Overview
Microsoft Teams has become the central hub for workplace collaboration, combining chat, video meetings, file sharing, and app integration in one platform. This course teaches you to use Teams effectively for communication, collaboration, and project coordination in today’s hybrid work environment.
You’ll learn to navigate Teams confidently, participate in and lead meetings, organize conversations with channels and chats, collaborate on files in real-time, and integrate Teams with other Microsoft 365 apps. Whether you’re new to Teams or looking to move beyond basic usage, you’ll develop the skills to work efficiently in a Teams-based workplace.
Format: 2 Days | VILT
Who Should Attend
- Employees transitioning to Teams-based collaboration
- Remote and hybrid workers using Teams as their primary communication tool
- Team leads and project managers coordinating work through Teams
- Anyone wanting to use Teams more effectively and efficiently
- Organizations implementing or expanding Teams usage
What You’ll Learn
- Navigate Teams interface and organize your workspace
- Communicate effectively with chat, @mentions, and reactions
- Create and manage teams and channels for different projects
- Schedule, join, and run productive video meetings
- Share and collaborate on files within Teams
- Use Teams on desktop, web, and mobile devices
- Integrate Teams with Outlook, SharePoint, and other apps
- Apply best practices for Teams etiquette and productivity
Course Outline
Module 1: Getting Started with Teams
- Understanding Teams: workspace hub vs. individual apps
- Navigating the Teams interface: activity, chat, teams, calendar, calls
- Setting up your profile and status
- Customizing notifications and preferences
- Teams vs. Channels vs. Chats: when to use each
- Desktop app vs. web vs. mobile: choosing the right platform
Module 2: Chat and Messaging
- Starting one-on-one and group chats
- Composing messages: formatting, emojis, and GIFs
- Using @mentions to get someone’s attention
- Reactions and threaded replies for organized conversations
- Sharing files, images, and links in chat
- Pinning important chats and muting less critical ones
- Searching and finding past conversations
- Chat etiquette and response expectations
Module 3: Teams and Channels
- Understanding team structure and purpose
- Joining existing teams in your organization
- Creating new teams for projects or departments
- Standard vs. private vs. shared channels
- Creating channels for organized conversations
- Posting messages and announcements in channels
- Following and unfollowing channels
- Managing team members and permissions
Module 4: Meetings Fundamentals
- Scheduling meetings through Teams and Outlook
- Adding meeting details, agendas, and attachments
- Joining meetings: audio, video, and screen sharing
- Meeting controls: mute, camera, raise hand, reactions
- Using chat during meetings for questions and comments
- Sharing your screen and specific application windows
- Recording meetings for later viewing
- Accessing meeting recordings and transcripts
Module 5: Advanced Meeting Features
- Using breakout rooms for small group discussions
- Whiteboard collaboration during meetings
- Live captions and transcription
- Background effects and virtual backgrounds
- Together mode and different gallery views
- Meeting roles: organizer, presenter, attendee
- Managing participant permissions and lobby settings
- Meeting notes and collaborative note-taking
Module 6: File Sharing and Collaboration
- Uploading and sharing files in channels and chats
- Understanding where files are stored (SharePoint integration)
- Co-authoring Office documents in real-time
- Opening files in Teams vs. desktop apps vs. web
- Version history and restoring previous versions
- Organizing files with folders in channels
- Syncing Teams files to your computer with OneDrive
- Sharing files with external collaborators
Module 7: Apps and Integration
- Adding tabs for quick access to files and apps
- Integrating Planner for task management
- Using OneNote for team notebooks
- Forms for polls and surveys in channels
- Connecting third-party apps to Teams
- Using connectors for automated updates
- Bots and automation within Teams
Module 8: Productivity and Best Practices
- Search techniques: finding messages, files, and people
- Using filters to narrow search results
- Saving messages and bookmarking important content
- Managing notifications to avoid overload
- Setting focus time and do not disturb status
- Teams etiquette: response times, @mentions, and channel usage
- Mobile Teams: essential features on the go
- Keyboard shortcuts for faster navigation
- Tips for staying organized in a busy Teams environment
Prerequisites & Technical Requirements
- Basic computer skills and comfort with Windows or Mac
- Microsoft Teams account (provided by your organization)
- Webcam and microphone for meeting participation
- No prior Teams experience required
Customization Options
This course can be tailored to your organization’s specific Teams setup and collaboration needs. We can incorporate your team structures, naming conventions, and governance policies, and focus on the features your organization uses most. If you integrate specific apps or have particular workflows (like approval processes or project management), we can include those in the training.