Microsoft Teams: Discover How To Collaborate Online For Work from Udemy

What's inside

Learning objectives

The benefits of microsoft teams to collaborate remotely
Utilize a simple system to structure your company/team inside of ms teams
Teams fundamentals: discover teams and channels
How to invite and add guests

How to collaborate with colleagues within channels
How to use the calendar for meetings (in detail)
How to use microsoft planner to create plans and utilize them in teams
How to solve the most common problems when using teams

The benefits of microsoft teams to collaborate remotely
Utilize a simple system to structure your company/team inside of ms teams
Teams fundamentals: discover teams and channels
How to invite and add guests
How to collaborate with colleagues within channels
How to use the calendar for meetings (in detail)
How to use microsoft planner to create plans and utilize them in teams
How to solve the most common problems when using teams

Syllabus

Why Teams Is Useful And Setting Things Up

How Microsoft Teams work and how it helps you organize and collaborate with your team.

One of the challenges when you start working remotley is that you may not have a home office. You might have to use your living room, bedroom, or other rooms that may not be ideal. Despite this, Microsoft Teams has recently made it possible to change the background image to make your background look how you want. (at least what options they give you). Custom images that you upload are not available as of now.

You can sign into Microsoft Teams via desktop (Windows, Mac, or Web) but also via mobile.

The Microsoft 365 Admin Center is your best friend if you are the owner/admin.

Teams are the base feature of Microsoft Teams. Best practice indicates that you want to start with a company-wide team as this has two distinct advantages (which I discuss).

The second team you create, and all additional Teams, are not organization or company-wide...they are specific or individual level teams.

Channels are features of the Teams that you create. They allow you to divide a Team (whether that team represents a department, or customer) into topics related to that team.

Once you have your Teams and Channels within those teams created, you want to get a good understanding of the options available at the teams and channel level.

The real magic happens inside of the individual channels. Here you will get to have conversations, meetings, and the ability to work on files with your colleagues.

Organizations will often need guests to have access to Teams for collaboration purposes. The guest may be a partner or consultant and it is vital that these non regular members of your team can easily be included as part of your Teams.

This lecture will give you an opportunity to test yourself because you will be asked to take certain steps/answer questions posed..and then compare to the instructor solution.

I show you how can work on a file with your colleagues at the same time.

You can send/forward emails to particular channels.

There are more options beyond the Teams and Channels.

The Calendar Icon allows you to schedule meetings for the future or have meetings right away. You can add people to a meeting, take notes, share your screen, and a lot more.

The Microsoft Planner is one of the more useful apps to use with Microsoft Teams. You can create tasks, assign tasks to employees, and check progress on the tasks..among many other options.

Once you create a task, there are many task features/options that allow you to track progress, add attachments, and a lot more.

In this lecture, we will add a tab of our Plan to one of our Team channels inside of the Teams Desktop.

When you are using the web version of Teams, this is a somewhat common problem people run into.

Some individuals have an issue during meetings where their screen turns all black or their computer crashes. Here is the fix.

Teams, at this time, does not have a great solution where you need to give multiple managers/supervisors the option to control the schedule. The solution at this time is to make them owners.

Some people confuse leaving a call and ending the meeting.

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a practical walkthrough of Microsoft Teams, covering best practices for effective online communication and teamwork, which is essential for remote work environments

Explores Microsoft Planner, a visual tool for organizing teamwork within Microsoft Teams, enabling users to assign tasks, track progress, and enhance overall team productivity

Addresses common technical problems encountered while using Microsoft Teams, offering troubleshooting tips and solutions to ensure smooth and uninterrupted collaboration

Requires 'Microsoft 365 Business Essentials or higher' to follow along, which may pose a barrier to some learners who do not have access to this software

Reviews summary

Teams collaboration: basics & planner

According to learners, this course serves as a solid introduction to Microsoft Teams, particularly for those new to the platform looking to understand its core features for collaboration. Students found it helpful for getting started with teams, channels, chat, and meetings. The section on Microsoft Planner integration was frequently highlighted as a valuable addition, providing practical insights into task management within Teams. While many appreciated the coverage of fundamental concepts and troubleshooting tips, some noted that due to the rapid updates in Microsoft Teams since its publication in 2020, certain aspects, particularly the user interface, may appear slightly outdated compared to the current version.

Subscription needed for full hands-on.

"To follow all the demos practically, you really need to have a Microsoft 365 Business Essentials or higher subscription."

"The course prerequisite about needing a specific Microsoft 365 plan is important to note if you want to practice along."

"Without the right M365 plan, some exercises are difficult to replicate directly."

"I needed access to M365 admin features for certain parts, which wasn't clear beforehand."

Useful insights into using Planner.

"The section on Microsoft Planner was particularly useful and showed me how to integrate task management into my Teams workflow."

"I appreciated the detailed walkthrough of how to create and manage tasks using Planner within Teams."

"Learning about Planner gave me practical tools for organizing team assignments."

"Combining Teams with Planner as shown in the course adds a lot of value."

Accessible and easy to follow for new users.

"As someone completely new to Microsoft Teams, this course was perfect for getting me up to speed."

"The step-by-step approach made it easy to follow along, even without prior experience."

"I found this course incredibly helpful as a beginner looking to use Teams for remote work."

"It's a great entry point into understanding online collaboration with Teams."

Effectively covers core Teams concepts.

"The course provided a solid foundation for understanding how Teams, Channels, and Conversations work together."

"I learned the basics quickly and feel confident navigating the core functions of Teams now."

"The explanation of the fundamental building blocks of Teams was clear and easy to grasp."

"It's a good overview if you're just starting out with the application."

Some parts may be slightly outdated.

"Given how often Teams updates, some of the screens and features shown in the course look a bit different now."

"I noticed that the user interface has changed slightly since the course was recorded, which can be confusing."

"While the core concepts are still relevant, some visual elements are not current."

"It would be great if the videos were updated to reflect the latest version of Teams UI."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Teams: Discover How To Collaborate Online For Work with these activities:

Review Microsoft 365 Fundamentals

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Solidify your understanding of the Microsoft 365 ecosystem to better grasp how Teams integrates with other services.

Browse courses on Microsoft 365

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Review the core applications included in Microsoft 365.
Familiarize yourself with cloud storage concepts like OneDrive and SharePoint.
Understand the different Microsoft 365 subscription plans.

Read 'Microsoft Teams For Dummies'

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Supplement your learning with a comprehensive guide to Microsoft Teams.

View Putting Knowledge to Work on Amazon

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Read the chapters covering Teams setup and channel management.
Explore the sections on using Planner and other integrated apps.
Review the troubleshooting tips and best practices.

Explore Microsoft Teams Tutorials

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Deepen your understanding of specific Teams features by following guided tutorials.

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Search for tutorials on creating and managing Teams channels.
Follow a tutorial on using Microsoft Planner within Teams.
Explore tutorials on integrating third-party apps with Teams.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Participate in a Teams Study Group

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Enhance your understanding by discussing Teams concepts and features with peers.

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Organize a study group with other students or colleagues.
Discuss challenging concepts and share tips for using Teams effectively.
Practice using Teams features together and provide feedback to each other.

Set Up a Mock Team for a Fictional Project

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Apply your knowledge by creating a simulated team environment and practicing collaboration techniques.

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Define a fictional project with specific goals and deliverables.
Create a Team in Microsoft Teams for the project.
Set up channels within the Team to represent different aspects of the project.
Invite virtual team members and assign roles.
Use Planner to create tasks and track progress.

Document Best Practices for Using Teams

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Reinforce your learning by creating a guide on effective Teams usage for your organization or team.

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Identify common challenges and questions related to Teams usage.
Research best practices for organizing Teams, channels, and conversations.
Create a document or presentation outlining these best practices.
Share your guide with colleagues or peers for feedback.

Read 'Mastering Microsoft Teams'

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Expand your knowledge with an advanced guide to Microsoft Teams.

View Putting Knowledge to Work on Amazon

Show steps

Focus on chapters covering advanced customization and integration options.
Explore the sections on developing custom apps and bots.
Review the case studies and real-world examples.

Career center

Learners who complete Microsoft Teams: Discover How To Collaborate Online For Work will develop knowledge and skills that may be useful to these careers:

Remote Team Coordinator

A Remote Team Coordinator ensures that remote teams operate smoothly, and this course directly supports that work. This role involves facilitating communication, organizing virtual meetings, and ensuring that all team members have the resources they need to collaborate effectively. The course’s detailed exploration of Microsoft Teams, including setting up channels, managing conversations, and utilizing the calendar function, helps build a strong understanding of the technology. Additionally, the course's coverage of Microsoft Planner can help with task management. This course prepares one to create a structured remote environment where team members can stay connected and productive.

See salaries and explore the career path for Remote Team Coordinator

Project Manager

Project Managers lead projects from initiation to completion, and this course enhances their ability to manage teams and resources in a virtual setting. Project Management includes planning, organizing, and overseeing project tasks, timelines, and budgets. As part of that, the course’s emphasis on Microsoft Planner is especially helpful for assigning tasks and tracking progress within a project. The knowledge of setting up Teams, managing channels, and integrating the calendar for meetings helps project managers maintain clear communication and collaboration among team members. A Project Manager will benefit from the course's practical guidance on using Microsoft Teams to effectively manage projects.

See salaries and explore the career path for Project Manager

Operations Manager

An Operations Manager ensures that a company's day to day work flows efficiently, and this course provides a foundation for supporting virtual workflows. This role involves overseeing processes, resources, and team performance. This course is useful because it covers the specifics of using Microsoft Teams to structure communication and collaboration. The course's insights into organizing teams and channels, along with how to use planner and manage tasks, can be directly applied to daily operational needs. The troubleshooting section of the course is also useful for an Operations Manager handling daily issues.

See salaries and explore the career path for Operations Manager

Virtual Assistant

Virtual Assistants provide administrative, technical, or creative assistance to clients from a remote location, and this course is valuable for developing the collaboration skills necessary for this career. This role requires organizing schedules, managing communications, and coordinating tasks, often within a variety of platforms. The course's training on utilizing Microsoft Teams to manage teams, schedule meetings, and use channels for task-specific communication would be useful for a Virtual Assistant. The course's focus on Microsoft Planner also directly contributes to their ability to manage client tasks and ensure projects are on track, making this course a very practical choice.

See salaries and explore the career path for Virtual Assistant

Team Leader

A Team Leader guides a team to achieve goals, and this course helps a Team Leader create productive working environments in the digital sphere. This role involves setting objectives, providing guidance, and ensuring team members communicate effectively. The course’s focus on structuring teams and channels within Microsoft Teams enables team leaders to create a clear and organized structure. Additionally, the course covers how to invite and add guests, and how to utilize Microsoft Planner, which would be valuable assets for team management. This course's practical approach is ideal for new and experienced Team Leaders.

See salaries and explore the career path for Team Leader

Human Resources Coordinator

A Human Resources Coordinator handles many administrative tasks within human resources, and this course provides the necessary tools to organize a remote team for maximum efficiency. This role involves managing employee records, organizing meetings, and ensuring smooth communication within the company. This course's explanation of Microsoft Teams and its collaboration tools, such as Teams channels and the calendar function, provides a strong foundation for organizing these processes. The course is particularly helpful in developing skills in coordinating a remote workforce, essential for success in this career.

See salaries and explore the career path for Human Resources Coordinator

Business Development Representative

A Business Development Representative identifies new business opportunities and nurtures client relationships. This role requires strong communication and organizational abilities, which are improved by this course. The course’s detailed exploration of Microsoft Teams, including how to create Teams, manage channels and invite guests, assists Business Development Representatives in collaborating effectively with their sales teams or clients. The course also helps with the scheduling of virtual meetings and the use of Microsoft Planner to manage tasks, aiding in client relationship management. Someone in this role may find this course useful.

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Training Coordinator

Training Coordinators plan and deliver training programs, and this course may be helpful because it supports remote training with the Microsoft Teams platform. This role involves organizing training sessions, ensuring participant engagement, and managing training materials. The course can be useful because it details how to use Teams to organize channels and schedule meetings. The course’s teaching about utilizing the calendar for meetings is also valuable in that context. The troubleshooting section may also help in ensuring smooth virtual training experiences.

See salaries and explore the career path for Training Coordinator

Customer Success Specialist

A Customer Success Specialist works to ensure clients are satisfied with the products or services they have purchased. This role often involves communication, problem solving, and project management. This course may be useful because it teaches how to use Microsoft Teams, which allows for effective communication with clients. The section on Microsoft Planner may be applicable to the management of tasks and projects. This course may be particularly helpful to those who work with remote clients.

See salaries and explore the career path for Customer Success Specialist

Technical Support Specialist

A Technical Support Specialist provides technical assistance to clients, and this course may help them communicate effectively with clients using microsoft Teams. This role includes diagnosing and solving technical issues, and offering guidance to users. The course’s troubleshooting section can be directly applied to solving technical problems, and the course’s instructions on Microsoft Team's chat functionality may improve communication with end users. This course may provide a foundation for professionals who need experience troubleshooting remote work issues.

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Office Administrator

An Office Administrator handles administrative tasks necessary for running an office, and this course may be helpful for those who wish to collaborate effectively and manage projects remotely. The tasks of this role include managing schedules, organizing communication, and ensuring smooth workflows. The course’s focus on using Microsoft Teams for managing teams, coordinating meetings, and managing tasks via planner may be useful to an Office Administrator. The course may help improve efficiency within a remote setting.

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Sales Representative

A Sales Representative connects with potential clients, answers their questions, and persuades them to purchase a company's products or services. This role requires strong communication skills, and this course may improve collaboration by introducing them to Microsoft Teams. The course covers how to set up Teams, manage channels and invite guests. The course also touches on scheduling virtual meetings using the calendar feature, which may help Sales Representatives connect with clients. The course may improve team communication for Sales Representatives.

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Marketing Coordinator

A Marketing Coordinator assists with the planning and execution of marketing campaigns. This role may require collaboration between multiple members of a team, so this course may provide a foundation. This is because the course covers collaborative tools such as Microsoft Teams, channels, and planner. The course’s material on using the calendar feature may allow for Marketing Coordinators to easily schedule meetings with team members. This course may provide Marketing Coordinators with skills useful for managing marketing activities.

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Social Media Manager

A Social Media Manager creates and curates content on social media platforms. They often work as members of a remote team and must collaborate effectively. This course may be useful as it explores the use of Microsoft Teams for team collaboration. The course’s content on setting up Teams and managing channels may prove applicable to the workflow of a Social Media Manager. This course may be a good choice for this role.

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Content Creator

A Content Creator produces written or visual content for a business, and they often work as members of a remote team. Thus, this course may be helpful due to its focus on Microsoft Teams. It is useful to build a foundation in collaboration and communication with others. The course teaches how to use different tools within Microsoft Teams, including chats, calendar, and planner. This course may be a good starting point for a Content Creator.

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Microsoft Teams

Discover How To Collaborate Online For Work

What's inside

Learning objectives

Syllabus

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Reviews summary

Teams collaboration: basics & planner

Activities

Career center

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