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Teams - Use Templates to Create Documents Tutorial

Create and use templates in Microsoft Teams to generate consistent documents. The video demonstrates designing a standard meeting minutes template, importing it into Teams, and using it to create new documents with one click. It explains that the template file must be closed before import, how to access the template via the create or upload menu, and how edits to the template affect future documents. It also shows customizing the creation menu and opening new documents in a browser or Word.

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Parteger

Available in Microsoft365

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certain documents come up constantly

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meeting minutes,

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project sheets,

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weekly reports.

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Each time we start from a blank page

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we rebuild the same formatting

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we reorganize the same sections.

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Microsoft Teams templates solve this problem.

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They allow you to prepare a structure once and then

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generate as many documents as you need with one click,

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always homogeneous and perfectly formatted.

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In this tutorial we'll look at how to add a template in Teams

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and use it on a daily basis.

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First of all,

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you should know that a model must be prepared in advance,

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so you first design your standard document in the application concerned,

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in this case,

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a meeting minutes template.

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It is this file that will serve as the basis for all your future creations.

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A key point to remember

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the template file must be closed before importing it into Teams.

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Otherwise the upload will fail.

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Once the template is ready and closed,

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return to Microsoft Teams

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in the share tab of the channel.

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Open the create or upload menu,

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then choose add template,

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then select your file.

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Here are meeting minutes and validate.

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Teams proceeds to load the template.

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Once the operation is complete,

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the template is integrated into Teams.

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Now when you open the create or upload menu,

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your template will appear directly in the list of new documents you can create

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to generate a document from this template,

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simply click on it.

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The new document will then open automatically here in the web browser.

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Depending on how you set up the document opening on your computer,

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it can also be opened directly in the Microsoft Word application.

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All you have to do is complete it,

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and that's the whole point of the approach.

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Whenever you need a document of this type,

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you will only have to open the create or upload menu

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and select your template

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without ever starting from scratch.

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It is also possible to customize this creation menu.

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To do this,

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click on create or load,

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then on edit new menu.

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By clicking on the three dots in front of your model,

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you have several options.

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You can uncheck it to hide it,

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move it to rearrange the order of the menu,

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change its content type,

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or choose edit.

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Pay attention to the latter option.

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If you click on edit,

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you are not editing a new document.

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But the template itself,

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which will then open in Microsoft Word,

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so any changes you make here will affect the template

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and therefore any documents you create from it.

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You now know how to create,

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import,

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and operate your own templates and teams.

Mandarine AI: WHAT YOU SHOULD KNOW

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