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8 Tricks to Become a Microsoft Teams Master

March 19, 2020

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MS-Teams_Tile2_1000x700Many companies and organizations are transitioning to remote work solutions and Microsoft Teams is quickly becoming one of the most adopted options. However, once your company has brought you into the Teams fold, you'll need to know how exactly to make the most of this robust new collaborative tool. 

Here are some fantastic tricks you can use to become a Microsoft Teams master at your company: 

1. Pin Important Chats

The chat tab on the left-hand side of the application panel provides access to all of your ongoing conversations. While many of these messages will only require a single glance, others may contain information you'll want to reference later. For these we recommend using the "Pin" tool. Hover your mouse over the conversation you'd like to keep track of, right-click, and select "pin". The message will move upwards into the "Pinned" conversations group. By pinning the important conversations, you'll cut down on clutter and distraction.

2. Sharepoint

Companies large and small rely on SharePoint every day to collaborate on projects and keep those project files securely backed up in the cloud. Microsoft developed Teams to work hand-in-hand with the SharePoint platform. In fact Teams can be configured to automatically backup files to SharePoint as soon as you share them in a Teams chat. That way the file is always accessible, anywhere and from any device.

3. The Mobile App

The Microsoft Teams mobile app is very easy to set up and intuitive to use. Versions are available for both iOS and Android mobile operating systems. Simply go to the app store on your particular device, download the Microsoft Teams app, and sign in with your credentials. It features all of the functionality found in the desktop app, which means you can read and send messages, make calls, video-conference, and share files as well.

4. GIFs

Sometimes, a GIF is simply the best way to express how you feel. Microsoft has thought of that and included a built-in integration with Giphy, and it's very easy to use. To find a GIF animation and send it, click on a chat scroll your mouse down below the chat blank, and click on the "GIF" icon. You'll be prompted with a few examples and a search bar to explore further.

5. Teams per Department

One reason chat programs like Teams have grown in popularity is that they easily offer you the ability to segment your messages into different categories. This allows you to easily find them later, unlike email, which forms a big pile of mail which must be sifted through and sorted. At Sagiss, for example, we've created a team for the service desk, one for senior management, another for sales & marketing, etc. This helps people stay focused by removing them from irrelevant message strings they don't want to be a part of.

6. Keyboard Shortcuts

Hunting around a screen with a mouse is slow, at least compared to the speed of using a keyboard shortcut to accomplish the same task. People have done the math, believe it or not. Every Microsoft Office application makes use of keyboard shortcuts to some extent, and memorizing a select few can save you a great deal of time. Type Ctrl + O, for example, to attach a file to a chat. Ctrl + Shift + A will answer an incoming video call, while Ctrl + Shift + D will decline it. To view the full list of shortcuts at any time in Teams, simply hit Alt + / (Alt + forward slash).

7. Schedule Meetings

Getting a meeting on the calendar is a snap with Teams. The best part is that Teams integrates with Outlook, so you'll see the event appear in your Outlook calendar immediately after you've set it up in Teams. To schedule a meeting, simply hit Ctrl + 4, or click on the Meetings tab on the left-hand side of the panel. Look toward the bottom of the screen and click "Schedule a meeting". You'll be able to set a meeting place, time, and invite participants all from a single screen.

8. Get Attention with @

Want to address someone specific in a group chat? That's easily done using the @ symbol. Enter the @ symbol, and start typing the person's name. If someone were trying to direct a particular group message to this writer, they would type in @Jordan, and Teams would display "Jordan Weber" as a suggestion. Find the person's name and select it. The name will appear in blue text in your message. When that message goes out, that person will see a notification bubble pop up on their desktop. This is useful to get someone's attention in a pinch, but we recommend using it sparingly to avoid coming across as a nuisance.

To review all of the resources CallTower has made available to our channel partners, be sure to visit our Parnter Portal at the link below:

Microsoft Teams