Microsoft Teams: Understanding How to Collaborate and Manage/Track Communications Effectively

Level Beginner
Duration 2 hours
Delivery virtualVirtual

This training course provides attendees with a comprehensive understanding of Teams, covering essential skills such as customizing settings, managing notifications, and integrating apps. Participants will learn to use chat and messaging features effectively, organize group conversations, and convert chats to emails or tasks. They’ll also explore the differences between Teams and Channels, manage settings and permissions, and collaborate on shared files. The course introduces useful Office 365 apps like Microsoft Planner, OneNote, and Whiteboard to support teamwork. Additionally, attendees will discover how to set up and manage online meetings, add agendas, and use collaborative note-taking tools, enabling them to leverage Microsoft Teams for streamlined, effective collaboration across their organization.

Course Overview

Course Outcomes

Settings:

  • Configure status, notifications, and preferences
  • Customize the Teams taskbar and integrate new apps

Chat and Messaging:

  • Understand chat basics, including organizing group chats and using @mentions
  • Convert chats to emails or tasks and add tabs to access files and information

Teams and Channels:

  • Differentiate between Teams and Channels and understand their functions
  • Manage Team and Channel settings, permissions, and membership
  • Organize and collaborate on shared files and add tabs for key resources

Collaboration Apps:

  • Leverage built-in apps for collaboration, including:
  • Microsoft Planner, Lists, OneNote, Stream, Whiteboard, Forms, Website, and Power BI

Meetings:

  • Explore meeting options, add agendas, and use Whiteboard or OneNote for notes
  • Access post-meeting group chats and share documents through tabs

Business Need

Microsoft Teams is the collaboration hub within Office 365, designed to enhance team communication and productivity.


Course Schedule

Typical Course Duration

Virtual: 2 hours

Delivery Methods

Number of participants

  • virtual: 30

Course Details

Field of Study:

Productivity and Efficiency

Course Level:

  • Beginner

Learning Methods:

  • Exercises/Activities
  • Interactive Discussion

Equipment:

  • CI's virtual platform

Suggested Prerequisites

None

This Course

Microsoft Teams: Understanding How to Collaborate and Manage/Track Communications Effectively

Recommended Follow-up

Productivity and Efficiency - Basic
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