Microsoft Team
Microsoft Team
• Managing Participant Settings and Meeting Notes • How to Share Your Mobile Screen in Teams
• Options available in a meeting • Breakout Rooms
• Share Screen icon • Together Mode
During the
meeting • More Actions icon • Focus Mode (Content Only)
• Record a Meeting • 5 Minutes Left Notification
• Add a Poll to a Teams Channel or Chat • Teams meeting Reactions, including
Raise your hand
• Viewing a recorded meeting
After the
• Sharing a recorded meeting
meeting
• Assign and track action items
Note that some of the features may not be exactly what an end user will experience due to:
Teams policies set at How the end Where the company is at with
the admin portal user accesses Teams new features being rolled out
(ex: Web client vs desktop) from the tenant level
To keep up with product releases please refer to the message center in the Teams admin portal and the
Microsoft 365 Roadmap.
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Channel meetings
These meetings are associated with a channel, so all team members can
choose whether to join the meeting, view the agenda and conversation, and
share files—all from within that channel. Add all Teams members are invited
not just channel in Add Required Attendees so it will reflect in Outlook.
Select the Teams icon. When you do so, a Join a Microsoft Teams Meeting link is created in the body of
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the invite. If you have an Audio Conferencing license, a phone number and conference ID will be included.
4 In the Required box, enter the email addresses for the people you want to invite to the meeting.
6 If you need the meeting to be recurring, please select the Make Recurring icon.
7 Add content to the body of the invite to inform participants of the purpose of the meeting.
8 Double check your information and then click the Send button.
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*Your calendar in Teams is connected to your Exchange calendar. In other words, when you schedule a meeting in Outlook, it will show up in your Teams
calendar, and vice versa.
Create a meeting invite for someone else in Outlook
As a delegate, open the Outlook Calendar for the individual whose calendar you’re managing. Click the
1 Home tab, and then click the Teams Meeting icon (screenshot below). If you require delegate
permissions, see instructions here (steps should be performed on delegator’s device).
Select the Teams icon. When you do so, a Join a Microsoft Teams Meeting link is created in the body of
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the invite. If the delegator’s account has an Audio Conferencing license, a phone number and conference
ID will be included.
3 Create a Title for your meeting invite.
4 In the Required box, enter the email addresses for the people you want to invite to the meeting.
6 If you need the meeting to be recurring, please select the Make Recurring icon.
7 Add content to the body of the invite to inform participants of the purpose of the meeting.
8 Double check your information and then click the Send button.
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Create a meeting invite in Teams
1 Open the Teams client, select the Calendar icon located on the left side of the navigational side bar.
2 Select the New Meeting button located in the top right corner of the screen.
5 In the Required Attendees box, enter the email addresses for the people you want to invite to the
meeting.
6 If you need the meeting to be recurring, select the Does Not Repeat drop down box and a recurring
selection(s) drop down box will appear.
7 For internal attendee(s), select the Scheduling Assistant tab (top left) to see if the attendee(s) are available at
the time you are proposing.
8 Add content to the body of the invite to inform participants on the purpose of the meeting.
9 Double check your information and then click the Save* button.
10 *If you want to tie the meeting to a Team channel, select Add Channel.
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*When you select the Save icon the Microsoft Teams Meeting link info is automatically created and sent out in the invite. If you have an auto conferencing
license a phone number and conference ID will be included.
Meet Now option in Outlook
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Open your Outlook Calendar, Create a Title for your meeting In the Participant box, enter the
click the Home tab, and then and select the Join Now icon. email addresses for users you’d
click the Meet Now icon. like to have join this meeting.
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Create a Title for your meeting and select the Get a link
to share or Start meetings button. 6
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Joining a meeting
Joining a Meeting
Maximize productivity by starting your meeting off on
the right foot
B Option B:
Select the Join button located on the top right
side of the screen.
*If a conference number appears in the invite, you should only be leveraging the number and ID if you are unable to access the Teams app or Teams through
the web.
Joining and creating a Teams meeting from the mobile app
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Screen prior to joining a Teams meeting
Next you will see the following screen, in which you will have the following selections
prior to joining the meeting.
1 Camera
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If you turn on your camera you may
notice the icon below. This is to 6
enable background effects.
2 Background filters
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If you want to change what appears
behind you in your video, you can 7
either blur your background or 1 8
replace it entirely with any image 3 9
you want. 2 4
3 Device settings
Select audio device and camera **Settings will default based on last Teams meeting.
settings to make adjustments to
your audio or camera source. Other Join Options
4 The user will have two options if they don’t have the Teams app: A
8 To leave the meeting, select the Red Phone icon listed in the user bar.
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Joining from mobile as an external user (slide 1 of 2)
A Option A:
Join Online Now link listed in the email or
B Option B:
Join button listed in their calendar.
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Joining from mobile as an external user (slide 2 of 2)
4 If the participant does not have the Teams mobile app, they will be directed to a screen
to download the app.
5 Next the participant will see the following screen. To join the meeting, select the Join
Now icon. The participant has the following selection options prior to joining the
meeting.
A Join now – Select to join the meeting with current meeting options
B Blurred background – Select this option to blur the background of your
video call
C Camera – Select this to turn your camera on or off
D Microphone – Select this button to turn your microphone on or off. If it’s off,
others will not be able to hear you
E Speaker – Turn your speakers on in order to hear the conversation
6 To leave the meeting, select the Red Phone icon listed in the user bar.
C D E
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During the meeting
Customize your meeting experience for greater
connection, collaboration, and productivity
3 During a meeting, select the Show participants icon. Then, above the list of participants,
choose Manage permissions.
There are two different ways to create Meeting Notes prior to a scheduled meeting
To take notes before a meeting in Outlook, go to Calendar select the Meeting Notes icon located in
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the ribbon bar.
To take notes before a meeting in Teams, go to Calendar, double click the selected Meeting. The
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Meeting Notes icon is located in the tab bar.
The hard mute feature under Participants allows you to block people from unmuting their
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microphones within a meeting.
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Options available in a meeting
For more details on Share Screen and More Actions, refer to the next slides
C D E
More Actions icon
2 Show Meeting Notes: Notes you take are shared with others
and are accessible before, during and after the meeting.
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3 Meeting Details: Join meeting link info/dial info.
4 Gallery: The default view when you join a meeting. If there are
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more than nine others in attendance, Teams will prioritize the
people who have their video turned on, as well as those that are
speaking the most. 3
6 Together Mode: Let’s you feel like you're in the same shared
space with everyone in the meeting. For now, there's one 5
auditorium-style space, but more options are on the way.
2 When the meeting has ended and you’d like to stop recording, select the Stop Recording option
from the More Actions… menu.
3 If you want to allow multiple answers, click or tap the toggle next to Multiple answers. Also select
whether you want to Share results automatically after voting and/or Keep responses anonymous.
Select Save.
4 Preview your poll, and then click Edit if you want to make changes,or click Send if you’re ready to
post it.
As people in your group take the poll, you'll see real time results in your group conversation.
Steps to create and launch a poll before or during your meeting
How to Share your Mobile Screen in Teams
Option 2: Share mobile screen when you are already in the Teams Meeting from
another device (ex: Desktop):
You will follow the same process as Option 1. The only difference is when you open the
Teams App, you will see a bar asking if you would like to join device in the in-progress
meeting – select Join. 1
1 Following the same steps as joining a Teams meeting but with the updated toolbar, you’ll now
see new icon
4 By default, when you select Start rooms, participants are automatically moved to their room without
warning. If you would like participants to have the option to join or decline the breakout room,
select the ellipses […] next to the Breakout Rooms header and deselect the check box
for Automatically move people into opened rooms. Participants will see the following dialogue
box when breakout rooms are open:
Breakout Rooms (pages 2 of 5)
5 Manually assign participants to breakout rooms
If you chose to manually assign participants to rooms, select Assign
participants to expand the name list. Select the check boxes next to
participants you want to assign to your first breakout room, then select
the ellipses […] to select the breakout room name. Repeat these steps
until all participants are assigned to a room.
Note: Participants who dial in via a phone or Teams device cannot be
added to a breakout room. Those participants will remain in the main
meeting when breakout sessions start.
If need to re-assign participant(s), expand the name list, select the
participant(s), select the ellipses […], then select Unassigned or another
room name.
6 Start breakout rooms Or you can open only specific rooms by selecting the
When you are ready to start your breakout ellipses […] by the room name and selecting
sessions, select Start rooms Open room.
You will see participants leaving the main meeting
and joining their breakout room
If a participant leaves their breakout room the organizer can move the
participant back to the breakout room by selecting the ellipses […] next
to the participant’s name and select Ask to join.
If a participant joins the main meeting late after breakout rooms have
opened, the organizer can add the participant to a breakout room. If
the participant misses the notification to join the room, select
Ask to join.
Breakout Rooms (pages 3 of 5)
7 Send Announcements
The meeting organizer can send announcements to all
participants while breakout rooms are open. Select the ellipse […]
by the Breakout Rooms header.
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Pull participants back to the main meeting 9
Or select the ellipses […] for a specific
Select Close rooms to pull all the participants breakout room, then select Close room.
back to the main room. Once a breakout room is closed, chat for that
session is closed. Participants can’t continue
to chat there.
Note: Artifacts (chats, files, and recordings) from breakout sessions are viewable by room participants. Only the organizer will have access to artifacts from all
breakout rooms.
Breakout Rooms (pages 4 of 5)
Join breakout rooms
When the meeting organizer opens your assigned breakout
room, you will automatically be moved there. If the organizer
deselected the check box for Automatically move people into
opened rooms, you will see this dialog box.
Notes
• Participants cannot join breakout rooms using the same
account from multiple devices.
• Participants in breakout rooms cannot add others to the
meeting chat, copy meeting details, nudge others to join the
meeting, or use “call me back.”
• A meeting organizer can join a breakout after it is opened by
selecting the ellipse […] next to a room name and
selecting Join room.
Together Mode
Together mode in Teams meetings now offers several scenes to choose from, including a cozy coffee bar,
a classy board room, a Minecraft setting, an under-the-sea theme, and more. Also, now meeting
organizers and presenters have more control over the scene all participants see when they turn on
together mode for themselves.
How to use together mode
Participants can turn on together mode for themselves by selecting the More actions ellipses […] on the
meeting’s control bar, then select Together mode. Meeting participants with video on (up to 50)
are displayed together, seated in the selected scene. Audio-only participants will continue to show beneath
the main meeting stage.
To change the scene for everyone, the meeting
organizer or a presenter can select Change scene in
the lower left corner of the scene. Their selections will
be applied for all meeting participants. Learn more
about participant roles.
To turn off Together mode, select Gallery (up to nine
videos in a 3x3 grid) or Large gallery (up to
49 videos in a 7x7 grid).
Note: Focus mode is not available when sharing a desktop or window. You cannot select it until a PowerPoint or Whiteboard is shared
5 Minutes Left Notification
Microsoft Teams will automatically issue a 5-minute warning when the meeting is nearing a close – It will be
triggered for all scheduled private, and channel meetings.
Click the icon showing a preview of the meeting recording. This will launch a video player embedded
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in a browser window.
Sharing a recorded meeting
1 Navigate to the Chat app in the App Rail and select the meeting chat for your recent meeting.
Click the icon showing a preview of the meeting recording. This will launch a video player embedded
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in a browser window.
In the toolbar across the top of the window, click the Share option and type in the name(s) of the
3 people you’d like to share access to the recorded meeting to. Click Send – they’ll receive an email
notification.
Assign and track action items
Navigate to the Teams app in the App Rail and click the + icon to create a new tab in the channel
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most relevant to your recent meeting.
2 Search for “Tasks” in order to locate the Tasks by Planner and To Do integration.
Type a descriptive name for your new plan in the Create a new plan field. You’ll now have a planner
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board, accessible to all team members and providing basic task management.