1. The document discusses how to collaborate using Office 365 tools like Teams, OneDrive, SharePoint, and Planner. 2. It provides step-by-step instructions on how to use key features of these tools, such as creating and managing channels in Teams, uploading and sharing files in OneDrive, searching and opening documents in SharePoint, and organizing tasks in Planner. 3. The document is intended as a training guide for learning how to use the collaborative features of Office 365.

1. Collaborating with
Office 365 and Teams
Sharon Weaver
Smarter Consulting
sweaver@smarter-consulting.com
@sharoneweaver
WIFI:
Hyatt_Meeting
PW:
SPTechCon2020

2. CEO of Smarter Consulting
Adjunct Professor/Trainer:
MS Applications, BA, Six Sigma, Leadership
20+ years designing, developing, and managing software
15+ years SharePoint experience
• Microsoft Certified Trainer
• Six Sigma Black Belt
• BSAC Certified
sweaver@smarter-consulting.com
@sharoneweaver
Bit.ly/SCContactUs
Sharon Weaver, MCT, MOS, BSAC, SSBB

3. Collaborating with Office 365 and Teams
• Office 365 Groups
• Microsoft Teams
• OneDrive for Business
• SharePoint Search
• SharePoint Pages
• SharePoint News
• Microsoft Flow
• Microsoft Planner
• Integrate Office Applications

4. O365 Group
Stream
Plan
Team Site
Email/
Calendar

5. Microsoft TEAMS

6. Microsoft
1. Tour of the Teams application
2. How to manage your preferences and settings
3. How to use chat for private and group messages
4. How to create or join a team and manage team members
5. How to create and manage channels
6. How to use Teams meetings
7. How to share files
8. How to use the Teams mobile app

7. Teams and channels
A team is a collection of people, conversations, files,
and tools. A channel is a discussion in a team,
dedicated to a project or topic.
The best way to get familiar with teams and channels is
to pick a team and channel and start exploring!
1. Click Teams button on the left side of the app and
then pick a team.
2. Select a channel and explore the Conversations,
Files, and other tabs.

8. Activity Feed

9. Search

10. Manage preferences and settings
1. Click on your picture or initials bubble
2. Click the Settings gear
3. Select the area you would like to manage
*Please note: Preferences and Settings have different
options between the mobile, online, and desktop
applications.

11. Chat for private and group messages

12. @mention someone

13. Join or Create and manage your team

14. Join or Create and manage your team

15. Create a channel

16. How to use Teams meetings
1. Click on the Calendar icon
2. Choose to Meet now or Schedule a
New Meeting
3. Select the options for your meeting
and click Schedule

17. Share files with teams
1. Click on the Teams Icon
2. Click on the Channel to share the file
3. Select the Files tab
4. Click on New or Upload or drag and drop
files to the window to share
1
2
3

18. Share files with teams

19. Share files with OneDrive
Recent files and OneDrive files are accessible
through Teams
1. Click on the Files icon on the left bar
2. Click on OneDrive or an appropriate view
to access your files

20. Teams mobile app
• iOS operating system version 10.0 or later.
Compatible with iPhone, iPad, and iPod Touch
• Android operating system version 4.4 or later
https://techcommunity.microsoft.com/t5/microsoft-teams-blog/10-things-we-love-about-the-teams-mobile-app/ba-p/889419

21. OneDrive for Business

22. OneDrive - Upload files
With Microsoft Edge or Google Chrome:
1.Select Upload > Files or Upload > Folder.
2.Select the files or folder you want to upload.
3.Select Open or Select Folder.
With other browsers:
•Select Upload, select the files you want to
upload, and select Open.
•If you don't see Upload > Folder, create a
folder, and then upload the files to that folder.

23. OneDrive - Save and open files in office apps
Save and open files in your Office apps
•Select File > Save As > OneDrive -
[company name] to save a work file to
OneDrive.
•Save personal files to OneDrive - Personal.
•Select File > Open and then
select OneDrive, to open a file saved to
OneDrive.

24. OneDrive - Manage files/folders
Select what to do with a file
1.In OneDrive, right click the file.
2.Select a command.
Create a folder
1.Select New > Folder.
2.Type a name for the folder.
3.Select Create.

25. OneDrive – share files

26. OneDrive – share files

27. Manage access

28. Copy Link

29. OneDrive in teams
1.Open Teams
2.Click on Files
3.Click on OneDrive

30. SharePoint

31. SharePoint – search for something

32. Find your site

33. Open a document
1.Go to a SharePoint site.
2.Open the document library.
3.Select the document.
4.Do any of the following:
1. Select Open and select to edit in Office
Online.
2. If you have the desktop app installed on
your computer and want to use it, select a
file and then select Open > Open in
<product> .

34. Share a document
1.Select the document you want to share.
2.Select Share.
3.You have 3 options:
1. Type the names or email addresses of the people you
want to share the document with, and add a message if
you'd like. When you're ready, select Send.
2. Select Copy Link to create a direct link to the file that
can be shared in an email or IM.
3. Select Outlook to open Outlook on the web and add a
link to the file in a new email.

35. Co-authoring
1. Open the document for editing in Office Online.
2. The number and name(s) of people currently editing the document appears at the
top of the document in Office Online.

36. Create a site
If you selected a
team site, an Office
365 Group is also
created.

37. Add a list or library
1.Open the site where you want to add the list or library.
2.Select New.
3.Select List or Document library.
4.In the Create pane:
1. Type a name for the list or library (and a
description, if you want).
2. Select Create.

38. Columns organize and filter information

39. Add a page
1.Open the site that you want to add a page to.
2.Select New.
3.Select Page.
4.Type the name of your page.
5.You can publish your page now, or use web parts
to add text, images, and other content.
6.Select Publish when you're ready.

40. Add a webpart

41. SharePoint news

42. Microsoft planner

43. Microsoft planner
Team and task organization
◦ Similar to Trello
◦ Create plans, tasks, share files
◦ Boards/buckets
◦ Task Lists
◦ Charts/graphs
◦ Calendar/Schedule
Planner plan options
◦ O365 groups automatically have a Planner
◦ Create a plan from scratch (not associated to a group)
◦ Add Planner tab in Teams for more visibility
◦ View plan/task in Outlook
https://www.slideshare.net/AndreVala/planning-the-death-star-with-microsoft-planner
REAL WORLD USE CASE: Using Planner to build the Death Star

44. Microsoft planner HUB/mobile app
Planner Hub
◦ Accessible from waffle OR Teams
◦ Shows all plans (you have access to)
◦ Shows all tasks (My tasks)
◦ Easy management of plans
◦ View Board, Charts, Schedules, and
Members
Planner Mobile App
◦ Shows all plans (you have access to)
◦ Shows all tasks (My tasks)
◦ Easy management of plans
◦ View Board, Charts, Schedules, and
Members