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Office365 Tutorials

To learn how to use various functions of Office365

Accessing Teams

Getting to Teams from Main App Screen

Getting to Teams from Outlook  

  1. Click the nine dot square at the top left hand side of the screen
  2. From the picklist click on ‘Teams’

 Pro-Tip! ninedot square The nine-dot square is accessible to change apps in all Office365 webapps

Creating a Team

  1. Click the Join or create a team button at the top right hand side of the screen

  1. Click the Create team button

 

 

  1. Select a team type from the pop up

 

  1. Enter an appropriate name for the team
  2. Enter a description if necessary
  3. Depending on the team type selected you can create a privacy setting
  4. Click Next

  1. Add members to the team
 Pro-Tip! Members can be added at any time, they do not need to be added during the initial set up of the team
  1. Click Add or Skip

Joining a Team

  1. Click the Join or create a team button at the top right hand side of the screen

  1. Find the team you wish to join

  1. Mouse over the team and click the Join team button on the team you wish to join

OR

  1. Use the Join a team with a code box and enter the code of the team you wish to join

Adding Members to a Team

  1. Click the three dotsundefinednext to the team name on the left side of the screen
  2. Click Add member

  1. Start typing the team members name and a drop down list will appear that you can select the team member from
  2. Click Add
  3. Continue these steps until all members are added
  4. Click Close

Editing/Deleting a Team

 Note: You can only do some of these if you are the admin of the group
  1. Click the three dots  next to the team name on the left side of the screen
  2. From the drop down menu you can:
    1. Manage team
    2. Add Channel
    3. Add Member
    4. Leave the team
    5. Edit the team
    6. Get link to team
    7. Manage tags
    8. Delete the team
 Danger! Deleting a group is irreversible. Be sure you know what you're doing.

Changing Team Avatar

  1. To change your class' avatar from the auto generated monocolour & initials look hover over the avatar and press the icon

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  1. Choose an avatar you like or upload one of your choice
 Note: This avatar will appear to all students in the class. Choose something that is appropriate for the class to help them remember which to click on

Adding Tabs to a Team

 Pro-Tip! Most team templates come with tabs already set up. Try exploring those before adding your own
  1. Click into the team you wish to add a tab to
  2. Click the undefined along the tabs bar near the top of the page
  3. From the pop-up:

  1. Select the type of tab you wish to add
  2. Enter in an appropriate name for the tab
  3. Click Save

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 Pro-Tip! The tabs you add will appear in the tab bar where you found the undefined

Editing/Deleting a Tab

 Note: This will only work on manually added tabs. One's created with the template do not let you delete them.
  1. Click on the tab you wish to edit or delete
  2. Click the arrow  next to the tab name

  1. From the drop down you can:
    1. Adjust the settings
    2. Rename the tab
    3. Remove the tab

Adding a Bucket (Column Header)

 Note: You have to add the planner app as a tab first. Following the 'adding tabs to a team' guide to see how.

  1. Click Add new bucket at the top right hand side of your screen (you may have to scroll to the right to see it)
  2. A free text box will appear – type in and appropriate value for your bucket
  3. Press [Enter] on your keyboard to save the bucket

Editing/Deleting a Bucket

 Note: You have to add the planner app as a tab first. Following the 'adding tabs to a team' guide to see how.
  1. Click the three dots  next to the bucket
  2. From the drop down menu you can:
    1. Rename the bucket
    2. Delete the bucket
    3. Move the bucket left or right

Adding a Task to a Bucket

 Note: You have to add the planner app as a tab first. Following the 'adding tabs to a team' guide to see how.

  1. Click the + Add task button under the appropriate bucket you wish to add a task to
  2. In the pop-up:
    1. Add a descriptive title for the task
    2. Set a due date if necessary
    3. Assign to a member of the team if necessary
    4. Click Add Task

Editing/Deleting Tasks

 Note: You have to add the planner app as a tab first. Following the 'adding tabs to a team' guide to see how.
  1. Click the three dots button at the bottom left corner of the task
  2. From the drop down menu you can:
    1. Label the task
    2. Assign the task to yourself or another team member
    3. Copy the task
    4. Move the task to a different bucket
    5. Delete the task
  3. For a more detailed editing page click on the task – from here you can:
    1. Change the name of the task
    2. Assign the task to yourself or another team member
    3. Change the bucket the task belongs to
    4. Change the progress of the task
    5. Change the priority of the task
    6. Add a start date
    7. Add a due date
    8. Add notes
    9. Add a checklist
    10. Add an attachment
    11. Add comments

Virtual Meetings

 

Creating a Meeting

  1. Click the Calendar side tab on the left hand side of the screen

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  1. Click the + New meeting button on the top right of the screen

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  1. The new meeting screen will appear:
    1. Time zone: will default to (UTC) Coordinated Universal Time – can be changed if necessary
    2. undefinedAdd a descriptive title
    3. undefined Add required attendees by typing in the attendee’s name and a drop down pick list will appear
    4. undefinedTo add optional attendees, click the + Optional button next to the ‘required attendees’ field. Type in the attendee’s name and a drop down pick list will appear
    5. undefined Date: will default to today’s date – can be changed if necessary
    6. Start time: select a start time from the drop down pick list or manually type in a start time
    7. End time: select an end time from the drop down pick list or manually type in an end time
    8. If the meeting is a meeting that runs all day click the black dot undefinednext to ‘All day’
    9. undefined If this meeting is repetitive you can select how often it repeats from the drop down pick list – this will default to ‘Does not repeat’ if it is not changed
    10. undefinedAdd a channel – click on this field and a drop down list of the teams you are a member of will appear – this is helpful if you would like for a whole team to be able to join the meeting
    11. undefined Add a location if necessary
    12. undefined in the free text box type in a description of the meeting and/or specific instructions for the meeting
  2. undefinedClick Save at the top right of the screen
 

Joining a Meeting

There are multiple ways to join a meeting in Microsoft Teams.

Joining a Meeting by Link

  1. Click into your Outlook inbox

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  1. Click the meeting invite e-mail to open it
  2. Click the Join Microsoft Teams Meeting link at the bottom of the e-mail
  3. This will take you to a webpage where you can choose to join the meeting through your web browser or download the desktop app
 Pro-Tip! If you already have the app downloaded to your computer, the meeting will open there automatically.
 

Joining a Meeting From Calendar

  1. Click the calendar side tab on the left hand side of the screen

  1. Find the meeting you wish to join and click the Join button

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 Pro-Tip! If a meeting is started you will receive a notification – you can use this notification to join the meeting.

Joining a Meeting From Chat

  1. Click the Chat side tab on the left hand side of the screen

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  1. If the meeting has already begun, it appears in your recent chat list

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  1. Select the meeting you wish to join in your chat list and click the Join button at the top of the chat