How to Retire a Team

Teams are meant to be fluid and not necessarily all permanent. Although you will likely have the long-standing teams like your department teams, you will likely have some teams that run their course.  What do you do when you have a team you no longer need anymore? Maybe it's a project, maybe it's a conference that's over or something that's no longer relevant. You have some choices when you want to retire a team.

You have 3 choices.

1. Hide the team.You can keep the team if you think you may want to refer back to it or it may be relevant again, in that case you can Hide it.
2. Archive the team. In the case where you don't need it anymore, you can archive it. You can still get it back if you need, but it's not just hidden, it would need to be restored. 
3. Delete the team. If you don't ever need access to it again, you should delete it. If you delete it, it's gone once it's out of the deleted items folder.  

1. Hide a Team

When you hide a team, it's only for you...

The New Teams Calendar

The NEW Teams calendar rolled out in January, 2025. The new calendar integrates the feature of the Outlook calendar into Teams, for more consistentency across the apps. 

Enable the New Calendar View

Go to your calendar in Teams and toggle on the New Calendar. 

A Couple of Key Features 

Updated Views 

• Month View - especially useful for users with sparse calendars.
• Split View - when more than one calendar is selected, you can now split the calendar into two independent views.
• Time Scale - specify time scales or intervals for the calendar surface.
• Saved Views - save your current view for easy access later
• Weather Display: See your current location's weather in the calendar

Filtering

• Filter by type of events
  

View Shared Calendars 

View colleague calendars available in Outlook. Click on People's calendar to view other's calendars available in Outlook.

Improved Meeting Details

When viewing prior meetings, you will see recaps and additi...

Renaming the General Channel in Teams

In every team, there was always one default channel, named General.  This was intended to be the main place where conversations and activity took place. As Teams evolved, Microsoft realized that people used Teams so differently that General didn't always apply.  So now you can rename the General channel and give your main channel a more meaningful name making it more intuitive to organize and navigate in Teams. 

How to Rename the General Channel

1. Go to your Team and click on the General channel and hover next to it and click on the ... and select Edit channel.

2. In the window, type in a new name for the channel.

New Teams and First Channel

When you create a new team, you will be prompted to give the first channel a name, it won't automatically name it General anymore.

Teams Chat Tab Changes from Files to Shared 

In a chat, there used to be a Files tab which showed you the shared files. This has been renamed to the Shared tab. It now includes any file that has been shared but also includes any links (which is SUPER helpful). As I noted last week, the longer you have used Teams, the longer your chats are - so any easy way to find things is a TIME SAVER! 

Shared Tab

1. Select any chat.

2. Click on the Shared tab. It shows all the files and links shared in your chat as well as who shared them and the date they were shared. Additionally, (especially if the list is long) you can filter by files, recent or links. It is also searchable using Filter by keywords.  

3. When you select a file or link, you will see a ribbon with additional opens like, Copy link, Download, or Open. 

4. You could also hover over the chat bubble and click to go back to that spot in the chat.

Teams: The Chat Details Pane

Since I'm in the business of learning - there are 2 ways you can learn this tip #1 - Read the step by steps with screenshots or #2 - watch the video (or #3 - both 😊)

Same Chat, More Deets

The Chat Details Pane is new as of October 2024. It's one of the more useful new features, honestly.  If you've been using Teams a while, some of your chats, like mine are REALLY REALLY long. Also, the nature of a chat is there are lots of short replies.  When you need to find something, it can be frustrating...and take a LOOONNNGGG time to scroll and find files or pinned messages. 

Enter...the Chat Details Pane

The Chat Details Pane is a small little icon in the upper right hand corner of your chat window.

Click on it...and ta-da...the Chat Details Pane shows up on the right side of your screen. It's a toggle so you can toggle it on and off as needed.

What's in the Chat Details Pane

• Files sent in the chat.
• Pinned messages.
• A place to search for content.
...

This week I turn it around to you. After sending 100 tips over the last couple of years, I'd like to hear from you. What are your favorite tips? The ones you've used over and over. How can I better serve you? How can I tailor the services I offer you? What would you like to see change or how can I improve?

Use this 7 question survey to let me know.

Click HERE to Share your feedback.... 

Reflecting over 100 tips....

I'm taking a few minutes to  reflect on where I started with the launch of tip #1 and where the last 99 tips. I thought I would send a lot of Excel tips, little quick shortcuts that help people with formulas or functions.  This was December of 2019. My first tip - still one of my favorites, Excel Flash Fill.  Who would have ever guessed there would be the pandemic and within a few months everyone would be working from home.  My business would quickly pivot to a program I had been using and learning, Microsoft Teams and it would become a core to much of my business. Today...

Watch the video for step-by-step instructions.

Sections

Sections in OneNote are the way you break up your notebook. Think of a "3 Subject Notebook" where each section has pages in it. Similarly, in OneNote you can have many sections and many pages to keep things easy to find and manageable. The great thing is since OneNote is digital, you aren't limited to only a few sections and your pages can go on and on.

Meeting Notes from an Outlook Meeting

Often times when you are taking notes on a meeting it appears on your Outlook calendar.  It can be helpful to know who attended and the date and time. The notes can even be shared with other attendees.

If you use the Send to OneNote button inside your meeting. It will transfer all the information from the meeting to the notes. 

Once it transfers to OneNote, it will look like this.

Setting up Notebook in OneNote

As you're starting to use OneNote the first thing to consider is notebooks.  When you use OneNote, your notebooks are stored in the cloud. (Why does that matter? You can access your notebooks in OneNote from ANYWHERE. Phone, work computer, home computer, tablet. THIS is THE MAIN reason OneNote is as powerful and useful as it is.)

To determine how many notebooks you should setup, consider 3 things.

1. Where you're using OneNote (Work? Home?)
2. The types of information you will use it for.
3. If you plan to share your notes with others.

In general, my advice is to start with fewer notebooks. You can always organize by sections and pages within a notebook.  Although organization might be a reason for more notebooks, the primary reason is sharing. 

If you plan to keep only one type of information, for example personal and you aren't sharing it - you only need one notebook (at least to start).

If you, like so many who use OneNote for work, plan to share in...

What is OneNote?

 Check out Microsoft's quick teaser about OneNote.

If you want my demo - here's a little more in-depth tour of OneNote.