How to be a Super Team Owner

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1 How to be a Super Team Owner Withum Digital WithumSmith+Brown, PC BE IN A POSITION OF STRENGTH 1

2 ABOUT ME Microsoft MVP Office 365 and SharePoint consultant who specializes in simplifying and automating business processes using Flow and SharePoint Designer. PMP. Experienced in managing projects throughout the entire lifecycle as well as developing and implementing SharePoint and Office 365 solutions. User adoption, governance, and training are topics I am especially passionate about! Toddler and cat mom 2

3 WHAT WE WILL COVER 3

4 WHAT WE WILL COVER What Teams Is and What it Does Why you Should be Super Ways to be Super and Step it Up a Notch! 4

5 What is Teams and What Does it Do? 5

6 WHAT IS TEAMS? Chat based collaboration work space meant from a group of people within an organization that work together closely. Integrates with other Microsoft and third party services. Each Team gets a SharePoint site collection and a group. Voice and video calling and meetings Mobile app and desktop app. One app to rule them all? New free version! 6

7 MEETINGS, CALLS, AND CHAT Individual and group chat Voice and video calling Private, team, channel, and meet now meetings Meeting agenda Record meetings Easily save participants and meeting notes 7

8 SHOULD YOU CREATE A TEAM? Do you have , skype for business or phone communications more than twice a week, on the same topic? Do you work together with a closed group of people where permissions apply? Do you share documents with each other? Would you like to coauthor documents? Does the nature of this team/project/discipline require categorization or threading (history) of content/communication? Does most of the content/communication require responses? Do you want to create a culture where people actually work together and achieve something? Do you use other websites & apps as part of your daily functions that can be added to the team to make life easier? Ex) Planner, OneNote, Stream, Power BI, etc. Slide Credit: Tracy van der 8

9 COMPONENTS Channels Tabs Connectors Bots 9

10 CHANNELS Keep conversations organized One General channel by default Favorite and follow channels All members of a Team have access to ALL channels Every channel gets an address. Creates a conversation in Teams. Folder in SharePoint document library Up to 200 channels per Team 10

11 SHOULD YOU CREATE A CHANNEL? Does a team or channel already exist for this project, initiative, or function? Should all of team members be able to access the content that will reside in the channel? Will additional people outside of the team need to access the channels content? If so, should they be able to access the rest of the team content? Will the channel name make sense to everyone? 11

12 TABS Brings tools and services your Team uses regularly into a channel. Tabs are added to Channels and appear in the top navigation of the Channel. Files tab connects to the Team SharePoint site. Containers 12

13 CONNECTORS Services you can connect to inside of a channel. Need to authenticate and provide credentials to the service to connect. 13

14 BOTS Automated programs that are set up to respond to queries or give updates and notifications about things you want to stay informed about. Use chat based commands to perform an action. T-bot comes with Teams and provides information and FAQ about Teams. The Bot directory contains pre built Teams bots. Ability to create a custom bot. 14

15 Why Be a Super Team Owner? 15

16 WHY YOU SHOULD BE SUPER Direct impact on user adoption, governance, and maintenance of Teams Access to many settings that can drastically change the experience for team members Be an example for team members on how to use Teams Help answer questions from team members 16

17 PIT FALLS TO AVOID Creating too many Teams causing confusion for end users about where to collaborate on what Losing content and frustrating end users when Teams end up needing to be split up, consolidated, or disbanded due to lack of planning Changing team settings without reason and not communicating changes with team members 17

18 ORGANIC ADOPTION VS. PRESCRIBED ADOPTION 18

19 ORGANIZATION BY DEPARTMENT 19

20 ORGANIZATION BY PROJECT 20

21 PERMISSIONS TEAM OWNERS Create new teams Discover and join public teams Create, edit, and delete the team they created Add, edit, and delete channels Add tabs, connectors, and bots Add team members TEAM MEMBERS Create new teams Discover and join public teams Add, edit, and delete channels Add tabs, connectors, and bots GUESTS Add, edit and delete channels 21

22 TEAM SETTINGS Team Picture: Logo for the team Member Permissions: Configure team member experience Guest Permissions: Configure guest member Impacts notifications team members will receive Team Code Fun Stuff: GIFs, memes, stickers 22

23 TEAM SETTINGS IMPACTED BY ADMIN CENTER Channel s and sender lists Allowing users to edit and delete their own messages GIFs, stickers and memes Content rating Guest access Apps 23

24 How to be Super and Kick it Up a Notch! 24

25 WAYS TO BE A SUPER TEAM OWNER. Monitor channel creation Observe the subject matter of conversations, meetings, and files in channels Add useful tabs to your teams channels Keep up to date on the newest apps for Teams Know the team settings and communicate to team members when making a change 25

26 WAYS TEAM OWNERS CAN ENGAGE TEAM MEMBERS. Be a shining people and channels to get the conversations flowing Keep ears open for opportunities to save time using Teams ex) avoid a meeting by discussing in conversations, coauthor a document instead of ing it around Use GIFs, stickers, and emojis Be available to answer team member questions 26

27 HELP YOUR TEAM MEMBERS. How to access their teams What Channels are and how to use them How to have private chat, group chat, and create and contribute to conversations How to access and share files How to schedule and attend meetings When notifications are received and how to manage them 27

28 WAYS TO KICK IT UP A NOTCH. Use the command bar Message translation Know the difference between favoriting and following channels Filter your activity feed Use conversations to collaborate on documents Add a bot 28

29 Questions? 29

30 CONTACT ME. Blog: LinkedIn: Company: Withum Digital Thank You! 30

31 EVALS / PRIZES Bring all items to the 6 th Info Desk Bingo Cards = how you win prizes at the end of the event. The cards must be stamped by ALL the Sponsors by the last session (4pm) Fill out speakers evaluations (located in the front of the rooms Fill out the event evaluations Surface Go And more Xbox One X

32 THANK YOU EVENT SPONSORS We appreciated you supporting the New York SharePoint Community! Diamond, Platinum, Gold, & Silver have tables scattered throughout Please visit them and inquire about their products & services To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors Raffle at the end of the day and you must be present to win!

33 Beer Authority 300 W 40 h St [across the street] Join us for a round of drinks

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