Microsoft Teams: Creating and Managing a Team

Overview

Microsoft Teams is an easy way to pull together a group to share, collaborate and communicate in one central location without the use of phone calls that take time away from our day or emails that can easily get buried.  From directly within Teams we can bring everyone together to share information, securely edit files live and at the same time, bring together Microsoft Office 365 apps (OneDrive, OneNote, Planner, Forms, etc) and third-party apps and websites in one place, tag members of the team in conversations or actions and customize the work through adding notes (OneNote and others) and other applications.

For a more in-depth walk-through with Microsoft Teams, view the Tech Talk video training.

Creating your team is an easy process.  Follow these instructions to create, edit and manage your Team.

Creating a Team

  1. Select Teams > Join or create a team.
    This is where you create your own team, or discover existing ones.
  2. Select Create a new team, and then select Build a team from scratch or select Create from... to build an all-new team or create from an existing group respectively.
  3. Select Private if you'd like people to request permission to join, or select Public if anyone in your organization can join by clicking on a shared link.
  4. Give the team a name and add a short description if you'd like.
  5. Select Create.
  6. Add members.
    You can add people, groups, or even entire contact groups.
    If you need to add people from outside your organization, use their email address to invite them as guests. Add a friendly display name for them too.
  7. Members who are added to the team receive an email notification that they have been added to that team.
  8. When you're done adding members, select Add and then Close.

Creating a Channel

  1. By default, every team gets a General channel, which is a good channel to use for announcements and information the whole team needs. To add more channels
  2. Select the three dots and More Options next to the team name.
  3. Select Add channel.
  4. Enter a name and description for your channel.
  5. You can build a channel around a topic, project, department name, or whatever you like.
  6. Select Automatically show this channel in everyone's channel list if you want this channel to be automatically visible in everyone's channel list.
  7. Select Add.

Customize and Manage Your Team

  1. Select the three dots near the team name and then More Options
  2. Select Manage team to find Members, Channels, Settings, and Apps for your team all in one place.
  3. Select Settings > Team picture to add a team picture and give your team some personality.

Adding Individuals to Your Team

  1. Select the three dots near the team name and then Add Member
  2. Type the name of the individual(s) you'd like to add, click Add
  3. Assign a role (Member or Owner), then click Close.

Removing Individuals from Your Team

  1. Select the three dots near the team name and then Manage Team
  2. Click the X next to the name you would like to remove.
  3. This person has been removed from your Team.
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