Teams & Groups for Microsoft 365

Laminated quick reference card showing step-by-step instructions for the Teams and Groups features of Microsoft 365. The two main apps covered in this comprehensive guide, Teams and Groups, are separately detailed as two unique approaches to creating and managing the collaborative team activities of sharing communications and files. Teams focuses on chat as its basic communication mode while Groups focuses on email. A third app, Planner, is also presented as a means to coordinate team or group tasks. Last checked for accuracy September 2022. The following topics are covered:

Overview & Starting Microsoft Teams
Adding a Team
Adding a Team to an Existing Microsoft 365 Group
Modifying a Team
Managing Team and Channel List
Creating and Managing Team Channels: Adding a Team Channel; Adding a Team Channel Service; Sending Emails to a Team Channel; Finding Team Channels; Renaming a Team Channel; Deleting a Team Channel.
Starting a Private Chat
Starting a Public Conversation
Working with Teams Files: Attaching a Chat File; Adding a Channel File; Modifying a Channel File.
Searching for New Activity.

Starting Groups
Returning to the Main Groups Screen
Creating, Modifying, and Deleting a Group
Adding and Deleting a Group Member
Starting a Group Conversation
Managing Group Files, Advanced Group File Management
Creating a Group Meeting; Responding to a Meeting Invitation; Removing Meeting Attendees; Cancelling a Meeting.
Using Group Search
Creating a Plan; Creating Plan Tasks for an Existing Group; Editing an Existing Group Plan; Creating a New Plan; Editing a Plan Task; Deleting a Plan Task.