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Microsoft Teams

Information Technology > Instant messaging

Description

Microsoft Teams is a collaborative platform that integrates with Microsoft Office 36It allows users to chat, meet, call, and collaborate all in one place, no matter where they are. Users can create teams, invite members, schedule meetings, and share files. Advanced features include hosting live events, recording meetings, customizing notifications, and integrating other apps into Teams. Expert users can troubleshoot issues, train others, implement company-wide policies, and automate tasks using bots. The platform also offers data and analytics for monitoring team performance. With moderate technical knowledge, you can easily navigate and utilize the various features of Microsoft Teams.

Stack

Microsoft Cloud

Expected Behaviors

LEVEL 1

Fundamental Awareness

At the fundamental awareness level, users are expected to understand the basic purpose of Microsoft Teams and recognize its interface. They should know how to log in and out of the platform but may not yet be comfortable with more complex tasks.

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LEVEL 2

Novice

Novice users can perform basic tasks such as creating a new team, inviting members, starting chats, scheduling meetings, and sharing files. They can use basic formatting tools in chats and posts. However, they may still need assistance with more advanced features.

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LEVEL 3

Intermediate

Intermediate users are comfortable managing team settings and permissions, using advanced formatting tools, organizing teams and channels, and using the search function effectively. They can integrate other Microsoft Office apps into Teams and use the mobile app version.

LEVEL 4

Advanced

Advanced users can host live events, record and share meetings, use advanced features of integrated apps, customize notifications, and manage guest access. They are also comfortable using keyboard shortcuts. They may start exploring automation and integration with non-Microsoft apps.

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LEVEL 5

Expert

Expert users can troubleshoot common issues and train others on using Teams. They can implement company-wide policies and settings, integrate non-Microsoft apps, automate tasks using bots and Power Automate, and understand and manage Teams data and analytics. They are fully comfortable with all aspects of the platform.

Micro Skills

LEVEL 1

Fundamental Awareness

Recognizing the benefits of using Microsoft Teams
Identifying the main features of Microsoft Teams
Comparing Microsoft Teams to other collaboration tools
Opening the app for the first time
Identifying the different sections of the Teams interface
Understanding the function of each icon in the Teams interface
Navigating between different areas in the Teams interface
Locating the login page for Microsoft Teams
Entering username and password correctly
Logging out of Microsoft Teams securely
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LEVEL 2

Novice

Understanding the difference between private and public teams
Choosing the right name and description for a team
Selecting the appropriate privacy settings
Finding the 'Add member' option
Searching for and selecting the right people
Assigning roles to new members
Finding the 'New chat' button
Searching for and selecting the right person
Writing and sending a message
Finding the 'Schedule a meeting' option
Setting the date, time, and duration of the meeting
Inviting participants
Adding a meeting agenda or description
Finding the 'Share' button
Selecting the right file from your device or cloud storage
Setting the appropriate permissions for the file
Finding the formatting toolbar
Using bold, italic, underline, and strikethrough
Creating bulleted or numbered lists
Inserting hyperlinks
Choosing a new picture
Uploading the new picture
Saving changes
Clicking on the search bar
Typing your search query
Navigating the search results
Writing and sending the message
Inserting emojis, GIFs, or stickers into a message
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LEVEL 3

Intermediate

Accessing team management settings
Identifying team members
Assigning roles (owner, member, guest)
Setting individual permissions
Accessing team settings
Configuring settings (e.g., member permissions, guest access, team code)
Enabling or disabling guest access
Setting guest permissions
Accessing the formatting toolbar
Applying bold, italic, underline
Changing font color and highlight
Accessing the emoji, GIF, and sticker menus
Searching for specific emojis, GIFs, or stickers
Creating a new announcement
Formatting the announcement
Posting the announcement
Editing or deleting the announcement
Typing @ followed by the person's name
Selecting the correct person from the dropdown menu
Creating a new channel
Setting channel permissions
Renaming or deleting a channel
Pinning or hiding a channel
Finding the channel you want to pin
Right-clicking on the channel
Selecting 'Pin' from the dropdown menu
Finding the channel you want to hide or show
Selecting 'Hide' or 'Show' from the dropdown menu
Clicking and holding on the team or channel
Dragging the team or channel to its new position
Using the search bar within the Files tab
Executing the filtered search
Clicking on the filter icon in the search bar
Selecting the desired filters
Executing a search
Clicking on the 'Save' button next to the search bar
Accessing and managing saved searches
Adding a new tab in Teams
Pasting the SharePoint URL into the new tab
Opening the Word document in Teams
Making edits directly in Teams
Opening the Excel spreadsheet in Teams
Opening the PowerPoint presentation in Teams
Starting the presentation
Navigating through the slides
Sharing files
LEVEL 4

Advanced

Setting up a live event
Inviting attendees to a live event
Managing presenters and roles in a live event
Sharing content during a live event
Moderating Q&A during a live event
Starting and stopping recording during a meeting
Accessing and managing recorded meetings
Sharing recorded meetings with team members
Downloading recorded meetings
Embedding Excel, Word, or PowerPoint files in Teams
Collaborating on Office documents within Teams
Using Planner within Teams for task management
Using SharePoint within Teams for file storage and collaboration
Changing notification settings for specific channels
Muting conversations or channels
Setting status messages
Managing email notifications
Inviting guests to a team
Setting permissions for guests
Removing guest access
Navigating Teams using keyboard shortcuts
Using keyboard shortcuts for messaging
Using keyboard shortcuts for meetings and calls
Customizing keyboard shortcuts
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LEVEL 5

Expert

Identifying common technical issues
Understanding error messages
Using Microsoft Teams support and help resources
Resolving connectivity issues
Fixing audio and video problems in meetings
Creating training materials
Conducting training sessions
Providing one-on-one assistance
Keeping up-to-date with new features and updates
Evaluating user understanding and proficiency
Understanding company needs and requirements
Setting up security and compliance policies
Managing Teams licenses and billing
Configuring organization-wide settings
Rolling out changes and updates
Researching and selecting appropriate third-party apps
Understanding API and integration basics
Configuring app settings within Teams
Troubleshooting integration issues
Training team members on how to use integrated apps
Understanding the basics of automation and bot technology
Creating simple bots for Teams
Using Power Automate to automate routine tasks
Troubleshooting automation issues
Training team members on how to use bots and automated tasks
Interpreting Teams usage data
Using analytics tools within Teams
Making data-driven decisions
Ensuring data privacy and compliance
Reporting on Teams performance and usage

Skill Overview

  • Expert2 years experience
  • Micro-skills138
  • Roles requiring skill50

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