatic replies. 

  • Type an out of office message in the text box. This message will appear when people contact you in Teams or open your profile. It'll also be sent as an automatic reply in Outlook. 

Note: 
An out of office message is required in order to set your status and sync with your Outlook calendar.

  • If you'd like to send an automatic message to people outside of your organization, select the check box next to Send replies outside my organization and choose between your contacts or all external senders. You can tailor your out of office message to this audience, or use the same message you typed above by copying/pasting it into the text box.

  • Based on when you'll be out of the office, pick the dates and times that your out of office message and status will start and stop displaying by selecting the check box next to Send replies only during a time period. 

 


 

  • Select the Save button. 

 


Option 2: Schedule an out of office in Settings

 

  • First access Settings in Teams by clicking on the Teams more icon next to your profile picture in the top right of Teams. Next, select  Settings buttonSettings >  General and locate the Out of Office section by scrolling to the bottom of the selection options.

  • Select the Schedule button to open the out of office screen. Then follow the same steps as above in Option 1 to set your preferences. 

 


 

  • To clear your out of office status and turn off your automatic reply in Teams, select your profile picture and go back to the Out of Office screen either from  Settings button  Settings > General Out of Office or by selecting Set status message Schedule out of office from your profile picture. Turn off the toggle next to Turn on automatic replies and select the Save button.  

  • Once you've scheduled an out of office status and message in Teams, you'll see automatic replies turned on in Outlook with the time range and message you set in Teams. If you choose to update your out of office details in Outlook, your changes will be reflected in Teams. To learn how to turn on or off an Outlook out of office reply, see Send automatic out of office replies from Outlook.
     

Enter your automatic reply message

 

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Changing your Teams viewing options

 


In the General settings tab you can choose to alter the: screen Theme, Chat density and Teams home page Layout
 

 





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Manage Notification settings
 

Microsoft Teams offers different ways to access, receive, and manage notifications. These settings include how, when, and where your notifications appear, custom settings for channels and chat, appearance and sounds, turning off specific messages, and so on.

To manage your notifications, select Settings and more Teams more icon in the top right of Teams, then select Settings Settings button  > Notifications.



 


Customise channel notifications
 


 
  • To be notified about all your shown channels, select All activity

  • To be notified only when you are @mentioned or when you receive replies to your messages in channels, select Mentions & replies

  • For the most control over your channel notifications, select Custom
     

 


Customise all other notifications
 

Screenshot of Teams notification settings for chat, meetings, people, and other.
 
  • Choose the Edit button next to the category to customize how you receive notifications for that category.

  • Categories include ChatMeetings and CallsPeople, and Other.
 

Only get notifications in the app

 


 

  • Select Edit next to Chat, then choose Only show in feed for a specific category. All notifications for that type of activity will be sent to Activity  Activity button, which you can find at the top left corner of Teams.

Note: 
The app will still flash on desktop taskbar when notifications arrive, but no pop-up will show on your desktop.



 


Get notified in the app and on desktop





 

Choose whether or not a message preview shows on desktop by turning the toggle on for Show message preview.

Select Banner and feed to receive notifications as both a desktop notification and as an alert in Activity Activity button.

Note: 
In Windows, notification banners will show in the bottom right of your screen. In macOS, they show in the top right.

 


Turn off notifications during meetings and calls

 

Select Edit next to Meetings and Calls and then turn the toggle on for Mute notifications during meetings and calls.

Note: 
The dropdown settings under Meeting started notification and Meeting chat notifications aren't affected by choosing to mute notifications during meetings and calls. You can modify those separately.


 


Turn off notifications for specific conversations

 

Screenshot of more options menu on a channel conversation. A red line circles the turn off notification settings.
 

In a channel conversation, go to the top right corner of the original message and select More options  More options button > Turn off notifications

As with muting a chat, turning off notifications to a channel conversation will stop updates for that specific conversation.

Note: 
You'll still receive notifications if someone directly @mentions you.


 


Change channel notifications from the teams list



Screenshot of channel notification settings in the more options menu. A red line circles the more options icon and Channel notifications
 

Hover on a channel in your teams list and select More options Microsoft Teams more options icon > Channel notifications Activity button.

Choose from All activityOff, or Custom—just as you would in settings. When you select Custom, a new window will open that has more options.

Note: 
By default, channel @mentions are turned off and all new posts will only show in Activity  Activity button.


 


Manage notifications from Activity



turn off reaction notifications from activity
 

Go to Activity  Activity button on the left side of Teams, hover over the notification that you want to change, and then select More options  More options button.

From here, mark a notification as read or unread, turn off notifications for reactions and apps, and on channel notifications you can adjust what kind of activity you get notified about for that specific channel.

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Change the 'File open' preference


The standard default setting is that Word, PowerPoint and Excel files will open inside the Teams view. You have the ability to change this so that files either open directly into the Desktop app or in a Browser.





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Understand the Activity Feed
 

Activity feed basics

Select Activity Activity button to view your Activity feed, a summary of everything that's happened in the channels that are in your teams list. Select Filter at the top right corner of the feed to show specific types of messages such as unread messages, @mentions, replies, and likes.

For a more specific feed, go to the Feed menu and select My activity. You'll get a list of everything you've been up to lately in Teams. 
 

Chat feed and filter
 

When a red circle appears next to Activity Activity button, you have a notification—such as an @mention or a reply—in your feed. These notifications remain in your feed for 30 days. After that they expire and no longer show in your feed.

Activity button with two notifications 


You will also see a red dot beside a channel or chat that has a notification.






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Learn how to use @mentions to get people's attention in Teams  


To get someone's attention in a channel conversation or a chat, @mention them. Just type @ before their name and then select them from the menu that appears. 

When @mentions are used, the recipient/s are guaranteed to receive a notification regardless of whether they have turned off their notifications in settings. By clicking on the notification in the Activity box, they will be taken directly to the point in the conversation where they were @mentioned.
 

To get the attention of an entire group, try one of the following:

  • Post something in the Team's general channel. The channel name appears bold for every team member.

  • Type: 

    • @general to message everyone in the general channel

    • @team to notify everyone on that team, for example @OP Comms.

    • @channel to message everyone in that channel


If you're in a chat rather than a channel, you can notify everyone in the chat by typing @everyone in your message.

 

At Mention Prompt



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How to have a chat with an individual or a group


 

Chats can be one-on-one or in a group

Sometimes, you’ll want to talk one-on-one with someone. Other times, you’ll want to have a small group chat. In Chat, you can do either.

You start one-on-one and group chats the same way: by selecting New chat Chat icon in Teams. at the top of your chat list. Once in a chat, you’ll be able to send messages that include files, links, emoji, stickers, and GIFs—whatever you need to get your point across.
 

Start chat UI image_520


 


One-on-one chat

Once you’ve selected New chat Chat icon in Teams. and entered the person’s name, compose your message in the text box and then select Send Send a message icon. or press Enter. This starts the chat.
 

One-on-one chat



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Chat with yourself

For times when you want to draft messages, send files from one device to another, or get to know features a little better, you can start a chat with yourself. Everything you do in a regular chat you can also do in a chat with yourself. You’ll see it pinned to the top of your chat list by default.  

If you unpin the chat with yourself and want to find it again, select New chat Chat icon in Teams. and enter your name into the To field. 
 

Start a chat with yourself



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Group chat


Use a group chat when you need to talk to a small group of people. Start one the same way you start a one-on-one chat: select New chat New chat button in Teams at the top of your chat list. Select the down arrow to the far right of the To field and type a name for the chat in the Group name field. Next, type the names of the people you’d like to add in the To field.
 

Group chat
 

Once the chat has begun (whether group or one-on-one), just choose it in the chat list to resume the conversation and send more messages.
 

Resume chat



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Reply to a specific message in chat


It’s easy to reply to a specific message in your chat. This way, people will have helpful context when they read your reply. In chats, there can be many replies back and forth. When you reply to a specific message, you add clarity to your one-on-one, group, and meeting chats.
 
  • On the left side of Teams, select Chat  Chat icon blue  to open the chat list.

  • Find the chat you want, and then go to the message you want to reply to.

  • Hover over the message, and choose More options  Microsoft Teams more options icon  > Reply.
     

A red box highlights the more options menu on a message. Another red box highlights the first option in the menu, which is reply.

 

  • The message you selected will appear in the compose box. Type your reply in the compose box, and select Send  Teams chat send button icon.

 

A preview of the message that you're replying to shows in the top of the compose box. Underneath is a red box highlighting the send button.

 


Reply to multiple messages at once
 

  • Hover over a message, and choose More options  Microsoft Teams more options icon  > Reply.

     

A red box highlights the more options menu on a message. Another red box highlights the first option in the menu, which is reply.

 

  • Repeat step one for each message you want to reply to.
  • The messages you selected will appear in the compose box. Type your reply in the compose box, and select Send  Teams chat send button icon.

 

A preview of multiple message that you're replying to shows in the top of the compose box. Underneath is a red box highlighting the send button.

 


How to find the original message

When you see a reply to a specific message in Chat, it’s simple to find the original message. Select the message preview in the compose box or in the chat, and Teams will scroll up to the location of that particular message.

 

A red box highlights the preview of the message in the compose box.

 

Note: If the original message is more than 30 days old, you’ll need to scroll through your chat history to find it. 




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Press Shift+Enter to start a new line

If you keep pressing Enter to start a new line, which sends the message before you’re ready, try the following:

When you want to start a new paragraph, press Shift+Enter to insert the line break. If you’ve opened your formatting options (see step 3 for details), just press Enter to start a new line of text, then select Send Send a message icon. to send it.
 

Chat start new line


 


Select Format to see all your formatting options

There are many formatting options for messages.

To open your formatting options, select Format Format button in Teams  beneath the box where you type your message. In this expanded view, select the text that you want to format, then choose an option like BI, or U to bold, italicize, or underline the text. There are also options for highlighting, font size, font color, lists, and more. 
 

Chat formatting
 

Beneath the box you'll also find delivery options, attach files, emoji, giphy, stickers, schedule a meeting, and more. Select More options Format icon in Teams. to find more apps.


 


Pin a chat message to the top of a chat

Sometimes you might want to pin a particular chat message for reference in a one-to-one or a group chat. A pinned message appears at the top of the chat and remains there until removed or replaced.
 

Things to know about pinned chat messages:

  • When someone pins a message in a chat, everyone in that chat can see it.

  • Only one message can be pinned at a time.

  • A pinned message doesn’t affect an ongoing chat.

  • Anyone in a chat, except guests, can unpin any pinned message or replace it with a different message.

  • If someone selects a pinned message, they'll go to the original message in the chat.
     

Pin a chat message

  • In a chat conversation, hover over the specific message that you want to pin.

  • In the menu that appears above the message, select More options  More options icon.


    Chat flyout menu
     

  • In the More options menu, choose Pin  Pin a message. The pinned message appears at the top of the chat. It also includes the name of the author and the date or time it was originally posted.



    Pin chat message options

     

Note: A pinned chat message may be any length. However, only a single line of text that fits within the width of the chat window will be visible.

 

Pinned chat message
Pinned chat message at the top of a chat


 

Unpin a pinned chat message
 

  • Go to the pinned message at top of the chat.

  • Select More options  More options iconUnpin  Unpin chat message.
     


    Unpin dialog
     

  • In the confirmation, select OK.


    Unpin chat message notification

     

Replace a pinned chat message
 

To replace a pinned chat message with a new one, just pin a new message. You’ll get a confirmation asking if you want to replace the original pinned message.

 

Replace pinned chat message
 


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Chat happens in channels, too

When you go to any channel in Teams the very first tab is Posts. Think of this as one big group chat. Everyone who has access to the channel can see messages in Posts.
 

Chat posts
 

Based on your organization and culture, you'll need to decide which messages are suitable for the Posts tab in a particular channel.

Another important thing to know is that replies to a channel message stay attached to the original message. This way, the whole thread of the conversation can be easily followed by anyone reading it. This is what's great about threaded conversations.

To reply to a channel message, be sure to use the Reply link underneath the message.


Chat reply


 


Find a chat based on a person’s name

Enter the person’s name in the command box at the top of Teams. You’ll see their name and any group chats they're a part of with you listed. Select their name to go to your one-on-one chat with them or select a group chat to resume that one.
 

Find chat name


 


Find a message that has a keyword that you remember

Start typing a keyword into the command box at the top of Teams and press Enter. You’ll see a list of results that include the keyword.

Filter to show certain types of messages

From the Activity feed, select Filter  Teams filter icon  and then More options Microsoft Teams more options icon  to show certain types of messages including unread messages, @mentions, replies, and reactions.

For a more specific search, go to the Feed menu, select the drop-down arrow, and then choose My Activity.

 

Chat feed and filter


 


How to save and find your saved messages

To save a message, hover over it, select More options Microsoft Teams more options icon, and then select Save message Save message icon in Teams.
 

Chat save message
 

To see a list of your saved messages, select your profile picture at the top of Teams, then choose Saved. Or, type /saved in the command box at the top of Teams.
 

Save a message



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Hide or mute chats to keep them out of your way


You can hide the chat from the chat list, or mute it so you stop getting notifications.
 

Hide a chat

  • Select Chat  teams chat icon to open the chat list.

  • Next to the conversation you want to hide, select More options  More options button > Hide.
     

    Hide a chat
     

  • The chat and chat history will be hidden until someone posts a new message to it, and you can always resume an old conversation that you've hidden as well.

     

Unhide a chat

Need to see a hidden chat again? Unhide a chat that you've hidden before by using search.

  • In the Command box Select to start a search. at the top of Teams, search for the name of the person you were chatting with and select them. You'll see that the chat history is hidden (which you can choose to show by selecting it).
     

    teams hidden chat history
     

  • The conversation will now show in your chat list on the left, but if you don't see it right away you can select Filter Teams filter icon to search for it.

  • Once you've located the conversation in the chat list, select More options More options button > Unhide.
     

    Unmute a chat
     

  • Select Show hidden chat history to see the conversation.

     

Mute a chat

When you mute a chat, you'll still be included in the conversation, but you won't get notifications from it. 

  • Select Chat  teams chat icon to open the chat list.

  • Next to the conversation you want to mute, select More options More options button > Mute.
     

    teams mute a chat
     

  • If you change your mind, just select it again and unmute it.

Note: An icon appears next to the names of the participants to remind you that the chat has been muted.



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Delete a chat thread in Teams

 

Keep your chat list organized and focused by deleting entire chat threads in Teams. One-one-one chats, group chats, and meeting chats can all be deleted from your chat list. To delete individual messages from a chat thread, see Edit or delete a sent message in Teams.

  • From Chat on the left side of Teams, go to the chat you want to delete and select More options Microsoft teams More options icon.Delete Chat




     

  • Select Delete

     


     

    Once you've selected Delete, the chat will be permanently removed from your chat list and conversation history will be deleted. When this happens, you won't be able to search for messages that were part of the deleted chat thread.


Note: If you are a meeting owner, you cannot delete the meeting chat. However, if you are a participant in the meeting chat, you can delete it.




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Use an app in a tab in a channel or chat
 

Add an app to a tab

Go to the channel, group chat, or one-on-one conversation of your choosing and select Add a tab  Add button.


Add a tab to a channel


Click the app you want.

A description screen for your chosen app will open. Hit Add.

 


Add a specific file to a tab

You can turn a specific file into a tab—as long as you or a teammate have already uploaded or shared the file in a message in the chat or channel where you want to create the tab.

Select Add a tab  Add button  and add the app for type of file you want to share. (eg. Word for a Microsoft Word file)

You'll be shown all available files of that file type. Select the one you want and hit Save.
 


Add a file in to a tab


 


Have a conversation about a tab

In the process of adding a tab, a box labelled Post to the channel about this tab is checked by default. (View screenshot in the section above.) You can uncheck it, of course. This starts a conversation about your new tab, and an an automatic post announcing it will appear in the channel.
 

Post about a tab in a channel
 

From within the tab, select Show tab conversation   to show or hide the discussion (or to start one for the first time).  All replies made here also show up as new replies to the original post in the channel.
 

Conversation about a tab


 


Editing files in a tab

Microsoft 365 file types can be edited in tabs by you or anyone in the same channel or chat. It's a fantastic way to collaborate!

For other file types, you'll need to edit your original files in their respective apps, then upload them if you want to share your changes.


 


Get a link to a tab

To get a link to a tab that you can share with teammates, go to the top-right corner of the tab and click More options  More options icon  > Copy link to tab

 


Remove a tab

In one-on-one and group chats, anyone in the conversation can remove tabs.

In channels, anyone on the team can remove tabs as long as the team owner has set things up that way.

Go to the tab you want to remove, right click, and select Remove.

Remove a tab


If you don't see Remove when you right click, it's likely for one of the following reasons:

 

  • Posts and Files are default tabs in channels and chats that cannot be removed.

  • Your org or team owner has restricted who can add or remove channel tabs.

  • The tab you're trying to remove is in a personal app, not a chat or channel. Tabs in personal apps are controlled by the maker of the app.



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Use Teams meetings

Meetings in Teams include audio, video, and screen sharing. They're one of the key ways to collaborate in Teams. And you don’t need to be a member of an organisation (or even have a Teams account!) to join a Teams meeting—just look in the invitation for instructions about calling in. 

Teams meetings are best when you join them from the Teams app or Teams on the web, and there's a bunch of ways to do that—read on for details about joining by link, from your calendar, and more. If you can't use the app or the web, some meetings let you call in using a phone number. 

 


How to join a meeting


Join from Calendar

 

Select Calendar on the left side of Teams to view your meetings.
 

Calendar view
 

Find the meeting you want and select Join.

Or, if someone starts the meeting, you'll get a notification you can use to join.

 


Join in a channel

If a meeting takes place in a channel, you’ll see an invitation to join, relevant content, and who’s in the meeting right in the channel. Just select Join.
 

 


 


Join from chat

If the meeting has already begun, it appears in your recent chat list. Select the meeting in your chat list and then select Join at the top of the chat.
 

Join from chat 


 


Call in
 

If you're unable to use the Teams app or Teams on the web, you can join some meetings by calling a phone number. 

If there's a phone number and conference ID in the meeting invite, just dial the number to join.
 

Telephone numbers for calling in to meeting   
 

The number in your invitation may not be local to you. Select Find a local number to get one that is.  

 

Find out more on Meetings from Microsoft Teams Meetings



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Share content during a meeting or call

The below information outlines how to share your content during a Teams meeting. If your preferred method of learning is face-to-face and you would like some additional help on this subject, then please click here to raise a Service Case with Information Systems and Support (ISS). One of our friendly ISS team will then contact you directly and arrange a time to either meet with you online or in person at a time and place that best suits with you.  

 

  • To share your screen in a meeting or when you are on a call, select Share content Share screen button in your controls.
  • Select what you want to share:
    • Screen lets you show everything on your screen.

    • PowerPoint Live lets you share a PowerPoint presentation.

    • Microsoft Whiteboard and Freehand by Invision lets you share a whiteboard where participants can sketch together.

    • Window lets you share an open window like a specific app you have open.
       
  • After you select what you want to show, a red border surrounds what you're sharing.

    Meeting participants won't see any notifications that might come in.

  • Select Stop sharing to stop showing your screen.​​​​


 

New share content in meeting
 

Notes: 

  • If you're using Teams on the web, you'll be able to share your screen only if you're using Google Chrome or the latest version of Microsoft Edge.
  • In Teams on the web, you'll see the following when you select Share content Share screen button

 

Current share tray

 

  • Window sharing isn't available for Linux users.

 


​​​​Share your Desktop

  • If you want to... show your entire screen, including notifications and other desktop activity.
  • Great when... you need to seamlessly share multiple windows.

 


Share your Window

  • If you want to... show just one window, and no notifications or other desktop activity.
  • Great when... only need to show one thing and want to keep the rest of your screen to yourself.

​​​​​​Share your PowerPoint

  • If you want to... present a PowerPoint file others can interact with.
  • Great when... you need to share a presentation and want others to be able to move through it at their own pace.
    For info on PowerPoint sharing, see Share PowerPoint slides in a Teams meeting.

Share your Whiteboard

  • If you want to... collaborate with others in real time. 
  • Great when... you want to sketch with others and have your notes attached to the meeting.


When you're done sharing, go to your meeting controls and select Stop sharing
 


Share content on a Mac
 

If you're using a Mac, you'll need to grant permission to Teams to record your computer's screen before you can share. 
 

  • You'll be prompted to grant permission the first time you try to share your screen. Select Open System Preferences from the prompt.

    If you miss the prompt, you can do this anytime by going to Apple Menu > System Preferences > Security & Privacy.

  • Under Screen Recording, make sure Microsoft Teams is selected.


    Screen recording permissions with Microsoft Teams selected
     

  • Go back to your meeting and try sharing your screen again.
     

          Note: 
If you're using Teams on the web, make sure you've also granted screen recording permission to your browser.
 
 

Include computer sound

Sharing computer sound lets you stream audio from your computer to meeting participants through Teams. You can use it to play a video or audio clip as part of a presentation.

To share sound, select Share content  Share screen button  in your meeting controls and then Include computer sound (it's the switch on the top right of your sharing options). All sound from your computer, including notifications, will be audible in the meeting.
 

For more info, check out Share sound from your computer in a Teams meeting or live event.


 


Give and take control of shared content


Give control

If you want another meeting participant to change a file, help you present, or demonstrate something, you can give control to that person. You will both be in control of the sharing, and you can take back control anytime.

Note: 
When you’re sharing an app, only give control to people you trust. People you give control to may send commands that could affect your system or other apps. We've taken steps to prevent this but haven't tested every possible system customization.

 

  • On the sharing toolbar, select Give control.

  • Select the name of the person you want to give control to.

    Teams sends a notification to that person to let them know you’re sharing control. While you’re sharing control, they can make selections, edits, and other modifications to the shared screen.

  • To take control back, select Take back control.

     

Take control 

To take control while another person is sharing, select Request control. The person sharing can then approve or deny your request.

While you have control, you can make selections, edits, and other modifications to the shared screen.

When you’re done, select Release control to stop sharing control.


 


Zoom in to shared content
 

Want to get a better look at shared content?

Click and drag to see different areas.

And to zoom in or out, try the following:
 

  • Pinch in or out on your trackpad.

  • Use the keyboard shortcuts Ctrl+Plus sign and Ctrl+Minus sign.

  • Hold the Ctrl key and scroll with your mouse.
     

Note: 
Mac trackpads don't support zoom in meetings. If you're on a Mac, use one of the other options. If you're using Linux,               giving and taking control of shared content isn't available at this time.

 


Pop out shared content in new window
 

Expand your view by popping out shared content in a separate window during your Teams meetings.
 

To pop out shared content:

  • Join your meeting from Teams for desktop.

  • When another presenter shares content in the meeting window, select Pop out from the meeting toolbar.


    Screenshot of Pop out option in Teams meeting toolbar to open shared content in separate window (desktop).
     

  • To pop content back into the meeting window, select to close the pop out.




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Schedule a meeting in Teams

The below information outlines how to schedule a meeting in Teams. If your preferred method of learning is face-to-face and you would like some additional help on this subject, then please click here to raise a Service Case with Information Systems and Support (ISS). One of our friendly ISS team will then contact you directly and arrange a time to either meet with you online or in person at a time and place that best suits with you.  





Your calendar in Teams is connected to your Exchange calendar. In other words, when you schedule a meeting in Outlook, it'll show up in Teams, and vice versa.

Every meeting scheduled in Teams is automatically made into an online meeting. Scheduling from Outlook? Learn how to add Teams to your Outlook meeting.
 


Schedule a meeting

There are several ways to schedule a meeting in Teams:
 

  • Select Schedule a meeting Schedule a meeting button in a chat (below the box where you type a new message) to book a meeting with the people in the chat.
  • Go to Calendar Meetings button on the left side of the app and select New meeting in the top right corner.

  • Select a range of time in the calendar. A scheduling form will pop open.
     

The scheduling form is where you'll give your meeting a title, invite people, and add meeting details. Use the Scheduling Assistant to find a time that works for everyone.
 

Scheduling Assistant tab in the Teams new meeting scheduling form.  
 

Once you're done filling out the details, select Save. This will close the scheduling form and send an invite to everyone's Outlook inbox.


 


Assign categories to a meeting

Colour code your calendar with categories. Just like in Outlook, you can assign one or more categories to each meeting in your calendar. There are a couple ways to assign categories:

  • Right-click an event in your calendar and select Categorize, then pick a colour.

  • When scheduling a meeting, select Category at the top of the scheduling form.
     

Notes: 

  • At this time, category names and colours can only be edited from Outlook.

  • For recurring meetings, categories can only be applied to the series, not an individual occurrence.

  • Currently, categories can't be applied to channel meetings.
 

​​​Invite people outside your organisation 

Teams lets you invite people outside your organisation, including those who don't have a Teams license. You'll need their full email address to invite them.
 

  • Go to where it says Add required attendees. If anyone is an optional attendee, select Optional instead.

  • Type the person's full email address (ex: Joe@example.com).

  • Select Invite. They'll receive an email with a link to the meeting.

     


Add a co-organiser

After you've invited people to your meeting, you can add up to 10 co-organizers to help manage your meeting. Before adding co-organizers, make sure the people you want to add are already added as required attendees and then follow the steps below:
 

  • Select your meeting and then select Edit.

  • Select More options More options icon > Meeting options.

  • On the meeting options page, next to Choose co-organizers, select the down arrow and choose the name of the co-organizer.
     

    add a co-organizer to a meeting
     

  • Select Save at the bottom of your screen.
     

Note: To learn more, see Add co-organizers to a meeting.

 


Make it a channel meeting
 

  • Select New meeting.

  • Type the name of a channel where it says Add channel (under the time and date fields).
     

  Add channel to a Teams meeting.
 

Channels can't be edited or added once the invite is sent. You'll need to send a new invite with the updated channel.
 

Note: 
When you have a meeting in a channel, everyone in the team will be able to see it and join it in that channel. This feature isn't available in private channels.

 

  • Once you've added the people you want, select Scheduling Assistant to find the best time.

If it's a recurring meeting, open the dropdown menu next to Does not repeat (just below the date). Choose how often you want it to occur from the default options, or select Custom to create your own cadence.

 


Schedule meetings in a channel calendar 

If you're unfamiliar with how to add a calendar to a channel, the steps are outlined for you at See all your meetings in Teams. Once that's done, you have a few ways to add events to the shared calendar.
 

  • Select Add new event at the top of the calendar.

  • Click and drag your cursor on the calendar to select a block of time.

  • Or, select the arrow next to Meet now at the top of the app to open the menu and select Schedule meeting.
     

Each of these actions will open the scheduling form with the channel name filled in, feel free to add an Outlook group or individuals by manually entering their names. Guests and partners from outside your org won't have access to the channel calendar and will also require being added to the meeting invite.

 


Right-click for more options

Right-click an event in your calendar to RSVP, remove it if it's cancelled, or open the invitation to view the meeting details. If the event is a Teams meeting, you'll also get options to Join online and Chat with participants.
 

Context menu of a calendar event in Teams.  
 

Teams meetings will show a join button on an event in your calendar five minutes before the start of a meeting. Once someone joins the meeting, the event will change colours to let you know they're online.
 

  • Select Join to open the meeting settings window to confirm your preferred camera and mic settings before joining the online meeting.

Note: 
If you have overlapping meetings in your calendar, the join button won't be available. But you can still right-click the event and select Join online.


 


Set your Show As status in a Teams meeting

As an organiser, you can set the Show As status of the meeting in the action bar. When participants RSVP, their status will automatically reflect the status the organiser set. 

As a participant, you can choose to set your individual status for the meeting through Show As independent of the status set by the organizer. The updated status will reflect on your calendar. The default Show As value for all the meetings an organizer schedules is Busy.



You can set your Show As status in several ways:

 

On the Scheduling Form Details page
 

Image displaying how to set a status in a Teams meeting using the drop down status menu.
 




On your Peek of the meeting (Microsoft Surface)
 

Image displaying the Show As flyout menu with potential statuses.
 

 

 

On the Details view of the meeting (as a participant)
 

Image displaying the Test Meeting screen with menu of available statuses.



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Start an instant meeting

There are a couple of different ways to get an impromptu meeting going with just a few clicks. 
 


From your calendar
 

  • Go to Calendar Meetings button on the left side of Teams, then select Meet now  in the upper right corner.
 

 

  • Next select Start meeting. This won't start the meeting, but instead take you into the lobby. 

 

 

  • In the lobby you will have a chance to set a few things up before you start your meeting. Give it a title, choose whether you want to use video, and pick your preferred audio source.
  • When you're ready, hit Join now.

Your meeting is now up and running—you just need people to join you. 




 

To invite people:

  • Click on Add participants, or close this box, and then start typing the name or phone number of someone you want to invite in the box under People in the top right. Select them when they appear in the list, and they'll get a call right away.
  • Another option is to copy the meeting link and send it to anyone you want to meet with, and they can join by selecting it. Just choose Copy join info and paste the link in a message.





If you don't have meeting scheduling capability in Outlook or Teams, starting an instant meeting is a great option. Just like with scheduled meetings, everyone who attends your meeting will continue to have access to the meeting chat, the recording, and anything else people share in the meeting (like files and meeting notes), even after the meeting ends.

To re-join the same meeting anytime, find the meeting chat in your chat list and select Join.

 


In a channel
 

To start an instant channel meeting:

  • Go to Teams Teams button  on the left side of the app. Choose the channel you want to meet in from the list.

  • In the Posts tab, look for Meet   in the top-right corner. From the drop-down, select Meet now. Or, to keep the context of a specific conversation, choose Reply below any post, and then Meet now  under the box where you'd type your message.

  • Give your meeting a title and choose whether you want to include video.

  • When you're ready, hit Join now.
     

Your meeting is now up and running, and anyone in the channel can join it.
 

To invite people:

  • Start typing the name or phone number of someone you want to invite in the box under People in the top right. Select them when they appear in the list, and they'll get a call right away.

  • You can also invite people by copying the meeting link and sending it to anyone you want to meet with. Just choose Copy join info and paste the link in a message.



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Record a meeting
 

Any Teams meeting or call can be recorded for future viewing. The recording captures audio, video, and screen sharing activity, and you can share it securely across the organisation.

A recording will expire and be automatically deleted after a set period of time. The length of time it's available is set by ISS, but you can change the expiration date of any given recording. For more info, see Manage the expiration of a meeting recording

 


Start recording

When you start recording a meeting, you also turn on live transcriptions (ISS has enabled this as a default).

  • Start or join the meeting.

  • Go to the meeting controls and select More actions More options button > Start recording.

 

Image shows how to start a recording in a Teams meeting.

 

Everyone in the meeting gets notified that recording and transcription have started.

Image showing the full notification you see once you start recording a Teams meeting.
 

Notes: 

  • You can't make multiple recordings of the same meeting at the same time. If one person starts recording a meeting, that recording will be stored on the cloud and available to all participants in the meetings'  'Chat' log following the end of recording.

  • Meeting participants have the option of viewing the transcription during the meeting. For details, see view live transcription.

 


Stop recording

  • Go to the meeting controls and select More actions More options button.

  • Choose one of the following:

    • Stop recording: Stops the recording and live transcription.

    • Stop transcription: Stops just the live transcription. The recording continues until you select Stop recording.



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Find recordings


Recordings are available in different places depending on the type of meeting.
 

  • In the majority of cases, for scheduled meetings, you will find your recording either in the Meeting Chat or your OneDrive in the Recordings folder. 

  • The recording is processed and saved to SharePoint if it was a channel meeting. This will show in the Channel conversation.

Note: 
For now, guests and external attendees can view the recording only if it's explicitly shared with them. 


 

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Play and share a meeting recording in Teams
 

Play a meeting recording

The recording will be available after the meeting was scheduled to end (so not necessarily when it actually ends). 

If you were part of a scheduled meeting, go the Details tab of the meeting event in your calendar and select the recording.

If it was a channel meeting, go to the channel conversation and select the recording.

You can also select More actions More options button on the meeting recording and choose Open in OneDrive if it was a chat meeting, or Open in SharePoint if it was a channel meeting.

 


Meeting recording storage and permissions

Teams meeting recordings will be stored in OneDrive or SharePoint, depending on the type of meeting. 

Note that a recording will expire and be automatically deleted after a set period of time. The amount of time it's available is set by ISS, but you can change or remove the expiration date of any given recording. For more info, see Manage the expiration of a meeting recording

 


Channel meetings

For channel meetings, the recording will be stored in a Recordings folder in the Files tab for the channel.

The Files tab stores all files in a SharePoint site and document library for the channel. Everyone who is a part of the channel will have permission to edit and view the recording.

 


All other meetings 

For non-channel meetings, the recording will be stored in the Recordings folder in the OneDrive directory of the person who started the recording.

 


Share a link to a meeting recording with others

If you recorded or organized the meeting, you can share the recording with people who weren't invited to the meeting—by just sharing it like you would share any other file. Just find the file in OneDrive or SharePoint and share it directly with people or copy a link and share it however you like.

Note: 
Go here to learn more about sharing meeting recordings in OneDrive and SharePoint.

 

If you weren't the person who recorded or organized the meeting, you can still share the recording with people who weren't invited to the meeting. However, the meeting organizer or the the meeting recorder will need to approve your share action before other people will get access.

Note: 
Go here to learn more about sharing a file in Microsoft 365.



 


Download a meeting recording

Only the person who started the recording and the meeting organizer can download the recording. Go here to learn more about downloading files or folders from OneDrive or SharePoint.



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Use breakout rooms in Teams meetings


In all but the smallest meetings, it can be difficult to have open discussions and a meaningful exchange of ideas. With breakout rooms, people gather in small groups for lively conversation and brainstorming sessions.

Only meeting organizers on the desktop versions of Teams (Windows and Mac) can create and manage breakout rooms.

You can automatically assign people to breakout rooms when you create them. If you want to move people around later in the meeting, you'll have to do so manually. 

To create breakout rooms, you must be a meeting organizer or presenter who's been appointed a breakout rooms manager.

 


Create breakout rooms before the meeting
 

  • Go to your Teams calendar, open the meeting invite by either 'double-clicking' it or by selecting Edit.

  • Go to Breakout rooms and select Create rooms.
 


 

  • Choose the number of rooms you want (up to 50) and select Add rooms.

In this example, three rooms were created but no one's been assigned to them yet.

 


 

 

  • Select Assign participants.
     

 
  • Choose whether you want Teams to evenly assign people to rooms (Automatically) or assign people yourself (Manually).
     

As soon as the meeting starts, you can open the breakout rooms.


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Create breakout rooms during the meeting
 

  • Start the meeting.

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.
     

    Select Breakout rooms
     

  • Do the following:

    • Choose the number of rooms you want (up to 50).

    • Choose whether you want Teams to evenly assign people to rooms (Automatically) or assign people yourself (Manually).

 

Image showing how to create breakout rooms.
 

Note: 
You won't be able to automatically assign people to breakout rooms later in the meeting.

 

  • Select Create rooms.



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Change breakout room settings before meeting
 

Make your meetings more efficient by adjusting breakout room settings before they start. Meeting organizers can plan ahead by creating and naming breakout rooms, sorting attendees into rooms, setting timers, and more. 

To change breakout room settings for meetings you organized: 
 

  • Go to your Teams calendar and open the meeting invite.

  • Go to Breakout rooms and select Settings.




 
  • Within the settings you will find the below options to adjust:
 




 
 

Assign people to breakout rooms manually
 

Assign participants to each breakout room if you didn't do so automatically or need to reassign someone to another room. To assign people, you must be a meeting organizer or presenter who's been appointed a breakout rooms manager.
 

Assign people manually before the meeting
 

  • Go to your Teams calendar and open the meeting invite.

  • Go to Breakout rooms and select Assign participants.

  • Choose Manually and select Next.

  • Choose the people you want in a room by selecting the checkboxes next to their names.

  • Select the down arrow next to Assign and choose a room for them.

  • Repeat the previous steps until everyone in the meeting is assigned to a room. When you're done, select Confirm.

     


Assign people manually during the meeting
 

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Assign participants. From this window, sort people to see who's been assigned where by selecting the down arrow next to Name or Room.

  • Choose the people you want in a room by selecting the checkboxes next to their names.
     

    Image shows how to assign people to breakout rooms

     

  • Select the down arrow next to Assign and choose a room for them.


    Image showing how to select breakout rooms for participants.

     

  • Repeat the previous steps until everyone in the meeting is assigned to a room. When you're done, select Confirm.

    If someone joins the meeting late, select Assign participants again to assign them to a room.



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Appoint breakout rooms managers

 

If you're the meeting organizer, you can delegate presenters to manage the meeting's breakout rooms.

Breakout rooms managers can:

  • Add and delete rooms

  • Assign and reassign participants to rooms

  • Open and close rooms

  • Join any rooms

  • Set time limits for room sessions

  • Send announcements

  • Recreate rooms
     

Important: 
Only one person can manage a meeting's breakout rooms at a time. 



 


Appoint managers before the meeting
 

  • Go to your Teams calendar and open the meeting invite.

  • Go to Breakout rooms and select Room settings  Settings button.

  • Switch the Assign presenters to manage rooms toggle on.

  • Select Search for presenters and choose who you want to be breakout rooms managers.
 
Appoint managers during the meeting
 
  • In the meeting controls, select Breakout rooms  Breakout rooms icon .

  • Select Room settings  Settings button.

  • Switch the Assign presenters to manage rooms toggle on.

  • If no one in the meeting is designated as a presenter, select Go to Meeting options to add presenters and choose who you want to be a room manager. 

  • Choose presenters from the dropdown menu.
     

    Image showing how to appoint breakout rooms managers.
     

  • Select the back button < to save your changes.
 

Take control of breakout rooms
 

You might be one of a few breakout rooms managers in your meeting. Only one of you can control the rooms at a time, though.
 

  • In the meeting controls, select Breakout rooms  Breakout rooms icon .

    You can see who the current manager is (for example, Daniela is in control).

  • Select Manage rooms.

You're now the breakout rooms manager. Join open rooms, make an announcement, and more.


 
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Rename breakout rooms
 

If you want, rename each room to reflect its purpose (for example, what the people in that room will be working on).

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Hover over the room and select More options then Rename room.
     


    Image showing how to rename a breakout room.
     

  • Enter the new name and select Rename room.
     

Tip: 
During the meeting, you can delete all the breakout rooms and set them up differently (see Recreate breakout rooms from scratch).




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Set a time limit for breakout room sessions
 

When you set a time limit, a timer is visible in each breakout room so that participants are aware of when the session will end. When time is up, the rooms close and participants return to the main meeting.
 

Note: 
If you turn off the Automatically move people to rooms setting (see Turn off automatic entry to breakout rooms), participants will have the option of either returning to the main meeting or leaving the meeting, when time is up.

 

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Rooms settings  Settings button.

  • Select Set a time limit, and choose a session length.


    Image shows how to set time limit for breakout rooms.
     

  • Select the back button < to save your changes.




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Start using the breakout rooms
 

By default, meeting participants are moved to their assigned rooms as soon as you open them, but you can turn off this setting (see Turn off automatic entry to breakout rooms).

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Do one of the following:

    • To open all the rooms at the same time, select Open.

    • To open a single room, hover over the room, select More options, and choose Open room.
       

      Image shows how to open a single breakout room.

       

You can open and close breakout rooms more than once during a meeting.

 


Join a breakout room

If you're the meeting organizer or a breakout rooms manager, you can join any of the rooms.

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Hover over the room and select More options then Join room.

 


Leave a breakout room

In the meeting controls, select Return.

 


Interact with breakout room participants

As meeting organizer, you can send announcements to all the breakout rooms and contribute to any of the room chats. 

 


Send an announcement to all breakout rooms

You may want to tell everyone the remaining breakout session time, offer discussion ideas, or just give general updates.

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Make an announcement Announcement icon..

  • Enter your announcement and select Send.
     

Participants are notified in their meeting chat to check for your announcement.

 


Chat in breakout rooms

Each breakout room has its own chat. All of the chats are available in your main Teams Chat list.
 

Chat from main Chat area
 

Here you can chat with the members of any breakout room.

After you join a breakout room, you can also select Chat   in the room to chat with the people there.

Note: 
When the breakout room closes, the room chat ends and can't be continued. However, you'll still be able to view the chat history and any shared files.


 


Close breakout rooms

When you close the breakout rooms, the participants return to the main meeting.

Note: 
If you turned off the Automatically move people into opened rooms setting (see Turn off automatic entry to breakout rooms), participants will have the option of returning to the main meeting or leaving the meeting when the rooms are closed.


Close rooms individually

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Hover over the room and select More options then Close room.
     

Close all the rooms at the same time

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Close.
     

You'll know rooms have successfully closed when their status changes to Closed.

When everyone is back from their breakout rooms and you're ready to meet as a larger group again, select Resume.
 

Notes: 

  • Breakout rooms remain open until the organizer manually closes them or unless they set a timer.

  • If the rooms are reopened later in the meeting, participants keep the same room assignments they had before.



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Attendance reports for breakout rooms

If you organize a meeting, you can gain insight into its participants and their breakout room activity through attendance reports. Learn which breakout room each person joined, when they entered it, and when they left. 


To view breakout room data from a meeting:

  • Open Teams and select Calendar.

  • Find the meeting you'd like insight into and select it to view the meeting details.

  • Select Attendance.

  • Under Participants, select an attendee to see which breakout room they entered and what time they joined and left it.
     

To reference breakout room data later, download the attendance report in CSV format.
 

Notes: 

  • Only meeting organizers can view attendance reports.

  • Attendance reports don’t include data from deleted breakout rooms.

 

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Additional options for breakout rooms

 

Turn off automatic entry to breakout rooms

By default, participants are automatically moved into breakout rooms when they're opened. When you turn off this option, participants receive a message asking them to join a breakout room. They select Join room (Join on a mobile device) before being moved.

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Room settings  Settings button.

  • Switch the Automatically move people to rooms toggle off.

  • Select the back button < to save your changes.
     

Meeting attendees can learn more about joining and participating in breakout rooms here: Join a breakout room in a Teams meeting.

 


Allow people to return to the main meeting

By default, this setting is off. Turning it on gives participants the option to leave their breakout rooms and return to the original meeting to rejoin the larger discussion. 

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Room settings  Settings button.

  • Switch the Let people return to the main meeting toggle on.

  • Select the back button < to save your changes.
 
Move a person to a different breakout room

Participants can be moved when breakout rooms are open or closed.

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Assign participants and select the checkbox next to the person's name you want to move.

  • Choose a new room for the person and select Assign then Move.
 

Add another breakout room

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Add room  Add button.


 


Delete an individual breakout room

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Hover over the room and select More options then Delete room.


 


Delete all breakout rooms at once

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Remove rooms  Delete button then Remove.


 


Recreate breakout rooms from scratch

During a meeting, you can delete all the breakout rooms, create new ones, and reassign participants to them.

  • In the meeting controls, select Breakout rooms  Breakout rooms icon.

  • Select Remove rooms  Delete button and confirm the decision.

  • Follow the instructions above to create new breakout rooms and assign people to them.



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Learn about Calls & Devices

Click here to See the knowledge article dedicated to Microsoft Teams calling capabilities
 

Calls are a quick way to connect in Teams. You can have one-on-one calls or calls with several people. You can set them up ahead of time like a meeting, or you can start them on the fly while in a chat (for example).

While meetings are a great way to collaborate in Teams, calls can be a more direct way of connecting for completing specific tasks or for getting questions answered quickly.
 


View or add contacts

The below information outlines how to view or add contacts in Teams. If your preferred method of learning is face-to-face and you would like some additional help on this subject, then please click here to raise a Service Case with Information Systems and Support (ISS). One of our friendly ISS team will then contact you directly and arrange a time to either meet with you online or in person at a time and place that best suits with you.  



To view your Teams contacts, select Calls  Calls button  and choose Contacts on the left.  Here you'll find an A-Z list of all your contacts and a search bar that you can use to find someone specific.

Teams-contacts-main

 

If you want to add a new contact to your list, click Add contact at the top of your list to get started.

You can also access your Speed dial contacts and any call groups you have created—all on the right side of Teams. Just select Calls  Calls button and access them there at any time. 


Teams-contact groups

 

Things you can do from here:

  • Speed dial allows you to quickly reference and call back any recent contacts or contacts that you have added to speed dial.

  • Call groups organize your teammates to help you find or reach certain people based on a role or team.

  • To add someone to speed dial or any call group,  select More actions  Select to see more options  next to the group name and choose Add a contact to this group.

You can quickly call any contact back by selecting Call  Calls button  below their name. 

Note: If you don't see Calls Calls button on the left side of Teams, log a service ticket with ISS.

 

To create a new contact group, first go to Chat   on the left side of Teams. Then select the Chat dropdown at the top and select Contacts.


Teams-create a new contact group in chat



Next, choose Create a new contact group at the bottom. Then follow the instructions to create a new group.


Teams-create a new contact group screen




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My microphone isn't working in Teams


If others can't hear you in Teams calls and meetings, you might be having a problem with your microphone. Here are some solutions to get you back on track.


Check for updates

If others can't hear you in Teams calls and meetings, or audio from your microphone isn't being detected, first make sure you have the latest Teams app version installed.

To check for updates in Teams, go to your profile picture in the upper-right of the Teams app and select Check for updates. Updates typically install in the background if they're available.

 

Check if your microphone is in use

To make sure you can use your microphone in Teams:

  • Close all other apps that might be using your microphone.

  • If you’re using an external microphone, try unplugging it and plugging it back in.

  • You can often save time and effort by restarting your device.



Make a test call

Making a test call can let you know if your microphone is working properly.

To make a test call, in Teams select your profile picture, then choose Settings Devices. Then select Make a test call under Audio devices

In a test call, you'll see how your mic, speaker, and camera are working. Follow the instructions from Test Call Bot and record a short message. The message will play back for you. After that, you'll get a summary of the test call, and you can go to your device settings to make changes.

 

Notes: 

  • The test call feature is only available in English for now. Additional languages are coming soon.

  • We'll delete your test recording immediately after the call. It won't be retained or used by Microsoft.

  • The test call feature is currently unavailable for Teams on the web.

 

 

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Learn how to use files in Teams


You can access your Teams' shared files by following the following steps. 
 

  • First navigate to your Team by clicking on the Teams icon on the left-hand menu. You may have to click it twice to get to the right screen.
     

 


 

  • Find and select your service area Team.
    ​​​​​


 

  • In the General channel of your Team, click on the Files link in the top menu. This opens your team’s files directory.
     




 

  • You can now navigate through the files structure to find a file. You can also create a new file, upload a file, copy the link of an existing file to share its location with someone else or download a file.  (For more information on Files in Microsoft Teams - click here )

     

 

 

  • To search for a file, you will get the best results if you open your files in SharePoint and perform the search there. To do this, follow steps 1-4 above, then open in SharePoint by clicking on the ellipsis (...) and selecting Open in SharePoint as shown below.
     

 

 

  • Next SharePoint will open in a browser showing you your team's file directory. Type your key word in the Search box as show below.

    ​​​​​




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Choose how to open your files


There's much you can do with your own files without leaving Teams, including moving, copying, and editing them. For other ways to open your files, including allowing you to have more than one document open, select More options  More options button.



 
 

If you are wanting to open multiple documents, once you have chosen how to open your first file, go back to the original files tab and follow the steps for each document.




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Print Microsoft 365 files from Teams


There are a few ways to print a Word, Excel, PowerPoint, or OneNote document depending on how you open the file in Teams.
 

  • In Teams, find the file you want to print and select More options More options button
     

  • To open the file, choose one of these options:

    • Edit in Teams: Opens the file within Teams.

    • Open in Desktop App: Opens the file in its related app (for example, Word).

    • Open in Browser: Opens in your default browser.
       

  • Print the file:

    • From Teams: Select File > Print and follow the onscreen instructions. If needed, open a PDF version of the file in your browser where you can print.

    • From the desktop app or browser: Select File > Print and follow the onscreen instructions.

       

Print other types of files

How you print other files depends on the browser or app you use to open the file from Teams.




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Move or copy files in Teams 
 

Use Teams on the desktop or web to quickly move or copy files.
 

  • Go to the Files tab in a channel.

    Or, if the file is in your OneDrive, go to Files on the left of Teams and select OneDrive.
     

  • Select More options  More options button  next to the file and then select Move or Copy.


Select More options to move or copy file



To move or copy several files at once, select each file by clicking the left side of its row, and then select More options  More options button  next to one of the selected files.

Select multiple files


 

  • In the dialog box that opens, navigate to the folder you want to move or copy the file(s) to and then select Move or Copy.

     

You can move and copy files:

  • Within the same team.

  • Between teams.

  • Within the same OneDrive.

  • Between OneDrive and a team.

 

Note:

  • You can only move folders in SharePoint or via OneDrive sync.

  • You don't need to copy a file to share it in multiple channels and chats. Instead, share a link to it. For instructions, see Get a link to a file in Teams.


 

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How to link to an existing filed Teams document in conversations 

 

  • Click on the paperclip icon at the bottom of the conversation page.
     

​​​​​​ 


 

  • Select Browse Teams and Channels.
     

 


 

  • Select the file you wish to link from the selected Team or Channel.

 

  • Click Share a link
     


 

  • Alternatively, when you have a document open (for example in your desktop Word app), look for and click the Share button at the top of the screen.
     

 


 

  • You can then choose how you want to share your file. Either type in an e-mail address/s, copy the link to embed in an e-mail or team conversation, or click on the Outlook icon to automatically open an e-mail with the link attached.  
     




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Search and filter people and files


If you're looking for a specific person or file in Microsoft Teams, use the Search bar at the top of the Teams page to find what you need. Click here to watch a video on how to do this. 

 

Search for people
 

  • At the top of Teams, use the Search bar to find someone.
     


 

  • Type in a name.

  • If you'd like, choose a suggested name that appears, or press Enter to show more search results.



 

  • Choose a person, or to view more people results, select More people or select the People tab.

  • On the People tab, view additional contact cards for who you're searching for. 

  • Choose one to go directly to a chat with that person.





 

Search for files

  • Use the Search bar to find a file.

  • Type in file keywords and press Enter.

  • Choose a file result, or to view more file results, select More files or select the Files tab.



 

  • Filter files based on:

    • Team - to show files from a team or channel.

    • File Type - to filter files by a certain file type.

    • Modified by - to show files edited by a specific person.

    • Date - to filter files by date.

 


 

  • To reset file filters, select Clear all.

  • Choose a file result to expand and learn more about it.

  • Select Open file to open and view it in a browser.




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Fix error messages when trying to open a file

 

  • Occasionally when working with files an error message has been known to appear in the bottom right corner of the screen. The most common reason this appears is due to very long file or folder names.

  • Check the path of the file and if it seems to be several folders deep or the names of folders and files are quite long, consider renaming them to shorten the character length. Check to see if this resolves the issue. If not escalate to the Service Desk.



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Explore the Files list in Teams


Teams often work with a lot of files. The Files list makes it easier to locate the one you need. Click here to watch a video giving a quick tour of the Files list.


To navigate the Files list, select Files Files button on the left side of Teams for quick access to all your files.

Here you will find the following arranged views:

 


 

  • Recent lists every file you’ve recently viewed or edited.

    Tip: 
    Another way to view your recent files is to enter /files in the command bar at the top of Teams.

     

  • Microsoft Teams contains all the documents that were recently created or edited in the channels that appear in your teams list.
     

  • Downloads shows all the files you've downloaded from Teams. This list is cleared each time you sign out of Teams.
     

  • Cloud storage shows the cloud storage services you've connected to Teams. Select a service to view your cloud files. 
     


From here, you can delete any personal file you've added to Teams, upload files, and create new files. Files added to cloud storage are private until you share them.

By default, OneDrive cloud storage is made available to you. You will also see an Add cloud storage button at the bottom of the screen. This allows you to add access to any other cloud platforms you may have. Only you have access to these platforms via Teams. 




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Sync Teams files to OneDrive
 
Our recommended way of creating, accessing and editing files is through the Teams interface. This gives you the most seamless experience when working with files on a day-to-day basis.

There are, however, some instances where you will need to utilise the OneDrive sync facility.

OneDrive sync enables you to synchronise an entire channel or single folder from Teams to your machine. This will allow legacy applications to be able to be saved into the file system. This does use synchronisation technology which comes with its pros and cons. OneDrive sync is not perfect and should be used only when necessary to minimise the risk of issues. If unsure, please contact the service desk.

 

  • The first step to syncing is to ensure you have Microsoft One Drive running.

 

  • Click on Start (Windows Icon, bottom left of your screen)  


 

  • Then type 'OneDrive' in the search bar.
     


 

 

  • When OneDrive is running it will show in your app/system tray


 

  • If the OneDrive cloud is grey, you will need to sign in by simply clicking the cloud and select sign in. Your email address will usually auto-populate and the password is not required as it uses the password you signed into your computer with. OneDrive will then give you a tour/tips and then ask you where you wish your default OneDrive location to be which can be left as is. Once completed you are all set to sync.

 

  • To sync a folder, you need to browse to the appropriate Team and channel.

     

  • Click on the files tab and then "Open in SharePoint" from the top navigation bar. (Note: If you don't see the 'Open in SharePoint' option - click on the ellipsis to show more options, as below)  



 

  • Once in SharePoint you can click 'Sync' to begin syncing the channel files. (Ensure you are in the correct channel before syncing)

 

 

  • After clicking Sync you may be prompted to "Open in OneDrive", click allow (or similar). Then a window will appear to let you know it is getting ready to sync:

 

  • Once finished a message should pop up in the bottom right of your screen:


 

 

  • You can now access these files from Windows Explorer.  

 

  • Expand ‘Otago Polytechnic’ and you will see all the folders you have synced.



 

  • You can refine the view of the folders you have synced by hiding the ones you do not wish to see via the settings within OneDrive. You can also sync lower levels of the file structure if you do not wish to sync the entire structure. There are pros and cons to both processes, if you are unsure of what will suit you best, just ask Service Desk.



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Collaborate on files in Microsoft Teams


As your team works together you'll undoubtedly have files that you'll want to share and collaborate on. Teams makes it easy to share files and work on them together. If working in Word, Excel, or PowerPoint files your colleagues can even view, edit, and collaborate on them, right within Teams.

Note: 
If the file isn't one of the types mentioned above, it must be viewed in either SharePoint or its corresponding app.


 

Co-edit a file

Files uploaded and shared to a team are accessible to every member of the Team. In Office for the web, Office for Android or iOS, or the latest applications from Microsoft 365, you and your team members can co-edit Word, PowerPoint, or Excel documents, or comment on Visio files. No need to check files out or worry about if one of your colleagues has the document open. Just open the file you need to edit and if other team members are editing it too your changes will be seamlessly merged as you work.




Follow these links to learn more about collaborating (co-authoring) on Microsoft files
 




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Accessing Teams on a non OP device

MS Teams has an app for almost any platform such as Mac,  Android and IOS. Simply browse to the Microsoft Teams site and click the download button. Don’t want to install the app, not a problem! MS Teams is fully functional in a couple of browsers and partially supported in others.

See below link for “Get clients for Microsoft Teams.”

https://docs.microsoft.com/en-us/MicrosoftTeams/get-clients

 


If you are using a Windows computer provided by an organisation that is not OP, you may find it challenging to get access to the OP Teams system. Mac’s are unlikely to be affected due to the difficulty/reliability issues of configuring single sign-on.

Single sign-on is the ability to pass login credentials to another application, such as a web browser. SSO provides an added layer of security as users are not required to enter their username and password, reducing the risk of a third party capturing those details.

Example of this issue:

Teams desktop app and Teams Web signs automatically in or prompts for other organisations credentials (username and password). When logging out and trying to sign in using OP credentials, the login attempt fails or signs in using other organisations details again.

Resolutions to this issue vary depending on what policies the organisation has deployed to its computers. You could try using the web browser to access OP Teams or the Desktop app if not already used/preconfigured to use other organisations details.

We have documented the most consistent solution below to save time.

PreRequisite:

You must first confirm that Google Chrome is installed on the device before proceeding. Chrome will either be present on the desktop or in the start menu. You can get Chrome by clicking the following link and clicking the download option. The Chrome installation does not require administrator privileges.


Open Google Chrome and then Open an Incognito window.




Once the window is open, you can navigate to https://teams.op.ac.nz. The following page that appears will ask you to sign in using your OP credentials.





Once the login process has completed successfully, the Microsoft Teams web app will load. You can now use Teams as you would in the desktop app or your regular browser.

Note: Occasionally Chrome has default settings that do not allow Teams to access your microphone or camera. If you suspect this may be happening, go to settings > Privacy and Security > Site settings, and under camera and Microphone, ensure that access is allowed to https://teams.microsoft.com

If you have any issues with this process, please contact the service desk for further information.


 

Further information:

Contact: Information Systems and Support through case creation.
 

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