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Teams: A Guide in Microsoft 365

A guide to working with Teams for students, staff and faculty.

Getting Started

Getting Started

Anyone with a Brandon University email address and password can use their credentials to login to Microsoft 365/Office 365 and use any of the tools there, including Teams, Word, Excel, and others. It also allows you access from there to install those tools to your personal laptop/desktop if desired. The instructions below will explain how to do that.

Connecting to O365 web portal

To connect to the O365 web portal:

 

 
  • Login with your BU email address and password when prompted
  • Choose the O365 tool you wish to use, in this case “Teams”

 

 

You will now have Teams open and running through your device’s browser.

Adding O365 tools to your device(s)

  • Connect to the O365 web portal through portal.brandonu.ca
  • Open the Teams app
  • In the lower left hand corner there will be an icon to download the “Desktop App”, click on this.
  • Run the downloaded Desktop App installer
  • Open the new Teams app from your desktop and you should get a prompt to login with your BU email address and password
  • Open your device’s App Store
  • Search for the O365 tool you want (in this case MS Teams)

  • Install the App to your device

  • Open the App

  • You will be prompted for a login, use your BU email address and password

Join a team

Join a Team

A team is a collection of people, conversations, files and tools – all in one place.

You may have been given a Team Code for a team someone is inviting you to. Follow the steps below to join that Team:

  •  Start by getting connected to Microsoft Teams.

  •  Click on the button that says, “Join or Create Team”, in the upper right corner.

 

 
  • Enter the given team code under “Join a team with a code”.

 

 

You will now be added into a Team.

Create a Team

Create a Team

To create a team, start by getting connected to Microsoft Teams.

  •  Click on the button that says “Join or Create team” in the upper right corner.

 

 

  •  Now select "Create team".

 

 

 

  • If prompted for team ‘type’ choose either “Other” or “Class” (class only if you’d want to use features like handling class assignment hand-ins or grades via Teams).
  • Give your team a unique name and brief description.
  •  If prompted to add user, just hit skip for now - we’ll be using a generated team code (as we did above) to send out to members. Your team will now be created, just need to invite members.
  • If you select your team, there will be a button that looks like (•••) three dots beside it. If you click on it, one option should be “Manage Team”, choose this.

 

 

  •  Now, along the top, there should be a tab titled “Settings”. (If there is not, select the tab titled “More” that should be present, inside you should see the settings tab). Choose “Settings”.

 

 

  •  Inside Settings for your team, there will be an option titled “Team Code” If your team doesn’t have a code yet, there will be a button titled “Generate”. Hit that button to generate a code for your team.

The code here can now be copied and sent out to anyone you wish to join your team.

Create a channel

Create a standard channel

To create a standard channel, start in the team list. Find the team name and click More options More options button > Add channel. You can also click Manage team, and add a channel in the Channels tab. 

 

Add a channel to a team in Teams.

 
Create a private channel

If you want a focused place to discuss sensitive information such as budgets, create a private channel for your team. Only owners or members of the private channel can access it. To understand who can view what in a private channel, see Private channels in Teams

To create a private channel for a team:

  • Go to the team you want to create the private channel for and choose More options  More options button > Add channel.

  • Enter a name and description for your channel.

  • Under Privacy, select the down arrow on the right, and then select Private – Accessible only to a specific group of people within the team.

  • Select Add. This adds a private channel to the team.


    Private channel in Teams.

 

Add members to a private channel

As a private channel owner, you can add or remove members, and edit private channel settings. Each person that you add must first be a member of the team. 

To add members of your team to a private channel:

  • Next to the private channel name, select More options More options button > Add members.

    Add members to a private channel in Teams.
  • Use the Members and Settings tabs to add or remove members and assign roles. Your private channel can have multiple owners and up to 250 members.

  • When you’re ready, select Done. Members can now post messages in the private channel.

 
Manage private channel creation

As a team owner, you can turn on or turn off the ability for members to create channels. To see and change this option, go to the Settings tab for the team.

Create a standard channel

A standard channel is open for all members and anything posted is searchable by others. You don't add members to a standard channel because the team has access.

Tap Teams Teams button , go to the team name, and tap More options More options button > Manage channels.

Tap Add Add button and enter a name and description (optional). This adds a standard channel to the team.

You can create up to 200 channels over the life of a team. That number includes channels you create and later delete.

 

Create a private channel and add members

Only those users who are owners or members of the private channel can access the channel. To understand who can view what in a private channel, see Private channels in Teams

You can create up to 30 private channels over the life of a team.

To create a private channel and add members in Teams:

 

  • Tap Teams Teams button , go to the team name and tap More options  More options button > Manage channels.

  • Tap Add   Add button   in the header and enter a name and description (optional).

  • Tap Privacy and then Private as shown.


    Private channel settings.

 

  • Tap the back button < and then Done.

 

This adds a private channel to the team and opens the Add members screen.
FYI, you can skip step 5 and add members later.

  • Under Add members, type a name in the Add field, and then tap Done.

 

Edit, delete, hide, or leave a channel

Select More options More options button next to the channel name. Then, use the menu to edit, delete, hide, or leave the channel as desired.

Start a conversation

Start a Conversation
 

To start a conversation with the whole team:

  • Click Teams

  •  Pick a team and channel, write a message and Send

 

To start a conversation with a person or group:

  • Click Chat

  • Select the name of someone you previously chatted with from the recent list

         or

  •  Click New chat; type the name of the person, write your message and click Send

How to edit or delete a sent message in Teams

Edit a sent message

You can edit any message that you have sent to a chat or channel.

  • Go to the message and select More options More options button > Edit.
  • Make changes to your message, then press Enter to save the update.

There's no limit to how many times you can make changes to a sent message.

Delete a sent message

  • To delete a chat message, press and hold the message and select the delete option.
  • To delete a message in a channel, tap More options Select to see more options and select the delete option.

Edit a sent message

  • In a chat, press and hold your message to select the edit option.
  • Edit your message in a channel by tapping More options Select to see more options and selecting the edit option.

Delete a sent message

  • To delete a chat message, press and hold the message and select the delete option.
  • To delete a message in a channel, tap More options Select to see more options and select the delete option.

Start an instant meeting in a channel

To instantly start a meeting in a channel:

  • Click the channel you wish to have the meeting in

  • Click Meet in the upper right hand area of the screen to start the meeting

  • Enter a name for the meeting and invite people to join

  • Once a meeting has started, a large Join button will appear in the channel. Other team members may click the Join button to enter the meeting

Make a video call in chat

To make a video call:

  • Click Chat

  • Click Video in the upper right hand area of the screen to start a video call in chat

Work with files

To work with files:

  • Click Teams; pick a channel and click the Files tab toward the top of the middle screen

  • Choose to create, share, and co-edit files or links with others

Assignments

To access assignments, there are two methods:

Method 1:

  • Click Assignments on the left hand toolbar

  • Select the Class you want view assignments in

  • Listed will be what has been Assigned and what has been Completed

 

Method 2:

  • Go to the Team you wish to view assignments in

  • Click the General channel (default channel when you enter a Team)

  • Click Assignments towards the top of the middle screen

  • Listed will be what has been Assigned and what has been Completed