Teams - Create a team using a template Tutorial

1:03
1987 views

Available in Microsoft365

Objectifs :

This video aims to guide users on how to create a team in Microsoft Teams using predefined templates that cater to specific business needs or projects. It highlights the steps involved in selecting a template, creating a team, and customizing channels and settings.

Chapitres :

Introduction to Microsoft Teams Templates
Microsoft Teams provides users with the convenience of using templates to create teams with predefined settings. These templates are tailored to meet various business needs or project requirements, streamlining the team creation process.
Creating a Team Using a Template
To create your own team using a template, follow these steps: 1. Click on 'Create Team' at the top of the teams column. 2. Choose to create a team either from scratch or by selecting a template. 3. Several templates are available, including: - Manager - Store - Organize Help Desk - Incident Responses Selecting a template will help you set up your team more efficiently based on your specific needs.
Post-Creation Overview
After creating your team, you will see the number of channels that have been automatically generated based on the selected template. The names of these channels are editable, allowing you to customize them to better fit your team's objectives.
Setting Up Team Privacy
In addition to channel customization, you will need to decide whether your team will be set up in private or public mode. This choice is crucial as it determines who can join the team and access its content.
Conclusion
Utilizing templates in Microsoft Teams simplifies the process of team creation and ensures that the necessary tools and channels are in place from the start. By following the outlined steps, users can efficiently set up their teams to align with their business needs.

FAQ :

What are Microsoft Teams templates?

Microsoft Teams templates are predefined configurations that help users create teams with specific settings based on business needs or projects, making the setup process quicker and more efficient.

How do I create a team using a template in Microsoft Teams?

To create a team using a template in Microsoft Teams, click on 'Create Team' at the top of the teams column, then select a template that suits your needs, such as Manager, Store, or Help Desk.

Can I edit the channels created from a template?

Yes, after creating a team from a template, you can see the channels that have been created and their names, which are editable.

What is the difference between private and public teams in Microsoft Teams?

A private team restricts visibility and participation to invited members only, while a public team allows anyone in the organization to see and join the team.

What tools are added when creating a team from a template?

When you create a team from a template, specific tools related to the chosen template will be added to facilitate collaboration and project management.

Quelques cas d'usages :

Project Management

Using Microsoft Teams templates, project managers can quickly set up a team for a new project, ensuring all necessary channels and tools are in place from the start, which enhances collaboration and efficiency.

Customer Support

A customer support team can utilize the Help Desk template to create a structured environment for managing customer inquiries, with dedicated channels for different types of support requests.

Incident Response

Organizations can create an incident response team using the Incident Response template, allowing for rapid communication and coordination during critical situations, with predefined channels for different response tasks.

Sales Team Setup

Sales teams can leverage the Store template to create a collaborative space for managing sales strategies, tracking leads, and sharing resources, improving overall sales performance.

Training and Onboarding

HR departments can create a training team using a custom template to streamline the onboarding process for new employees, providing them with all necessary resources and channels for questions and support.

Glossaire :

Microsoft Teams

A collaboration platform that combines workplace chat, video meetings, file storage, and application integration.

Templates

Predefined settings and structures that can be used to create teams in Microsoft Teams, tailored to specific business needs or projects.

Channels

Dedicated spaces within a team in Microsoft Teams where members can communicate and collaborate on specific topics or projects.

Private Mode

A setting for a team in Microsoft Teams where only invited members can see and participate in the team's activities.

Public Mode

A setting for a team in Microsoft Teams where anyone in the organization can see and join the team.

00:00:03

For added convenience,

00:00:04

Microsoft Teams offers templates for

00:00:05

creating a team with predefined settings.

00:00:08

These templates are designed based

00:00:10

on business needs or projects.

00:00:11

To create your own team using a template,

00:00:14

click on Create Team at the

00:00:17

top of the team's column.

00:00:19

You can create a team from

00:00:21

scratch or from a template.

00:00:23

Several templates are offered,

00:00:24

such as Manager, Store, Organize,

00:00:26

help desk, or incident responses.

00:00:28

After creation,

00:00:29

you will be able to see the number

00:00:32

of channels that have been created as

00:00:34

well as the names assigned to them,

00:00:37

which are editable.

00:00:38

Tools will also be added in line

00:00:41

with the chosen team template.

00:00:43

You will also need to set up your

00:00:45

team in private or public mode.

00:00:03

Para maior comodidade,

00:00:04

O Microsoft Teams oferece modelos para

00:00:05

criando uma equipe com configurações predefinidas.

00:00:08

Esses modelos são projetados com base

00:00:10

sobre necessidades ou projetos empresariais.

00:00:11

Para criar sua própria equipe usando um modelo,

00:00:14

clique em Criar Equipa no

00:00:17

topo da coluna da equipa.

00:00:19

Pode criar uma equipa a partir de

00:00:21

scratch ou de um modelo.

00:00:23

Vários modelos são oferecidos,

00:00:24

tais como Gerente, Loja, Organizar,

00:00:26

help desk ou respostas a incidentes.

00:00:28

Após a criação,

00:00:29

você será capaz de ver o número

00:00:32

de canais que foram criados como

00:00:34

bem como os nomes que lhes são atribuídos,

00:00:37

que são editáveis.

00:00:38

Ferramentas também serão adicionadas em linha

00:00:41

com o modelo de equipa escolhido.

00:00:43

Também terá de configurar o seu

00:00:45

equipa em modo privado ou público.

00:00:03

Per una maggiore comodità,

00:00:04

Microsoft Teams offre modelli per

00:00:05

creazione di un team con impostazioni predefinite.

00:00:08

Questi modelli sono progettati in base

00:00:10

su esigenze o progetti aziendali.

00:00:11

Per creare il tuo team utilizzando un modello,

00:00:14

clicca su Crea team in

00:00:17

parte superiore della colonna della squadra.

00:00:19

Puoi creare una squadra da

00:00:21

da zero o da un modello.

00:00:23

Sono disponibili diversi modelli,

00:00:24

come Manager, Store, Organize,

00:00:26

help desk o risposte agli incidenti.

00:00:28

Dopo la creazione,

00:00:29

potrai vedere il numero

00:00:32

di canali che sono stati creati come

00:00:34

nonché i nomi loro assegnati,

00:00:37

che sono modificabili.

00:00:38

Gli strumenti verranno aggiunti anche in linea

00:00:41

con il modello di squadra scelto.

00:00:43

Dovrai inoltre configurare il tuo

00:00:45

squadra in modalità privata o pubblica.

00:00:03

Для дополнительного удобства

00:00:04

Microsoft Teams предлагает шаблоны для

00:00:05

создание команды с предопределенными настройками.

00:00:08

Эти шаблоны разработаны на основе

00:00:10

на бизнес-потребностях или проектах.

00:00:11

Чтобы создать собственную команду с помощью шаблона,

00:00:14

нажмите «Создать команду» на вкладке

00:00:17

в верхней части столбца команды.

00:00:19

Вы можете создать команду из

00:00:21

с нуля или с помощью шаблона.

00:00:23

Предлагается несколько шаблонов,

00:00:24

таких как «Менеджер», «Магазин», «Организация»,

00:00:26

служба поддержки или реагирование на инциденты.

00:00:28

После создания

00:00:29

вы сможете увидеть номер

00:00:32

каналов, которые были созданы как

00:00:34

а также присвоенные им имена,

00:00:37

которые доступны для редактирования.

00:00:38

Инструменты также будут добавлены в линию

00:00:41

с выбранным шаблоном команды.

00:00:43

Вам также нужно будет настроить свой

00:00:45

команда в приватном или публичном режиме.

00:00:03

Para mayor comodidad,

00:00:04

Microsoft Teams ofrece plantillas para

00:00:05

crear un equipo con configuraciones predefinidas.

00:00:08

Estas plantillas están diseñadas en base a

00:00:10

en necesidades o proyectos empresariales.

00:00:11

Para crear tu propio equipo usando una plantilla,

00:00:14

haz clic en Crear equipo en

00:00:17

en la parte superior de la columna del equipo.

00:00:19

Puedes crear un equipo desde

00:00:21

desde cero o a partir de una plantilla.

00:00:23

Se ofrecen varias plantillas,

00:00:24

como Manager, Store, Organize,

00:00:26

servicio de asistencia o respuestas a incidentes.

00:00:28

Tras la creación,

00:00:29

podrás ver el número

00:00:32

de canales que se han creado como

00:00:34

así como los nombres que se les han asignado,

00:00:37

que son editables.

00:00:38

Las herramientas también se añadirán en línea

00:00:41

con la plantilla de equipo elegida.

00:00:43

También tendrás que configurar tu

00:00:45

equipo en modo privado o público.

00:00:03

Voor extra gemak

00:00:04

Microsoft Teams biedt sjablonen voor

00:00:05

een team aanmaken met vooraf gedefinieerde instellingen.

00:00:08

Deze sjablonen zijn ontworpen op basis van

00:00:10

over zakelijke behoeften of projecten.

00:00:11

Om je eigen team samen te stellen met behulp van een sjabloon,

00:00:14

klik op Create Team op het

00:00:17

bovenaan de kolom van het team.

00:00:19

Je kunt een team aanmaken via

00:00:21

kras of uit een sjabloon.

00:00:23

Er worden verschillende sjablonen aangeboden,

00:00:24

zoals Manager, Store, Organize,

00:00:26

helpdesk of reacties op incidenten.

00:00:28

Na de creatie

00:00:29

je zult het nummer kunnen zien

00:00:32

van kanalen die zijn aangemaakt als

00:00:34

evenals de namen die aan hen zijn toegewezen,

00:00:37

die bewerkbaar zijn.

00:00:38

Tools zullen ook in de rij worden toegevoegd

00:00:41

met het gekozen teamsjabloon.

00:00:43

U moet ook uw

00:00:45

team in privé- of openbare modus.

00:00:03

Dla dodatkowej wygody,

00:00:04

Microsoft Teams oferuje szablony

00:00:05

tworzenie zespołu z predefiniowanymi ustawieniami.

00:00:08

Te szablony są zaprojektowane na podstawie

00:00:10

na potrzeby biznesowe lub projekty.

00:00:11

Aby utworzyć własny zespół za pomocą szablonu,

00:00:14

kliknij Utwórz zespół w

00:00:17

górna część kolumny zespołu.

00:00:19

Możesz stworzyć zespół z

00:00:21

zero lub z szablonu.

00:00:23

Oferowanych jest kilka szablonów,

00:00:24

takie jak Menedżer, Sklep, Organizuj,

00:00:26

Help Desk, lub odpowiedzi na incydenty.

00:00:28

Po stworzeniu,

00:00:29

będziesz mógł zobaczyć numer

00:00:32

kanałów, które zostały utworzone jako

00:00:34

a także przypisane im nazwy,

00:00:37

które są edytowalne.

00:00:38

Narzędzia zostaną również dodane w kolejce

00:00:41

z wybranym szablonem zespołu.

00:00:43

Będziesz także musiał skonfigurować swój

00:00:45

zespół w trybie prywatnym lub publicznym.

00:00:03

A nagyobb kényelem érdekében,

00:00:04

A Microsoft Teams sablonokat kínál

00:00:05

előre meghatározott beállításokkal rendelkező csapat létrehozása.

00:00:08

Ezeket a sablonokat az alapon tervezték

00:00:10

üzleti igényekről vagy projektekről.

00:00:11

Saját csapat létrehozásához sablon segítségével,

00:00:14

kattintson a Csapat létrehozása gombra

00:00:17

A csapat oszlopának tetején.

00:00:19

Létrehozhat egy csapatot

00:00:21

semmiből vagy sablonból.

00:00:23

Számos sablont kínálnak,

00:00:24

például menedzser, áruház, szervezés,

00:00:26

ügyfélszolgálat, vagy eseményválaszok.

00:00:28

A teremtés után,

00:00:29

látni fogja a számot

00:00:32

azokról a csatornákról, amelyeket a következőképpen hoztak létre

00:00:34

valamint a hozzájuk rendelt neveket,

00:00:37

amelyek szerkeszthetők.

00:00:38

Eszközök is hozzáadódnak a sorba

00:00:41

a kiválasztott csapatsablonnal.

00:00:43

Önnek is be kell állítania a

00:00:45

csapat privát vagy nyilvános módban.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

2024 Views

Microsoft Video Training Teams – Discovery

In this course, learn the fundamentals of Microsoft Teams: communicate in real-time, manage your teams, and collaborate effectively during m...

ALL COURSES