Personal settings, preferences, and status in Microsoft Teams (Video)

Learn how to manage your personal settings, app preferences, and your availability status in Microsoft Teams.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

In addition to managing your chat and channel notification settings, you’re also able to configure your status/availability, out of office settings, display preferences, and much more by taking advantage of all that’s available in your settings dialog (ellipsis next to your profile photo > Settings).

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Additional resources

How to remove the Recycle Bin from a SharePoint team site’s navigation menu

I recently had someone ask me how you could remove the Recycle Bin from a modern SharePoint team site’s left-hand navigation menu. Even if you click Edit on the navigation menu, Recycle Bin disappears as an option you can change. So how can it be done?

While it’s not the most straightforward process, it is possible to remove Recycle bin from a site’s navigation menu but it will require activating the SharePoint Server Publishing Infrastructure site collection feature.

Before you proceed, please read about this feature and its impacts in its entirety and check out Gregory Zelfond’s excellent write-up on the advantages and disadvantages here.

If you’d still like to proceed, and you’re the site’s owner, follow these steps to remove Recycle bin from your menu (video at bottom).

  1. Go to the site for which you wish to remove Recycle bin’s link
  2. Go to Site contents > Site settings
  3. Select Site collection features from the Site Collection Administration section
  4. Activate the SharePoint Server Publishing Infrastructure feature (this may take a minute or two)

Your Recycle bin has now been removed from your navigation menu, but you can still access it via Site contents > Recycle bin.

How to send an email when a Planner task is completed using Power Automate

Microsoft Planner has built-in notifications for assigned tasks, reminders, and overdue tasks, but sometimes you’ll want to be kept in the loop when important tasks are completed as well, even when the task isn’t assigned to you specifically.

We can create a Power Automate flow to accomplish this. You can either use a template to get started quickly, or build a flow from scratch. I’ll cover both methods in this post.

Use a Power Automate template to send an email when a Planner task is completed

First, you’ll need to sign in to Power Automate using your work or school (not personal) Microsoft account. Then follow these steps:

  1. Select Templates and search for “send email Planner completed” (or click this link)
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  1. Click Continue
  2. Select the Group and Plan for which you’d like emails to be sent when tasks are completed.
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  1. Enter the email address(es) to which notifications should be sent when tasks are completed in the selected plan. You can also customize the message body simply by clicking in the body field and entering your own text and/or dynamic content.
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  1. Click Save (at the bottom or upper right)
  2. Go to the specific plan for which you’ve created the flow (Hint: you’ll find it at https://tasks.office.com) and complete a task to test it. You may want to create a fake task for your test.
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  1. Check the email inbox for the address(es) you entered in step 4. You should have received your custom email. Note: It may take a few minutes for it to appear.

Note: Your email will come through with the “Completed by” individual’s ID instead of their display name. Follow the steps in this post to change the ID to display name.

Video demonstration using a template (see bottom of post for non-template):

Create a Power Automate flow to send an email when a Planner task is completed (without using a template)

To accomplish the same without starting from a template, follow these steps:

  1. Select Create from the left-hand navigation of Power Automate
  2. Choose Automated cloud flow
  3. Title your flow (perhaps something like Send email when Planner task completed)
  4. Choose your flow’s trigger (Planner: When a task is completed)
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  1. Select the Group and Plan for which you’re creating the flow
  2. Click New step
  3. Find and select Send an email (V2)
  4. Enter the recipient’s email (or multiple, separated by semicolons)
  5. Enter a subject (perhaps using dynamic content such as the task title in the subject – see video at bottom of post for demonstration)
  6. Enter a message body (again, using dynamic content to insert details such as title and completed time)
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  1. Click Save and test your flow by completing a task in the plan you selected in step 5

Here’s a video demonstration that adds the task description and a link to the full plan in the email as well:

How to join and participate in Microsoft Teams meetings (Video)

Learn how to attend a Microsoft Teams meeting and what your options and features are when meeting online.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Attending a meeting is usually as simple as clicking a join link and turning your devices (camera and microphone) on or off as desired. There are several features available to attendees throughout a meeting including chat and reactions, live captions, device settings, and more. Meeting organizers may also have attendees participate in polls, breakout rooms, and more.

Additional resources

How to get Planner task Completed By dynamic content in Power Automate

You can use a template in Power Automate to send an email when a Planner task is completed. However, this template returns the Completed by field as a user ID, and not as a display name. And the dynamic content available for a completed task does not include Completed by. We can, however, get this data using an expression. Here’s how to do it (video at bottom of post):

  1. After your trigger (When a task is completed), insert the Get user profile (V2) step.
  2. Click inside the User (UPN) field, then select Expression from the dynamic content panel
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  1. Paste the following expression in the box and click OK
triggerOutputs()?['body/completedBy/user/id']
  1. Now, in your next step (email, Teams post, etc. – however you’re sharing the completion message), use the dynamic content from the Get user profile (V2) step to insert Display Name.
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  1. Save and test your flow.

How to schedule meetings in Microsoft Teams (Video)

Learn how to schedule Microsoft Teams online meetings.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

You can schedule Microsoft Teams meetings from Outlook or Teams, but by scheduling through Teams your join information, chat, files, whiteboard, attendance, and more are all added to the event details after scheduling, enabling you to prepare dynamic and engaging meeting experiences in advance as well as follow-up with attendees and keep meeting assets organized.

Teams meetings ca be scheduled from the Calendar node, a channel, or a chat. 

  • If scheduled from Calendar or via chat, the invite is sent from your individual calendar and the meeting chat and recording (when applicable) will be in your Chat node – specifically, the thread with the attendee(s).
  • If scheduled from a channel, the invite is sent to the group/team and lives on the group calendar (but still individually invites members). Attendance, recordings, and meeting chat will all be found in the particular channel’s Posts feed as well as in the event details from Calendar.

Be sure to check out Microsoft’s Microsoft Teams Meetings Quick Start Guide for 32 pages of additional information, resources, one-pagers, etc. related to Microsoft Teams meetings.

Additional resources

How to use @ mentions and Activity in Microsoft Teams (Video)

Learn how to manage your activity and personal preferences in Microsoft Teams, as well as how the usage of @ mentions improves communication and attention. Did you know there are 4 different ways to @ mention others?

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

From the Activity node in Teams, you can see when you’ve been @mentioned, added to a team, when others react or reply to your messages in chats and channel conversations, and more. You may also see specific app activity, such as Insights letting you know it’s time to check-in.

You can adjust your own notifications per channel and chat, or universally using your Settings Notifications settings.

Additional resources

How to add channel tabs and apps in Microsoft Teams (Video)

Adding tabs to your Microsoft Teams channels allows you to embed other apps, sites, documents, etc. for convenient, one-click access to important resources you and your colleagues use frequently. Learn how to create additional channel tabs in this lesson.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Tabs allow you to extend the capabilities of your chats and channels. You can add a tab to a chat to embed a document you and your co-chatter use often together, such as an HR portal or a state financial resource. You could add a tab to a channel to give yourself and your teammates one-click access to a frequently used website, Power BI report, Power App, etc. No matter what specific app you’re adding in the tab, the idea is simplifying your work days by bringing as many tools, apps, processes, etc. into a single starting place – Teams becomes a single place from where you and your colleagues can access and work with most of what you need each day.

Additional resources

What are channel conversations in Microsoft Teams? (Video)

Learn the ins and outs of team channel conversations in Microsoft Teams. Channel conversations are more formal than chats, and offer slightly different features and behavior.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Channel conversations allow you and your teammates to talk about that specific channel’s subject. For example, in a channel named Project Zebra, you’ll post conversations and replies regarding Project Zebra and use its Files tab for files about Project Zebra. Remember that files attached to conversation posts and replies are stored in a folder sharing the channel’s name in the team’s supporting SharePoint site.

Channel conversations and replies work in much the same way as chat in Teams. The primary difference is chat is typically ad hoc and less formal whereas your channel conversations are part of an official team (aka Microsoft 365 group) that tends to last longer and have regular membership changes as staff rotate in and out.

Additional resources

How to create teams and channels in Microsoft Teams (Video)

Learn how to create a new team and channels for that team in this lesson.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

Create a team whenever you have a reason to bring a new or existing group of people together to communicate and/or collaborate. You can create private or public teams (aka private or public Microsoft 365 groups). Private groups require membership management and requests (when applicable) whereas public groups can be discovered by anyone in your organization.

Create a channel whenever you need to separate a specific topic, client, subject, discipline, etc. from the main conversation and contents (General channel) to its own channel. This helps keep the General channel clear for small talk, truly general conversations and contents, etc. while your more focused subject-specific conversations, files, meetings, apps, and more are in the channel you’ve created.

Your channels can be standard (same permissions as team) or private (unique permissions from team). If you choose private channels, they’ll each have their own entire SharePoint site as opposed to sharing one like all of your standard channels will. Private channels are also owned by the channel creator (not necessarily the parent team’s owner).

Additional resources