Teams - Filter Your Document Display Tutorial
Learn how to filter and display your documents in a personalized way. Discover how to apply filters by collaborator and view who has added documents.
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Protect a document shared by password
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Viva Connections in Microsoft Teams
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Create and manage team channel
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Do I share with OneDrive, SharePoint, or TEAMS?
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Restrict a folder/document to certain members of your team
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How to search a file in all channels
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Restrict a document to reading only
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How to set quiet hours
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Define your status message
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Viva Connections for your colleague
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Use template to prepare your Agile SCRUM meeting
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Join a meeting as a participant
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Create a team using a template
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Pin a channel to your favorites
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Edit and enhance messages
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Plan a meeting based on a conversation
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Reply to and react to a Teams conversation in an e-mail
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Synchronize only one channel
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Schedule private or team meetings
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Customize notifications
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Interact in conversations
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Find content and people
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Start an instant meeting
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Responding or Reacting to a Message
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Presentation of different tools in a meeting
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Add channels and tabs
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Automatically record a meeting
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Create a team and add members
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Creating or Joining a Team
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View events
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Edit photo in Teams
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Creating and Joining a Meeting
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Manage accessibility settings
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Create, manage and set up a breakout room
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Create private and shared channels
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Generate automatic translations and transcriptions in a meeting
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Enabling Subtitles During a Meeting
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Manage a meeting
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Finding and Installing Teams for Mobile
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Use Microsoft Whiteboard in meetings
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Set up and customize your teams
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Respect your right to disconnect with Insights
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How to add Klaxoon to a current Teams meeting?
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Send an Email to a Team
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Overview of conversations
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How to integrate Klaxoon directly into a Teams meeting?
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Introduction to Teams
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Private and small group chats
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Manage your teams
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How to start a Teams meeting from Klaxoon?
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Schedule Message Delivery
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Change application settings
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Set up breakout rooms before the meeting
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Apply a Specific Policy to a User
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Chancing Your Status
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Share content in meetings
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Presentation of the desktop application
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Take notes in meetings
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Interface Overview
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Manage privacy settings
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Invite external guests
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Use a background image during a video call
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Generate a presence report
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Understand the differences between Connectors, Applications and Tabs
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Use and co-edit files
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Get feedback from your coworkers with Forms questionnaires
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Starting a Conversation
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File Management
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Following your activities and your team's activities
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Interact in a conversation
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Isolate a conversation window
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Retrieve items saved in a breakout room
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Finding Help?
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Collaborate within a conversation with Microsoft Loop
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Disabling Conversation Notifications
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Manage team files
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Posting in a Channel
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Create Approval Templates
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Managing Teams and Channels
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Creating a Channel
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Store files in conversations
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Searching for Items or People
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Enabling Mobile Notifications
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Understand and Secure Information Sharing in Instant Messaging
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Make a New Approval Request
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Sharing Content in a Meeting
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Register as a Participant in a Teams Webinar
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Copilot in Teams Conversations
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Analyze Team Dynamics
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Start and Manage Your Event with Multiple People
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Copilot During Teams Meetings
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Use Viva Insights in Conversations
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Use Connectors to Receive Notifications
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Use Commands and Keyboard Shortcuts
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Test Your Event with the Green Room
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When and Why to Use Town Hall
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Manage Document Approval
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Moderate the Chat During a Town Hall
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Participate in a Town Hall
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Manage Storage Spaces on Teams
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Enable Klaxoon as an App in Teams
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Differentiate Between Meeting Types
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Manage Privacy in Private Channels
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Restrict a Document to Certain Team Members
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Set Up Monitoring in a Channel with an RSS Feed
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Plan and Launch a Town Hall
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Add and Explore Workflows
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Centralize Important Events in a Single Channel Calendar
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Manage Conversation Options
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Prepare Your Webinar with Microsoft Teams
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End the Event and Gather Statistics
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Communicate Behind the Scenes
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Secure Teams Upon Creation
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Start and Manage Your Event Alone
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Restrict a Document to Read-Only
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Ensure Your Webinar Options Before Launching
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Add Interactivity to Your Teams Webinar
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Secure a Shared Document with a Password
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Customize the Display of the Function Panel
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Manage priority people
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Introduction to the New Features of Microsoft Teams
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The New Calendar
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Edit or delete an appointment, meeting or event
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Create a call group
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Assign a delegate for your calls
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Access voicemail via mobile and PC
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Create an appointment or meeting
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Support third-party apps during calls
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Manage voicemail messages
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Configure audio settings for better sound quality
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Respond to a meeting
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Manage Teams online meeting options
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Prevent the forwarding of an email
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Transfer calls with or without an announcement
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Connect Copilot to a third party app
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Block unwanted calls
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Manage a call group in Teams
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Sections
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Disable all call forwarding
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Customizing Views
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Manage simultaneous calls
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Set call forwarding to external numbers
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Live transcription and generate summaries via AI
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Add participants quickly and securely
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Manage advanced call notifications
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Configure call privacy and security settings
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Manage calls on hold
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Use the interface to make and receive calls
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Ring multiple devices simultaneously
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Configure call forwarding to internal numbers
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Use the "Do Not Disturb" function for calls
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Use call delegation
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Customize your voicemail greeting
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Update voicemail forwarding settings
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Create automatic reminders
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Answering a scheduling poll
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Create a scheduling poll
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Discovering the interface
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Creating compartments to organise tasks
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Enrich tasks content
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Creating the project tasks
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Deleting a task, a compartment or a plan
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Use the scheduling poll dashboard
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Creating a project
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Advanced tasks
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Manage the most important tasks
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Planner and transverse applications
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Add dates and deadlines to your tasks
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Planner Tasks in To Do
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Organize your daily tasks
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Outlook tasks in To Do
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Save, publish, and share
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Create a new task in To Do
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Setting delegates
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Manage Your Working Time in MyAnalytics
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Intro to Microsoft To Do Interface
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Schedule sending emails in Outlook
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Create and share to-do lists with others
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Save Automatically an attachment
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Temporarily turn off notifications
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What is Microsoft To Do?
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Automate Teams notifications
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Displaying the progress of your plan
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Manage permissions
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Customising the interface
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Fill in your work schedules in Outlook
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Manage your availabilities
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Clutter
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Create and share lists with others
- 2:50
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Publish your Booking page
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Extensions
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Understanding the new interface
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Intro to Microsoft To Do on Mobile
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Remove a member from a group
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Manage Requests of Holidays and Leaves of Absences
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Save, publish, and share
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Check your day planning
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Create a meeting in the group calendar
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Shift and its imbrication with Teams
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Redefine privacy for highly secure meetings
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The mobile App with Teams
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Rank your custom lists into groups
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Add dates and deadlines to your tasks
- 1:17
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Quickly find your files
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Immersive Reader
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The Outlook tasks in To Do
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Pin your important files
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Organize your daily tasks
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Progressive Web Apps
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Install Office on your smartphone
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Manage the most important tasks
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Take ownership of the taskbar
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Create video chapters
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Virtual Appointments
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Planner Tasks in To Do
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Overall view of your licences and subscription
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Create a new task in To Do
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Break up lengthy surveys and quizzes into sections
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Rank your custom lists into groups
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Preparing for time away from the office
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Harnessing Advanced Options in Your Loop
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Create a Task List or Plan with Copilot
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Edit, Delete a Share
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View events
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Leveraging OneDrive Logic in Your Loop
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Creating your new workspace
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How to Work with the Microsoft Loop Interface?
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Generate and Organize Ideas with Copilot
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Exchange and Communicate Using Discussions in Loop
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What is Microsoft Loop ?
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Search and tag people with “@”
- 02:15
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Enhance your pages using the "/" Command
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Use Connectors to Receive Notifications
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Use the filter pane in a library
- 2:00
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Manage Storage Spaces on Teams
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Pin a document to the top of a document library
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Create a Scheduled Flow with Power Automate
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Centralize Important Events in a Single Channel Calendar
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Transforming Your Section into a Component and Collaborating
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Organize Your Messages with Rules
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Use Document History or Restore a Document to a Previous Version
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Use Recycle Bins to Restore Documents
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Send invitations or reminders with Copilot
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Grant delegate access in Microsoft 365 administration
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Create your reservation page for appointment booking (Bookings)
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Understand the Steps to Create a Power Automate Flow
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Use Documents in a Synchronized Library Folder
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Edit or delete an appointment, meeting or event
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Retrieve Data from a Web Page and Include it in Excel
- 04:35
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Manage Storage Space
- 02:08
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Discover the Meaning of OneDrive Icons
- 02:16
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Create an Instant Flow with Power Automate
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Sync OneDrive with a Computer
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Create an Approval Flow with Power Automate
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Create an Automated Flow with Power Automate
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Recall or replace an e-mail message
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Synchronize Your Teams and SharePoint Files on Your Computer
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Power and Manage OneDrive
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Create a Desktop Flow with Power Automate from a Template
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Manage new message notifications
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Set Your Work Hours in Outlook
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Create different types of events
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Create an appointment or meeting
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Access Power Automate for the Web
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Create a Meeting Poll
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Use the Meeting Dashboard
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Create a Simple Flow with AI Copilot
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The Power Automate Mobile App
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Create a Flow Based on a Template with Power Automate
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Presentation and introduction to the calendar
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Create an Email Template
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Create a task or reminder
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Change the default font of your emails
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Send Automatic Out-of-Office Replies
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Understand the Benefits of Power Automate
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Manage Views
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Excel: Link Excel Scripts and Power Automate Flows
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Create a task from a message
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Understand the Specifics and Requirements of Desktop Flows
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Use the Scheduling Assistant
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Delay Email Delivery
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Calendar Delegation Setup
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Mailbox Delegation Setup
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Use a Shared Mailbox
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Organizing OneNote with Copilot
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Automate Routine Actions
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Add Conditional “Switch” Actions in Power Automate
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Streamline Note-Taking with OneNote and Outlook
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Familiarize Yourself with the Different Types of Flows
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Use Categories
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Respond to invitations as a delegate
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Use Conversation View
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Display Three Time Zones
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Clean Up Your Inbox
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SharePoint: Automate File Movement to an Archive Library
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Manipulate Dynamic Content with Power FX
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Easily Sort Your Mails
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Understand the Concept of Variables and Loops in Power Automate
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Respect Your Colleagues' Off Hours (Viva Insights)
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Share Power Automate Flows
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Discover the Power Automate Home Interface
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Discover the “Build Space”
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Objectifs :
This video aims to teach users how to apply filters to documents in a time channel under the file table, specifically focusing on filtering by collaborators in Microsoft Office. It provides step-by-step instructions on how to search for and save these filters for future use.
Chapitres :
-
Introduction to Document Filtering
In this section, we will explore how to effectively filter documents within a time channel under the file table. This functionality is particularly useful for users who need to manage and locate documents based on specific collaborators. -
Applying Filters to Your Document
To filter your documents, follow these steps: 1. Navigate to the time channel under the file table. 2. Click on the 'Modified by' filter option located on the right side of the screen. 3. A list of individuals who have modified the documents will appear. 4. You can search for collaborators by their names or email addresses. -
Selecting a Collaborator
Once you have located the desired collaborator from the list: - Click on their name to select them. - After selection, click on 'Apply' to view the documents modified by that specific person. This will generate a list of all relevant documents. -
Saving Your Filtered View
If you find yourself using this filter frequently, you can save it as a view: 1. Click on 'All Documents' and then select 'Save As'. 2. Give your view a descriptive name. 3. Decide whether you want to make it public or keep it private. 4. This saved view will be accessible in the dropdown list of view options, allowing for quick access to your filtered documents. -
Additional Filtering Options
The filtering option is also available for all columns within the document management system. This flexibility allows users to customize their document searches based on various criteria, enhancing productivity and organization. -
Conclusion
In summary, applying filters to documents based on collaborators is a straightforward process that can significantly improve document management. By saving frequently used filters, users can streamline their workflow and enhance their efficiency in navigating through documents.
FAQ :
How can I filter documents by a specific collaborator?
To filter documents by a specific collaborator, click on the 'modified by' filter option on the right side of the screen. You can then search for collaborators by their names or email addresses. Once selected, click 'apply' to view the documents modified by that person.
Can I save my filter settings for future use?
Yes, you can save your filter settings as a view. After applying your filters, click on 'all documents' and then 'save as.' Give your view a name and choose whether to make it public or not. This saved view will be available in the dropdown list of view options.
What happens if I want to see documents modified by multiple collaborators?
The filter option allows you to select individual collaborators one at a time. If you want to see documents modified by multiple collaborators, you will need to apply the filter for each collaborator separately.
Are filters available for all columns in the document list?
Yes, the filter option is available for all columns, allowing you to customize your document view based on various criteria.
Quelques cas d'usages :
Project Collaboration
In a team project, members can use the filtering feature to quickly find documents modified by specific collaborators, ensuring they are reviewing the most relevant updates and contributions.
Document Management
Managers can apply filters to track changes made by team members, helping them to monitor progress and accountability in document revisions.
Archiving and Reporting
When preparing reports or archiving documents, users can filter by collaborators to gather all relevant files associated with a specific team member, streamlining the documentation process.
Training and Onboarding
During training sessions, new employees can learn how to use the filtering options to find documents relevant to their roles, enhancing their understanding of the collaborative tools available.
Glossaire :
Chanel
A channel in the context of file management refers to a specific area or category where files are organized and accessed.
Filtres
Filters are tools that allow users to narrow down the displayed documents based on specific criteria, such as the creator or modifier of the files.
Collaborateur
A collaborator is an individual who works together with others on a project or document, often having access to edit or modify the content.
Modifier
To modify means to change or alter a document or file. In this context, it refers to the individuals who have made changes to the documents.
Vue
A view is a saved configuration of filters that allows users to quickly access a specific set of documents based on their chosen criteria.
Colonne
Columns refer to the vertical divisions in a table or list that categorize information, such as document names, creators, or modification dates.
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