SMUS Microsoft Teams - Initial Setup: Difference between revisions

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Follow these steps to create your own Microsoft Teams site and populate it with people, channels, and content.
Follow these steps to create your own Microsoft Teams site and populate it with people, channels, and content.
== Log in ==


{| class="wikitable"
{| class="wikitable"
|-
|-
| Go to your device's settings || [[File:1_email_android.png|200px]]
| Open the website https://teams.microsoft.com and enter your email address || [[File:microsoft_teams_-_use_-_login_1.PNG|300px]]
|-
|-
| Choose "Add account" || [[File:2_email_android.png|200px]]
| Once redirected to the SMUS login page, enter your password and log in || [[File:microsoft_teams_-_use_-_login_2.PNG|300px]]
|}
 
== Create Team ==
 
A Microsoft Team is a collaborative group.  You can use a team as a departmental group, or any other collection of people working on a common task.
 
{| class="wikitable"
|-
| Click into the Teams sidebar option, then click Add Team at the bottom || [[File:microsoft_teams_-_admin_-_create_team_1.PNG|300px]]
|-
| Under Create a team, click the Create team button || [[File:microsoft_teams_-_admin_-_create_team_2.PNG|300px]]
|-
|-
| Choose "Corporate" || [[File:3_email_android.png|200px]]
| Enter a team name and description, then choose Private or Public privacy (private is most suitable for departmental file shares) || [[File:microsoft_teams_-_admin_-_create_team_3.PNG|300px]]
|-
|-
| Enter your email address and password || [[File:4_email_android.png|200px]]
| Type a person's name into the members box, then select their name once the search completes || [[File:microsoft_teams_-_admin_-_create_team_4.PNG|300px]]
|-
|-
| Change your Domain\Username to your email address, and change the server name to outlook.office365.com, then choose Next || [[File:4.5_email_android.png|200px]]
| Continue typing names and clicking their name once the search finishes || [[File:microsoft_teams_-_admin_-_create_team_5.PNG|300px]]
|-
|-
| Choose OK when prompted || [[File:5_email_android.png|200px]]
| Once you have found the people to add to your team, click the Add button || [[File:microsoft_teams_-_admin_-_create_team_6.PNG|300px]]
|}
 
== Create Channels ==
 
Inside each Microsoft Team, you can create channels that divide the team up into tasks.  For example, you might create a channel to work on one specific project, or for a series of related projects.
 
{| class="wikitable"
|-
|-
| Set days to sync to a logical value like "One week" and check "Send email from this account by default" if desired || [[File:6_email_android.png|200px]]
| In your list of teams, click the "..." and choose "Add channel" || [[File:microsoft_teams_-_admin_-_menu_1.PNG|300px]]
|-
|-
| Give the account a name or accept the default || [[File:7_email_android.png|200px]]
| Enter the channel name and a description, then click the Add button || [[File:microsoft_teams_-_admin_-_create_channel_1.PNG|300px]]
|-
|-
| Activate the device administrator || [[File:8_email_android.png|200px]]
| The channel will now appear as a suboption under your Microsoft Team || [[File:microsoft_teams_-_admin_-_create_channel_2.PNG|300px]]
|}
 
== Create Tabs ==
 
Each channel can have multiple tabs of information available.  A tab can contain a word document, an easily editable wiki, a project planner, a website, or some documents.  We've found the most useful tabs to be wiki and planner.
 
=== Wiki ===
 
Use a wiki tab to keep track of meeting minutes, or other text information that is easily separated into sections that needs to be edited by multiple people.
 
{| class="wikitable"
|-
| In your channel, click the "+" sign along the top list of options (Conversation, Files, + in this example), then choose Wiki || [[File:microsoft_teams_-_admin_-_create_tab_1.PNG|300px]]
|-
| Enter the name of the wiki tab, then click Save || [[File:microsoft_teams_-_admin_-_create_wiki_1.PNG|300px]]
|}
 
=== Planner ===
 
Use a planner tab to keep track of a todo list.  You can keep multiple buckets of tasks, with deadlines, assignees, and subtask lists for each task.
 
{| class="wikitable"
|-
| In your channel, click the "+" sign along the top list of options (Conversation, Files, + in this example), then choose Planner || [[File:microsoft_teams_-_admin_-_create_tab_1.PNG|300px]]
|-
| Enter the name of the planner tab, then click Save || [[File:microsoft_teams_-_admin_-_create_planner_1.PNG|300px]]
|}
 
== Delete Tabs ==
 
If you no longer need a tab, or accidentally create one that doesn't need to be there, you can delete it.
 
{| class="wikitable"
|-
|-
| View your email, contacts, and calendar using the standard Android apps || [[File:9_email_android.png|200px]]
| Click the down arrow next to the tab to be deleted, then click Remove || [[File:microsoft_teams_-_admin_-_delete_tab_1.PNG|300px]]
|}
|}

Latest revision as of 15:27, 2 June 2017

Follow these steps to create your own Microsoft Teams site and populate it with people, channels, and content.

Log in

Open the website https://teams.microsoft.com and enter your email address
Once redirected to the SMUS login page, enter your password and log in

Create Team

A Microsoft Team is a collaborative group. You can use a team as a departmental group, or any other collection of people working on a common task.

Click into the Teams sidebar option, then click Add Team at the bottom
Under Create a team, click the Create team button
Enter a team name and description, then choose Private or Public privacy (private is most suitable for departmental file shares)
Type a person's name into the members box, then select their name once the search completes
Continue typing names and clicking their name once the search finishes
Once you have found the people to add to your team, click the Add button

Create Channels

Inside each Microsoft Team, you can create channels that divide the team up into tasks. For example, you might create a channel to work on one specific project, or for a series of related projects.

In your list of teams, click the "..." and choose "Add channel"
Enter the channel name and a description, then click the Add button
The channel will now appear as a suboption under your Microsoft Team

Create Tabs

Each channel can have multiple tabs of information available. A tab can contain a word document, an easily editable wiki, a project planner, a website, or some documents. We've found the most useful tabs to be wiki and planner.

Wiki

Use a wiki tab to keep track of meeting minutes, or other text information that is easily separated into sections that needs to be edited by multiple people.

In your channel, click the "+" sign along the top list of options (Conversation, Files, + in this example), then choose Wiki
Enter the name of the wiki tab, then click Save

Planner

Use a planner tab to keep track of a todo list. You can keep multiple buckets of tasks, with deadlines, assignees, and subtask lists for each task.

In your channel, click the "+" sign along the top list of options (Conversation, Files, + in this example), then choose Planner
Enter the name of the planner tab, then click Save

Delete Tabs

If you no longer need a tab, or accidentally create one that doesn't need to be there, you can delete it.

Click the down arrow next to the tab to be deleted, then click Remove
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