Getting Started with Microsoft Teams

Microsoft Teams has been around a short while now, and there still seems to be a lot of confusion as to what it is, and where to start. As with all things, it is worth trying out in a testing tenant if available, but ultimately it is very easy to get started from scratch. This short blog post covers what you might discover when first exploring Microsoft Teams, and some key points.

Bring your team together
Create a collaborative workspace for your team and let anybody join, or keep it private. Use channels to organise activity by topic, area, or anything else.

Chat 1:1 and with groups
Outside of open team conversations, chat privately and share files and notes with anyone in your organisation.

Connect with online meetings
Schedule meetings with your team or start something impromptu. Built-in video and screen sharing bring everybody closer together.

Files, notes, apps, and more, all in one place
All your team’s tools are organised and integrated together. Get the best of Office 365 and other services via custom tabs, connectors, and bots.

Here are some steps to get started;

  1. Navigate to teams.microsoft.com and use your Office 365 credentials to log in
  2. On your first visit, you should be presented with a prompt to create your team as shown here. If you are an owner of an existing Office 365 Group, you can join your new team to it (not shown below)

TeamsSetup-01

Be aware that if you create a team without joining it to a group, but a group exists with a similar name, you run the risk of a double group scenario (e.g. In this case we are creating an IT Team without joining to a group, but if a IT group exists, we will end up with 2 similar groups, so some manual deletion of the new team and group maybe required, followed by recreating and joining to the existing group as it may have data in it)

  1. Next you will want to decide who should be in your team. You do not have to enter data here just yet, just click skip if you are not sure

TeamsSetup-02

  1. Congratulations you already have your first team setup. In this case, it is called ‘IT’ and under it sits a channel called ‘General’

TeamsSetup-03

  1. Selecting the team name ellipses will present the following options
    • View team – This will display team members in the team
    • Add channel – Channels are key to organizing team collaboration. Name them by discussion topic, project, role, location, or for fun, so conversations and content are easy to find by everyone in the team
    • Add members – Add new members to the team
    • Leave the team – If you not longer want to be part of the team you can leave. If you are the last owner of group, you need to assign another in order to leave
    • Edit team – This is the same as the first page you completed to setup the group. You can adjust the Team name, Description and Privacy (Private or Public)
    • Get link to team – Generates a link so people can access it easily
    • Delete the team – Deletes the team
  2. Other areas of interest will include the short cuts on the left hand side
    • Activity – You will see mentions, replies and other notifications here
    • Chat – Within chat you can have private conversations, or video call with an individual or a group
    • Teams – discussed above
    • Meetings – Meetings will display any entries, such as outlook calendar meetings
    • Files – Easy access to active files from all of your teams including OneDrive

Here is a useful graphic with considerations before rolling out (taken from AvePoint UK);

That concludes this very high level introduction to getting Microsoft Teams setup and some considerations to make. I will provide more articles in the near future.

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