Microsoft Teams: Getting Started and Team Management Course

Lesson 1 • What Microsoft Teams Is and Does

Defines Teams as a hub for chat, meetings, files, and apps within Microsoft 365. Establishes the platform's purpose before exploring its features.

Lesson 2 • Setting Up Your Teams Account

Covers account creation, sign-in methods, and initial profile configuration. Ensures learners are authenticated and ready to use the platform.

Lesson 3 • Accessing Teams on Multiple Devices

Explains desktop, browser, and mobile app differences and sync behavior. Learners choose the right client for each work context.

Lesson 1 • Creating a New Team

Walks through team creation from a template or from scratch, including privacy settings. Learners produce a functional team by the end of this section.

Lesson 2 • Adding and Managing Channels

Covers creating, renaming, and deleting channels within a team. Proper channel structure keeps conversations organized and findable.

Lesson 3 • Using Team Templates Effectively

Demonstrates built-in templates for common scenarios such as project management and staff onboarding. Templates accelerate setup and enforce consistent structure.

Lesson 4 • Configuring Team Settings

Explores team-level settings including permissions, fun features, and guest access toggles. These settings define the team's behavior for all members.

Lesson 1 • Adding Members to a Team

Covers inviting internal users, external guests, and distribution groups. Learners handle diverse membership scenarios common in real organizations.

Lesson 2 • Understanding Roles in Teams

Defines owner, member, and guest roles and their permission boundaries. Role clarity prevents accidental misconfigurations and security gaps.

Lesson 3 • Governing Large Team Memberships

Introduces dynamic membership via groups, expiration policies, and access reviews. These practices scale governance beyond manual management.

Lesson 4 • Changing and Removing Members

Explains how to promote members to owners, demote owners, and remove users. Keeping membership current protects information and team focus.

Lesson 1 • Reactions, Bookmarks, and Message Actions

Demonstrates emoji reactions, saving messages, and message action shortcuts. These micro-interactions speed up communication and reduce unnecessary replies.

Lesson 2 • Composing Rich Messages

Covers formatting tools, subject lines, priority flags, and code blocks in the message composer. Rich formatting improves clarity and professionalism.

Lesson 3 • Managing Notifications and Focus

Configures notification settings at the app, team, and channel level to reduce distraction. Learners balance responsiveness with deep-work focus.

Lesson 4 • Chat vs. Channel Posts

Clarifies when to use private chat versus a channel post for different communication needs. Choosing the right mode reduces noise and improves discoverability.

Lesson 1 • Screen Sharing and Content Presentation

Demonstrates sharing screens, windows, PowerPoint Live, and whiteboards. Learners present content clearly without losing audience engagement.

Lesson 2 • Meeting Options and Pre-Meeting Setup

Explains lobby settings, presenter roles, and attendee permissions before a meeting starts. Pre-configured options prevent disruptions during live sessions.

Lesson 3 • Hosting and Facilitating Live Meetings

Walks through in-meeting controls: muting, spotlighting, breakout rooms, and polls. Effective facilitation keeps participants engaged and meetings on track.

Lesson 4 • Recording, Transcripts, and Follow-Up

Covers starting recordings, accessing transcripts, and sharing meeting summaries post-session. These practices create accountability and support absent attendees.

Lesson 1 • Sharing Files and Managing Permissions

Explains sharing links, permission levels, and expiration settings for files. Controlled sharing protects sensitive content while enabling collaboration.

Lesson 2 • Co-Authoring Documents in Real Time

Demonstrates simultaneous editing in Word, Excel, and PowerPoint within Teams. Real-time co-authoring eliminates emailed attachments and version conflicts.

Lesson 3 • Uploading and Organizing Files

Covers uploading, creating, and organizing files and folders in the Files tab. Good organization makes content findable for all team members.

Lesson 4 • How Files Work in Teams

Explains the relationship between Teams, SharePoint document libraries, and OneDrive. Understanding storage architecture prevents misplaced files and access errors.

Lesson 1 • Adding and Managing Tabs in Channels

Demonstrates adding website, document, and app tabs to channel tab bars. Tabs surface critical tools without leaving the Teams interface.

Lesson 2 • Integrating Productivity Apps

Covers connecting Planner, Forms, Stream, and OneNote within Teams channels. These integrations consolidate task management and knowledge capture in one place.

Lesson 3 • Using Connectors and Incoming Webhooks

Explains connectors and webhooks that push external notifications into Teams channels. Automated alerts reduce the need to monitor separate tools.

Lesson 4 • Automating Work with Power Automate

Introduces Power Automate flows triggered by Teams events such as new messages or file uploads. Automation reduces repetitive manual tasks for team members.

Lesson 1 • Applying Messaging and Meeting Policies

Covers creating and assigning messaging, meeting, and live-event policies to users or groups. Policies enforce consistent behavior and compliance across the organization.

Lesson 2 • Team Lifecycle Management

Covers archiving, restoring, and deleting teams, plus expiration and renewal workflows. Lifecycle management keeps the Teams environment clean and purposeful.

Lesson 3 • Teams Admin Center Overview

Introduces the Teams Admin Center interface and its key management areas. Familiarity with admin tools is the foundation for all governance tasks in this chapter.

Lesson 4 • Information Protection and Compliance

Explains sensitivity labels, retention policies, and eDiscovery as applied to Teams content. These controls protect sensitive data and satisfy regulatory obligations.