•Open Microsoft Teams in your system / or log on to

https://teams.microsoft.com/

To open Microsoft Teams:

*Desktop Application:*

1. Windows: Start > Microsoft Teams

2. Mac: Applications > Microsoft Teams

*Web Version:*

1. Go to (link unavailable)

2. Sign in with Microsoft account (work, school, or personal)

*Mobile App:*

1. iOS: App Store > Microsoft Teams

2. Android: Google Play Store > Microsoft Teams

*Logging In:*

1. Enter email address

2. Enter password
3. Click “Sign in”

*Microsoft Teams Features:*

1. Team chats

2. Video meetings

3. File sharing

4. Collaborative document editing

5. Integrations with Microsoft Office apps

*Navigation:*

1. Activity: Recent updates

2. Chat: Personal conversations

3. Teams: Team channels

4. Meetings: Scheduled meetings

5. Files: Shared documents

*Tips:*

1. Use @mentions for notifications

2. Create custom channels

3. Pin important chats

4. Use Microsoft Whiteboard

- Setting up Microsoft Teams

- Creating teams and channels

- Integrating with other Microsoft apps

Let me know!

I can also assist with:

- Microsoft 365 training

- Collaboration tools

- Communication strategies

- Workflow optimization

•Create a team with all your departments being part of it as Channels

To create a team with departments as channels in Microsoft Teams:

*Step 1: Create a Team*

1. Log in to Microsoft Teams.

3. Click “Join or create a team”.

4. Select “Create a team”.

5. Choose team type: Public or Private.

*Step 2: Add Channels (Departments)*

1. Click “Channels” tab.

2. Click “Add channel”.

3. Enter channel name (e.g., “Sales”).

4. Add description (optional).

5. Click “Add”.

Repeat for each department:

- Sales

- Marketing

- HR

- IT

- Finance

- Customer Support

*Step 3: Customize Channel Settings*

2. Click “More options” (…).

3. Select “Edit channel”.

4. Adjust settings:

- Channel name

- Description

- Privacy

*Step 4: Add Members*

1. Click “Members” tab.

2. Click “Add members”.

3. Enter names or email addresses.

4. Select role: Member or Owner.

*Step 5: Organize Channels*

1. Drag and drop channels to reorder.

2. Use “Favorites” to prioritize channels.

*Tips:*
1. Use clear channel names.

2. Set channel descriptions.

3. Assign channel moderators.

4. Use @mentions for notifications.

*Benefits:*

1. Centralized communication.

2. Departmental organization.

3. Simplified collaboration.

4. Enhanced visibility.

Need help witselec Managing team permissions

- Integrating apps and services

- Creating custom connectors

Let me know!

I can also assist with:

- Microsoft Teams training

- Collaboration strategies

- Communication planning
- Workflow optimization

•Start conversation in each channel

To start a conversation in each channel:

*Sales Channel*

1. Click “Sales” channel.

2. Type message in chat box: “Hello Sales Team! What’s the latest sales
update?”

3. Click “Send”.

*Marketing Channel*

1. Click “Marketing” channel.

2. Type message in chat box: “Marketing Team, what’s the plan for the
upcoming campaign?”

3. Click “Send”.

*HR Channel*

1. Click “HR” channel.

2. Type message in chat box: “HR Team, what’s the latest on employee
onboarding?”

3. Click “Send”.
*IT Channel*

1. Click “IT” channel.

2. Type message in chat box: “IT Team, any updates on software upgrades?”

3. Click “Send”.

*Finance Channel*

1. Click “Finance” channel.

2. Type message in chat box: “Finance Team, what’s the current budget
status?”

3. Click “Send”.

*Customer Support Channel*

1. Click “Customer Support” channel.

2. Type message in chat box: “Support Team, what’s the latest on customer
inquiries?”

3. Click “Send”.

_Conversation Tips:_
1. Use @mentions to notify team members.

2. Share relevant files and links.

3. Use threaded conversations.

4. Set clear subject lines.

_Channel Organization:_

1. Use clear channel names.

2. Set channel descriptions.

3. Pin important posts.

4. Use tabs for organization.

Need help with:

- Managing channel notifications

- Creating custom bots

- Integrating external services

Let me know!

I can also assist with:

- Collaboration strategies

- Communication planning

- Workflow optimization

•Request your teams to send you approvals with the help of Approvals on
Team

To request approvals from your teams using Approvals in Microsoft Teams:

*Step 1: Create an Approval Request*

1. Open Microsoft Teams.

2. Go to the relevant channel.

3. Click “New conversation” or reply to an existing conversation.

4. Type `/approvals` to open Approvals app.

5. Click “Create an approval request”.

*Step 2: Fill Approval Request Details*

1. Enter approval title.

2. Add description.

3. Select approval type:

- Number

- Text

1. Set due date and time.

2. Assign approvers (individuals or groups).

*Step 3: Add Attachments (Optional)*

1. Click “Attach file”.

2. Upload relevant documents.

*Step 4: Send Approval Request*

1. Review request details.

2. Click “Send”.

*Tracking Approvals*
1. View approval status in channel conversation.

2. Receive notifications on approval updates.

*Approval Response Options*

1. Approve

2. Reject

3. Request changes

*Tips and Variations*:

1. Use templates for recurring approvals.

2. Set reminders for pending approvals.

3. Integrate Approvals with Power Automate (formerly Microsoft Flow).

*Common Approval Requests*:

1. Document approvals

2. Time-off requests

3. Purchase orders

4. Project proposals
Need help with:

- Customizing approval templates

- Integrating Approvals with external tools

- Creating approval workflows

Let me know!

I can also assist with:

- Microsoft Teams training

- Workflow automation

- Collaboration strategies

- Process optimization