Extend Teams with Apps and Custom Tabs

Quick reference

• 00:04 We can extend the capabilities of teams by adding apps to chats, channels and teams.
• 00:09 For example, maybe every Monday your team meet to
• 00:14 discuss the upcoming tasks for that week.
• 00:17 What we could do is add the app for
• 00:19 Microsoft Planner and create group to-do lists.
• 00:23 And then everybody who's a member can collaborate on that to-do list.
• 00:27 Or maybe we want a more feature rich way of taking notes.
• 00:32 For that, we could think about adding the OneNote app, entertains.
• 00:37 Or maybe we want to pose a question to a channel or in a conversation.
• 00:43 So we might want to add some kind of polling app to teams as well.
• 00:47 And there are hundreds of different apps that you can add into teams to
• 00:51 really extend the types of things that you can do.
• 00:54 So let's take a look at a couple of examples.
• 00:56 Now currently I'm in the Northwind Traders team and
• 00:59 I'm clicked on the Marketing channel.
• 01:02 And it might be that I want to post a poll to the Marketing channel
• 01:07 asking people which color we should use for the new re brand of our logo.
• 01:13 Now currently in teams I don't have any way of adding a poll.
• 01:16 So I can add an app to help me do that.
• 01:19 So I'm going to start a new conversation and I'm going to click the three dots
• 01:24 at the end which is going to allow me to search for an app.
• 01:27 So I'm going to type in poll.
• 01:31 And teams is going to present me with all of the apps that it can find related to
• 01:35 polling or quizzes or questions.
• 01:37 And which one of these you choose is entirely up to you.
• 01:40 I'm going to go for the top one just here, Polly.
• 01:44 So now I can choose my audience.
• 01:47 Well, my audience is going to be my coworkers or
• 01:50 employees because I'm posting this to the channel.
• 01:54 What is my goal?
• 01:55 Well, I want to collect general feedback and then I can choose a polly to create.
• 02:03 Now I want people to vote on a specific logo color, so let's go with vote.
• 02:09 And now I can choose if I want to offer them a choice, if I want to post an open
• 02:14 ended question or if I want them to rate the logo colors, for example.
• 02:20 Now I'm going to give them a multiple choice question.
• 02:23 Let's enter in our question, and now I can give them some choices.
• 02:26 So let's go with red, we'll say green.
• 02:31 Let's add another choice of blue.
• 02:35 And then finally at the bottom, we'll have yellow.
• 02:39 I then have some options underneath.
• 02:41 So if I want to allow people to select multiple items, I could do that.
• 02:45 I could get my audience to add choices.
• 02:47 So if I'm in a meeting, that might be appropriate, or
• 02:50 I can allow them to add comments.
• 02:53 And then underneath we have our poll setting.
• 02:56 So it's going to deliver this poll to the Marketing channel for Northwind Traders,
• 03:00 which is correct.
• 03:01 Results visibility everyone in real time.
• 03:05 So, yes, I want to see the results in real time as people vote in this poll.
• 03:12 Responses from audience.
• 03:13 Well, I can keep these anonymous or I can make them public.
• 03:16 So I will see who has chosen which option.
• 03:20 Now I'm going to keep these anonymous.
• 03:22 I can specify when I want to send this poll.
• 03:25 So I can either send it through now to the channel or I can schedule a specific time.
• 03:30 So if I want this poll to be sent maybe 5pm on a Friday,
• 03:34 just before people leave the office, I can set those options just here.
• 03:39 And then I can choose when I want this poll to close.
• 03:42 So I can set this to manual, which means I close the poll or
• 03:46 I can set it to automatically expire.
• 03:49 So I'm going to set this to one hour as it's just a test.
• 03:53 Once I'm happy with my poll, I can click on Send Now.
• 03:57 And that's going to send that poll through to the Marketing channel.
• 04:01 And there we go, what color should we use for the logo?
• 04:04 Well, I'm going to say red and Submit vote.
• 04:08 And I've just seen that this has refreshed, so that means that somebody
• 04:12 else has voted and I can see that they've gone for blue for this logo.
• 04:16 I can view all results and because I've set this to anonymous,
• 04:20 I'm not actually seeing who voted for what, I can just see the result.
• 04:25 So that's how you can use an app within a conversation.
• 04:29 But what about if I permanently want to make polls available?
• 04:33 Well, I could choose to add it as a tab in the team channel.
• 04:38 So notice at the top where we have Marketing, currently we have four tabs,
• 04:42 Posts, Files, Wiki, and Branding.
• 04:45 But if I click the plus, I can go in here and I can add a brand new app.
• 04:50 And this is going to open up the full list of apps that are available in teams.
• 04:54 And you can see that there are many, many available in here.
• 04:59 We want to add the Polly app and I can see it just there.
• 05:02 If I click it, it's basically going to create a brand new tab for polls.
• 05:07 So let's click on Save and now I have a new Polly tab at the top.
• 05:14 So if I want to create a new poll, I can click on create from over here.
• 05:18 Choose my settings and them select which channel I want to post it to.
• 05:22 And this is just a really nice way of keeping all of your polls past and
• 05:26 present together, creating new polls and choosing where you want to post them.
• 05:30 So if you do create a lot of polls, it's a good idea to add a channel tab as
• 05:35 opposed to using the app each time you're in a conversation.
• 05:40 Now when it comes to apps, also notice if we take a look in our menu right to
• 05:44 the bottom where we have three dots, we can find an app from here as well.
• 05:49 And if we want to see the full apps list,
• 05:52 we have an apps button towards the bottom also.
• 05:55 And this is going to show us all of the apps that we have available to add to
• 05:59 teams divided down into different categories.
• 06:02 So maybe I want to add the OneNote app.
• 06:06 So here it is just here under the Microsoft section.
• 06:10 Let's click on OneNote and I'm going to say add to team.
• 06:16 So now I get to choose which team and channel I want to add this to.
• 06:20 So I'm going to add it to the Marketing channel for Northwind.
• 06:24 So when I start to type in marketing, it's going to pull up that channel and
• 06:28 then I can choose Setup tab.
• 06:31 And if you already have OneNote installed and you've been using it,
• 06:34 it's going to show you your notebooks.
• 06:36 And you can choose which one you want to set up the tab for.
• 06:39 So I'm going to say Northwind Traders, let's click on Save,
• 06:44 I now have a new tab at the top.
• 06:47 And when I click on it, it's going to give me access to that specific notebook.
• 06:52 So if you want to have a notebook for your entire channel to use and collaborate on,
• 06:56 this is a really great way of doing it.
• 06:58 Remember, if this name is a bit too long, you can click the drop down,
• 07:02 and you can rename each of your tabs.
• 07:04 So maybe I just want this to say, Notebook, then click on Save.
• 07:09 So have a little experiment, have a look around,
• 07:12 think about what's going to be important to your team and add apps accordingly.
• 07:16 And remember, a great way of making them super easy to
• 07:21 access is simply to add the app as a channel tap.

Lesson notes are only available for subscribers.