Using Teams Archives - Teams

TEAMS Scheduling Assistant

markjbrown — Wed, 24 Sep 2025 14:45:59 +0000

The Microsoft Teams Scheduling Assistant is a feature used when creating a new meeting to see attendees’ availability and find a time that works for everyone

How to Use the Scheduling Assistant:

Go to your Calendar:��In the Microsoft Teams app, select the Calendar tab on the left-hand side.��
Start a New Meeting:��Click the “New meeting” button, usually in the top right corner.��
Enter Meeting Details:��Add the meeting’s title, location, and required or optional attendees in the “People” field.��
Select the Scheduling Assistant:��In the new meeting window, click on the “Scheduling Assistant” tab to open it.
View and Find Availability:��The Scheduling Assistant will display the attendees’ calendars, showing their availability with different visual indicators (shaded, blank, single lines, etc.).��
Select a Time:��Click on a time slot within the grid where all required attendees are available.��You can also adjust the dates or use the “Suggested” times feature to find a suitable slot.
Send the Invite:��Once you’ve selected the time, go back to the meeting details and click “Send” to invite everyone.��

Full details on the Teams Schedule Assistant can be found .

Shifts for Scheduling

markjbrown — Fri, 13 Jun 2025 14:23:17 +0000

Getting Started with Shifts in Microsoft Teams

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Getting Started with Shifts in Microsoft Teams

What is Shifts in Teams?

Shifts is a schedule management and time-tracking tool built into Microsoft Teams. It’s designed primarily for frontline workers and their managers, allowing teams to:

Create, edit, and manage schedules: You can assign shifts, create open shifts that team members can request, and organize schedules by job type or location.
- Team Owner(s) has full access to Shifts, they can create, edit, and publish schedules, manage shift requests, and approve time off.
Track time: The Time Clock feature lets team members clock in and out directly from the app.
Handle requests: Managers can review and respond to time-off requests, shift swaps, and open shift claims.
Communicate efficiently: Shift-based tags help you quickly reach people who are currently on duty.
Publish schedules: Once finalized, schedules can be shared with the team so everyone stays up to date
: A concise walkthrough of creating and managing shifts.

Access the Shifts App

1. Access the Shifts App:

On desktop/web: In Teams, click on the Shifts icon in the left-hand app bar. If it’s not visible, click “More apps”, find Shifts, and right-click to pin it.
On mobile: Tap the Shifts icon in the navigation bar. If it’s not there, swipe up and tap Edit to pin it for quick access

Create a Schedule

2. Create a Schedule:

If it’s your first time using Shifts for a team, you’ll be prompted to create a schedule.
Else click on the button across the top left and select “New schedule”
Select the team you want to create a schedule for or click on the “Create a new schedule” link and select the team you wish to create the schedule for.
Choose your time zone and start of the week.
Add groups (e.g., departments or roles).
Add team members to each group. (recently added team members will take approx 1hr before before they can be added to a team Shift)

Add and Customize Shifts

3. Add and Customize Shifts:

Assign shifts to individuals or create open shifts.
Customize each shift with names, colors, notes, and activities.
Use the Time Clock feature to allow staff to clock in/out.

Publish and Share the Schedule

4. Publish and Share the Schedule:

Once your schedule is ready, click “Share with team” so everyone can view and interact with it.
Team members can then request time off, swap shifts, or pick up open shifts depending on your settings

Adding External Team Members

joewinker — Thu, 21 Nov 2024 18:29:53 +0000

User must provide an email that is already licensed or registered with MicroSoft.�� All �Ӱ�ԭ�� staff and students would provide their @cunet or @cmail accounts for example.�� Once a user is made a Team member from another organization the new Team member must click on their profile in the top right.�� Here they will see the outside organizational tenant.�� Click on this and the site that the user has been made a member of will be brought to that Team site.

Planner in MS Teams

benschmidt — Wed, 12 Jun 2019 18:57:10 +0000

The Planner app in Microsoft Teams brings together all your tasks and plans across the Microsoft 365 ecosystem in a single convenient location. It helps you manage tasks more efficiently for individual plans and team initiatives, as well as larger scale projects that are aligned to goals and key strategic objectives.

Once you add the Planner app to Teams, you’ll find:

My Day: Includes any tasks that are due today, along with any tasks you choose to add to this view.
My Tasks: Includes a dedicated place called Private Tasks for you to quickly create tasks, Flagged Emails, and Tasks that have been assigned to you from Team’s meeting notes, basic plans, premium plans, and Loop components.
My Plans: Includes your To Do lists, basic plans,��and premium plans, as well as plans created in Project Online and Project Operations.
New Plan: Create new personal or shared plans directly in the app.

Getting started with Planner in Teams

This will walk you through adding the Planner app to your Team site and using the tool.

Using Teams – Simultaneous Editing

benschmidt — Tue, 11 Jun 2019 23:39:04 +0000

Creating / Uploading Files
Editing a file using the Teams app (e.g. Word in Teams)
Editing a file using a local program (e.g. Word) on your Computer
Uploading a Folder to Teams
Downloading a Folder to Teams
Recover a previous version of a file

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| O365 Services | Teams Pilot | Files ◀

Creating / Uploading Files

Whether you use the Teams app (recommended) or a web-browser (IE, Edge, Chrome, Firefox), clicking on the Files tab will open the following page:

Selecting “New” will allow you to create a new folder, or a new file, using the online versions of Word, Excel or PowerPoint.
You can upload a file by clicking on “Upload“, or by simply dragging a file into the area below.

Editing a file using the Teams app (e.g. Word in Teams)

Select the “Files” tab and navigate to the file you wish to Edit
Right-click on the file and select “Edit in Teams”

Editing a file using a local program (e.g. Word) on your Computer

Select the “Files” tab and navigate to the file you wish to Edit
Right-click on the file and select “Edit in Word” – this will launch a the Word app on your computer
When you are finished be certain to press “Save” – this will save the file back to the Teams cloud service

Uploading a Folder to Teams

Select the “Files” tab and navigate to where you wish to upload the folder
Select “Open Files in SharePoint” – this will open a new browser window (you may need to authenticate, if you are in the Teams app)
Drag the folder into the window that opens

Downloading a Folder to Teams

Select the “Files” tab
Select “Open Files in SharePoint” – this will open a new browser window (you may need to authenticate, if you are in the Teams app)
Right-mouse on the Folder to download, and select “Download”

Recover a previous version of a file

Select the “Files” tab
Select “Open Files in SharePoint” – this will open a new browser window (you may need to authenticate, if you were in the Teams app)
Right-click on the file for which you wish an earlier version and select “Version history”
You will be presented with the previous edits of the file, along with which userid edit them. Clicking on any version will download it to your computer, where you can examine it, and re-post it if you wish.

Using Teams: simultaneous editing →

Using Teams – Verify Teams app

benschmidt — Tue, 11 Jun 2019 23:13:37 +0000

Using the Teams app (recommended)

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| M365 Extras | Teams | Verify Teams app ◀

Using the Teams app (recommended)

Using the Teams app avoids having to log into the Teams web interface: . With the Teams app, you enter your credentials just once: STAFF:JaneDoe@cunet.carleton.ca / STUDENTS: JackJones@cmail.carleton.ca and password.

MANAGED PC, �Ӱ�ԭ�� Staff/Faculty

Managed PC (e.g. Staff/faculty image on cunet domain): Microsoft Teams app is pre-installed in the �Ӱ�ԭ�� Ӱ�ԭ�� staff/faculty Windows 10 image

Run the Microsoft Teams app and enter your full email address: JaneDoe@cunet.carleton.ca & password

Click to enlarge

Click to enlarge

UNMANAGED PC

Unmanaged PC, (e.g. non-�Ӱ�ԭ�� image and your computer account has privileges to install applications). Download and install Teams app:

MAC USERS

1. Download and install Microsoft Teams for Mac:

2. Run the Microsoft Teams app and enter your full email address: JaneDoe@cunet.carleton.ca & password.

iOS/iPHONE/iPAD:

ANDROID:

Using Teams: conversations tab →

Using Teams – Conversations tab

benschmidt — Mon, 22 Apr 2019 20:31:29 +0000

Conversations
Sending a Notice of Conversation

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| M365 Services | Teams | Conversations ◀

Conversations

Whether you use the Teams app (recommended) or a web-browser (IE, Edge, Chrome, Firefox), the Teams landing page will be presented:

Only those Teams sites of which you are a member are listed. See Note 1 in Figure below.
The default channel is called “General”. Each channel has its own Conversations and Files tab. We recommend you start with a single channel; your team owner can add additional channels. See Note 2 in figure below.

Sending a Notice of Conversation

All conversation entries are visible to all team members when they visit the Teams site. But you can send an immediate notice to specific team members or to the team site (i.e. to ALL members) by beginning your conversation entry with @ + the first few letters of their name. See Note 3 in the figure above.
Users with the Teams app or website open, will receive immediate notification. The icons of unopened Teams apps on desktops or mobiles will show an unread message count badge, as shown below:

Using Teams: working with files →

Using Teams – Simultaneous Editing

CCMS Editor — Thu, 21 Mar 2019 15:18:51 +0000

��|��M365 Extras | Teams | Simultaneous Editing of Files ◀

Simultaneous Editing of Files

When one or more Teams members opens the same file in Online mode (Word, PowerPoint, Excel), they can simultaneously edit the same file.

Additional Details on Microsoft’s site:

When one or more Teams members opens the same file in Online mode (Word, PowerPoint, Excel), they can

Using Teams: Tasks →

Using Teams – Working with Files

CCMS Editor — Mon, 11 Mar 2019 19:24:23 +0000

Creating / Uploading Files
Editing a file using the Teams app (e.g. Word in Teams)
Editing a file using a local program (e.g. Word) on your Computer
Uploading a Folder to Teams
Downloading a Folder to Teams
Recover a previous version of a file

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| M365 Exras | Teams | Files ◀

Creating / Uploading Files

Whether you use the Teams app (recommended) or a web-browser (IE, Edge, Chrome, Firefox), clicking on the Files tab will open the following page:

Selecting “New” will allow you to create a new folder, or a new file, using the online versions of Word, Excel or PowerPoint.
You can upload a file by clicking on “Upload“, or by simply dragging a file into the area below.

Editing a file using the Teams app (e.g. Word in Teams)

Select the “Files” tab and navigate to the file you wish to Edit
Right-click on the file and select “Edit in Teams”

Editing a file using a local program (e.g. Word) on your Computer

Select the “Files” tab and navigate to the file you wish to Edit
Right-click on the file and select “Edit in Word” – this will launch a the Word app on your computer
When you are finished be certain to press “Save” – this will save the file back to the Teams cloud service

Uploading a Folder to Teams

Select the “Files” tab and navigate to where you wish to upload the folder
Select “Open Files in SharePoint” – this will open a new browser window (you may need to authenticate, if you are in the Teams app)
Drag the folder into the window that opens

Downloading a Folder to Teams

Select the “Files” tab
Select “Open Files in SharePoint” – this will open a new browser window (you may need to authenticate, if you are in the Teams app)
Right-mouse on the Folder to download, and select “Download”

Recover a previous version of a file

Select the “Files” tab
Select “Open Files in SharePoint” – this will open a new browser window (you may need to authenticate, if you were in the Teams app)
Right-click on the file for which you wish an earlier version and select “Version history”
You will be presented with the previous edits of the file, along with which userid edit them. Clicking on any version will download it to your computer, where you can examine it, and re-post it if you wish.

Using Teams: simultaneous editing →

Teams – Files tab

CCMS Editor — Fri, 08 Mar 2019 18:45:16 +0000

Teams Files

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| Supported O365 Services | Teams Pilot | Files ◀

Teams Files

Whether you use the Teams app (recommended) or a web-browser (IE, Edge, Chrome, Firefox), clicking on the Files tab will open the following page:

Selecting “New” will allow you to create a new folder, or a new file, using the online versions of Word, Excel or PowerPoint.
You can upload a file by clicking on “Upload”, or by simply dragging a file into the area below.

Teams: editing files →