Collaborate in Yammer

Create a new document

  1. In the right rail below Group Actions, click on + Create a File.

  2. Select Word Document, PowerPoint Presentation, or Excel Workbook from the pull-down menu and give your new file a name.

  3. Click Create.

Create a file

Edit a document

  1. Click on the file you wish to edit from the Files list, or click Go to file on a document in your feed.

  2. On the right side of the screen, click Edit file. 

  3. Make your edits in Word Online, PowerPoint Online, or Excel Online.

Edit a file

Take group notes

  1. In a group page, click on Notes.

  2. Click + Create a Note.

  3. Enter a title for the note and your text.

  4. Click Publish.

Create a group note

Share from anywhere in Office 365

  1. To share straight from Word, PowerPoint or Excel, click on the Share person icon in the upper-right corner.

  2. To share from SharePoint or OneDrive, right-click on the file and click Share, or select the file and click on Share at the top.

  3. To share from Outlook, forward the email.

  4. Type in the name of the Yammer group you want to share with. The name should populate from your organization’s directory.

  5. Select the right permission (Edit or View).

  6. Write a message to the group to give members context, then click Share or Send.

Share files

Use shared group resources

In the right rail below Office 365 Resources, click on the service or app you want to access:

  1. Manage content and knowledge in a group SharePoint Document Library.

  2. Build a SharePoint Site for your group.

  3. Manage notetaking in a shared OneNote.

  4. Manage tasks for the group in Planner.

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