Forum Discussion
Using Teams for employee availability dashboard
Hi ys-315 ,
You can create a dashboard in Microsoft Teams for tracking employee statuses.
Create a SharePoint list in SharePoint to track employee statuses, including columns for name, status, and additional information. Set permissions to restrict access to project managers.
Then ,Add the SharePoint list as a tab in your desired Teams channel by selecting "SharePoint" from the "+" icon and choosing the list from your SharePoint site. Configure list views and filters in SharePoint to display only the logged-in user's status. Create additional views for different criteria like availability.
Inform all the employees to update their own status either by accessing the SharePoint list.
By integrating Teams and SharePoint, project managers will be able to access a private dashboard in Teams to view employee statuses.
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I'm very interested in the details as well. A dashboard of some sorts is exactly what I am looking for, though I'm unfamiliar with building lists in SharePoint. Some examples/pointers would be great to get a handle on how to set this up. Nothing is looking terribly obvious to me as a starting point.
So I'll give you my general rundown of what I created to suit my needs:
****disclaimer: this is all self taught and university of google knowledge. I am by no means an expert in any of this and this took me quite a while to work through.
1 - Create a group in outlook. (you don't have to add users until you're ready)
2 - Once created go to the top of the group header in your outlook inbox. Click the three dots and go to "Site" with the SharePoint icon.
3 - From the SharePoint site in the bottom right hand corner a teams banner will pop up asking if you want to add Teams. Go through the steps and you'll add a shortcut to all folders in the SharePoint page.
4 - From the General tab in the Teams group you will see a Lists tab at the top of the page. It will allow you to create one from scratch or upload one using Excel. (if you don't see a Lists tab you may have to go to the + to add it. (((READ NEXT STEP BEFORE YOU CREATE A LIST))))
5 - If you have an excel sheet with users on it already with their name and e-mail address, that is the best place to start. To import a user list from an excel sheet the information you are importing must be inside a table in the spreadsheet. (I would honestly play around with the Lists application a little bit before you actually create one from the Teams group. It took me a lot of getting used to and learning what types of columns could do what. If you do have a user list in excel I would import it from the lists application or web browser outside of Teams first to use it as practice.)
When importing into Lists - it will ask you what type of column each column is.
First column with Users name will be a Title and the 2nd column with the e-mail address will be a person or group. Change the other columns to "Do not import." You can add other columns with information once you get the initial name and e-mail address imported.
6 - Once you have the list up and running and have information that you want to include set up... I can include further steps depending on how you want the list to function for users.
what is the next step?
