# Thursday, February 14, 2019

GCast 35:

Customizing Microsoft Teams

Microsoft Teams is a set of tools that help users collaborate with one another. Learn how to create a new Team, add a Channel to an existing team, and add a Tab to an existing Channel.

GCast | Screencast | Teams | Video
Thursday, February 14, 2019 9:02:00 AM (GMT Standard Time, UTC+00:00)
# Sunday, January 27, 2019

Microsoft Teams is a tool for communication and collaboration that is included in Office 365.

Fig. 1 shows the Microsoft Teams interface (with my organization's Teams, channel's and conversations covered up).

at01-MSTeams
Fig. 1

Fig. 2 shows the list of tabs at the top of a channel.

at02-TabsList
Fig. 2

Click the [+] button to add display the "Add a tab" dialog, as shown in Fig. 3.

at03-AddaTab
Fig. 3

The "Add a Tab" dialog lists templates available on which to base your new tab. Click the "Website" button (Fig. 4) in this dialog. To find this button more easily, you can filter this list by typing "Website" in the "Search" textbox.

aw04-WebsiteButton
Fig. 4

The "Website" dialog displays, as shown in Fig. 5.

aw05-WebsiteDialog
Fig. 5

At the "Tab name" field, enter a name to display in the tab list, identifying this tab.

At the URL field, enter a URL accessible by team members. This can be external or internal; but it must be an SSL site, so it must begin with "https://".

If you check the "Post to the channel about this tab", a message will be added to the "Conversations" tab with a link to the new tab.

Fig. 6 shows a new tab with the https://microsoft.com site displayed.

aw06-WebsiteTab
Fig. 6

Fig. 7 shows the link in the "Conversations" tab. Users can click the link to navigate to the new tab.

aw07-PostedToChannel
Fig. 7

You have now learned to add a new tab pointing to web site. The real power of this is if you create and deploy a custom site that adds functionality useful to your team members and publishing that site on the Internet or your corporate Intranet, where users can access it through Teams.

If your organization uses Office 365, it is likely that you have access to Microsoft teams. If you do not, call your organization's IT department and ask them: "What's the problem?"

Sunday, January 27, 2019 7:56:00 AM (GMT Standard Time, UTC+00:00)
# Saturday, January 26, 2019

Microsoft Teams is a tool for communication and collaboration that is included in Office 365.

Among other features, it allows team members to share and collaborate on files with one another.

Fig. 1 shows the Microsoft Teams interface (with my organization's Teams, channel's and conversations covered up).

at01-MSTeams
Fig. 1

The "Files" tab is a space for Team members to upload, download and share files with other members. If files exist in the Files tab, you can create a tab displaying one of those files for easy access, editing, and collaboration.

Fig. 2 shows the list of tabs at the top of a channel.

at02-TabsList
Fig. 2

Click the [+] button to add display the "Add a tab" dialog, as shown in Fig. 3.

at03-AddaTab
Fig. 3

The "Add a Tab" dialog lists templates available on which to base your new tab. You can filter this list by typing in the "Search" textbox, as shown in Fig. 4.

at04-Filter
Fig. 4

Fig. 5 shows the dialog if you select "Excel" as the template.

at05-Excel
Fig. 5

Excel files in this channel are listed. Select the file you want; then click the [Select] button to create the new tab. If you check the "Post to the channel about this tab", a message will be added to the "Conversations" tab with a link to the new tab.

Fig. 6 shows a new tab pointing to an Excel spreadsheet in the channel's files.

at06-ExcelTab
Fig. 6

Fig. 7 shows the link in the "Conversations" tab. Users can click the link to navigate to the new tab.

at07-PostedToChannel
Fig. 7

Users can click the [Edit] button to quickly make changes to this file. When editing, there is no need to save, as changes are auto-saved.

You have now learned to add a new tab pointing to an Excel file. The process is similar for adding other types of tabs.

If your organization uses Office 365, it is likely that you have access to Microsoft teams. If you do not, call your organization's IT department and ask them: "What's the problem?"

Saturday, January 26, 2019 8:37:00 AM (GMT Standard Time, UTC+00:00)
# Friday, January 25, 2019

Microsoft Teams is a tool for communication and collaboration that is included in Office 365.

Among other features, it allows team members to share and collaborate on files with one another.

Fig. 1 shows the Microsoft Teams interface (with my organization's Teams, channel's and conversations covered up).

af01-MSTeams
Fig. 1

By default, each channel has a "Files" tab, as shown in Fig. 2.

af02-FilesTab
Fig. 2

The "Files" tab is a space for Team members to upload, download and share files with other members.

You have the ability to upload a file to this tab or to create a new file directly in this interface.

Create a New File

To create a new file, click the [New] button and select the type of file from the dropdown menu, as shown in Fig. 3.

af03-AddFile
Fig. 3

At the next dialog, enter a name for your file, as shown in Fig. 4.

af04-Create
Fig. 4

The file is created and displays within the tab. Fig. 5 shows an Excel file. Note that changes to the file are automatically saved. There is no reason to click a [Save] button.

af05-EditFile
Fig. 5

Upload an Existing File

To upload a file, click  the [Upload] button; then navigate to a file on your local system and select the file you want to upload, as swoon in Fig. 6.

af06-UploadFile
Fig. 6

If your organization uses Office 365, it is likely that you have access to Microsoft teams. If you do not, call your organization's IT department and ask them: "What's the problem?"

Friday, January 25, 2019 8:30:00 AM (GMT Standard Time, UTC+00:00)
# Wednesday, January 23, 2019

Microsoft Teams is a tool for communication and collaboration that is included in Office 365.

Each team can have multiple channels. See this article to learn how to create a new team. By default, a team contains a "General" channel, but you can add more.

Fig. 1 shows the Microsoft Teams interface (with my organization's Teams, channel's and conversations covered up).

ac01-MSTeams
Fig. 1

To create a new channel, select the team in which you want to create a channel, as shown in Fig. 2.

ac02-TeamMenu
Fig. 2

Then click the […] button and select "Add channel" from the popup menu, as shown in Fig. 3.

ac03-ChannelMenu
Fig. 3

The "Create a channel" dialog displays, as shown in Fig. 4.

ac04-AddChannelDialog
Fig. 4

At the "Channel name" field, enter a name for the channel you wish to create. 

At the "Description", enter a brief description of this channel, if you wish.

If you check the "Automatically favorite this channel for the whole team" checkbox, the new channel will appear in the Favorites list of every member of this team.

Click the [Add] button to add the channel. The Channel will now appear below the Team in the side menu, as shown in Fig. 5, and be available for any member of this team.

ac05-NewChannelDisplays
Fig. 5

Congratulations! You have just added a new channel to an existing team.

If your organization uses Office 365, it is likely that you have access to Microsoft teams. If you do not, call your organization's IT department and ask them: "What's the problem?"

Wednesday, January 23, 2019 8:24:00 AM (GMT Standard Time, UTC+00:00)
# Tuesday, January 22, 2019

Microsoft Teams is a tool for communication and collaboration that is included in Office 365.

You can create multiple teams in the Microsoft Teams software. My organization creates a team for broad interest groups, like "Social" and for each new project. How you organize your teams is up to you and your organization, but here is how to create a new Team.

Launch the Microsoft Teams client.

Fig. 1 shows the Microsoft Teams interface (with my organization's Teams, channel's and conversations covered up).

nt01-MSTeams
Fig. 1

A menu (Fig. 2) displays along the left side of the screen.

nt01-Menu
Fig. 2

Click the [Teams] button (Fig. 3) on the menu to display a list of all the teams in your Favorites list.

nt02-TeamsButton
Fig. 3

Click the [Join or create a team] button (Fig. 4) at the bottom of the screen to display the "Join or create a team" page, as shown in Fig. 5.

nt03-CreateOrJoinTeamButton
Fig. 4

nt04-JoinOrCreateTeamPage
Fig. 5

Click the [Create a team] button (Fig. 6) to display the "Create your team" dialog, as shown in Fig. 7.

nt05-CreateATeamButon
Fig. 6

nt06-CreateYourTeamDialog
Fig. 7

At the "Team name" field, enter the name of your new team.

At the "Description" field, enter a brief description of your team.

At the "Privacy" dropdown, select "Private" to allow only Team Owners to add new members; or "Public" to allow any member to add new members to the team.

Click the [Next] button to advance to the "Add members to team" dialog, as shown in Fig. 8.

nt07-AddMembers
Fig. 8

Here, you can search for people in your organization and add them to the team by clicking the [Add] button. Click the [Skip] button to defer this until later.

The new Team page displays and is selected on the left, along with a default "General" channel, as shown in Fig. 9.

nt08-TeamAndChannel
Fig. 9

The "General" channel is shown in Fig. 10.

nt09-ChannelPage
Fig. 10

Team members can communicate in threaded conversations on the "Conversations" tab, which is selected by default.

Team members can upload files to share them with others on the "Files" tab.

Team members can enter notes on the "Wiki" tab.

In this article, you learned how to create a new team.

If your organization uses Office 365, it is likely that you have access to Microsoft teams. If you do not, call your organization's IT department and ask them: "What's the problem?"

Tuesday, January 22, 2019 8:32:00 AM (GMT Standard Time, UTC+00:00)