Demo: Team collaboration in Microsoft Teams

This demo maps to the following learn content:

  • Learning Path: Describe Microsoft 365 apps and services
  • Module: Describe collaboration solutions of Microsoft 365
  • Unit: Describe how Microsoft Teams promotes collaboration and enhances teamwork

Demo scenario

In this demo you will show Microsoft Teams, the hub for team collaboration in Microsoft 365. You’ll show how Teams integrates people, content, and tools to help teams be more engaged and effective. You will walk through Teams capabilities like how to create a team and channel, add members, start a conversation, add a file, add a tab to a channel, create and view a scheduled meeting on your calendar.

Create a team and add members

  1. Open a browser and in the address bar enter teams.microsoft.com. Sign in with your credentials and Teams will launch. (Talking points: Microsoft Teams is a hub for teamwork. It’s an app for people and teams to come together, stay connected and get things done across work, home, school and on the go.)
  2. Select Teams in the left navigation column and your teams will open to the right of the navigation. View all the different teams that you belong to. (Talking points: A team is a workspace where a group of people can collaborate on work, projects, or common interests. Sometimes it’s your whole organization.)
  3. Select Join or create a team at the bottom of your list of teams.
  4. On the right page select Create a team and a dialogue box opens.
  5. There are a variety of options to create a new team, from scratch, from an existing group or team, or from a template. Select From scratch.
  6. The dialogue box asks “What kind of team will this be?” with two or three options: Private, Public or Org-wide (if you’re a global admin). (Talking points: To limit content and conversation to a specific set of people, choose Private. If you want anyone in the organization to be able to join, choose Public. If you’re a global administrator, you’ll also see this option to create an Org-wide team.) Select Public.
  7. The dialogue box asks you to fill out some information on your team. Give your team a name by entering a name in the Team name textbox, for example enter Marketing. Let people know what this team is all about by entering a description in the Description textbox, but it is not required.
  8. Select Create
  9. Once the team is created, you have the option to add team members to your team. Add a team member or group by selecting in the name or group textbox.
  10. Search for and select “Megan Bowen” and/or search for and add “Sales and Marketing.” Select Add and your team member and/or group is added to the team.
  11. Select Close to close the dialogue box.
  12. Notice your team is created and displayed in your list of teams on left.
  13. Select the ellipsis icon on the right of your team to view ways to manage your team. A menu of options opens. (Talking points: As the team owner, you have a number of options for managing a team you create. You can manage the team’s settings, add channels and members, leave the team, edit the team, get a link to the team, manage tags, and even delete the team.)

Create a channel

  1. Select Add channel and a dialogue box opens. (Talking points: Each team is made up of “channels.” The default channel for team-wide discussions is the General channel, but you can create other channels dedicated to specific topics, departments, projects.)
  2. The dialogue box asks you to fill out some information on your channel. Give your channel a name by entering a name in the Channel name textbox, for example enter Digital Marketing Strategy. Let people know what the channel is all about by entering a description in the Description textbox, but it is not required. Select the Privacy textbox to view the three privacy options: Standard, Private, or Shared. Leave the Privacy defaulted to Standard so everyone on the team can access the channel. You also have the option to Automatically show this channel in everyone’s channel list, select this checkbox. When you are finished select Add and the dialogue box closes.
  3. Notice the channel is available under the General channel. (Talking points: Channels are where the work actually gets done, where files are shared, apps are added and where conversations happen.)

Start a converation in posts

  1. Notice you are automatically on the Posts tab within the channel. (Talking points: By default, channels contain three tabs: Posts, Files, and Wiki. But you can add other custom tabs, such as the ones shown for this channel.)
  2. Select New conversation to start a conversation within the channel.
  3. Select the conversation textbox and enter “Hey team!” then select the send icon on the bottom far right of the textbox.

Add a new file

  1. Select Files to view or add files to the channel. (Talking points: Files shared within a channel are stored in the team’s SharePoint folder. Team members can also view and edit documents right from here.)
  2. Select New on the top right toolbar. A dropdown of options displays.
  3. Select Word document and a dialogue box appears.
  4. Enter a name for your document in the textbox. For example, Digital Marketing Outline.
  5. Select Create and your word document will open directly in Teams for editing. (Talking points: In these supported applications like Microsoft Word, PowerPoint and Excel, team members can collaborate on documents in real time.) You have the option to open and edit the document in the desktop app by selecting Open in Desktop App in the toolbar.
  6. Edit the document by adding content.
  7. You have the option to open and edit the document in the browser. Select the ellipses icon in the top right corner then select Open in Browser. Notice the document opens in a separate tab.
  8. Close the tab. Navigate back to Teams.
  9. A dialogue box displays and asks if you would like to close the file or continue. Select Close file. Notice your document is saved and available in the list of documents.

Add a tab to a channel

  1. Select the plus icon to add another tab to the channel and surface another application directly in Teams. A dialogue box appears with a variety of app options. Scroll and view the different apps available then select the X in the top right corner to close. (Talking points: Team members can easily add new tabs to a channel to include the apps and files they want to work with. A variety of apps are available from Microsoft and external services to expand the value of your Teams collaborative experience.)

Schedule a meeting

  1. Navigate back to Posts and select the arrow icon next to “Meet” in the top right corner. An option to meet as a team now or to schedule a meeting display. (Talking points: Team members can schedule meetings in advance or kick off an impromptu meeting.)
  2. Select Schedule a meeting. A new meeting page opens to fill out information on the meeting.
  3. Enter a title, for example Brainstorm Digital Strategy in the Add title textbox. Search and add required attendees in the Add required attendees textbox. Select a start and end date and time for tomorrow morning from 10:00 AM to 11:00 AM. Add details about the meeting in the Type details for this new meeting textbox. Select Send in the top right corner.
  4. Notice the scheduled meeting is posted under the Posts tab within the channel (you may have to give it minute or refresh your page to view the post).

View your calendar

  1. Select Calendar in the left navigation column. If you don’t see a calendar, select the ellipses icon for more options. Search for calendar in the Find an app search bar. Select the calendar to view meeting invites, updates, and reminders. (Talking points: Teams allows you to add and pin a variety apps to the left navigation column for easy access.)
  2. The calendar app opens and notice your newly created meeting scheduled for tomorrow. _(Talking points: Calendar shows you a schedule of all your upcoming meetings and appointments for the week. It includes everything that was scheduled in Teams, Exchange, and Outlook. You can also schedule Teams meetings from here.)_ To pin the calendar app to the navigation, in the left navigation column right-click the **Calendar and select Pin.

Review

In this demo you showed how Microsoft Teams integrates people, content, and tools to help teams be more engaged and effective. You demonstrated how to create a team and channel, add members, start a conversation, add a new file, add a tab to a channel, schedule a meeting and view your calendar. You now have a better understanding of how Microsoft Teams can help teams collaborate better and in real-time.