Requirements:

  • Account hosted in Microsoft Teams

Overview:

This article will walk you through getting started with  Microsoft Teams account.

NOTE: This does not offer an option for external use (Smith & Howard internal use only).


Quick start on Microsoft Teams

Firm Account Information

Username: this is your email address (NOTE: [email protected], for Wealth Managment staff please use [email protected] as your username. Your emails will still come from @smithhowardwelath.com)

Password: your Windows/ network logon password


  • Welcome to Microsoft Teams - Introduction to Microsoft Teams and what it has to offer - Teams Intro


  • Comparison of Teams & Zoom - To know when you should use Teams and when you should use Zoom please view this article - Teams vs Zoom


  • Getting Starting with Teams - To get started with Teams please use these instructions  - Getting Started
    • Auto-start in Teams - To manage auto-start in Teams please use these instructions - Manage Auto-start


  • Initiate Chat and Calls - Overview on how to start a chat & How to make Video and Audio calls please use these instructions  -  Chats & Calls
    •  Joining a Teams Meeting - Video on ways you can join a Teams Meeting - Join a Meeting
    • Starting a Chat - More specific instructions on how to start a chat in Teams use this link here - Start a chat
    • Saving a Message - Video on how to save a post in Teams - Save a Post or Message


  • Schedule Meetings- How to manage meetings ( View and Schedule ) please use these instructions  - Manage Meetings
    • Meetings - Video on managing your meetings - Manage Meetings
    • Limits- For the maximum limit of features for meetings and calls please use these instructions -  Feature Limits
    • Teams Meeting - Video on what you can do during a Teams meeting - Moving Around in Teams


  • Attaching Files - How to attach a file please use these instructions - Uploading to Share Files
    • You can find the link to share files to Teams here - Share Files
    • NOTE: Client Data should not be uploaded to Teams. 


  • Team Request - To request a Team in Microsoft Teams please use these instructions - Requesting a Team


  • Managing Teams - To manage Teams and its features for a channel, different apps and managing participants see links below.
    • Channels - To create or edit a channel, for a standard or private channel please use these instructions - Channel in Teams
    • Overview of Channels - Video on what you can do in channels here - Channels
    • Participants - Adding members to a team please use these instructions - Add members to a Team


  • Screen Share - How to share content including ( Screen Sharing, Share PowerPoint) please use these instructions - Share Content


  • Mobile Connections- How to connect to your mobile device ( Android, iOS, and Windows )  please use these instructions - Mobile Apps
    • Joining a Teams Meeting on Mobile - A video on how to join a Teams meeting on the go.

 

  • Status - To change your status in Teams please use these instructions -  Status
    • Status of others - To view who is online in Teams please use these instructions - View others status 
    • Set Status Message - To set you status message please use these instructions - Set Status Message


  • Tabs - How to work with tabs in a channel or chat please use these instructions - Tabs in Teams


  • Notifications - How to manage your notifications in Teams please use these instructions - Manage Notifications


  • Tags- How to use tags in Teams please use these instructions - Using Tags
    • Managing Tags - How to manage  tags and how tags work please view this article - Managing Tags