best practices
976 TopicsTeams screen sharing made easy across multiple users
A feature many can benefit from at the enterprise level is allowing multiple people to share screens and then allow the viewers to easily see what screen is selected. 1 person can drive and switch screens but when it switches its the user who's screen is sharing at that time. The issue we encounter is with our Scrum teams and Scrum Masters driving the screen but then we have product owners who regularly run the meetings as well. It is a pain to keep waiting for screens to stop sharing and the other person connecting. It takes time every time so we end up having 1 person drive the whole time but then our flow is a bit more choppy. I think about this as being in person and 1 person standing up to present and the other person having a comment or wanting to write something on the board or show something they can just get up and do it. I see this working in Teams virtually when multiple people are collaborating and have different tools they are using. Some on our calls are using Salesforce, Rally, SNOW, excel, power point, etc and trying to show all across multiple people who own each of those documents is a pain.Solved93KViews23likes15CommentsChanging the default tab of a channel
Hello, is it possible to change the tab, that is initially opened, when you switch the channel to the tasks - tab? I did not find a way to achieve this, but I have a variety of channels in place and would always like to start with the respective task tab of this channel. Regards, Christian60KViews14likes12CommentsGlobal Custom Hotkey support for Teams (especially mute microphone)
In modern multi tasking cooperative work environments being able to mute or unmute your microphone without having to change the active window is a must. It reduces the strain of having to look for the teams app while presenting to or working with people. There is going to be an increasing number of users cooperating and this convenience feature is used by a vast amount of proficient users, gamers and ex-gamers that are used to the global hotkeys from TeamSpeak. The use-case was the same, you were busy in an interactive real-time game, talking to people, and you didn't want to disturb your team with unwanted noises. Having to ALT-TAB out of the game, or an application while working or teaching is much less convenient than just pressing a key anywhere any time. Also, a global hotkey should be freely configurable not hardcoded and immutable. Since global hotkeys could easily clash with other applications, the purpose is giving the user to freedom to have their limited number but essential hotkeys in their environment.22KViews13likes3CommentsAn optimal Guide to configure a basic Governance Team for Office 365?
Some of you may have read the post on Governance I wrote just over a year ago. This time I'm going to provide you with more details and information on how to use Microsoft Teams in a smart way for Office 365 Governance. If you are looking for a solution / tool to get you started with Governance in the shortest possible time (and which still gives you great value) I have, in this post, made a step-by-step description on how to configure a Microsoft Team to solve this. The general confusion When you ask someone about what governance is, you always get different answers. If, as a consultant, you get a assignment from a customer and the assignment is to implement governance for office 365, it is therefore appropriate to first clarify what the client and I mean by governance so that we make sure that we mean the same thing. Some say it is about technical documentation, some think it is just about security, others think it is about how to provision/roll out solutions and services. There is no given answer for what Office 365 Governance is and how it should be handled. The answer almost always becomes (like so many other times) “It Depends”. My definition My personal definition of Governance is to have a holistic perspective to identify, manage and have good control over the services you use. If you are about to get started with governance for Office 365, it is important not to overdo it from the beginning. It is important to start with what is most important and not least to take control of what you are required to have control over. Once you have got the most important and basic in place, you can expand the scope and level of detail gradually. How to get started To map an organization’s current situation, requirements and goals, you need an overview of what it is that needs to be mapped. I therefore developed a comprehensive manuscript that I would use in my work meetings. This manuscript contains all the questions I need answers to in order to provide good advice and the input I need to be able to document the areas in the Governance Plans. Governance plans (service documentation) are central. It is in these that one can, when needed / inquired, quickly find the facts. Therefore, it is also important that they do not become too extensive but are short and concise so that you can easily find what you are looking for and that they not only remain lying, but that someone is unable to update them as services, requirements, needs and settings change. Which areas should you focus on? There are not many templates on complete governance plans available online. I have therefore compiled a list below of the areas / points I always go through with the companies I help. Based on these points that provide suggestions on content in the overall governance plan as well as a governance plan for a service (e.g. Microsoft Teams), you can build your own meeting manuscript and Governance plans. Start from these points and build your own reasoning and order on the questions so that you get a good flow in the meetings. Build the governance plans with an introductory description per point and then document the answers clearly Superior Office 365 governance plan (common and superior to all the services of the organization’s Tenant) Office 365 values and benefits Ownership Interaction Rules and Digital Wizard/Manual https://providing.tips/2019/06/14/how-whats-new-for-me-can-become-whats-new-for-us/ Basic overview of the services used Licenses Control of access to the services Security and management Risk-and vulnerability analysis DPIA Device Management Securing Devices Software Management User Management Securing users and administrators Service Access Management Securing Information Confidentiality, integrity and accessibility Compliance Responsibility Routines https://providing.tips/2019/01/08/do-not-underestimate-the-power-of-well-planned-and-well-performed-user-adoption/ Support Governance plan (One for each Service in Office 365) Purpose / business value Ownership, roles and responsibilities https://providing.tips/2019/06/20/who-should-be-able-to-create-new-teams-and-how-to-handle-it/ Access Control Sharing Confidentiality, integrity and accessibility https://providing.tips/2019/05/03/office-365-retention-disposal-and-archiving-how-hard-can-it-be/ Archiving Monitoring and Alerts Backup and restore Reporting Regular reviews What to do when you have created the governance plans The organizational part It is impossible for a single person to have an overview of all the services in Office 365. Therefore, you need to introduce a simple and smooth change management process, delegate responsibility by appointing service managers and establish a change board. This is the organizational part of it. The technical solution Establish a technical solution that gathers all information, administration and collaboration in one place. Did you think about Microsoft Teams now? That is absolutely right. Below I will show how you, in a short time, can configure a Team in a way that gives you everything you need to get started with basic governance. Open Microsoft Teams and create a new Team Choose "Build a team from scratch" It is rare that all employees need access to this type of information so make it Private (at least in the beginning). Enter Name and Description (and classification if applicable). Then press "Create". There is no need to add members to an empty team so wait (skip) until you have configured the team and filled it with relevant information. There you go! Now the team is set up and now it's time to start "building". We start by making a list that can be used to keep track of who is responsible for what. In the "General" channel, click on the "Files" tab and select "Open in SharePoint". Click the gear icon and select "Add an app". Click on "Custom list" Name the list and click "Create". Edit the list settings. Click on "List name, description and navigation" Select Yes in "Display this list on the Quick Launch" and press "Save". We already have the title column, but we need another column to store the name of the person responsible. Click on "Create Column". Type the name of the column, e.g. "Responsible", and choose the type "Person or Group". Now the list is created. Now lets go back to our Team. Now we will add the list to a tab in the team. Click the plus sign. Choose "SharePoint". Click on "Lists" and select the list we have created. Then press "Save". Now we have a nice overview of responsibilities as a tab in the channel "General". Now just enter the name of the services and the respective service manager / change agent. Now is the time to pick up the "parent governance plan" for Office 365 and create a tab for it. We start by picking up the governance plan for the team. Click the Files tab and select Upload. To create a tab for the governance plan, just click "Make this a tab". You can do this in two ways. Either click on it in the menu or click on the three dots to the left of the file. There we have the governance plan in a separate tab in the channel "General". Easy to find and we don't have to go to "Files" first and then open it. It is always good to save a number of clicks, especially when it comes to important documents that you need to access quickly, often and easily. Now we will continue to create some more channels. We start with the channel Team Requests. Click on the three dots to the right of the team name and then select "Add channel". Set the name to Team Requests and enter a description. Then click "Add". I will not go into more detail on provisioning or how to automate the requests or creation of Teams in this post. but if you want to know more about it you can read "https://providing.tips/2019/06/20/who-should-be-able-to-create-new-teams-and-how-to-handle-it/" and Magnus Sandtorv's very good blog series "https://teams.rocks/2019/06/01/take-control-of-your-microsoft-teams-environment-part1/". Now let us create a Channel that we will use to control our change management. Click on the three dots to the right of the team name and then select "Add channel". Set the channel name to "Change Management" and enter a description. Then click "Add". What would change management be without a plan? Of course, we will use Planner to control and plan for the introduction of all updates and changes that are constantly appearing in Microsoft 365 Roadmap and other sources. It is this plan that will be the most important tool for the Change Board you have established. Enter the "Change Management" channel and click on the plus sign to add a new tab. Click on the tab type called "Planner". Choose "Use an existing plan from this team" and then click "Save". We do not want too long names on our tabs, so we rename it as follows: Click the arrow to the right of the tab name and select "Rename". Enter the name "Change Plan" and then click "Save". Now the plan is in place as a tab in the channel. Now add the "Buckets" that are best for your process. Now it's just to fill up with updates and changes as they appear in various sources around you. In the upcoming change meetings, you go through all the new updates of the plan and handle the existing ones that are in the other phases (Buckets). Check and discuss their status and assign managers, set deadlines and follow up. The change meetings would be great to have in this channel as well. Just click on "Calendar" and create a recurring meeting. Place the meeting in this channel and it will be displayed as follows. In addition, you automatically get a tab with a practical OneNote to write meeting notes in. Now we will create a channel for a service. (You repeat this step for every service you want / need to handle). In this example, we create a channel for "Microsoft Teams". Add the channel as follows: Enter the name and description and then click "Add". Once the channel is established, we will add a "filtered Microsoft 365 roadmap" that shows only the upcoming updates that are relevant to this particular service. Click the plus sign to add a tab and select the tab type called "Website". Open Microsoft 365 Roadmap in a browser and select "Microsoft Teams" and filter only to see the updates that have "In development" and "Rolling out" status. Then copy the page url. Go back to the team and the current channel and paste the url from the filtered roadmap. Name the tab "Roadmap" and then click "Save". Now we have the filtered roadmap as a tab in the service channel and it becomes easy for the person responsible for the service to identify and capture changes and updates (and then enter these into the plan we just created). The nice thing about this is that you don't have to go through the entire roadmap. Instead, you can focus on what you are responsible for. In other words, less noise. Since each service should have its own governance plan, we place it in the channel for each service. Go into the channel and click on the "Files" tab and then select upload. Since the governance plan should be easily accessible, we choose to display it in a tab in the channel. It can hardly be simpler and clearer than this. (However, you always have the opportunity to use the team's OneNote for Governance Plans instead of word files. You can choose which option is best for you If you have Alert Policies, or Activity Alerts or other alerts that you wish to send into a service's channel, simply copy the channel's email address and enter it when you set up the alerts you want. (For example, it may be interesting to capture information about teams that have been deleted or if someone has changed the rights on a SharePoint site, etc.) Here is an example of alerts that have been sent to a channel. This is a very good and easy way to inform and call attention from a service manager. Finally, we will look at how we can use the team's OneNote to gather all notes about each service in one single notebook. Add a tab and select the OneNote type. Select the team notebook and create a new section with the same name as the channel. Then click "Save". Rename the tab to "Notes". Now we have a section for the service in the team's notebook. That's it for now. In an upcoming blog post, I will team up with a very good colleague to show how to automate the creation of a Governance team and also automate its configuration in a smart way that saves a lot of time and minimizes manual work. Keep up to date here in the Microsoft Tech Community as well as on https://providing.tips/ so you don't miss it.8KViews12likes6CommentsMaking Planner Filters and Groups 'sticky' in Teams
Is there currently a means for users (ideally Team Owners) to make a certain Filter and Grouping of the Planner tab within a Team>Channel sticky? Currently the tab resets to the default view when switching between tabs. Our workflow has us: setup a Planner Tab for each Team The General channel is used as the Hub for the whole Team When a new channel is added, the Channel gets its own Bucket in Planner. In this way we can easily monitor activity and progress across all Channels within a Team from the General channel. New Tasks are assigned a Bucket according to the Channel in which they apply. In this way, it would be ideal for the Planner Tab to somehow recognize the Channel and make Filter and Group settings 'sticky' from the last session in order to minimize the constant resetting.10KViews10likes6CommentsThank you, Community! We've reached 200K Members!
Thank you - all 200k of you - for being a part of the Microsoft Teams space here in the Microsoft Technical Community. The world has changed quite a bit over the last year and Teams has played a significant part in allowing us to stay connected both personally and professionally. Many people experienced virtual meetings for the first time this year and many conducted their business 100% online for the first time, ever. The pace in which the world went virtual was quick and change management processes were challenged for many. Those of you in this space challenged our engineering team to shift gears to accomplish what was important to you in these changing times, you kept your own organizations up to date and kept things running, but most importantly - you supported one another, you leaned on one another, and you reached out when you needed community most. It's been an exciting 3+ years watching this community grow but I can honestly say that seeing a 600% increase in activity these past few months and the rate at which you came together to join the Teams engineering team to help one another was incredible. Thank you for being here. Thank you for providing input and sharing stories and explaining your scenarios so we can create a product that enables you to do your best collaboration. Thank you for contributing to the Microsoft Teams community. On behalf of Microsoft Teams Engineering, Cheers to all 200k of you! Here's to a safe, healthy, productive 2021. #CommunityRocks Laurie Pottmeyer, Microsoft Teams Community Lead Therese Solimeno, Microsoft Teams Community Manager2.3KViews10likes2CommentsConversations (Chats) under Team Channels
Hi there, I'm wondering if I use correctly MS Team. My comprehension is, Team is for collaboration. But my Chats section is a real mess. We have many Team channels, including all the correct people, files, shares, meeting notes, etc.... but it seems that is impossible to have a Chat session (not discussions) with the members of a Team Channel. Hi can we do this? I mean, instead, to create a private chat session + a team channel with the same users, I guess it's already possible to do not duplicate the different entry points to the same topic of a discussion which is a Team Channel (Équipes en français ;)) Or could we insulate one team channel discussion into one separate section/windows/environment instead of having them into the same Windows "raisin bread 😂🤣"? It is painful to do back and forth to find a piece of information in the Chats and/or in the discussions... Probably I/we don't use MS Team as it should be ... I don't know, I'm open to anything 😊 Regards to all and thank you for your answers Martin L.5.7KViews7likes1CommentCurated community content in the Microsoft Virtual Hub
Learn how Microsoft 365 drives productivity in real world scenarios. Check out the Real World Solutions & Best Practices videos on the Microsoft Virtual Hub, where you can find success stories and community content from our industry experts, including Microsoft MVPs, Reginal Directors, and Strategic Partners. If you want to share your passion around any of these topics, click here to submit up to two sessions for consideration.1.4KViews7likes3CommentsTeams Scavenger Hunts: A Simple, Fun Way to Get Your Team Collaborating
Struggling with how to use Teams? Forget the complicated user guides and calling your IT help desk. Check out these fun, simple Microsoft Teams Scavenger Hunts that you and your colleagues can do together (maybe during your next remote weekly check-in?) to figure out your small-group communications plan. https://www.talksocialtome.com/microsoft-teams-scavenger-hunts/?utm_source=tech-community&utm_medium=Teams34KViews7likes7Comments