Create a Team and Add Members

Quick reference

• 00:04 So now we're familiar with the Teams interface, and
• 00:08 we have an idea as to how guests can access our team meetings.
• 00:12 It's time to create our very first team, and
• 00:15 we're going to use a good old classic for this, Microsoft's Northwind Traders.
• 00:21 Now, there are three ways that you can create a new team,
• 00:25 from scratch, from a template, or from an existing team.
• 00:29 So let's just start out by simply creating one from scratch.
• 00:33 Now, one thing that is worth noting at this stage is that when you do create
• 00:38 a new team, you're going to get a corresponding Microsoft 365 group,
• 00:42 which includes a group inbox and calendar in Outlook, SharePoint, and OneNote.
• 00:48 And if you're not entirely sure what I mean by that,
• 00:50 let me just switch across to my Outlook and show you what I mean.
• 00:53 Notice here in my Outlook right at the bottom here, I have groups, and
• 00:58 this is what I'm talking about.
• 01:00 So when you create a new team,
• 01:02 expect to see that team underneath this Groups area in Outlook.
• 01:06 So let's get started.
• 01:08 Now, to create a new team, we need to jump across and
• 01:12 select Teams from that left hand navigation menu.
• 01:16 Now, notice right at the bottom we have Join or create a team.
• 01:20 So we're going to click on this little link here.
• 01:23 And notice that the first button we have is Create Team.
• 01:27 And what you'll see are those three different ways that you can create a team,
• 01:31 from scratch, from a group or team.
• 01:33 So that's an existing group or team, or we could choose a template.
• 01:37 So we're going to create a team from scratch, first of all.
• 01:41 You're then going to be presented with three options.
• 01:44 What kind of team is this going to be?
• 01:47 So you can create yourself a private team, a public team, or an org-wide team.
• 01:53 So what is the difference between these three?
• 01:55 Well, if you want to limit conversations to a specific group of people,
• 02:00 you would create a private team.
• 02:03 It's also worth noting that when you create a private team,
• 02:06 it's not searchable.
• 02:08 And anybody who wants to join that private team needs to request
• 02:12 permission from the team owner, so it's not an automatic join option.
• 02:18 Now, a public team is slightly different.
• 02:20 This is open to the public, and anybody within your organization can simply join.
• 02:26 The final option here,
• 02:27 organization-wide means that when you create a team with this team type,
• 02:32 everybody in your organization is automatically a member of that team.
• 02:37 So they don't need to request to join,
• 02:39 it's just automatically going to appear in their list of teams.
• 02:43 So for this first team that we are creating,
• 02:45 we're going to create a public team.
• 02:47 So let's choose that option.
• 02:49 I can now give my team a name.
• 02:51 And as I mentioned,
• 02:52 we're going to stick with the Microsoft classic of Northwind Traders.
• 02:57 Now, you can give your team a description as well.
• 03:00 And I would advise that you do do this,
• 03:02 just letting people know what this team is all about.
• 03:06 So I just put a brief description in there, and
• 03:08 then we can click on that Create button.
• 03:11 Teams goes away.
• 03:12 It creates the team, and straightaway,
• 03:15 we get the option pop up to start adding members to this team.
• 03:20 So because I've created this team, I am now the team owner, and
• 03:24 I have a lot of control over this team.
• 03:26 I'm the only one who can delete the team, for example, and
• 03:30 I can also add members to this team.
• 03:33 Now, you don't necessarily have to add members at this stage.
• 03:36 You can simply skip this and add them at a later stage.
• 03:40 So that's exactly what we are going to do, we're going to skip for the time being,
• 03:43 because we're going to focus on this a bit later on.
• 03:46 So let's just skip and just see our team in our team's list.
• 03:51 So there it is just there.
• 03:53 Now, notice by default underneath, I've been given a general channel.
• 03:58 And you'll find this when you create a new team,
• 04:01 you're automatically going to get a general channel.
• 04:03 And of course, we can add many other channels, but
• 04:06 this is just a good place to get started.
• 04:09 So that's how you can create a team from scratch, very simple,
• 04:13 very straightforward.
• 04:14 Whilst we're here, let's just look at those other two options.
• 04:18 We're going to go down to create a team again.
• 04:20 Let's jump in to create a team, and this time, from group or team.
• 04:26 So what I could do here is I could create a brand new team based off of
• 04:30 an existing team, or a Microsoft 365 group.
• 04:34 So if I choose to create it off of an existing team,
• 04:37 it's going to show you all of the teams that I'm the owner of.
• 04:40 Now, notice that Train IT Now Limited has five team members.
• 04:44 So if I create my new team based off of this team just here, it's basically
• 04:50 going to make those people members of the new team with all of the same permissions.
• 04:56 So really, it kind of cuts down on the amount of work that I'm having to do.
• 05:00 I'm not having to add members.
• 05:02 I'm not having to adjust their permissions.
• 05:04 So if you want a team that is pretty much the same as another team
• 05:08 you've already created, then this is a really quick way to do it.
• 05:12 And notice here I get a chance to rename this team.
• 05:16 I can set its privacy, and
• 05:17 I can choose what I'd like to include from the original team.
• 05:22 So I'm just going to call this, let's call this,
• 05:25 I was going to call it Friday lunch club.
• 05:28 Let's call it The Social Committee.
• 05:32 I think that's how you spell committee.
• 05:34 I'm not the greatest speller in the world.
• 05:36 I could give my name and description.
• 05:37 For time reasons, I'm not going to do that.
• 05:40 And we're going to make this a private team.
• 05:43 But I do want to copy across pretty much everything,
• 05:47 so all of the tabs, all of the settings, the apps, and the members.
• 05:51 So now I can simply click on Create.
• 05:55 So now you see I have another team in my team's list.
• 05:59 And notice it's copied across exactly the same channels as Train IT Now Limited.
• 06:04 And if I manage the team, I can see it also has the same team members.
• 06:11 The final option that we have in here is to create a team from a template.
• 06:16 So this is really task based.
• 06:18 It depends what this team is actually for.
• 06:21 So maybe I want to set up a team to manage an event, or
• 06:25 onboard employees, or maybe I want to organize a help desk.
• 06:30 So if we select this template just here,
• 06:32 you can see that it's automatically going to give me these three channels,
• 06:36 general, announcements, and frequently asked questions.
• 06:40 And it's going to include seven apps that are all helpful if you work on
• 06:44 a help desk.
• 06:45 So let's just click on Next.
• 06:47 I'm going to make this a public team, and
• 06:52 let's call this MicroWorld Help Desk.
• 06:57 I then have an option to customize the channels.
• 07:00 So if I want to modify the names of these channels, I can.
• 07:04 I'm going to do that later.
• 07:06 For the time being, I'm going to keep these channel names and
• 07:08 just click on Create.
• 07:10 Now, when you create a team in this way,
• 07:12 it can take a few minutes to get this set up.
• 07:15 So notice here it says feel free to close this window and do other things.
• 07:19 Teams will let you know when it's ready.
• 07:21 So perfect, let's close this and let that churn away in the background.
• 07:26 Because the final thing I want to do here is I just want to very quickly show you
• 07:29 how you can add members to a team, because this is so straightforward.
• 07:33 We saw that we can add members at the point of team creation.
• 07:37 But if we want to do it afterwards, for example, if I want to add team members to
• 07:42 Northwind Traders, I simply hover my mouse over the team name.
• 07:46 Click the three dots.
• 07:47 And in that contextual menu, I can add members.
• 07:52 And all I need to do here is simply start typing in their email address.
• 07:56 So I want to add Ben.
• 07:59 Now, because Ben is within my organization,
• 08:01 we're all in the same domain, it pops up his name.
• 08:04 I don't have to type in his full email address.
• 08:07 If I was adding somebody from outside of my organization,
• 08:11 I would need to type in the full email address.
• 08:14 So let's add Ben, let's add Jen,
• 08:19 and let's add James, very simple.
• 08:24 Click on Add.
• 08:26 They are all by default given member permission levels.
• 08:30 And there are two permission levels, member and owner.
• 08:32 Again, we'll talk about that more later.
• 08:35 I'm happy with them all being members, so we can click on Close.
• 08:39 So now Northwind Traders has four members, including myself.

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