Getting Started with Microsoft Teams

Purpose

This article is designed to act as an overview of Microsoft Teams, showcasing how to access it along with some of the key features of the application.

Accessing Teams

Logging in to Teams

Microsoft Teams can be accessed three different ways: the web application, the desktop application, or the mobile application

Through a web browser

  1. Navigate to office.uoregon.edu and sign in using your full @uoregon.edu email address.
    • Note: If you are prompted to select an account type, choose Work or School Account.
  2. Enter your password and authenticate with Duo (if prompted) to complete the sign-in process.
    • Note: You may be asked if you'd like to reduce the number of times you are asked to sign in. Do not enable this feature or check the box if you are on a public or shared computer.
  3. To launch Teams, click the Apps and more icon (looks like a 3x3 grid of dots) in the sidebar on the left side of the window, and choose Teams from the drop-down list.

Through the desktop app

  1. Open the Microsoft Teams application from your computer
  2. Enter your full @uoregon.edu email address and select Sign In to proceed
    • Note: If you are prompted to select an account type, choose Work or School Account.
  3. Enter your password and authenticate with Duo (if prompted) to complete the sign-in process.

Through the mobile app

  1. Open the application and select the Sign In button to proceed.
  2. Enter your @uoregon.edu email address and password when prompted.
    • Note: If you are prompted to select an account type, choose Work or School Account.
  3. Authenticate with Duo (if prompted).

Key Features

The Teams application has three general methods of communication, and integrates with Microsoft Office software (i.e. Word, Excel, PowerPoint, and SharePoint). This section will explain how to create a chat, send messages, conduct audio and video calls, and create a Teams group of your own.

Creating a chat

  1. Switch to the Chat tab by clicking the button (1) on the left hand side of the window.
  2. Click the New message button (2) to launch the chat interface.
  3. From here, you can search for individuals via name or UOmail address, or for group names, using the search bar (3).

 

Note: If you want to connect with an individual for a one-on-one chat session, type in their name or UOmail address. If you want to send a message to a group, type in the name of the group. Existing message threads (either individual chats or Team messages) will be in their respective tabs.

 

Audio calls, video calls, and screen sharing 

From the chat window for an individual or a group, you can use standard text chat or audio, video, or share your screen:

Chat window layout with features highlighted

  1. You can select one of the following methods of contact:
    • a) video chat
      • When connected to a video chat, you can choose to have the camera and microphone turned on or off
    • b) audio chat
    • c) screen sharing
      • When you click on this, you can have the option to:
        • Share the whole screen (or a specific screen if there are multiple displays connected)
        • Share any active window in an application
        • Share the active window or tab on a web browser.
      • If you want to pass control to another participant, you can click on the Give Control menu at the top of the screen to select them.
      • Note: You can also view the chat transcript by selecting it from the toolbar when connectedClick the Chat Transcript button to view the chat transcript in a panel on the right-hand side of the window
      • Note 2: If Teams suspects that you are trying to speak but your microphone is muted, you will see a message above the toolbar reminding that your microphone is muted.
    • d) adding them to favorites or Teams group.
  2. There are three different views:
    • a) Conversations (default; shows all text-based messages within the conversation with an individual or group),
    • b) Files (which show all files shared with one another; saved to OneDrive), and
    • c) Activity (an individual activity across all channels)
  3. Type here to enter the text as in a standard chat
  4. A rich text editor view, attachments, emoji, GIFs, stickers, a meme builder, and additional extensions can be added then sent as well.
  5. Either press Enter/Return on your keyboard or click the Send icon (paper airplane icon) to send a chat.

Creating a Teams group and channels

Teams allow for departments to organize their users into one large group. Once placed into a group, organizations can create smaller subgroups called Channels that allow for more focused conversation and collaboration for interested users. As Microsoft Teams is currently configured, channels may be subscribed to by all members of a Team and all files shared within it.

1. Teams 2. Channels

In the application window, the Team (marked as 1) will be above any Channel (marked as 2) below it.

Click Join or Create a Team to proceed.

Teams can be created simply by clicking on the Teams icon then selecting the Join or create a team link at the bottom of the Contacts frame of the application window. From there, a team can be created or you can join an existing team with a code provided by an existing team owner.

Click on Create Team

Create a team if you're looking to create a new team. To join an existing team, talk to the Group administrator and get a code from them. Enter the code in the Enter Code field to proceed.

Select the Anyone option to continue.

Select a team structure.

Then at this dialog box, do the following:

1. Enter your unit's name, 2. Enter a team description, 3. Select a privacy level, or 4. Select the link to create a team using existing team as template or from an Office 365 group, 5. Click Next to proceed.

Enter in a unique:

  1. Team name
  2. Description
  3. Select a Privacy setting
  4. If you want to create a Team using an existing team as a template or from an existing Office 365 group
    1. Note: If you would like to create a team using an existing team as a template or to create a team from an existing Office 365 group you may do so by clicking the link at the bottom of the dialog box. If you have the proper role within the existing team, you may select the desired team then click Choose team to proceed.
  5. Once all of the information is entered, click Next to proceed.

This will create the Team.

Adding members to your Team

If you would like to add members to your new team, you may enter the email address(es) of the desired user(s) you want as members, then click Add to complete the process.

Enter in full @uoregon.edu email address

Once a Team is created, you can add click on the Options menu to Add channel.

Click the Options (three-dot) menu on the Team and select Add Channel

Enter in a Channel name (1), Description (optional; 2), then click Add (3) to complete the process.

1. Enter a Channel name, 2. a Description, 3. then select Add to proceed.

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