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Microsoft Teams Essentials

Length 1 day

Course overview

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Why study this course

Learn to use Microsoft Teams for effective collaboration. Share ideas, collaborate on plans and integrate all key apps into your Teams hubs. Wherever your team members are located, Microsoft Teams provides an integrated solution for all online collaboration.

Teams is the cornerstone of Microsoft 365 and understanding how to effectively use it, will allow you and your team to benefit for its many built-in capabilities.

Our Teams course introduces the broad range of abilities that Teams provides to get you up and running fast. You will learn how to use chat, create channels, schedule video calls, effectively run and participate in virtual meetings, integrate apps, automate approvals, store files and more.

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What you’ll learn

After this beginner session of our Microsoft Teams course, you should be comfortable with:

Working with Microsoft Teams
Creating a Team
Creating a conversation thread
Using Private Chat
Reviewing Activities in Teams
Creating Meetings in Teams
Creating Approvals in Teams
Working with files in Teams
Connecting Apps in Teams
Managing Teams

Microsoft Apps at Lumify Work

Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. Join more than 5,000 students who attend our quality Microsoft courses every year.

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Who is the course for?

This is an introductory course designed for people new to Microsoft Teams.

Course subjects

Introduction

What is Microsoft Teams?
Accessing the Web Version of Teams
Accessing the Teams Mobile App
Opening the Teams Desktop Client

Creating a Team

Create a Private Team
Private Teams V Public Teams
Team Members & Owners
Structure of a Team
Channels
Tabs
Keyboard shortcuts
Personal settings

Working with Teams

Get a link to a team
Get a link to a channel
Links for non-team members

Private Chats in Teams

Teams Chat
Organising Chats
Status Indicators
Priority people when Do Not Disturb is set
Saving Posts and Chats
Reading Saved Messages
Sharing Files in Chats
Working Asynchronously
Alerts in Teams for Urgent Work

Audio & Video Meetings in Chats

Video and Audio Chats & Meetings
Sharing Screens

Working in Teams Channels

Posts in Channels
Mentions in Posts
Post Reactions
Post Actions Menu
Organise Teams, Channels and Chats
Sending emails to Teams
Remove a channel's Email address

Working with Files in Teams

Files in Channels
SharePoint Libraries and Teams Files
Creating a new Document inside a Team
Collaborating on Files
Conversation on a File
Comments in a Document
Files App in Teams
OneDrive in Teams
Moving Files between OneDrive and Teams and SharePoint Libraries

Meetings In Teams

Creating a Meeting in Calendar
Creating a Scheduled Meeting in a Channel
Starting an ad hoc meeting in a Channel
Checking your Audio & Video Device settings
Make a Test Call
Send a Meeting Link
Setting Meeting Options
Meeting Lobby
Reactions in Meetings
Chat in Meetings

Meetings In Teams (cont'd)

Meetings App
Pre-loading Polls in a Meeting
Meeting Notes
Sharing screens
Sharing Screens v Sharing Windows
Using Whiteboard
Using PowerPoint Live
Recording Meetings
Transcripts
Gallery & Together Mode

Working with Tasks in Teams

Working with Tasks in Teams
Tasks from Todo and Planner in Teams
Working with Planner App in Teams
Creating a New Plan
Buckets and Cards
Assigning Tasks with Cards
Using Cards instead of messages
Tracking the Status of your Plans
Creating Tasks from Posts

Capturing Knowledge for Reuse

OneNote in Teams
Creating Notebooks
Creating Sections
Creating Pages
Using OneNote for Meetings
Assigning Tasks from Meetings Minutes in OneNote
Sharing OneNote Notebooks
Wiki untangled
Wiki in a channel
Personal Wiki
Wiki elsewhere in O365
Collaborating with the Wiki App Using @mentions in Wiki

Apps in Teams

Apps in Microsoft Teams
Chat and Channel Tab Apps
Bot Apps
App in a Team Channel
Using the MS Forms Channel Bot
Creating a quick poll with the Forms Bot
Connector Apps
Adding an RSS Connector
Modifying a Connector Messaging Apps
Adding a Messaging App
Personal Apps

Approvals in Teams

Creating a Basic Approval Request
Custom Responses in Approvals
Approval Templates
Create an Approval Form from a Template
Assign an Approval to a Team
Export Approval Records

Managing a Team

Managing Team Members Pending requests to join a team
Guests in Teams
Limitations for Guests Restricting Guests via Administration
Settings for a Team
Uploading a Team Picture Member permissions
Default permissions
Guest permissions
@mention settings
Turn off @mentions

Managing a Team (cont'd)

Fun stuff
Emojis
Stickers
Animated GIFs
How a Team code works
Reset a code
Remove a code
Using a Team Code
Archive your team
Read only archived team
Restore an archived team

Prerequisites

This course assumes the user is comfortable using the keyboard, mouse, and Start menu on a Windows-based computer.

No previous experience with Microsoft teams is necessary.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.