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setting up teams (for dummies) help setting up simply

Anonymous
2024-03-25T15:20:37+00:00

I need to set up teams for our small business to use ideally for staying up to date on our job calendar to schedule our guys appropriately, keep track of various documents and tasks being worked on in office, and ensuring nothing is being forgotten that needs to be done / purchased etc.

The others in my office are NOT technically savvy so i need to dumb this down as much as possible to get it started just to see if they are able to use and it works the way my boss wants it to.

to start we are looking to have lists or tasks for a couple items (one for office & project managers (only accessible by a couple people in our group), one for field guys to do(everyone has access to), & maybe a jobs list)job list would be nice to have it auto add it our shared calendar if dates are added if not the jobs will be listed as TBD

we need to set it up so we can add tasks/to do checklists, assign to someone (where needed) have subtasks if needed and due dates etc.

&alerts when tasks are marked completed, or when someone types an update on job status or anything in the channel chat

what apps should i integrate with it?

we Have a Microsoft 365 business license and we also use Dropbox as our cloud storage, so I need to set it up, so all files are saved there NOT OneDrive (my boss hates it for some reason)

I've read some help and how to articles but between the diff app (planner, to do, teams, etc) and it seems most are all similar but not sure what the best for our needs is to use or if we can just post everything on teams on a channel, so we don't need to use multiple apps.

Also, would like advice on ways of setting it up I just need the simplest solution to have all the info we need in one place and very user friendly for people with 0 tech knowledge to use.

and Ideally, I don't want to set up and teach them how to use the wrong app etc then have to reteach them and confuse them.

Microsoft Teams | Microsoft Teams for business | Teams and channels | Create a new team or channel

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  1. Anonymous
    2024-03-25T16:04:52+00:00

    Hello, Amber

    Thank you for reaching out Microsoft Community. My name is Kevin and I'm happy to help you. I totally understand your concern. I would be more willing to give you an idea on how you can create a Teams that will meet the given criteria:

    To set up Microsoft Teams for managing a job calendar, tracking documents, creating to-do checklists, and adding tasks, you can utilize various features and integrations available within Teams and other Microsoft 365 apps. Here's a step-by-step guide to get started:

    Create a Team:

    If you haven't already, create a new team in Microsoft Teams for your project or job. You can do this by clicking on the "Teams" tab in the left sidebar, then selecting "Join or create a team" and following the prompts to create a new team.

    Add Channels:

    Within your team, create channels for different aspects of your job, such as "Calendar," "Documents," "Tasks," etc. Channels help organize conversations and files around specific topics.

    Calendar Integration:

    Use the built-in Calendar app in Teams or integrate an external calendar like Outlook calendar into your team. You can add events, deadlines, and meetings to the calendar to keep track of important dates related to your job.

    Document Storage and Collaboration:

    Use SharePoint or OneDrive for Business to store and collaborate on documents related to your job. You can add the SharePoint tab or the Files tab to your team channels to access and work on documents directly within Teams.

    To-Do Lists and Tasks:

    Use the built-in Planner app in Teams to create to-do lists, assign tasks to team members, set due dates, and track progress. You can add the Planner tab to your team channels to manage tasks and track their status.

    Task Assignments:

    Assign tasks directly within Teams using the Planner app or by mentioning team members in conversation threads. You can use @mentions to notify specific team members about tasks or deadlines.

    Meetings and Calls:

    Schedule meetings and calls directly within Teams using the built-in calendar and calling features. You can host video meetings, audio calls, or even live events to collaborate with your team in real-time.

    Integrations:

    Explore integrations with third-party apps and services that can enhance your team's productivity. For example, you can integrate apps like Trello, Asana, or GitHub to bring additional functionality into Teams.

    Customize Tabs and Apps:

    Customize your team channels by adding tabs for relevant apps and services. You can add tabs for websites, Power BI dashboards, Microsoft Forms, and more to access important information and tools directly within Teams.

    Training and Adoption:

    Provide training and guidance to your team members on how to effectively use Teams for managing the job calendar, tracking documents, creating to-do checklists, and adding tasks. Encourage adoption and collaboration by demonstrating the benefits of using Teams for project management.

    By following these steps and leveraging the capabilities of Microsoft Teams and other Microsoft 365 apps, you can set up an efficient workflow for managing your job calendar, tracking documents, creating to-do lists, and managing tasks collaboratively with your team.

    Please let me know if these information answered the concern and helped us to resolve the issue. Give back to the Community. Help the next person who has this issue by indicating if this reply solved your problem. Click Yes or No below.

    Kind regards, Kevin

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