Being able to save documents directly to Teams, to sync documents and work on them locally, and to just store documents locally provides a lot of options when you’re saving a document. For me, though, a lot of options also means I’m not always sure which option I chose 😊 In which Teams space is this document saved? Did I stash it locally because I’m not ready for other people to peruse it?
Luckily where the document is saved can quickly be displayed in the Office 365 applications. Click “File” on the ribbon bar.
The “Info” section contains the path to the document – a document that is stored in a SharePoint document library (be that a Teams Channel file space or some other SharePoint document library) will include the SharePoint site name (the Team name in the case of Teams Channel files). Clicking “Open file location” will open a browser tab to the SharePoint document library which contains the file.
A document on a local or network drive will have a path starting with the drive letter. Clicking “Open file location” will open a File Explorer window to the folder containing the document.
And a document that hasn’t been saved won’t have any file information listed.
I am a member of multiple Teams, and I can remember that Keith posted something about creating a Q&A a few days ago … but I don’t remember where he posted that message. I cannot reply to it until I find it. Search can help — chat conversations are searchable. But did he type QnA, Q&A, Q and A …
Instead of clicking through all of the channels in all of my Teams spaces trying to find a single post or working my way through the various ways of phrasing “questions and answers”, I can look at my chat with Keith. Click the “Activity” tab. Now I am looking at things Keith has posted to our shared Teams spaces in the past two weeks.
The Team and channel into which the activity was posted is included before each message. An icon indicates if the activity is a reply to an existing thread or a message starting a new thread.
You can click on any entry in the activity log.
Your Teams client will show you the message in its context – you are in the correct Team and Channel, and the message is briefly highlighted. This makes replying to the message we found in the activity feed quite quick.
What if you’ve never chatted with the person? Start a new chat and type in their name. You don’t have to send a message to them (although I could totally see myself writing “ignore this message – I just needed to get you listed in my recent conversations”), just click away and there will be a draft chat with them. Click on that draft chat, and you’ll have an “Activity” tab.
I have been writing a lot of “did you know” articles as part of our Microsoft Teams reintroduction, and I have an Excel file that lists topics for which we want articles. To avoid posting the same article twice (or worse, writing the same article twice!), I mark off when the article is written and posted. With a long list, though, it is difficult to identify which articles still need to be posted (yeah, I know I’m not apt to have posted an article that hasn’t been written so I could have just used a filter on the ‘Posted’ column … but there are plenty of cases where a simple filter does not suffice). Sometime you can build an advanced filter that isolates the specific data you need, but there’s an easier way — the Excel IF function.
In my spreadsheet, I
added a column, named “Status”. The “IF” function displays different
text when the test evaluates to TRUE and FALSE: if(B2=”x”,”Written”,”Not written”) displays “Written” in all of the rows where column B has an x, and “Not written” in the remaining columns.
conjunction with IF, I can use the Boolean AND function to display
“Finished” in any row where both columns B and C contain an X: =IF(AND(B2=”x”,C2=”x”),”Finished”,”In Progress”)
The content of the Status cells can be used as a filter. On the “Data” tab, select “Filter”.
Click the drop-down menu on the “Status” column, deselect whatever values you do not wish to display, then click “OK”.
Voila! Now I see only the articles where the status is not “Finished”.
They are! But to make them reallyuseful, add them as tabs to one of your channels. Pick the channel where you want the OneNote and/or Planner tabs to appear. In that Channel, click the “Add a tab” button.
OneNote is straight-forward – select OneNote
then select the notebook with your new team’s name. Click “Save” and
the notebook will be available as a tab on the channel.
Planner is a little trickier – the automatically created Planner board does not show up until it is used (you’ll
be asked to create a new Planner board if you try adding a Planner
board before the automatically created one has been used). But how do you use the one that’s already there instead of making a new one? Open Planner from https://portal.office.com and select “All plans”. Find the Planner board with your new team name. Click on it to open it.
And then close it 🙂 Now you can add the Planner board to your Teams space. Click on the “Add a tab” button within your channel.
the radio button before “Use an existing plan”, then click the inverted
caret, and the automatically created Planner board is a valid
Click “Save” and the Planner board will be available as a tab in your channel.
You’ll need to use the application, not the OneNote website.
Insert the picture – from the ribbon bar, select “Insert” then “Pictures”.
Select the image you want and click OK.
Right-click on the image. “Copy Text from Picture” does
exactly that – if your image is low resolution or really blurry, it’ll take a minute for this option to be available.
Wait a bit and right-click again.
The text from the image is now in your clipboard. I’m
pasting it into the same OneNote page, but you can paste it anywhere.
I’ve been generating reports to track our Microsoft Teams adoption – how many people are using Teams, how many messages are being sent in Teams, how many Teams are there. Some of these metrics have easily visualized count-per-unit-time summaries available. Some, like the number of Teams, do not.
But it’s easy to turn a list of groups and creation dates into visualizable data. Paste the data into Excel. To find the number of items where “Created On” falls in a range, we need to be able to define that range. 01 January 2017 is easy enough, but how do you get the end of January? Excel has a function, EOMONTH, that returns the last day of a month.
Date is any date object. Offset is an integer number of months prior (negative numbers) or after (positive numbers) Date for which you want the last day of the month. I can list the dates to start and end quarters with =EOMonth(Date,2). With 01 January 2017 in cell D2, the last day of January is =EOMonth(D2,0)
I don’t want to type01 Feb, Mar, April … flash fill and the fill handle need a few values before they can figure out the rest of a sequence. But I can use the last day of the month to get the first day of the next month – just add one! With 31 January 2017 in cell E2, I want =E2 + 1 in cell D3. (Yes, there are other ways to do this – probably dozens.)
Now that we’ve got a formula for the start and end of the month, just fill down to produce the ranges we need to see how many Teams were created each month. Then we just need a formula to do the counting for us. I use the COUNTIFS function.
Have you ever gotten data where the column headers are along the left-hand side and each record is a column? I’m sure there are people who prefer each record to be a column too, and they probably hate my data where the headers run along the top and each row is a record. Did you know Excel can swap between these two formats?
Here I have a spreadsheet where each column is a record. Highlight and copy the records. Yes you can use ctrl-c to copy … but there’s no way to make a screen-print of my keyboard actions.
Click elsewhere – below the data you copied, on a new sheet, even a new spreadsheet. Right-click & expand “Paste Special” – find the icon for Transpose and click it.
Look – now each row is a record, just like I wanted. You can even delete the original data if you want – the pasted information will still be there.
There is — which is obvious once you start thinking about how Teams data is stored. The “Files” tab is a pretty front end for a SharePoint document library, and document libraries store version history. The problem is I didn’t know a good way to walk an end user through accessing that document library. I’d generally do a screen sharing session with the user & navigate them to the right place myself. And then I saw this — on the Files tab, there is an “Open in SharePoint” button. You don’t need to drill down to find the specific file you want to revert – as long as you are on the proper channel, we’ll be able to get to the document.
Voila! A new tab opens and shows you the SharePoint document library that underpins the Teams Files tab. Now drill down until you find the file for which you are looking.
Click on the not-quite-a hamburger menu – the one between the file name and modify time.
Select “Version History”
To view the previous version, click on the hyperlinked modify timestamp. To restore the previous version, hover your mouse over the modify timestamp of the iteration you want.
On this menu, “View” will show you some information about the file – not actually view the file. Select restore “Restore” to replace the current version (the one that shows up in Teams) with the selected – you’ll be asked to confirm that you want to overwrite the current version.
Once the document has been restored, you’ll have a new entry on the version history pane – so you can even revert your document reversion if needed.
I’ve been tracking an RFE for screen sharing in Teams chat — it’s super-simple in Skype, and while it’s possible in Teams (schedule a meeting), it isn’t a one-click simple process. But today, we’ve got a new button in our chat sessions — start sharing your screen!
I don’t see the option in the web client on Firefox or Chrome, but I hope it is coming there too.
You’ve been using Teams for a while, created a few Teams, been added to even more … and you realize that all of these Teams and channels have created clutter of their own. Teams are listed in the order you joined them. Channels are listed in the order they were created. And those first couple of Teams spaces you played around with? All at the top!
But the Teams interface – both the client and the website – allow you to drag Teams around to reorder them. Simply click and hold over the Teams listing you want to move and drag your mouse – there will be a “ghost” listing that tells you where the Teams listing will appear when you release the mouse button.
OK, that’s a little better – now the Teams spaces for my groups are at the top.
That’s still a lot of channels, though. If you remove ‘favorite’ designation from a channel, it will collapse into an expandable menu. Click the hamburger menu next to the channel, then click “Remove favorite”
That’s a LOT better – those channels are still available, just click on “# more channels”
You can remove the favorite designation from a Teams space as well – it will no longer be so prominently displayed in your Teams list. Click on the hamburger menu next to the Teams space listing and click “Remove favorite”
Down to one page! If you want to check one of the hidden Teams, just click “More”
And if you want to get notifications when an important-but-infrequently-used channel has some activity, click the hamburger menu next to the channel and select “Follow this channel”. New posts will be listed in your Activity feed (and e-mailed to you if you’ve set up e-mail notification for followed channels).