Teams - Filter Your Document Display Tutorial
Learn how to filter and display your documents in a personalized way. Discover how to apply filters by collaborator and view who has added documents.
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OneDrive - What is OneDrive ?
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Copilot (licence) - Use Copilot with Right-Click
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Outlook - Create and modify a group
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OneDrive - Edit, Delete a Share
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Power BI - Introduction to Power Bi
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Teams Premium - Activate the features of Teams Premium
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Teams Premium - Optimize Teams Premium settings in Administration
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Viva Engage - The role of an administrator
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Protect a document shared by password
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Create and manage team channel
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Viva Connections in Microsoft Teams
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Do I share with OneDrive, SharePoint, or TEAMS?
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Restrict a folder/document to certain members of your team
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How to search a file in all channels
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Restrict a document to reading only
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How to set quiet hours
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Define your status message
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Viva Connections for your colleague
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Use template to prepare your Agile SCRUM meeting
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Join a meeting as a participant
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Create a team using a template
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Pin a channel to your favorites
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Edit and enhance messages
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Plan a meeting based on a conversation
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Synchronize only one channel
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Schedule private or team meetings
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Reply to and react to a Teams conversation in an e-mail
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Customize notifications
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Interact in conversations
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Find content and people
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Start an instant meeting
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Responding or Reacting to a Message
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Presentation of different tools in a meeting
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Add channels and tabs
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Create a team and add members
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Creating or Joining a Team
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Automatically record a meeting
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View events
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Edit photo in Teams
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Creating and Joining a Meeting
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Manage accessibility settings
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Create, manage and set up a breakout room
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Create private and shared channels
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Manage a meeting
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Enabling Subtitles During a Meeting
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Use Microsoft Whiteboard in meetings
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Finding and Installing Teams for Mobile
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Set up and customize your teams
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How to add Klaxoon to a current Teams meeting?
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Overview of conversations
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Send an Email to a Team
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Respect your right to disconnect with Insights
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Manage your teams
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Private and small group chats
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Introduction to Teams
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How to start a Teams meeting from Klaxoon?
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How to integrate Klaxoon directly into a Teams meeting?
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Change application settings
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Set up breakout rooms before the meeting
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Schedule Message Delivery
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Generate automatic translations and transcriptions in a meeting
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Apply a Specific Policy to a User
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Chancing Your Status
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Share content in meetings
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Presentation of the desktop application
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Take notes in meetings
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Interface Overview
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Manage privacy settings
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Invite external guests
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Use a background image during a video call
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Generate a presence report
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Understand the differences between Connectors, Applications and Tabs
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Use and co-edit files
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Starting a Conversation
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Following your activities and your team's activities
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File Management
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Interact in a conversation
- 2:03
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Get feedback from your coworkers with Forms questionnaires
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Retrieve items saved in a breakout room
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Isolate a conversation window
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Finding Help?
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Collaborate within a conversation with Microsoft Loop
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Disabling Conversation Notifications
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Manage team files
- 1:28
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Create Approval Templates
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Posting in a Channel
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Managing Teams and Channels
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Creating a Channel
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Searching for Items or People
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Understand and Secure Information Sharing in Instant Messaging
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Make a New Approval Request
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Enabling Mobile Notifications
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Store files in conversations
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Sharing Content in a Meeting
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Register as a Participant in a Teams Webinar
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Copilot in Teams Conversations
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Analyze Team Dynamics
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Start and Manage Your Event with Multiple People
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Copilot During Teams Meetings
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Use Viva Insights in Conversations
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Use Connectors to Receive Notifications
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Use Commands and Keyboard Shortcuts
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Manage Document Approval
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Participate in a Town Hall
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When and Why to Use Town Hall
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Moderate the Chat During a Town Hall
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Enable Klaxoon as an App in Teams
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Manage Storage Spaces on Teams
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Test Your Event with the Green Room
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Differentiate Between Meeting Types
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Manage Privacy in Private Channels
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Plan and Launch a Town Hall
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Restrict a Document to Certain Team Members
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Centralize Important Events in a Single Channel Calendar
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Add and Explore Workflows
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End the Event and Gather Statistics
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Prepare Your Webinar with Microsoft Teams
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Manage Conversation Options
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Start and Manage Your Event Alone
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Set Up Monitoring in a Channel with an RSS Feed
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Communicate Behind the Scenes
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Secure Teams Upon Creation
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Ensure Your Webinar Options Before Launching
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Add Interactivity to Your Teams Webinar
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Secure a Shared Document with a Password
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Restrict a Document to Read-Only
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Customize the Display of the Function Panel
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Manage priority people
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Introduction to the New Features of Microsoft Teams
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Edit or delete an appointment, meeting or event
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The New Calendar
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Create a call group
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Create an appointment or meeting
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Assign a delegate for your calls
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Access voicemail via mobile and PC
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Respond to a meeting
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Manage voicemail messages
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Configure audio settings for better sound quality
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Manage Teams online meeting options
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Prevent the forwarding of an email
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Support third-party apps during calls
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Transfer calls with or without an announcement
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Connect Copilot to a third party app
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Manage a call group in Teams
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Block unwanted calls
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Sections
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Customizing Views
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Manage simultaneous calls
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Disable all call forwarding
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Set call forwarding to external numbers
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Live transcription and generate summaries via AI
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Manage calls on hold
- 01:20
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Add participants quickly and securely
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Manage advanced call notifications
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Configure call privacy and security settings
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Use the interface to make and receive calls
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Configure call forwarding to internal numbers
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Use the "Do Not Disturb" function for calls
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Ring multiple devices simultaneously
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Customize your voicemail greeting
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Update voicemail forwarding settings
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Use call delegation
- 01:07
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Create automatic reminders
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Answering a scheduling poll
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Create a scheduling poll
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Discovering the interface
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Creating compartments to organise tasks
- 6:45
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Enrich tasks content
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Creating the project tasks
- 5:18
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Deleting a task, a compartment or a plan
- 3:25
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Use the scheduling poll dashboard
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Creating a project
- 3:49
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Advanced tasks
- 3:18
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Manage the most important tasks
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Planner and transverse applications
- 4:43
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Add dates and deadlines to your tasks
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Planner Tasks in To Do
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Organize your daily tasks
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Outlook tasks in To Do
- 2:51
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Save, publish, and share
- 2:22
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Create a new task in To Do
- 2:21
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Manage Your Working Time in MyAnalytics
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Setting delegates
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Intro to Microsoft To Do Interface
- 2:41
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Schedule sending emails in Outlook
- 0:54
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Create and share to-do lists with others
- 2:34
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Save Automatically an attachment
- 4:32
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What is Microsoft To Do?
- 0:45
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Automate Teams notifications
- 3:32
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Temporarily turn off notifications
- 0:23
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Customising the interface
- 3:10
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Manage permissions
- 1:10
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Displaying the progress of your plan
- 4:17
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Manage your availabilities
- 1:42
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Fill in your work schedules in Outlook
- 1:29
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Clutter
- 1:31
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Create and share lists with others
- 2:50
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Publish your Booking page
- 2:54
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Extensions
- 1:31
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Understanding the new interface
- 1:30
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Intro to Microsoft To Do on Mobile
- 2:06
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Manage Requests of Holidays and Leaves of Absences
- 0:58
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Save, publish, and share
- 2:24
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Remove a member from a group
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Check your day planning
- 0:30
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Create a meeting in the group calendar
- 1:12
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Shift and its imbrication with Teams
- 1:03
- Viewed 2872 times
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The mobile App with Teams
- 0:48
- Viewed 2766 times
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Redefine privacy for highly secure meetings
- 2:37
- Viewed 2758 times
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Rank your custom lists into groups
- 0:56
- Viewed 2710 times
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Add dates and deadlines to your tasks
- 1:17
- Viewed 2672 times
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Immersive Reader
- 2:51
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Quickly find your files
- 2:07
- Viewed 2646 times
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The Outlook tasks in To Do
- 2:47
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Pin your important files
- 0:34
- Viewed 2531 times
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Organize your daily tasks
- 2:19
- Viewed 2453 times
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Progressive Web Apps
- 3:11
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Install Office on your smartphone
- 1:02
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Manage the most important tasks
- 1:28
- Viewed 2380 times
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Create video chapters
- 0:52
- Viewed 2344 times
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Take ownership of the taskbar
- 2:10
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Virtual Appointments
- 1:44
- Viewed 2292 times
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Planner Tasks in To Do
- 1:49
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Overall view of your licences and subscription
- 0:46
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Create a new task in To Do
- 2:21
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Rank your custom lists into groups
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- Viewed 2171 times
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Break up lengthy surveys and quizzes into sections
- 2:24
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Preparing for time away from the office
- 1:24
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Harnessing Advanced Options in Your Loop
- 02:14
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Create a Task List or Plan with Copilot
- 1:49
- Viewed 1693 times
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View events
- 2:21
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Edit, Delete a Share
- 02:16
- Viewed 1508 times
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Leveraging OneDrive Logic in Your Loop
- 01:01
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Creating your new workspace
- 01:24
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How to Work with the Microsoft Loop Interface?
- 02:36
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Exchange and Communicate Using Discussions in Loop
- 01:14
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Generate and Organize Ideas with Copilot
- 2:06
- Viewed 1233 times
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What is Microsoft Loop ?
- 2:09
- Viewed 1116 times
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Search and tag people with “@”
- 02:15
- Viewed 988 times
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Enhance your pages using the "/" Command
- 03:24
- Viewed 974 times
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Use Connectors to Receive Notifications
- 0:48
- Viewed 945 times
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Use the filter pane in a library
- 2:00
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Manage Storage Spaces on Teams
- 2:05
- Viewed 914 times
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Pin a document to the top of a document library
- 1:32
- Viewed 890 times
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Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 874 times
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Create a Scheduled Flow with Power Automate
- 01:29
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Transforming Your Section into a Component and Collaborating
- 02:34
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Organize Your Messages with Rules
- 02:01
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Use Document History or Restore a Document to a Previous Version
- 02:11
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
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Use Recycle Bins to Restore Documents
- 01:49
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Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 488 times
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Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 487 times
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Send invitations or reminders with Copilot
- 00:53
- Viewed 483 times
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Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 479 times
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Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 473 times
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Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 466 times
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Edit or delete an appointment, meeting or event
- 01:50
- Viewed 462 times
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Manage Storage Space
- 02:08
- Viewed 448 times
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Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 430 times
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Create an Instant Flow with Power Automate
- 02:18
- Viewed 429 times
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Create an Approval Flow with Power Automate
- 03:10
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Sync OneDrive with a Computer
- 02:38
- Viewed 424 times
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
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Create an Automated Flow with Power Automate
- 03:28
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Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 397 times
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Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 395 times
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Power and Manage OneDrive
- 01:36
- Viewed 392 times
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Recall or replace an e-mail message
- 01:45
- Viewed 387 times
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Manage new message notifications
- 01:40
- Viewed 381 times
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Create different types of events
- 01:46
- Viewed 379 times
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Create an appointment or meeting
- 01:44
- Viewed 376 times
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Access Power Automate for the Web
- 01:25
- Viewed 376 times
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Set Your Work Hours in Outlook
- 02:02
- Viewed 374 times
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Create a Meeting Poll
- 02:48
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Use the Meeting Dashboard
- 02:48
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Create a Simple Flow with AI Copilot
- 04:31
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The Power Automate Mobile App
- 01:39
- Viewed 353 times
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Create a Flow Based on a Template with Power Automate
- 03:20
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Presentation and introduction to the calendar
- 01:35
- Viewed 342 times
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Create a task or reminder
- 01:50
- Viewed 334 times
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Create an Email Template
- 01:40
- Viewed 330 times
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Change the default font of your emails
- 01:05
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Create a task from a message
- 02:00
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Understand the Benefits of Power Automate
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Manage Views
- 02:36
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Excel: Link Excel Scripts and Power Automate Flows
- 03:22
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Send Automatic Out-of-Office Replies
- 02:22
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Understand the Specifics and Requirements of Desktop Flows
- 02:44
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Use the Scheduling Assistant
- 01:42
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Delay Email Delivery
- 01:10
- Viewed 305 times
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Use a Shared Mailbox
- 01:18
- Viewed 303 times
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Calendar Delegation Setup
- 01:21
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Organizing OneNote with Copilot
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Mailbox Delegation Setup
- 01:59
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Add Conditional “Switch” Actions in Power Automate
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Automate Routine Actions
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Familiarize Yourself with the Different Types of Flows
- 01:37
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Create and Manage Appointments in Delegated Calendars
- 02:04
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View Other Calendars
- 00:50
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
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Use Categories
- 02:51
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Use Conversation View
- 01:47
- Viewed 276 times
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Respond to invitations as a delegate
- 02:55
- Viewed 275 times
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Clean Up Your Inbox
- 01:18
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Streamline Note-Taking with OneNote and Outlook
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Display Three Time Zones
- 01:52
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SharePoint: Automate File Movement to an Archive Library
- 05:20
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Understand the Concept of Variables and Loops in Power Automate
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Manipulate Dynamic Content with Power FX
- 03:59
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Easily Sort Your Mails
- 01:38
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Share Power Automate Flows
- 02:20
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Respect Your Colleagues' Off Hours (Viva Insights)
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Discover the “Build Space”
- 02:26
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Discover the Power Automate Home Interface
- 02:51
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Objectifs :
This video aims to teach users how to apply filters to documents in a time channel under the file table, specifically focusing on filtering by collaborators in Microsoft Office. It provides step-by-step instructions on how to search for and save these filters for future use.
Chapitres :
-
Introduction to Document Filtering
In this section, we will explore how to effectively filter documents within a time channel under the file table. This functionality is particularly useful for users who need to manage and locate documents based on specific collaborators. -
Applying Filters to Your Document
To filter your documents, follow these steps: 1. Navigate to the time channel under the file table. 2. Click on the 'Modified by' filter option located on the right side of the screen. 3. A list of individuals who have modified the documents will appear. 4. You can search for collaborators by their names or email addresses. -
Selecting a Collaborator
Once you have located the desired collaborator from the list: - Click on their name to select them. - After selection, click on 'Apply' to view the documents modified by that specific person. This will generate a list of all relevant documents. -
Saving Your Filtered View
If you find yourself using this filter frequently, you can save it as a view: 1. Click on 'All Documents' and then select 'Save As'. 2. Give your view a descriptive name. 3. Decide whether you want to make it public or keep it private. 4. This saved view will be accessible in the dropdown list of view options, allowing for quick access to your filtered documents. -
Additional Filtering Options
The filtering option is also available for all columns within the document management system. This flexibility allows users to customize their document searches based on various criteria, enhancing productivity and organization. -
Conclusion
In summary, applying filters to documents based on collaborators is a straightforward process that can significantly improve document management. By saving frequently used filters, users can streamline their workflow and enhance their efficiency in navigating through documents.
FAQ :
How can I filter documents by a specific collaborator?
To filter documents by a specific collaborator, click on the 'modified by' filter option on the right side of the screen. You can then search for collaborators by their names or email addresses. Once selected, click 'apply' to view the documents modified by that person.
Can I save my filter settings for future use?
Yes, you can save your filter settings as a view. After applying your filters, click on 'all documents' and then 'save as.' Give your view a name and choose whether to make it public or not. This saved view will be available in the dropdown list of view options.
What happens if I want to see documents modified by multiple collaborators?
The filter option allows you to select individual collaborators one at a time. If you want to see documents modified by multiple collaborators, you will need to apply the filter for each collaborator separately.
Are filters available for all columns in the document list?
Yes, the filter option is available for all columns, allowing you to customize your document view based on various criteria.
Quelques cas d'usages :
Project Collaboration
In a team project, members can use the filtering feature to quickly find documents modified by specific collaborators, ensuring they are reviewing the most relevant updates and contributions.
Document Management
Managers can apply filters to track changes made by team members, helping them to monitor progress and accountability in document revisions.
Archiving and Reporting
When preparing reports or archiving documents, users can filter by collaborators to gather all relevant files associated with a specific team member, streamlining the documentation process.
Training and Onboarding
During training sessions, new employees can learn how to use the filtering options to find documents relevant to their roles, enhancing their understanding of the collaborative tools available.
Glossaire :
Chanel
A channel in the context of file management refers to a specific area or category where files are organized and accessed.
Filtres
Filters are tools that allow users to narrow down the displayed documents based on specific criteria, such as the creator or modifier of the files.
Collaborateur
A collaborator is an individual who works together with others on a project or document, often having access to edit or modify the content.
Modifier
To modify means to change or alter a document or file. In this context, it refers to the individuals who have made changes to the documents.
Vue
A view is a saved configuration of filters that allows users to quickly access a specific set of documents based on their chosen criteria.
Colonne
Columns refer to the vertical divisions in a table or list that categorize information, such as document names, creators, or modification dates.