Microsoft Teams Level 1: Create, Use and Manage Meetings

Module 1: Become familiar with the Teams interface and environment

• Explore the streamlined interface and customise the navigation bar.
• Understand the central role of Teams in the Microsoft 365 ecosystem.
• Identify key areas: activity feed, chats, teams and calendar.
• Overview of collaborative features: files, meetings and channels.

Module 2: Work effectively as a team

• Understand the concept of a team and its lifecycle.
• Define and assign roles: owners, members and guests.
• Create a new team and add internal or external collaborators.
• Manage security, access permissions and moderation.

Module 3: Structure discussions using channels

• Distinguish strategically between the general channel and other channel types.
• Create standard, private or shared channels according to confidentiality requirements.
• Use tabs to integrate documents, notes or applications.
• Pin essential channels to optimise access to information.

Module 4: Optimise communication and chats

• Differentiate between the uses of private chats and team posts.
• Write effective messages using announcements, formatting and mentions (@).
• Share files, start calls and share your screen from a chat.
• Use read receipts, reactions and activity-feed tracking.

Module 5: Manage and co-author files

• Store, organise and find files in the SharePoint folder structure.
• Introduction to simultaneous co-authoring in Office documents (Word, Excel).
• Turn a key document into a tab for maximum visibility.
• Synchronise with OneDrive and manage access through locking and check-out.

Module 6: Organise and run professional meetings

• Schedule a meeting from Outlook or Teams and check availability.
• Facilitate the session using screen sharing, whiteboard, Presenter mode and captions.
• Use interactive features: Forms polls and breakout rooms.
• Manage meeting follow-up: recordings, transcripts and OneNote minutes.

Module 7: Find information efficiently

• Use the search bar to find a message, file or person.
• Apply advanced filters (date, sender, type) to refine results.
• Best practices for quickly finding content in the history.

Module 8: Configure and customise a team

• Customise the team's visual identity (image, avatar).
• Fine-tune permissions for members and guests.
• Use team codes to make it easier for large numbers of users to join.
• Integrate third-party applications (Planner, SharePoint) and manage fun features (Giphy).

Practical exercises: Real-world scenarios

• Build a complete team structure with channels, members and tabs.
• Organise a collaborative meeting with screen sharing and a whiteboard.
• Publish a formal announcement and manage a shared document space.
• Experiment with co-authoring, polls and live transcription.