Introduction
These are ITS recommendations for creating and managing Microsoft Teams for departments to ensure proper organization, security, and long-term maintainability.
Microsoft Teams are designed to bring people together around a shared goal, whether within a department or across the organization.
Important:
Every Microsoft Team is backed by a SharePoint Team Site, which stores all files shared within channels. A Team cannot exist without its connected SharePoint site.
Best Practices and Recommendations
1. Assign Multiple Team Owners
- Always have at least two owners per Team
- Helps ensure continuity if staff leave or change roles
- Owners can:
- Manage membership
- Adjust settings
- Maintain content and structure
2. Channel Structure
Organizing channels properly helps control access and keeps information easy to find.
General Channel
- Default channel for all team members
- Use for:
- Broad communication
- Announcements
- Shared resources
Private (Locked) Channels
Use private channels to restrict access to sensitive information.
Examples:
3. Hidden Channels
- Channels can be hidden by users to reduce clutter
- Hidden channels:
- Are not visible in the main list
- Can be accessed by selecting “Hidden channels”
- Users can choose which channels to show or hide
4. Tabs Within Channels
- Each channel can have customized tabs at the top
- Tabs provide quick access to tools and content, such as:
- Files
- Planner (Tasks)
- OneNote
- External apps
Tip: Customize tabs per channel based on its purpose
5. Tagging in Teams
- Tags allow you to mention specific groups of users within a Team
- Useful for:
- Departments
- Roles (e.g., “Student Workers”, “Advisors”)
- Improves communication without messaging the entire Team
6. Shifts (Scheduling Tool)
- Teams includes Shifts for scheduling
- Recommended for:
- Student worker scheduling
- Shift-based roles
Note:
Contact the designated admin (e.g., Sarah Beers) for setup and guidance on using Shifts.
Additional Tips
- Plan your Team structure before creating channels
- Avoid creating too many channels—keep things manageable
- Use clear naming conventions for Teams and channels
- Regularly review membership and permissions