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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Do I share with OneDrive, SharePoint, or TEAMS?
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Viva Connections in Microsoft Teams
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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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Restrict a folder/document to certain members of your team
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Making Phone Calls
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How to set quiet hours
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Viva Connections for your colleague
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Forwarding Calls to Another Phone Number
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Use template to prepare your Agile SCRUM meeting
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Transferring a Call
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Inviting Other People to an Ongoing Call
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Accessing the Voicemail
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Forwarding Calls to a Call Group
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Receiving Phone Calls
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Changing Voicemail Greeting
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Receiving Phone Calls on the Mobile Application
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Forwarding Calls to the Voicemail
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Define your status message
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Ringing Another Number Simultaneously
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Adjusting Audio Devices
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Turning Off Call Forwarding
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Putting on Hold & Muting Microphone
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Blocking Specific Phone Numbers
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Join a meeting as a participant
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Edit and enhance messages
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Create a team using a template
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Pin a channel to your favorites
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Plan a meeting based on a conversation
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Synchronize only one channel
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Interact in conversations
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Customize notifications
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Find content and people
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Schedule private or team meetings
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Start an instant meeting
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Add channels and tabs
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Presentation of different tools in a meeting
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View events
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Automatically record a meeting
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Create a team and add members
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Reply to and react to a Teams conversation in an e-mail
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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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Edit photo in Teams
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Responding or Reacting to a Message
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Creating or Joining a Team
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Overview of conversations
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Use Microsoft Whiteboard in meetings
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Manage a meeting
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Finding and Installing Teams for Mobile
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How to integrate Klaxoon directly into a Teams meeting?
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How to add Klaxoon to a current Teams meeting?
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Change application settings
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Respect your right to disconnect with Insights
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Chancing Your Status
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Private and small group chats
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Share content in meetings
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Set up breakout rooms before the meeting
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Manage your teams
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Take notes in meetings
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How to start a Teams meeting from Klaxoon?
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Invite external guests
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Interface Overview
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Presentation of the desktop application
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Introduction to Teams
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Enabling Subtitles During a Meeting
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Manage privacy settings
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Use a background image during a video call
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Starting a Conversation
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Understand the differences between Connectors, Applications and Tabs
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File Management
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Finding Help?
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Isolate a conversation window
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Interact in a conversation
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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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Collaborate within a conversation with Microsoft Loop
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Set up and customize your teams
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Disabling Conversation Notifications
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Use and co-edit files
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Managing Teams and Channels
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Manage team files
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Generate automatic translations and transcriptions in a meeting
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Generate a presence report
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Posting in a Channel
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Schedule Message Delivery
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Apply a Specific Policy to a User
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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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Enabling Mobile Notifications
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Make a New Approval Request
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Create Approval Templates
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Send an Email to a Team
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Store files in conversations
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Searching for Items or People
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Following your activities and your team's activities
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Creating a Channel
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Copilot in Teams Conversations
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Create and Send Signatures with Dedicated Services
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Use Connectors to Receive Notifications
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Enable Klaxoon as an App in Teams
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Use Commands and Keyboard Shortcuts
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Use Viva Insights in Conversations
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Manage Document Approval
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When and Why to Use Town Hall
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Participate in a Town Hall
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Start and Manage Your Event with Multiple People
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Differentiate Between Meeting Types
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Analyze Team Dynamics
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Moderate the Chat During a Town Hall
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Communicate Behind the Scenes
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Centralize Important Events in a Single Channel Calendar
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Plan and Launch a Town Hall
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Test Your Event with the Green Room
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Prepare Your Webinar with Microsoft Teams
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Manage Privacy in Private Channels
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Restrict a Document to Certain Team Members
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Add and Explore Workflows
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End the Event and Gather Statistics
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Set Up Monitoring in a Channel with an RSS Feed
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Secure a Shared Document with a Password
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Manage Conversation Options
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Ensure Your Webinar Options Before Launching
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Add Interactivity to Your Teams Webinar
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Start and Manage Your Event Alone
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Manage Storage Spaces on Teams
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Restrict a Document to Read-Only
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Secure Teams Upon Creation
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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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Create an appointment or meeting
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Respond to a meeting
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Manage Teams online meeting options
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Prevent the forwarding of an email
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Introduction to the New Features of Microsoft Teams
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The New Calendar
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Connect Copilot to a third party app
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Sections
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Customizing Views
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Create automatic reminders
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Answering a scheduling poll
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Discovering the interface
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Create a scheduling poll
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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 and transverse applications
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Planner Tasks in To Do
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Add dates and deadlines to your tasks
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Save, publish, and share
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Outlook tasks in To Do
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Manage Your Working Time in MyAnalytics
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Organize your daily tasks
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Create a new task in To Do
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Intro to Microsoft To Do Interface
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Schedule sending emails in Outlook
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Customising the interface
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Save Automatically an attachment
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Manage permissions
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Create and share to-do lists with others
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Fill in your work schedules in Outlook
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What is Microsoft To Do?
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Temporarily turn off notifications
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Displaying the progress of your plan
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Setting delegates
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Manage your availabilities
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Automate Teams notifications
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Clutter
- 1:31
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Create and share lists with others
- 2:50
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Manage Requests of Holidays and Leaves of Absences
- 0:58
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Extensions
- 1:31
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Save, publish, and share
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Intro to Microsoft To Do on Mobile
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Understanding the new interface
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Remove a member from a group
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Check your day planning
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Publish your Booking page
- 2:54
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Shift and its imbrication with Teams
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The mobile App with Teams
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Create a meeting in the group calendar
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Rank your custom lists into groups
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Immersive Reader
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Redefine privacy for highly secure meetings
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Add dates and deadlines to your tasks
- 1:17
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The Outlook tasks in To Do
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Quickly find your files
- 2:07
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Pin your important files
- 0:34
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Progressive Web Apps
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Manage the most important tasks
- 1:28
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Install Office on your smartphone
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Take ownership of the taskbar
- 2:10
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Create video chapters
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Organize your daily tasks
- 2:19
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Virtual Appointments
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Planner Tasks in To Do
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Create a new task in To Do
- 2:21
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Overall view of your licences and subscription
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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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View events
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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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Leveraging OneDrive Logic in Your Loop
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Creating your new workspace
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Exchange and Communicate Using Discussions in Loop
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How to Work with the Microsoft Loop Interface?
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What is Microsoft Loop ?
- 02:09
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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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Generate and Organize Ideas with Copilot
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Use Connectors to Receive Notifications
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Pin a document to the top of a document library
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Use the filter pane in a library
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Centralize Important Events in a Single Channel Calendar
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Manage Storage Spaces on Teams
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Transforming Your Section into a Component and Collaborating
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Edit, Delete a Share
- 02:16
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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
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Create a Scheduled Flow with Power Automate
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Use Documents in a Synchronized Library Folder
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Use Recycle Bins to Restore Documents
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Edit or delete an appointment, meeting or event
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Sync OneDrive with a Computer
- 02:38
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Discover the Meaning of OneDrive Icons
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Manage Storage Space
- 02:08
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Power and Manage OneDrive
- 01:36
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Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
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Retrieve Data from a Web Page and Include it in Excel
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Use the Meeting Dashboard
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Create an Approval Flow with Power Automate
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Grant delegate access in Microsoft 365 administration
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Set Your Work Hours in Outlook
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Presentation and introduction to the calendar
- 01:35
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Create a Desktop Flow with Power Automate from a Template
- 03:12
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Create different types of events
- 01:46
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Send invitations or reminders with Copilot
- 00:53
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Create an Instant Flow with Power Automate
- 02:18
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Create an appointment or meeting
- 01:44
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Create a task or reminder
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Create an Automated Flow with Power Automate
- 03:28
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Create your reservation page for appointment booking (Bookings)
- 03:17
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Manage new message notifications
- 01:40
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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
- Viewed 153 times
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Create a Meeting Poll
- 02:48
- Viewed 144 times
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Create a Simple Flow with AI Copilot
- 04:31
- Viewed 142 times
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Manage Views
- 02:36
- Viewed 138 times
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Create an Email Template
- 01:40
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Use a Shared Mailbox
- 01:18
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Add Conditional “Switch” Actions in Power Automate
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Access Power Automate for the Web
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Understand the Steps to Create a Power Automate Flow
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Recall or replace an e-mail message
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Organizing OneNote with Copilot
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Delay Email Delivery
- 01:10
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Calendar Delegation Setup
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Create a Flow Based on a Template with Power Automate
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Send Automatic Out-of-Office Replies
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Clean Up Your Inbox
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Use the Scheduling Assistant
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View Other Calendars
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Excel: Link Excel Scripts and Power Automate Flows
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Use Conversation View
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Automate Routine Actions
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Understand the Benefits of Power Automate
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Create and Manage Appointments in Delegated Calendars
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Manipulate Dynamic Content with Power FX
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Use Categories
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Display Three Time Zones
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Mailbox Delegation Setup
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SharePoint: Automate File Movement to an Archive Library
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Understand the Specifics and Requirements of Desktop Flows
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Familiarize Yourself with the Different Types of Flows
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Easily Sort Your Mails
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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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Share Power Automate Flows
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Discover the Power Automate Home Interface
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Respond to invitations as a delegate
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The Power Automate Mobile App
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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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Add Conditional “IF” Actions in Power Automate
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Sections
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Customizing Views
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Retrieve Data from a Web Page and Include it in Excel
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Share Power Automate Flows
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Add Conditional “IF” Actions in Power Automate
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Understand the Steps to Create a Power Automate Flow
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Understand the Benefits of Power Automate
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Provide an overview of best security practices in Outlook
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Mailbox Delegation Setup
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Calendar Delegation Setup
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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.