Best Practices for Microsoft Teams

Purpose 

This knowledge base article provides essential best practices for effectively using Microsoft Teams within the university environment. Whether you are a faculty member, student, or staff, understanding these guidelines will optimize your collaboration experience and streamline communication.  

Note: The processes mentioned are for a Windows Computer/PC. For additional information, read KA 625

Teams 

General Best Practices 

Objective: Enhancing Collaboration with Microsoft Teams 

Key Topics Covered 

  1. Organizing Teams and Channels 
  • Learn how to structure your Teams and pin important channels for easy access. Optimizing channel organization enhances productivity. 

Effective organization in Microsoft Teams enhances collaboration and productivity! 

  1. Reorder Teams: Group similar Teams together or order them alphabetically. Drag and drop Teams to arrange them in a more organized list. 

  • Click the team you want to move, then drag it to the desired position. 

  1. Hide Teams You Don’t Frequently Use

  • Some teams may be less relevant to you. Hide them to declutter your sidebar. 

  • Click the three-dot icon next to the team name and select “Hide.” These teams will move to the “Hidden Teams” section. 

  • To unhide a team, click the three-dot icon and select “Show.” 

  1. Hide Channels Within Teams

  • Even within active teams, certain channels might be less relevant. 

  • Click the three-dot icon next to a channel and select “Hide.” 

  • To unhide a channel, follow the same steps. 

  1. Pin Important Channels

  • Pinned channels stay at the top of your sidebar for quick access. 

  • Click the three-dot icon next to a channel and select “Pin.” 

  • You can pin multiple channels, ensuring they’re conveniently placed. 

  1. Creating Teams from Existing Groups 

  • Utilize existing contact groups, security groups, or Office groups to create Teams. 

  • Understand the process of importing large groups into Teams. 

  1. Leveraging Large Teams for Collaboration 

  • Explore the benefits of large Teams for department-wide collaboration and employee resource groups. 

  • Discover strategies for effective communication within large Teams. 

  1. Exploring Advanced Features 

  • Dive into features such as document sharing, voice/video meetings, and app integrations. 

  • Maximize productivity by using additional functionalities like background images and meeting recordings. 

Meeting Best Practices

Co-organizers in Meetings

  • Open Teams and select the Calendar icon to create a new meeting.

  • Enter a title, attendees, date, and time for the meeting. If required, please include a description of the meeting for reference and any necessary attachments such as files or documents. Select Send.

  • Now, right-click on the meeting, and choose Edit.

  • Navigate to Meeting options.

  • It will open a webpage on your browser to edit meeting options. Look for Choose co-organizers on the list displayed on the left side of your screen. Click on the small arrow selected on the image below and choose the Additional co-organizer(s).
  • Select Save at the bottom of your screen.

Co-owners of Teams

  • There are two main roles in Microsoft Teams: A team owner, the person who manages the team, and team members, the people who they invite to join their team. 
  • Team owners can make any team member a co-owner when they invite them to the group or after they have joined the team. 
  • Having multiple team owners enables you to share managing settings and membership responsibilities, including invitations. "UTD recommends at least two owners on every Team".
  • To make another team member an owner – Right-click on the three dots on a team and select Manage Team.

  • As shown below, you can use/make changes to the various functions of a Team by selecting options in the banner. You can directly add a member by selecting the Add member button.

  • To edit the role of the member, click on the small triangle under the role column and choose either member/owner.

Conclusion 

By following these best practices, you will harness the full potential of Microsoft Teams, fostering seamless collaboration and enhancing communication across the university community. 

Details

Article ID: 870
Created
Thu 7/7/22 9:44 AM
Modified
Tue 4/9/24 1:49 PM