Simple Setup Checklist for Microsoft Teams
Microsoft Teams is a lot of things. It’s a video conferencing tool, a team messaging channel, and a tool for in-app co-authoring, just to name a few. During the pandemic, the popularity of Teams skyrocketed.
User numbers for MS Teams jumped from 20 million in November 2019 to 75 million in April 2020. As of this year, Microsoft reports a user count of 270 million for the platform. This makes it the most popular business tool for team communications.
But one of the things that makes the app popular is also one that can make the setup complex. Microsoft Teams has many moving parts, but to use them effectively they need to be well organized. Additionally, users need to have a chance to learn the system and train on best practices. Read J700 Group checklist for Microsoft Teams for your business in Lancashire
What Can Microsoft Teams Do?
So firstly, we will explain what the different areas of Microsoft Teams are and what they can they do. We will then look at a simple setup checklist to help your team get up and running productively.
Think of Teams as a virtual office in the cloud, like a central hub where teams can communicate, collaborate, and manage tasks. There is also an external communication component to Teams. You can also use the app to video conference with anyone and invite guests to a chat channel.
Here are some of the main features of MS Teams:
- Siloed chat channels
- Security for team communications
- Integration with Office apps
- Integration with 3rd party apps
- File sharing
- Video and audio conferencing
- VoIP phone system (with an extra add-on)
- Keep all team resources in a single place
Microsoft Teams Versions
The positive news for small businesses is that there is a free version of Microsoft Teams. If you sign up for a Microsoft 365 business plan, you get the app included, but with a few more features.
Microsoft has also been pushing MS Teams for personal use. So, you can use it to keep your departments better coordinated at work. Or to manage family video calls or PTA meeting collaboration. It’s a versatile and scalable virtual office platform.
Easy Checklist for Setting Up Microsoft Teams
1. Set Up Your Teams/Departments
One of the advantages of Teams is that it allows you to set up specific areas for your groups to collaborate. You do not want everyone to set these teams up on their own, or you could end up with an unorganized mess.
Some of J700 Groups’ ideas for setting these up are:
- Set up teams by department (accounting, marketing, etc.)
- Add a company-wide team (where everyone can collaborate)
- Set up teams by role (office managers, executives, etc.)
Typically, if you mirror the hierarchy of your organization, that’s a great place to start. Team areas are secured so only those users invited can see or access any of the content in that team.
2. Add Team Members
For each team, add the members allowed to take part in that team. These would be people that can see the resources posted in that team area. It would normally be the members of the department or group that the team is designed for.
3. Set Up Team Channels
The next level beneath the Team is the Channels. These team channels help organize conversations. For example, within a team set up for your marketing department, you may decide to add three channels. This keeps conversations more focused and makes it easier to find things.
For example you could have channels for the below:
- Website Management
- Social Media
- Offline Advertising
Team channels are another area that you want to control. Do not let everyone set up channels without a plan, otherwise, things can get very messy and hard to manage.
4. Set Up Team Labs
Tabs are a great way to foster productivity. for example, employees on your accounting team need to access a tax reporting website. Inevitably, there can be time wasted asking for that link or a login. This is especially true if someone is filling in for a co-worker.
You can add that website link and info to the Tabs area at the top of the team channels. Just click the plus sign to add a new resource and consolidate things for your team members.
5. Schedule MS Teams Training
One of the reasons that company initiatives fail is that users weren’t properly enabled. If users aren’t trained on using MS Teams, then they’ll revert to using whatever they used before. This negates the benefits of moving to Teams when not everyone is onboard.
Work with a Microsoft professional to train your teams. We can provide tips on the most productive features. As well as short-cut their learning curve quite a bit! Make sure to have a realistic timeframe. You should also survey users on whether they feel they require more training.
Need Some Help Implementing Teams in Your Business?
We can help you over many of the roadblocks that organizations face when starting with Teams. Contact J700 Group today for a free consultation to enhance your collaboration and productivity.
J700 Group are a Lancashire-based, family-run, professional and responsive, Managed Solutions Provider helping Businesses, to utilise Innovative IT Consultancy Services, Cloud Solutions, Cyber Security, Microsoft 365, Telecoms, Web Design and SEO solutions to propel their organisation to the next level and beyond.
As an experienced IT Support Provider, helping businesses across Lancashire & Manchester, if you need any assistance with your IT including IT Hardware, a Disaster Recovery Policy or Managed Backup Solutions please get in touch with one of our team
Where to find us: Prinny Mill Business Centre, 68 Blackburn Road, Haslingden, Lancashire, BB4 5HL
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