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Microsoft Teams - set up and manage workgroups

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Create and manage teams
Create team
1st step:
2nd step:
3rd step:
4th step:
5th step:
Add channels and members
1st step:
2nd step:
3rd step:
4th step:
5th step:
6th step:
7th step:
Leave team or delete team
1st step:
2nd step:
3rd step:
4th step:
Video
Quick guide: create a team
Quick Start Guide: Adding Channels and Members
Quick guide: Leaving a team or deleting a team

In this article, we explain how you can create and manage work groups in Microsoft Teams..

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With Microsoft Teams, you can organize and manage your teamwork easily and digitally. In this post we will show you how to set up and manage groups in Microsoft Teams. We also explain how you can use channels to bring even more clarity to your team structure.

Create and manage teams

To manage your team members and channels, click on the three-dot icon and then on " Manage teams ".

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In this view you can switch back and forth between the individual tabs and add new people or channels. We'll show you how to do this in the following section:

Create team

Follow our step-by-step instructions or take a look at the brief instructions ..

1st step:

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Start by selecting " Join or Create a Team " in the lower left .

2nd step:

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Then click on the " Create team " button .

3rd step:

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Microsoft Teams now gives you the choice of creating a team " From the beginning " or " From a group or a team ". But you can also choose one of the many templates. We choose " From the beginning " as an example .

4th step:

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You need to determine the type of team, either private , public, or organization- wide. Select the appropriate type using the appropriate button. In our step-by-step instructions we select " Private ".

5th step:

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Finally, enter a suitable " team name " and a " description " in the fields. The new team is generated via " Create ".

Add channels and members

Follow our step-by-step instructions or take a look at the brief instructions .

1st step:

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First select the team you want and then click on the three-point menu . Then click on " Manage team ".

2nd step:

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Then go to the " Members " tab on the " Add member " button . Make sure you are the owner of the team as well, as this role is reserved for that role only.

3rd step:

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Start by typing a name or a distribution list. You can also add people outside of the organization using their email address. Then click on " Add ".

4th step:

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In the selection menu next to the invited member, you can specify whether the member can only act in the member or owner role. When all members have been added, the window is closed with " Close ".

5th step:

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To invite someone to Microsoft Teams, go to " Invite People " in the lower left corner . There you will find options to invite people via your contacts or via email.

6th step:

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If you also want to add a channel, switch to the " Channels " tab and click on " Add channel ".

7th step:

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Enter a " Channel Name " and, optionally, a suitable " Description " in the relevant fields. Under " Data protection " you can determine whether it should be a standard channel or a private channel . If you want this channel to appear automatically in the channel list of all users, check the box. To create the channel, click on " Add ".

Leave team or delete team

Follow our step-by-step instructions or take a look at the brief instructions ..

1st step:

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Click on the three-dot menu for " More Options " next to the team you want to leave. Here you then select " Leave team ".

2nd step:

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Confirm again with " Leave team ". Note: If you are the last team owner, you cannot leave it. In this case, however, you can then delete the team. You can read how to do this in the next step.

3rd step:

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As the team owner, navigate back to " Delete team " via the three-dot menu .

4th step:

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In the subsequent dialog window, confirm that everything should be deleted and click on " Delete ".

Video

Quick guide: create a team

  1. Go to " Join or Create a Team " at the bottom left .
  2. Then click the " Create team " button again .
  3. Then choose whether you want to create a team " From the beginning " or " From a group or a team ".
  4. Define the team type .
  5. Finally, enter the team name and description . You can then generate the team via " Create ".

Quick Start Guide: Adding Channels and Members

  1. Next to the team you want, click on the three-dot menu and select " Manage team ".
  2. In the " Members " tab, go to " Add member ".
  3. Enter the email address and specify whether the person can act as a member or guest . Finally, click " Add ".
  4. To invite someone to Microsoft Teams, go to " Invite People " in the lower left corner .
  5. Choose the method you want to use to reach the person.
  6. Switch to the " Channels " tab and go to " Add channel ".
  7. Enter " Channel Name " and " Description " and determine if it is a standard channel or a private channel to act. To finally create the channel, click on " Add ".

Quick guide: Leaving a team or deleting a team

  1. Click the three-dot icon next to the team name.
  2. Go to " Leave Team ".
  3. Finally confirm again with " Leave team ".
  4. If you are the sole owner of the team, you can only delete it. Go back to " Delete team " via the three-point symbol .
  5. In the subsequent dialog window, confirm that everything will be deleted and click on " Delete ".

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