00:03:29
First, from the Start Menu.
00:03:34
You can look at Microsoft Teams under programs by Alpha Order.
00:03:38
Then you can launch the application.
00:03:47
And then you can do a right click on the taskbar this way
00:03:52
and then pin Microsoft Teams. Mine is already pinned.
00:03:57
Then on the very
00:04:02
corner of this interface you will see your Profile. So for
00:04:06
this demo account if I click on my profile, I am "Oliver Lodge"
00:04:11
today... And, it also shows my availability status. So, what is
00:04:15
an availability status? It's a colored tag that shows when I'm
00:04:19
available. Remember this is a new way of working. We're all
00:04:23
working remotely. We cannot see our colleagues face to face so
00:04:27
we don't know when to approach
00:04:30
them. First thing you should know is that the calendar and
00:04:34
the list of contacts in Outlook is synchronized with the one in
00:04:39
TEAMS and the status is automatically changed based on
00:04:42
what you put on your calendar. So if you have, for instance
00:04:47
today put that you have an event or a meeting, your status will
00:04:52
be automatically changed to "red" for busy. So again I hover over
00:04:56
the status on the left side. I can see all my choices.
00:05:01
So, it changes automatically to "Available" or "Busy", but if I
00:05:05
really do not want to get any notifications or phone calls
00:05:09
during the time of the meeting or the event, I will select "Do
00:05:13
not disturb". So as an example, let me do one, right now. I'm
00:05:17
going to say... "Do not disturb"... You see the tag has changed
00:05:21
instantly! If I click again on my Profile, I can also customize my
00:05:26
status. If I want to let know my colleagues why I cannot be
00:05:31
disturbed, I will say for
00:05:32
instance, "In training".
00:05:35
So... One second... I think my
00:05:38
keyboard... OK, it's not set properly so I can do the "a". Here
00:05:43
we go! No... It still set on the US keyboard... One second... Let me
00:05:48
check this... OK. Here we go! So... "In training".
00:05:53
I'm going to check this box and then I can say for how long and
00:05:57
if I don't see the appropriate time here, I can go to "Custom"
00:06:01
and change. So now just to make it simple, I'll say.. I'm "Busy"
00:06:04
for the next hour... And then I'm going to say... "Done"...
00:06:08
And then, I can click anywhere.
00:06:12
Let's say now... an hour went by... I'm going to go back on my Profile,
00:06:17
here... and I'm going to manually change my status back to
00:06:20
"Available" so I can get my phone calls and my notifications
00:06:24
again. And then of course, I should not forget the
00:06:28
personalized status... The words: "In training"... Do I still want that
00:06:31
to appear or I wanted to disappear? Maybe, I have another
00:06:35
meeting right afterwards... I can go to the pencil, right here, to
00:06:39
modify the message... Or I can delete the message for good if I
00:06:43
don't have any other meetings after that... So, I'm just going to
00:06:47
click again on the trash can and just like that, my
00:06:51
status is back to "Available". I can see it on my profile, here...
00:06:56
And the customized message is
00:06:57
gone. The next thing is this field, right here... It's the "Search" bar..
00:07:02
Here, with a keyword I can locate: a file, a person, the name
00:07:07
of a channel or a team.
00:07:11
And then on the left-hand side.
00:07:14
You have those arrows... They basically are arrows that allow
00:07:19
me to browse through "TEAMS"... Now on the left-hand side, there's
00:07:25
the "Banner" made out of "Tabs". If I click on "Activity" from here...
00:07:31
my entire activity on TEAMS...
00:07:35
So, as "Oliver Lodge", I can see all I've been doing with all the
00:07:40
colleagues... Whether it was a "one- on-one" chat, conversations in
00:07:44
channels, meetings and so on, it will be organized by
00:07:49
the most recent to the oldest. If I go to a "Chat"... This is
00:07:54
where I can find all the chats. I've started with other
00:07:58
colleagues, so when you see the picture of one person, it is a
00:08:02
conversation on "1 on 1". When you see a picture that is
00:08:07
fused with many pictures, it is basically a "Group" chat.
00:08:12
And then all these other icons... With the "Calendar"... show that
00:08:16
meetings were organized.
00:08:18
Now you have also the calendar feature.
00:08:22
So remember the "Calendar" is synchronized with the
00:08:25
one in Outlook. So...
00:08:29
Up here... you can change with the arrows.
00:08:35
the "Date",like the"Month"... So I can go from "July" to
00:08:39
"August" from here...
00:08:42
Actually, this is by "Day"... Sorry... and if you click on the downward
00:08:46
"Arrow" you can select the month: August, September and so on.
00:08:51
If I want to go back to today's date, I just click on the word
00:08:55
"Today". Now, if I don't want to see the entire weekend, I just
00:08:58
want to see my schedule for today on the very right-hand
00:09:02
side, you will have the possibility to switch to "Day".
00:09:08
So now, I can see "one day at a time".
00:09:13
So let me go back to "Work Week".
00:09:15
The next day, we're going to see over here, is my list of "Contacts"
00:09:21
under the "Calls" tab.
00:09:23
And if I go to "Files", this is where I will see all the files
00:09:28
that I've exchanged with
00:09:30
everyone under this new
00:09:32
workspace. So let's focus on the "TEAMS" tab, today... Because today,
00:09:37
we're going to learn how to create a team. So first I go to
00:09:42
"Teams". As you can notice I have my list of teams that appear
00:09:46
here already. I either have created teams or I've been
00:09:49
invited to teams and under your teams you will see all the teams
00:09:54
you've created or you've been
00:09:56
invited to. At the very bottom, I can click on "Join or create" a
00:10:01
team. And then all I have to do is on the right hand side.
00:10:06
"Create team"... This is the
00:10:08
button to create a new team. So I'm going to build a team
00:10:11
from scratch. Now, I have to decide if I work for a company
00:10:17
where there is only...
00:10:19
200 people in it... Do I want to create a team so I can
00:10:24
communicate with 200 people?... Or do I want to work with a
00:10:27
specific group of people in my Department... A smaller group
00:10:31
on a targeted project? If that's the case, I'm
00:10:34
not going to use "Public", which is anyone from my company. I'm
00:10:38
going to use "Private"... So, only people that I will invite will
00:10:42
be able to have access to my team.
00:10:44
So then the next step is to give a team a name. So I'm going to
00:10:50
say... this is "New"... I'm going to give it the name: "New Private Team".
00:10:58
The description...
00:11:01
"Only for people
00:11:08
And then I'm just going to press "Create".
00:11:11
Of course, you could have put any type of description... this is just
00:11:14
to remember why I've created this team. The next step here,
00:11:19
Add members to "NewPT". The name of my team. So here, I'm going to
00:11:24
invite a few colleagues of mine...
00:11:27
"Lisa Elliott"...
00:11:34
And I'm going to say "Add"...
00:11:40
So, I have "Amaury" and "Lisa" and they are members of the team.
00:11:46
And I'm going to press "Close".
00:11:50
So, now at the very bottom, I can see "NewPT" and when I create a
00:11:56
team... You will
00:11:57
see that automatically a channel has been created... It is
00:12:00
automatically created under the name of "General". So that means
00:12:04
all the members of this team will have access to the
00:12:08
"General" channel. I can also slide my team on top if it's
00:12:12
the team I will be using mostly... on my projects...
00:12:17
And so just remember that in Microsoft TEAMS, just right-
00:12:21
click to see the "More options" menu you have, here... When you create a
00:12:25
team, you can manage your team with the "Cog wheel".
00:12:29
And over here, you can see who the owners are. So, remember in
00:12:34
Microsoft when you create something, you are: the "admin",
00:12:38
the "owner" or the "author" of a "file", "folder", "group", "team"... So I'm
00:12:43
"Oliver Lodge"... I'm the owner... Apparently, I have invited 2 "Guests".
00:12:47
I can invite other people by pressing the button over here.
00:12:51
So let's say I want to invite more people... Let's see... Frank...
00:12:58
I'm going to say... "Add"
00:13:00
Just like that! But I also have the possibility of course, to
00:13:05
invite people outside the company... But for that, I will
00:13:09
have to use their email addresses.
00:13:14
So I've updated the "General"
00:13:16
channel. Maybe, I want to create
00:13:19
two channels. The "General" channel as we said, all the
00:13:23
members of the team will have access to this channel.
00:13:26
Maybe, I want to create a different channel that is
00:13:30
"Private"... Where only "Lisa" and I, will be able to communicate...
00:13:34
For that, I will say... "Add" channel and I'm going to call it "Private"...
00:13:39
under "Description"... Only
00:13:44
"Lisa" and "Oliver" have access to this channel... But then over here,
00:13:48
where it says privacy, I'm going to change it from "Standard" to
00:13:53
"Private"... And just like that...
00:13:57
I can now invite Lisa only to this channel.
00:14:07
So when you create a new team automatically, you get a new
00:14:11
channel called "General". When I click on "General"...
00:14:16
All the members that I have invited to this team: "New PT" will
00:14:20
have access to the "General" channel. Under "General" channel,
00:14:24
You have automatically three tabs that are created right over
00:14:27
here... "Posts"... This is where I will be able to have
00:14:32
conversations with the team... So, I'm going to say "Hi"
00:14:37
to the "General" channel, just so you know who I'm
00:14:40
addressing this message to...
00:14:44
And... Under "Posts"
00:14:48
tab, all the members of the team will be able to respond to my
00:14:53
message. You will all get a notification. How do you get
00:14:56
notifications in TEAMS? Those are the little famous "Red tags" that you
00:15:00
see with a number in them. This is how you you get a
00:15:04
notification and you just have to click on the appropriate tab
00:15:07
to see the message. So right now, I just sent a message to "all" and
00:15:12
all they have to do is to show the different message simply by
00:15:16
hovering over the message like so... And then they will select one
00:15:19
of those "emojis", for instance.
00:15:22
So again, remember when you send a message, you just have to
00:15:25
hover on the top-right corner.
00:15:29
And of course, when you go to the "Three little dots", you will
00:15:31
see all the options you have.
00:15:35
Now... "Files"... When you go to the
00:15:39
"Files", under the "General" channel... So, I had my
00:15:43
conversations for the "General" channel. They will not be
00:15:45
confused with the "Private" channel. Everything is structured
00:15:48
in "Teams", so you create a "Team". Then you can create "Channels"...
00:15:52
Those channels... They're like different floors in a building.
00:15:55
Let's say... You work for a company that owns a building. In
00:15:59
every floor, there's a different Department. So, the "Topic" is
00:16:03
different... So, when you create a team and channels... You can use
00:16:07
different topics. It could be the "Name of a Company"...
00:16:10
And every "Channel" represents a "Department". Or you could create
00:16:14
a "Team" where there are "Name of Projects" with "Sub-Projects".
00:16:19
So, I'll leave it up to you. This depends on how YOU work... Right
00:16:22
now, we're making it simple. We
00:16:24
created a "Team". We have a "General" channel. Those are the
00:16:28
people I work with closely... Usually.. So, it's a small group
00:16:31
of people... We are going to be working together on particular
00:16:35
projects. The "Private" channel is for "confidential communication"
00:16:37
that I wish to have with Lisa. Of course, Lisa was a member of a
00:16:41
team first before I could invite her to this private channel.
00:16:45
So now you notice that in the private channel I have two tabs,
00:16:50
"Posts" and "Files". So... just to show you... I can organize my
00:16:55
conversations as well. So at the bottom, here... I'm going to send a
00:17:00
message to "Lisa". For instance...
00:17:02
"Hi Lisa, please add...
00:17:07
your files to the library"...
00:17:17
under the FILES tab"... OK...
00:17:23
I said that purposely so that you'd notice that "Posts" is the
00:17:28
conversation... "Files" is the library in TEAMS... So, from here...
00:17:35
I can add files.
00:17:38
In the "General"... I can do the same... So, let's begin with the
00:17:43
"General"... If I go to "Files"...
00:17:49
You see the ribbon.
00:17:52
It says "New"... So,maybe... I want to put a structure to my
00:17:56
library... And I'm going to start a "Folder". The first one
00:18:00
will be "Admin" stuff...
00:18:06
The second folder...
00:18:15
So just like that... I've created two folders... And if I want things
00:18:21
to appear under...
00:18:23
the "Accounting" folder I can just click under "Accounting"...
00:18:27
And then "Upload" the file that I will look for
00:18:31
on my PC... So, this is
00:18:36
the "Accounting"... Let me see what I have under "Accounting"...
00:18:41
Ok, let's say... this file,here and "Currency Symbols"... All this seems
00:18:45
like accounting material...
00:18:49
So like that... I'm going to upload 2 files under this
00:18:56
And what I have the option to do as well... is organize my files.
00:19:00
Let's say... There were 1000 files I've uploaded into this library.
00:19:04
If I want to pin some to the top, I can... So, I can either
00:19:11
"Pin to top" this way all my colleagues can
00:19:14
look at the files faster... So I can do that
00:19:17
with any type of files.
00:19:20
Except... "Image" files. But now I'm going to "pin to top"... Also my
00:19:25
"Excel" file... And just like that I have made it available, as well...
00:19:30
As "thumbnails" as you see here... But know that I also have the
00:19:34
possibility to create "Tabs" from files. And How do I do that? So
00:19:39
you see... For now, you have "Posts", "Files", "Wiki"... So, I can either click on
00:19:44
the "Plus" sign to create a new file.
00:19:47
Or I can right-click from here and make this a "Tab".
00:19:53
And just like that... I have a new "Tab"!
00:20:01
I'm going back to "Files".
00:20:05
And under "Admin"...
00:20:09
If I want to add files again...
00:20:13
I just have to select any type of files.
00:20:16
So, let me just say... This "Corporate Travel
00:20:19
Presentation"... Under "Admin"...
00:20:25
Again. I can do a right click here. Remember I can make this a
00:20:31
tab, again... And then I could move the tabs around.
00:20:36
This is how I can easily organize my channels. So, for
00:20:41
each channel the conversation will be kept within the
00:20:45
appropriate channel. It won't be mixed. Everything is
00:20:49
structured... So, I have "conversations"... I have a
00:20:52
"library"... and then I can personalize my "tabs" with
00:20:55
different "tools".
00:20:58
So now... In "Private"... I haven't done anything yet. For "Private", you
00:21:02
see, there are only two tabs, "Posts" and "Files". Now, only "Lisa"
00:21:06
will be able to view my "conversation" under "Private"
00:21:09
channel... Because she's the only one invited... And How do I tell a
00:21:14
standard channel from a private channel?... It's that little "icon"
00:21:18
with the "Padlock"... Right here!
00:21:21
So, again... This is how I easily... ... go to files.
00:21:34
The ribbon appears and now I can upload files in channels... In
00:21:39
the "Private" channel as well... So, I'm going to pick
00:21:42
something different, uhm...
00:21:51
OK, let me say... I'm going to use this "Sales Sample..."
00:21:55
Why not? Those will be the two files I want to upload... So, I
00:21:59
upload the 2 PowerPoints...
00:22:02
And let's say... I want to add a folder, here...
00:22:08
And we'll just call it "Other"...
00:22:13
And then I realize: "Oh, shoot!.. I created a folder... but I want
00:22:17
this file to be under this folder..." How do I do that? I just
00:22:22
right-click... Or I check...
00:22:26
And then do a right-click or I can go to the "Three little dots",
00:22:29
here, to see all the actions.
00:22:31
And then heren I can decide to move this file.
00:22:36
And you see I can see the name of the folder... Right here... "Other".
00:22:40
And then I will just move the file into "Other"...
00:22:46
So now if I go to "Other", I can locate the file I just
00:22:51
And again, I can make this file. I can pin it to the top...
00:22:57
Or I can make it a tab...
00:23:01
Always with the right- click... Simple as that...
00:23:07
So we've seen how to create a channel. We created two
00:23:12
channels... A "Standard" channel and a "Private" channel. We've also
00:23:16
seen... In every channel, I can personalize every channel... It
00:23:20
will have its own conversations, its own library, which is the
00:23:25
"Files" tab, so its own content. And also we can personalize the
00:23:30
"Tabs" with the "Tools". So let's say... "Accounting" needs "Excel"...
00:23:34
I'll put in "Accounting", Excel files only... You can do it by "Topics"...
00:23:39
You can organize your channels in any form you want. It is really
00:23:43
practical... Now, The other thing you can do...
00:23:48
As you see, you can open files directly into...
00:23:54
TEAMS. So, right now... If I go back to the tab files.
00:24:02
If I want to go back... Well, this
00:24:05
is the PowerPoint. When I open the PowerPoint... I click on it...
00:24:09
It opens it directly in TEAMS. So that means I can see a PowerPoint
00:24:14
presentation. I can see a Word document or an Excel file
00:24:18
directly in TEAMS... All Microsoft Office applications are
00:24:21
integrated with Microsoft TEAMS, which is practical! So, I can do
00:24:24
all my work from TEAMS directly. I don't have to leave TEAMS.
00:24:29
But in case you like to have the regular desktop application... Know
00:24:33
that on the very top where you have your tabs showing... Go all
00:24:38
the way to the right...
00:24:41
Where it has the conversation icons appearing... There's the "Tree
00:24:45
little dots", here.
00:24:47
And it will let me either open, uh... the application
00:24:51
browser... Or I can open afterwards from the "browser"
00:24:54
to my "desktop application"...
00:24:58
But the whole point here... is to be able to work directly from
00:25:02
this "new workspace"... So you can centralize all your information...
00:25:06
Your communication... And people will be able to "co-edit" on the
00:25:10
same documents! All documents are in the files within a
00:25:13
channel. All the members that have access to this channel can
00:25:17
modify the files with you, directly in TEAMS' interface. So
00:25:22
now, if you need to obtain a
00:25:26
"link"... to this "file".
00:25:30
You can... First of all, you can download your file directly from
00:25:35
here. The other way... Let me go back... With the "Little Arrow" on
00:25:39
top,here... I'm going to go back to the initial interface... just do
00:25:43
a right-click again on the file. You can "Copy the link".
00:25:48
and press "Copy"... And then for instance, you can open
00:25:52
your "Outlook"...
00:25:57
Or you could have done it also from the ribbon... As you can see
00:26:00
here, there are different ways to do it... but I'm showing you
00:26:03
one that is very simple... Right- click on the file... You go to your
00:26:07
Outlook... You want to send a
00:26:08
message to your colleagues... So they can locate the file faster...
00:26:12
But of course... This file...
00:26:14
Remember... Only the members that have been invited
00:26:19
to this team and channel, have access to this file... So,
00:26:24
I can only send the link to the
00:26:27
members concerned. So this is the link that will give access
00:26:31
to... I believe I was in the "Private channel"... so it will
00:26:37
And... I can write a message to her...
00:26:41
"Here's the link to
00:26:44
access PPT (PowerPoint)"...
00:26:49
And then, "send" the message to "Lisa" that way...
00:26:59
Et voilà! So Lisa will be notified in TEAMS... And in Microsoft, uh... Sorry... In
00:27:04
"Microsoft Outlook"... She will get the message and all she'll have
00:27:07
to do is click on the "link"... And will have direct access
00:27:13
to the file in TEAMS.
00:27:20
So, remember... Now, in order to create a new channel, you have
00:27:26
to go to the "logo name" of the
00:27:29
team. On the right-hand side... Here... There are the words "Manage
00:27:33
team", but you also have "Add channels". You can add more
00:27:37
members directly from this "menu". You can leave the team, but
00:27:41
don't leave the team without assigning first someone else as an
00:27:44
"Owner" of the team... You can "Edit team"... You can get a
00:27:49
link to the team... The same thing as a "file". We can also obtain a
00:27:53
link for the team and send it to our team members... the first time...
00:27:58
to let them know...
00:28:00
But as soon as you create a team, the members are notified
00:28:03
when you add their name to the
00:28:05
team. If you want to delete the team, it is right here. So, if I want
00:28:09
to manage the team, I would do it
00:28:11
from here. Again, the "Owner" is
00:28:14
"Oliver Lodge". I have three "Members" here... And if I want to
00:28:19
make "Lisa" a Co-owner of the team, let's say... I'm going to go
00:28:24
on vacation... And I need somebody else to manage the team while
00:28:27
I'm out. Maybe, "Lisa" is the person I trust in the team... To do
00:28:32
so, I can change her role... And she becomes an owner... And then
00:28:36
this way, she can also invite other members or remove people
00:28:40
from that team... And she can do a lot of things as the owner
00:28:45
would. So that's that for how to set up TELEWORK! The
00:28:50
first thing you want to do is to create a team and you
00:28:55
want to add the files in the appropriate channels.
00:29:00
You want to make sure you invite all the members to the team and then
00:29:04
if you have a private channel, make sure to invite only a few
00:29:08
members to that private channel for confidential communication.