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Channels in MS Teams
Channels are a big part of Teams and assist with building conversation and collaboration around a topic, such as projects or core team functions like research, admin, finance etc
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When creating new channels, we suggest adding an alpha-numeric naming convention (e.g. 5-Project_XX) to give you channels a more defined structure / hierarchy
Tabs
The purpose of tabs is to put frequently accessed information front and centre within Teams for easy access by all team members.
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- Files (key documents - this should be added by default)
- Planning (using MS Planner)
- Actions (using OneNote)
- Data (using Excel)
Files
This is essentially a shared document library ,which displays all your Team's files, (that will be stored in your Sharepoint team site).
Excel, PowerPoint, Word, and PDF files must be uploaded to the Files tab before they can be converted to other tabs. Any existing uploaded file can be converted to a tab with a single click
Once a file is added, you can immediately start working on it with your team members. So if add a document to a tab, this will be visible to all team members who can edit, review, annotate the document.
Planning
Microsoft Planner is a to-do app that comes with Office 365. It’s used for personal and teamwork planning, with a simple card-based interface that’s similar to Trello. Guidance on how to use Planner within Teams can be found here: https://support.office.com/en-us/article/use-planner-in-microsoft-teams-62798a9f-e8f7-4722-a700-27dd28a06ee0
Actions
This tab should be setup to use OneNote, which is a note taking application.
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Guidance on using OneNote in Teams: https://support.office.com/en-us/article/Add-a-OneNote-notebook-to-Teams-0ec78cc3-ba3b-4279-a88e-aa40af9865c2
Excel
Websites
Adding a tab in Teams
- Within the Teams application, click on the Teams tab on the left hand menu bar.
- Then select the channel you wish to use:
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Please note that Excel, PowerPoint, Word, and PDF files must be uploaded to the Files tab before they can be converted to other tabs.
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