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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Protect a document shared by password
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Viva Connections in Microsoft Teams
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Create and manage team channel
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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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Viva Connections for your colleague
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Use template to prepare your Agile SCRUM meeting
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Define your status message
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Join a meeting as a participant
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Pin a channel to your favorites
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Create a team using a template
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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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Customize notifications
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Interact in conversations
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Schedule private or team meetings
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Find content and people
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Reply to and react to a Teams conversation in an e-mail
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Start an instant meeting
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Presentation of different tools in a meeting
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Add channels and tabs
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Responding or Reacting to a Message
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Automatically record a meeting
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Create a team and add members
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View events
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Creating or Joining a Team
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Edit photo in Teams
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Manage accessibility settings
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Creating and Joining a Meeting
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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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Use Microsoft Whiteboard in meetings
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Overview of conversations
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How to add Klaxoon to a current Teams meeting?
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Finding and Installing Teams for Mobile
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Respect your right to disconnect with Insights
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How to integrate Klaxoon directly into a Teams meeting?
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Manage your teams
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Introduction to Teams
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Private and small group chats
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How to start a Teams meeting from Klaxoon?
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Change application settings
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Set up and customize your teams
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Set up breakout rooms before the meeting
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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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Schedule Message Delivery
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Apply a Specific Policy to a User
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Send an Email to a Team
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Take notes in meetings
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Interface Overview
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Invite external guests
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Manage privacy settings
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Enabling Subtitles During a Meeting
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Use a background image during a video call
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Starting a Conversation
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Interact in a conversation
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Understand the differences between Connectors, Applications and Tabs
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Generate a presence report
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File Management
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Isolate a conversation window
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Get feedback from your coworkers with Forms questionnaires
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Generate automatic translations and transcriptions in a meeting
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Use and co-edit files
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Finding Help?
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Retrieve items saved in a breakout room
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Disabling Conversation Notifications
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Manage team files
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Create Approval Templates
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Posting in a Channel
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Collaborate within a conversation with Microsoft Loop
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Following your activities and your team's activities
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Managing Teams and Channels
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Make a New Approval Request
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Sharing Content in a Meeting
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Enabling Mobile Notifications
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Store files in conversations
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Register as a Participant in a Teams Webinar
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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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Creating a Channel
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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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Copilot During Teams Meetings
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Analyze Team Dynamics
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Start and Manage Your Event with Multiple People
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Use Connectors to Receive Notifications
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Use Viva Insights in Conversations
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Use Templates for Document Creation
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Manage Document Approval
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Use Commands and Keyboard Shortcuts
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Integrate Klaxoon in a Teams Channel
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Enable Klaxoon as an App in Teams
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Participate in a Town Hall
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Moderate the Chat During a Town Hall
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When and Why to Use Town Hall
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Test Your Event with the Green Room
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Manage Storage Spaces on Teams
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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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Manage Conversation Options
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Communicate Behind the Scenes
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Start and Manage Your Event Alone
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End the Event and Gather Statistics
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Prepare Your Webinar with Microsoft Teams
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Set Up Monitoring in a Channel with an RSS Feed
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Secure Teams Upon Creation
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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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Ensure Your Webinar Options Before Launching
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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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Edit or delete an appointment, meeting or event
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Introduction to the New Features of Microsoft Teams
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The New Calendar
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Create an appointment or meeting
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Access voicemail via mobile and PC
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Manage Teams online meeting options
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Create a call group
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Respond to a meeting
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Assign a delegate for your calls
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Manage voicemail messages
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Prevent the forwarding of an email
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Configure audio settings for better sound quality
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Connect Copilot to a third party app
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Support third-party apps during calls
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Sections
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Customizing Views
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Block unwanted calls
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Set call forwarding to external numbers
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Manage a call group in Teams
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Add participants quickly and securely
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Disable all call forwarding
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Configure call privacy and security settings
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Manage simultaneous calls
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Manage advanced call notifications
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Use the interface to make and receive calls
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Transfer calls with or without an announcement
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Manage calls on hold
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Ring multiple devices simultaneously
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Use call delegation
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Customize your voicemail greeting
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Live transcription and generate summaries via AI
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Use the "Do Not Disturb" function for calls
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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
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Enrich tasks content
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Creating the project tasks
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Use the scheduling poll dashboard
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Deleting a task, a compartment or a plan
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Creating a project
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Advanced tasks
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Manage the most important tasks
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Planner Tasks in To Do
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Planner and transverse applications
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Add dates and deadlines to your tasks
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Organize your daily tasks
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Save, publish, and share
- 2:22
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Outlook tasks in To Do
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Create a new task in To Do
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Manage Your Working Time in MyAnalytics
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Intro to Microsoft To Do Interface
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Schedule sending emails in Outlook
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Create and share to-do lists with others
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Setting delegates
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Save Automatically an attachment
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What is Microsoft To Do?
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Automate Teams notifications
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Customising the interface
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Manage permissions
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Temporarily turn off notifications
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Displaying the progress of your plan
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Manage your availabilities
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Fill in your work schedules in Outlook
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Clutter
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Create and share lists with others
- 2:50
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Extensions
- 1:31
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Save, publish, and share
- 2:24
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Manage Requests of Holidays and Leaves of Absences
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Understanding the new interface
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Intro to Microsoft To Do on Mobile
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Publish your Booking page
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Remove a member from a group
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Check your day planning
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Shift and its imbrication with Teams
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Create a meeting in the group calendar
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The mobile App with Teams
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Redefine privacy for highly secure meetings
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Rank your custom lists into groups
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Immersive Reader
- 2:51
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The Outlook tasks in To Do
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Add dates and deadlines to your tasks
- 1:17
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Quickly find your files
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Pin your important files
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Install Office on your smartphone
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Progressive Web Apps
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Organize your daily tasks
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Manage the most important tasks
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Take ownership of the taskbar
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Create video chapters
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Virtual Appointments
- 1:44
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Overall view of your licences and subscription
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Planner Tasks in To Do
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Create a new task in To Do
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Rank your custom lists into groups
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Break up lengthy surveys and quizzes into sections
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Preparing for time away from the office
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Harnessing Advanced Options in Your Loop
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Create a Task List or Plan with Copilot
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View events
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Leveraging OneDrive Logic in Your Loop
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Creating your new workspace
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Edit, Delete a Share
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How to Work with the Microsoft Loop Interface?
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Exchange and Communicate Using Discussions in Loop
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What is Microsoft Loop ?
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Generate and Organize Ideas with Copilot
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Enhance your pages using the "/" Command
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Search and tag people with “@”
- 02:15
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Use Connectors to Receive Notifications
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Use the filter pane in a library
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Manage Storage Spaces on Teams
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Pin a document to the top of a document library
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Centralize Important Events in a Single Channel Calendar
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Create a Scheduled Flow with Power Automate
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Transforming Your Section into a Component and Collaborating
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Organize Your Messages with Rules
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Use Document History or Restore a Document to a Previous Version
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Use Documents in a Synchronized Library Folder
- 01:32
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Use Recycle Bins to Restore Documents
- 01:49
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Retrieve Data from a Web Page and Include it in Excel
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Edit or delete an appointment, meeting or event
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- Viewed 425 times
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Manage Storage Space
- 02:08
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Grant delegate access in Microsoft 365 administration
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Send invitations or reminders with Copilot
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Create an Approval Flow with Power Automate
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Discover the Meaning of OneDrive Icons
- 02:16
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Understand the Steps to Create a Power Automate Flow
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
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Sync OneDrive with a Computer
- 02:38
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Create an Instant Flow with Power Automate
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Power and Manage OneDrive
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Synchronize Your Teams and SharePoint Files on Your Computer
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Create a Desktop Flow with Power Automate from a Template
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Create an Automated Flow with Power Automate
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Create your reservation page for appointment booking (Bookings)
- 03:17
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Access Power Automate for the Web
- 01:25
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Set Your Work Hours in Outlook
- 02:02
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Use the Meeting Dashboard
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Create a Simple Flow with AI Copilot
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Manage new message notifications
- 01:40
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Create different types of events
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Presentation and introduction to the calendar
- 01:35
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Create an appointment or meeting
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Create a Meeting Poll
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Create a Flow Based on a Template with Power Automate
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Create a task or reminder
- 01:50
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Create a task from a message
- 02:00
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Recall or replace an e-mail message
- 01:45
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Change the default font of your emails
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Create an Email Template
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Understand the Benefits of Power Automate
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Manage Views
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Send Automatic Out-of-Office Replies
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Use the Scheduling Assistant
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Excel: Link Excel Scripts and Power Automate Flows
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Add Conditional “Switch” Actions in Power Automate
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Organizing OneNote with Copilot
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Use a Shared Mailbox
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Calendar Delegation Setup
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Automate Routine Actions
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Mailbox Delegation Setup
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Create and Manage Appointments in Delegated Calendars
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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View Other Calendars
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Use Categories
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Clean Up Your Inbox
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Understand the Specifics and Requirements of Desktop Flows
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The Power Automate Mobile App
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Use Conversation View
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Delay Email Delivery
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Streamline Note-Taking with OneNote and Outlook
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Understand the Concept of Variables and Loops in Power Automate
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Manipulate Dynamic Content with Power FX
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SharePoint: Automate File Movement to an Archive Library
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Respond to invitations as a delegate
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Share Power Automate Flows
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Familiarize Yourself with the Different Types of Flows
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Display Three Time Zones
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Discover the Power Automate Home Interface
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Easily Sort Your Mails
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Respect Your Colleagues' Off Hours (Viva Insights)
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Discover the “Build Space”
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Leverage Variables with Power FX in Power Automate
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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.