Work together in Microsoft Teams

When you need quick access to apps, documents, and files, Microsoft Teams helps you stay focused and organized in one central place. Add tabs for favorite tools and important files, collaborate real-time on documents, and store or share them easily with SharePoint integration into Teams.

Add tools with tabs

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  1. Select the Select to add an item. plus sign next to the tabs.

  2. Select the type of tab you want.

  3. Type a name and choose a workspace.

  4. Select Post to the channel about this tab.

  5. Select Save.

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Settings and options

Add a plan

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  1. In your team channel, select Add a tab +.

  2. In the Add a tab dialog box, choose Planner.

  3. In the Planner dialog box, choose:

    • Create a new plan to make a new Planner plan and add it as a tab to this channel.

    • Use an existing plan to choose an existing Planner plan to add to a tab in this channel.

  4. Choose whether to post on the channel about the tab, and then select Save.

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Use Planner in Microsoft Teams

Work on a file together

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  1. In a team conversation or in the Files tab, select More options More options button next to the file.

  2. Choose if you want to edit the file in Teams, on your desktop, or online.

  3. Select Start conversation to add a message about the file.

  4. Type your message or @mention someone and select Send.

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Collaborate on Files with your Team

Connect with SharePoint

SharePoint site_Teams

When you create a team in Teams, you get a SharePoint site automatically.

SharePoint integration into Teams makes file sharing, storage, and collaboration easy.

Use Teams for collaboration on in-progress content, and SharePoint to review content and files.

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Microsoft Teams help

Use Microsoft Teams on the Surface Hub

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Check out these three ways to use Microsoft Teams to collaborate on a Surface Hub:

  • Select Call on the welcome screen to start an ad hoc meeting.

  • Book a Surface Hub as an attendee in a meeting when you schedule the meeting.

  • Add a Surface Hub to an existing meeting.

How you meet is up to you—you can dive right into Microsoft Whiteboard and start drawing out your ideas, open up your recent files to see them on the big screen and get real-time feedback from your team

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Surface Hub help

Meet with others with Surface Hub 2S

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