Learning Method: Instructor-led Classroom Learning Duration: 0.5 Day
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Overview:
This course is designed to teach how to maximize your staff’s use of MS Teams. Participants will learn how MS Teams enhances communication and collaboration. Students will learn to manage channels and streamline communications using MS Teams. Including: Chat and Calls, scheduling meetings, file sharing and collaboration, managing tasks and integrating Apps all within Microsoft Teams.
Who Should Attend:
This course will benefit remote and hybrid work environments, team leaders, managers, project coordinators and administrators, new MS Team users, HR staff, and power users seeking advanced skills.
At Course Completion:
Participants will have a comprehensive understanding of how to effectively navigate the platform, including mastery of its interface, basic customization options, and communication tools. They will be able to create and manage teams and channels, facilitating structured collaboration and organizing discussions on specific topics. Participants will learn to start and manage one-on-one and group chats, effectively use meetings and conferencing tools, including scheduling, screen sharing, and recording, and collaborate in real-time on files using Microsoft 365 apps.
Outline:
Lesson 1: Basic Navigation and Interface Mastery
- Understand and navigate the Microsoft Teams desktop interface, including the main menu, left navigation bar, and key features such as Chat, Teams, Calendar, and Files
- Customize their personal settings, including profile information, theme, notifications, and status
Lesson 2: Creating and Managing Teams and Channels
- Create and manage teams for various projects or departments
- Create and organize channels within teams to facilitate focused discussions and collaboration on specific topics or tasks
- Configure team settings, permissions, and roles (Owner, Member, Guest)
Lesson 3: Effective Communication in Teams
- Start and manage one-on-one, group chats, and channel-based conversations
- Use @mentions, emojis, GIFs, and other media in conversations to enhance communication
- Manage notifications to stay updated on conversations that matter most
Lesson 4: Hosting and Participating in Meetings
- Schedule, join, and manage virtual meetings
- Use meeting tools like screen sharing, muting/unmuting, video on/off, and background effects
- Record meetings, take notes, and assign follow-up actions
- Understand how to collaborate in real-time during meetings using files and whiteboard tools
Lesson 5: File Sharing and Real-Time Collaboration
- Upload, share, and collaborate on files within teams and channels
- Use Microsoft 365 apps (Word, Excel, PowerPoint) to collaborate on documents in real time directly within Teams
- Access and manage files stored in OneDrive and SharePoint
Lesson 6: Utilizing Microsoft Teams for Project Management
- Integrate apps such as Planner, OneNote, and To-Do for managing tasks and projects
- Use built-in and third-party apps to automate workflows and streamline team activities
Lesson 7: Calling and Conferencing Features
- Make voice and video calls from Teams, both individually and in group settings
- Manage call settings, voicemail, and call history
- Use conferencing tools for effective collaboration, including inviting participants and sharing content during calls
Lesson 8: Best Practices for Organizing Teams and Managing Work
- Organize teams and channels for optimal collaboration and communication
- Implement best practices for keeping teams focused and ensuring information is easily accessible to all members
- Apply tips for remote work, including managing availability, setting status messages, and optimizing virtual teamwork
Lesson 9: Troubleshooting Common Issues
- Identify and resolve common issues related to meetings, calls, and syncing problems
- Access in-app support and external resources for further assistance
Lesson 10: Advanced Features and Customization
- Learn how to use advanced features like tags for better organization, keyboard shortcuts for improved efficiency, and integration with other Microsoft services
- Customize notifications, channel settings, and app integrations for a personalized workflow
By the end of the course, participants will feel confident using Microsoft Teams for daily collaboration, effective communication, and seamless project management, enhancing both personal productivity and team efficiency.
