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OFFICE 365 10 MIN READ

Guide to Becoming a Microsoft Teams Rockstar - Part 2

Jasper Oosterveld
WRITTEN BY JASPER OOSTERVELD
Guide to Becoming a Microsoft Teams Rockstar - Part 2

Welcome back to my guide on becoming a Microsoft Teams rockstar! Part 1 is wrapped up and we're ready to rock & roll with the next part in this 4-part series. In this article, we'll be discussing the following topics:

  • Teams & channels

  • Conversations

  • Files

  • Tabs


Guide to Becoming a Microsoft Teams Rockstar
Part 1
Part 2
Part 3
Part 4


Are you ready? I know I am!

Teams & Channels

The core of Microsoft Teams is, its teams and channels. That’s where most of the action takes place. In the previous part of this series, we discussed the different business scenarios for using Microsoft Teams. Let’s move forward with the project scenario.

We are starting a new project for our customer, Fabrikam, which consists of implementing the Modern Workplace. Before we create a new team, it’s very important to check if the team doesn’t already exist. Microsoft Teams doesn’t give you a warning if a team with the same name already exists, which can cause problems for all other Office 365 elements that are created along with it. Really annoying, right?

For example, we already have a team for our Sales department. I can create a new Team with the same name. A new SharePoint site collection is created, but because you can't have two site collections with the same name, there will be a random series of numbers at the end of the URL. In this case: https://ourtenant.sharepoint.com/sites/Sales314. Oh my - that’s going to create a lot of confusion.

How can we prevent this situation? A button called "Add Team" is present in the app. This is where you can see an overview of all the public teams or search for a team. For example:

Create or add a team in Microsoft Teams

A Sales team exists! I can click on Join team and start collaborating, or choose to create a new team with a different name.

Going back to our scenario, a team doesn’t exist for our customer Fabrikam. Let’s go ahead and create a new one:

Creating a new team

The power of a Modern Workplace lies, among other things, in sharing knowledge and expertise with colleagues, so I would always recommend creating public teams. Of course, there are exceptions when sensitive information is concerned, but private teams shouldn’t be the default.

Last time talked about the relationship with Office 365 Groups. Has your organization been using Office 365 Groups for a while? If that's the case, please, don’t create a new team but connect your existing Office 365 Group with Microsoft Teams by using the "Yes, add Microsoft Teams functionality" feature. You'll save yourself a lot of headaches.

The last step is adding members and owners:

Adding members to a team

Be sure to have at least two owners per team. This guarantees a backup contact, in case one of the owners isn’t available.

Every team starts with a "General" channel. Use this channel as the name implies- discuss all general topics related to the team's purpose.

For every other topic, i.e. "Projects", create a new channel. That’s an efficient setup to bundle all content relating to a topic, within one location. Currently, there is a limit of 100 Channels per team. That should be sufficient, but internally we are already hitting this boundary. You can always delete a channel if you see that it's rarely being used. In which case the conversations will be deleted, but the documents shared within the channel will still be stored within the SharePoint team site.

Once you start with Microsoft Teams, there aren’t many teams listed. Be warned though, once adoption increases, so will the list of teams in the sidebar. The same applies for channels within a team.

So, how can you maintain this situation and keep it usable? By using favorites:

Favourite channels in Microsoft Teams

All your favorite teams are listed under the "Favorites" section, and other teams under "More". Your favorite channels are listed directly under the "General" channel. The other channels are available in a drop-down menu.

The awesomeness doesn’t stop here! There are more useful features:

  • Link per team or channel

  • E-mail address per channel

  • Follow a channel

  • Mention a team or channel

Link per Team or Channel

Each team has a dedicated SharePoint team site (site collection) for storing the OneNote and documents relating to the team. The navigation between your SharePoint team site and Microsoft Teams isn’t great, so that’s where the "Link" feature kicks-in. Copy the team link, and create a new shortcut in your SharePoint team site quick launch:

Adding Microsoft Teams quick link in SharePoint

Works like a charm!

E-mail Address per Channel

Ideally, every member in a team saves content directly with the Teams app or in the SharePoint team site. Unfortunately, we don’t live in a perfect world where everyone works the same way, resulting in a lot of attachments still arriving in your inbox.

That’s where the e-mail feature comes in handy. You can forward an e-mail with an attachment to a channel:

Adding documents to a Microsoft Teams conversation

The e-mail is displayed as a conversation, allowing your colleagues to respond. The attachment and e-mail will also be stored in the SharePoint team site:

Document saved in SharePoint from Microsoft Teams

I'll talk a little more about files later.

Follow a Channel

Following the updates of one team and of a handful of channels is maintainable. But what about when you're dealing with multiple teams and channels? It can almost become a full-time job, right? By choosing the option to "Follow" a channel, you'll receive updates around activity within it, such as when a new post is published. It's an easy way to stay up-to-date with your favorite channels.

Mention a Team or Channel

By using "@team" within a conversation, each member of that specific team receives a notification. The type of notification depends on each individuals' settings:

Individual notification settings

When using "@channel" within a conversation, each member who has favorited or follows the channel, receives a notification.

Tabs

Your team will be structured with tabs. There are three default tabs: Conversations, Files and Wiki. I'll skip the Wiki tab, because I'm not a fan. But before Wiki, we had a default OneNote tab, but no longer. So, you should always start by creating a tab to OneNote within your new team.

Let’s look at the different available tabs:

Adding new tab in Microsoft Teams conversation

Wow! That's a lot of tabs.

These differ from displaying Office documents, websites and Power BI reports integration with external tools. That’s right, you can integrate an external tool within Microsoft Teams. You don’t have to exit Teams to work with the tool, but can do it straight within the app.

This development really shows how Teams is moving towards being the Modern Workplace tool for all your daily tasks. Are you missing a tab? Don’t worry! Get your smartest developer in action and start creating your own custom tabs.

Conversations

A team or a channel are nothing without conversations. All the conversations are done with chat, and enhanced with the following features:

  • Emoticons

  • Mentions

  • Likes

  • Stickers & Memes

  • Giphy

  • Meet now (video)

  • Attachments

If these aren't your thing, don’t be alarmed, you can also just use plain text. The fun features aren’t mandatory. I would advise you to discuss with your organization, or project members regarding the use of these features.

In a future part of this series, I'll be discussing Governance when it comes to Microsoft Teams and will tackle this subject in a bit more detail.

Files

The Files tab displays all the files of your team, which are stored in the SharePoint team site. No surprise, right? The out-of-the-box shared documents library is used to store the files. Each channel within the team gets its own folder.

You can work directly within the Teams app with files or you can use SharePoint. That’s up to you, you're in charge!

The files interface in the Teams app does the job, but the main disadvantage is the absence of custom metadata. Did you create a new metadata field called owner and assign owners per document? Too bad, the Microsoft Teams app won’t display your owner field.

One of the greatest features in Teams is the ability to add a document to a tab:

Documents tabbed in Microsoft Teams

The tab is extended with a conversation window. All the members of the Team can see the new tab:

Document tab in conversation

I recommend using this feature for documents you're currently working on. For example: Project plans, designs, calculation sheets or reports. Once you're finished with the document, you can remove the tab. The conversations are maintained, so you don’t have to worry about that part.

That's it for this second part of my Microsoft Teams guide, I hope you enjoyed it! Are you starting to feel like a rockstar yet?


Next article in the series

Guide to Becoming a Microsoft Teams Rockstar - Part 3

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