Chat, Teams, Channels, Apps and Settings

What is Chat?

Chat spaces are for private chats between individuals and small groups of colleagues. You can use the chat space of Teams in place of emails for most types of communication, as the chat space allows for instant communication with others at the University.

Teams Tip: For ad-hoc chat with your colleagues create a new chat space before deciding if a Team is needed. 

What can I do with Chat?

Start new chats

To start a new chat click the "New chat" icon (icon of a pen and paper)

• You can create individual or group chats
• We recommend you have no more than 20 people in a group chat (certain features of chat are disabled beyond this)

How to start new chats in Teams

Access recent chats

You can continue your recent chats by clicking the "Recent chat" list.

Video and audio call in chat

Audio/video calls allow you to have face-to-face conversations from your Chat space in a more ad-hoc way than scheduling a meeting. This can be useful if you are discussing something in chat, as a quick call can be easier than typing many messages back and forth. 

How to use the video and audio call feature in Teams

Pop Out Chats

You can pop out individual chats in Teams by clicking the pop out chat button beside your Chat. This allows you to have a chat open in Teams at the same time as working on other things.

How to pop out Chats in Teams

Create tasks from chat messages

Note - to use this feature you must have the Tasks by Planner app added. To add the Tasks by Planner app:

1. Click the "More added apps" button (ellipsis icon) from the navigation bar
2. Type "Tasks by Planner" in the search bar
3. Click "Tasks by Planner" when it shows up
4. You can then keep the Tasks by Planner app on your navigation bar by right-clicking (or CTRL + right-clicking) it and selecting "Pin". 

When you receive a chat message that relates to something you need to do or ask someone about, you can add this as a task. To do this:

1. Hover over the chat message
2. Click "More options" (ellipsis icon) when it appears to the top right of the chat message
3. Hover over "More actions" (ellipsis icon) at the bottom of the list
4. Select "Create task"
5. A box will open, allowing you to change the title of the task, edit the notes, select what planner you want to add it to, or add a due date, for example.
6. Modify as you wish and save by clicking "Add task".

Reply to specific chat messages

You can reply to specific chat messages by:

1. Hovering over the specific message you want to reply to
2. Clicking "More options" (ellipsis icon)
3. Select "Reply"

Add "Live" components

Live components in chat allow you and your fellow chat users to work collaboratively on that component within your Chat. For example, if you add a "Checklist", you and your fellow users can all edit that checklist together. 

To add a fluid live component:

1. Open the chat you want to add it to
2. Under the "Type a new message" box, select the "Live components" button (icon of 3 squares)
3. Choose to add a bulleted list, a checklist, a numbered list, a paragraph, a table, or a task list
4. All other users in your chat will then be able to edit that component of your message

Pin chats

You can pin a particular chat message to the top of the chat window below the title. This means that everyone in the chat will always see this message clearly. This feature may be useful to highlight information that you want everyone to have easy access to. 

To do this:

1. Open the chat
2. Hover over the message
3. Click "More options" (ellipsis icon)
4. Select "Pin"
5. The message will then appear at the top of the chat window

How do I access, share, and collaborate on files in Chat?

Accessing chat files

There are two ways that you can access files in chat:

• By finding the message the file was attached to

OR

• By clicking the "Files" tab along the top navigation of the chat window (this will be beside the "Chat" tab)

#TeamsTip - You can also access all of the files added to your chats and to your Channels, by clicking the "Files" tab on the left navigation bar of the Teams window. 

Attaching files to a chat message

You can attach files to your Chat message by clicking "Attach" (icon of a paperclip) below the message box. You can either choose to upload the file from your device, or from your OneDrive.

This file will then be attached to your message, and will be uploaded into the "Files" tab of the Chat space. 

Collaborating on files in chat

When you add a Word, PowerPoint, or Excel file to a Chat, everyone in your chat can edit that file collaboratively and it will be automatically saved. Locate the file either by scrolling through the chat messages, or by finding it under the "Files" tab. Simply click it to edit. 

You can find more in-depth help on this by clicking the link below:

How to collaborate on files in Teams

Downloading and getting share links for files from chat

To download a file from a chat:

1. Locate the file in the chat list (or under the "Files" tab)
2. Click "More options" (icon of 3 dots) to the right of the file
3. Click "Download"

To get either a Teams or OneDrive link from files in your chat:

1. Locate the file in the chat list (or under the files tab)
2. Click "More options" (icon of 3 dots) to the right of the file.
3. Select "Get link"
4. Select either Teams or OneDrive link
5. Copy the link. 

How can I keep my chat list organised?

Name your group chats

We recommend that you name your groups chats to keep your recent chat list organised. Give your group chats as informative a name as possible, so that you can recognise the chat easily. Guidance can be found below:

How to name group chats

Pin Chats

You may want to pin the chats that you use most often so that these are easily accessible at the top of the list. Learn how to do this below:

How to pin Chats in Teams

Hide Chats

You may find this useful if you have a lot of chats and your chat list is starting to get cluttered. You could hide any chats that aren't currently active (such as those for finished projects). For help with hiding chats see:

How to hide Chats in Teams

Can I get more help with Chat?

For more detailed help with Chat, have a look at the LinkedIn learning video on the topic via the following link (requires you to sign in with your University log-in details):

Use Chats for private messages

You can also read Microsoft guidance on Chat here:

Start chats and make calls

Six things to know about chat in Microsoft Teams

Teams

What are Teams?

A Team is a group of users who work together on an ongoing basis across a range of issues and topics. Your Team space is your hub for collaboration and conversation.  

How can I join a Team?

Teams you are already a member of

Teams you are a member of show up under the Teams icon on the navigation bar. 

Teams you are not a member of

Join a Team by clicking the Teams icon and clicking the "Join or Create Team" button.

Then:

• Type the Team code in the "Enter a code" box OR
• Search for the Team you are looking for OR
• Ask the Team owner to add you 

For more help with joining an existing Team, watch the LinkedIn Learning video on this topic via the link below (requires you to sign in with your University log-in details):

Join an Existing Team

Image

Can I create a Team?

You can create a Team yourself by clicking Join and Create then Create a Team.

Microsoft  provide guidance for creating different types of Team:

• How to create a staff Team
• How to create a class Team
• How to create a PLC Team

You can also view the LinkedIn Learning video on creating Teams (requires you to sign in with your University log-in details):

Help with creating Teams and adding members

Image

Selecting a Team type

You will be asked to select which type of Team you want to create.

Detailed information on the differences between Team types is available from Microsoft:

Differences between the Team types

What do Team spaces look like?

Image

On the left of the Teams window is:

• your Team icon
• your Team name
• your Team Channels 

On the right of the Teams window is:

• the Channel you have selected

Can I get more help with Teams?

Get your Team up and running

Learn about Teams

What are Channels?

Channels are sections within your Team that organise your conversations.

How do I access Channels?

You access Channels by clicking on your Team, then clicking the Channel.

How do I navigate Channels?

Image

The bar along the top of the Channel allows you to navigate it.

• Posts - shows all the conversations in the Channel
• Files - shows all files added to the Channel
• Other tabs - these tabs will show any apps added to your Team, for example, Polly (a quick poll app), or Planner
• + (Add a tab) - this allows you to add apps to your Channel

When you have unread posts in a Channel, the Channel's name will be bold in your Channel list and may show a red notification. 

Teams Tip: Files added to your Channels are stored in the Team SharePoint site.

Can I create Channels?

Teams Tip: If you need to create a Team, keep it simple. Let the conversations decide the need for more Channels.

Microsoft provide detailed guidance on how to create Channels in the link below:

How to create Channels

Can I create a Private Channel?

Private Channels can only be seen by the members of the Team invited to them. They are labelled with a lock beside their name. 

We recommend that you limit the creation of Private Channels as follows:

• All colleagues to be added to the Private Channel are Team members; if they are not all members of your Team, it would be better to create a group chat
• Information in the Channel needs to be kept private
• You need more privacy controls over sensitive files or content, as a SharePoint site is created for each Private Channel

Note - Breakout rooms do not work in meetings in private channels. You should only host meetings in which you will not need breakout rooms in private channels.

Teams Tip - Private Channels cannot be changed to standard Channels after creation. Similarly, Standard Channels cannot be made Private after creation.

Further guidance is available through the following links:

How to create Private Channels

Guidance on private Channels in Teams

What can I do in Channels?

Have conversations in Channels

Teams tip: You don’t need to create a Channel to chat with individuals (for this you just need to create a New Chat). Conversations in Channels allow you to chat with your whole Team.

Starting a conversation

To start a Channel conversation, type your post in the "Start a new conversation" box.

Some features of Channel conversations:

• @mention: @ the Channel name to get everyone's attention
• Set your post as an announcement: Click "Format" (icon of an A and a pen), then click "New conversation" in the top left and select "Announcement"
• Set your post as important: Click "Format", then click the 3 dots and select "Mark as Important"
• Add emojis, stickers, files and gifs to your post​​
• Cross-post to other channels: Click "Format", then click "Post in multiple channels" and select any necessary channels

For help with Channel conversations, please have a look at the following links:

Guidance on @mentioning, announcements and important posts

Cross-posting to different channels

Guidance on adding emojis, gifs and stickers

Guidance on formatting posts

Replying/Reacting to other's posts

• To reply to a post: Click "Reply" at the bottom of the post (if there is no reply button, replies have been disabled). Make sure to click "Reply" instead of creating a new conversation.
• To react to a post: hover your mouse over the post

Add files to Channels 

You can attach files to your Channel conversation either by clicking "Attach" (paperclip icon) or by dragging a file into the "Start a new conversation" box. The file will then be attached to your channel post, and will show under the channel "Files" tab along the top navigation bar of the Channel. 

Files added to your Channels are stored in the Team SharePoint site, which all Team members can access.

There are various things you can do with your files when they are added to your channel:

• When you send a Word, Excel or PowerPoint file to a Channel, everyone in your Team can collaboratively edit it
• You can copy a Teams or SharePoint link to the file to pass on to others
• You can download the file

Within the Channel's files tab you can:

• Organise files into folders by selecting the "New" then "Folder" buttons
• Make a specific file into a channel tab (this makes it appear along the top navigation of the channel)
• Pin the file to the top of the list
• Check out the file
• If you have a Class team, you can add files to the pre-made "Class materials" folder, so that students in the team can read these files but not edit them.

Note - before sharing some files, you may have to grant permission for users to view and/or edit the file. Microsoft are adding an update that will let you know to change permissions before sharing the file, but you may have to check this yourself if you encounter issues.

For further information on files in Channels, please have a look at the following LinkedIn Learning videos on Sharing and collaborating on files in Teams (these links require you to sign in with your University of Edinburgh log-in details):

Guidance on sharing and collaborating on files

You can also have a look at Microsoft's guidance on files, linked below:

Help with files in Teams

Collaborate on files in Teams

How to share files in Teams

Add Apps to Channels 

Adding apps to Channels can add different types of functionality to your Channel. You can add OneNote notebooks to take notes with your Team. You can add a website or SharePoint site to access it easily. 

Further information on Apps is available below. 

Add a shared calendar to a Channel

You can add a shared calendar to your Channels. This feature makes it easy for members to see scheduled channel meetings as they are automatically added to the calendar. Team members will be able to add appointments/events to the calendar; these will be visible to everyone.

To add a shared calendar:

1. Open the channel you want to add a calendar to
2. Then, click the "Add a tab" button (the plus icon) along the top of the channel window
3. Type "Channel calendar" into the search bar
4. Select "Channel calendar" 

Create tasks from channel posts

Note - to use this feature you must have the Tasks by Planner app added. To add the tasks by planner app:

1. Click the "More added apps" button (ellipsis icon) from the navigation bar
2. Type "Tasks by Planner" in the search bar
3. Click "Tasks by Planner" when it shows up
4. You can then keep the Tasks by Planner app on your navigation bar by right-clicking (or CTRL + right-clicking) it and selecting "Pin"

When a channel message is posted that  relates to something you need to do or ask someone about, you can add this as a task in a planner. To do this:

1. Hover over the channel post
2. Click "More options" (ellipsis icon) when it appears to the top right of the channel post
3. Hover over "More actions" (ellipsis icon) at the bottom of the list
4. Select "Create task"
5. A box will open allowing you to change the title of the task, edit the notes, select what planner you want to add it to, or add a due date.
6. Click "Add task" to save it 

Can I get help with Channels?

In-depth help with Channels is available from LinkedIn Learning; see below (this link requires you to sign in with your University log-in details):

LinkedIn Learning videos on Channels

Microsoft also have in depth guidance on Channels available below:

How to create and use Channels

What are Apps?

Many apps (both Microsoft and third-party) can be added to and used from Teams. These apps can be added as a tab in your Channels and Chat spaces to allow you to use it collaboratively.  

Important Information about Apps

We recommend you use the apps already available through the Recent list under the "Add a tab" button in your Team Channels. These are already guaranteed to meet certain requirements (for example, Microsoft apps, Polly, the website add-in, or other apps that you currently use). 

Even so, you are welcome to add other apps. However, you must complete your own due diligence that the app meets the University of Edinburgh's data protection and information compliance policies. You should ensure that the app is legitimate and that the developer is reputable by checking other people's experience with using the app. See further guidance below:

Information Security

Compliance Checklist

Please also speak to your Data protection champion linked below:

Data Protection Champions (Wiki site, requires University log-in details)

Image

How do I add apps to  Channels and Chats?

Add apps as a tab in your Channel or Chat

You can add an app as a tab in your Channel or Chat by clicking the plus (+) icon along the top bar of the Channel or Chat. 

​For further information on adding tabs to your Channels in Teams, view the LinkedIn Learning video on this subject through the link below:

Customising Channel Tabs

Microsoft also provides guidance on adding apps to Channels and Chats here:

How to add Apps to Channels and Chats

Add other apps to Teams

Image

To search for other apps or to add a personal app/bot click "More added apps" (icon with 3 dots) on the navigation bar and choose from the list of apps.

Here you will find many apps that may be useful. However, as explained above, please ensure that you complete due diligence before adding them. 

For information on adding apps to Teams, including information on what apps are available, have a look at the LinkedIn Learning video linked below:

Use apps to add extra functionality

What apps can I add for extra functionality?

Three examples are provided below. However, there are many other apps that you may add for extra functionality. 

Tasks by Planner

Teams Tip: Integrating Planner with your Team allows for simple task management without having to leave the Teams space. 

Microsoft Planner can be added as an app to your Team space. This lets you add and edit plans, assign and manage tasks, and see progress and priority charts within the Teams app. You can also add chat messages or channel posts as tasks in your planner, by hovering over the message or post and selecting "Create task". 

To learn more, have a look at Microsoft's guidance below:

Using Planner in Teams

Microsoft Forms

Forms allows you to create simple polls and gather feedback within the Teams conversation space. Microsoft's guidance on this is available below:

How to add Forms to a Team Channel

Alternatively, to add Forms for a specific meeting, do the following before the meeting begins:

1. Double-click your meeting in the Teams calendar
2. Click the "Add a tab" button ( the plus icon) along the top bar of the meeting details
3. Click "Forms"
4. Click "Add"
5. Click "Save"

Linking a SharePoint site

Teams Tip - The SharePoint tab works with Modern view SharePoint sites but not Classic view SharePoint sites. 

You can link your published SharePoint sites and lists as tabs in your Team Channels. The members of your Team can then view your SharePoint pages and add comments within Teams. There are a number of ways you can do this:

• Add "SharePoint" as a tab in your Channel - if your SharePoint site is a Modern view site you can add it as a tab by following the steps above to "Add a tab to your Channel" and selecting SharePoint.
• Add "Document library" as a tab in your Channel - this tab will link directly to the document library of your SharePoint. This tab works for both Classic and Modern view sites.
• Add "Website" as a tab in your Channel - use this if you have a Classic view SharePoint site but want a tab that is similar to the "SharePoint" tab. This allows your Classic view SharePoint site to be embedded as a tab in your Channel. 

Insights app

The Insights app is an app for Teams created by Microsoft to help users balance productivity and well-being. You can use this app to take breathing breaks, send praise to colleagues, schedule focus times when your chats are muted to help concentration, and set up a virtual commute to remind you to finish work at a specific time. 

To add the Insights app:

1. Click "More added apps" (ellipsis icon) on the left navigation bar
2. Type "Viva insights" into the search bar
3. Click "Insights"
4. You can then pin the insights app to your navigation bar by right-clicking (or CTRL + right-clicking) it and selecting "Pin"

Sometimes the amount of messages received in Microsoft Teams can be overwhelming. It is therefore important to consider some Teams etiquette.

• Consider your colleagues' working hours before messaging or scheduling a meeting with them. If they are set to busy or do not disturb, could your message wait until they are available?
• Check the scheduling assistant tab to make sure your colleagues are available at the time you want to meet with them
• @ message a colleague to make sure they see your message
• Make sure to set your own availability status and status message so that your colleagues know when you are busy or out of office and may not get back to them straight away.
• Don't expect colleagues to get back to you with an answer straight away. Just like with email, it may take your colleague some time to read and reply to your message, especially when they are not "Available".