Office365 Tutorials

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!  The nine-dot square is accessible to change apps in all Office365 webapps.

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

2. Click the Create team button

3. 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

5. Add members to the team

6. Click Add or Skip

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

2. Find the team you wish to join

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

OR

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

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

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

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

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

2. Choose an avatar you like or upload one of your choice

1. Click into the team you wish to add a tab to
2. Click the 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

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

1. Click on the tab you wish to edit or delete.
2. Click the arrow  next to the tab name.

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

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

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

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

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

Creating a Meeting

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

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

3. The new meeting screen will appear:
   1. Time zone: will default to (UTC) Coordinated Universal Time – can be changed if necessary
   2. Add a descriptive title
   3.  Add required attendees by typing in the attendee’s name and a drop down pick list will appear
   4. To 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.  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 next to ‘All day’
   9.  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. Add 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.  Add a location if necessary
   12.  in the free text box type in a description of the meeting and/or specific instructions for the meeting

Click 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

2. Click the meeting invite e-mail to open it
3. Click the Join Microsoft Teams Meeting link at the bottom of the e-mail
4. This will take you to a webpage where you can choose to join the meeting through your web browser or download the desktop app

Joining a Meeting From Calendar

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

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

Joining a Meeting From Chat

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

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

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