We recommend thoroughly hashing out your Team's structure and workflows with your fellow team members prior to launching Teams. That means discussing how your organization will use Channels (including who can see/create/edit them), file sharing and collaboration, group chats vs. individual chats, etc. Here's a few tasks to get you started:
- Choose a permanent Team name (i.e. your organization name)
- Add a Team image (i.e. your organization's logo)
- Manage your Team's Channels (i.e. Marketing, Events, Technical Questions, Just for Fun, etc.)
- Manage your Team's Tabs (i.e. determine who can add/remove tabs, and determine what tabs should be available from the get-go, such as Document Libraries, OneNote, etc.)
- Manage your Team's Permissions
If you have a large organization, you may want to create several Teams, such as one for Operations and one for Marketing. That way, each Team can have its own subset of Channels. For example, the Operations Team might have channels like Purchasing, Vendors, etc., while the Marketing Team might have channels like Events, Budget, Outreach, etc.
If you're going to be managing your organization's Teams instance, please review the following:
- Overview of teams and channels
- Best practices for organizing teams
- Go-to guide for team owners
- Set up and manage channel moderation
Need more help?
If there's anything we can do to improve your transition to Teams, please let us know!
Also, once you're in the Teams app, click the Search bar at the top of the screen (or simple press Ctrl+E on your keyboard), then type /help and press Enter to get instant access to helpful Teams guides from Microsoft.