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Simple Setup Checklist for Microsoft Teams

  • Writer: Moke Jacobs
    Moke Jacobs
  • Mar 30, 2023
  • 3 min read

Updated: Jan 18


Checklist on a notepad with a pen and coffee cup nearby.


Microsoft Teams helps teams stay connected with video calls, messaging, and tools for working on documents together. During the pandemic, it became a must-have for people who needed reliable ways to communicate while working from home.


Microsoft Teams has grown quickly, going from 20 million users in November 2019 to 270 million this year. It is now one of the most popular and effective tools for team communication.


Microsoft Teams has many helpful features, but they work best when set up and organized well. Users should also spend some time learning how the system works to get the most out of it.


Microsoft Teams offers more than basic team collaboration.


Let’s look at what makes Microsoft Teams special and how it can help your team work better. After that, we’ll share a simple setup guide to help you get started fast.

Teams lets you work from anywhere. It acts as a central place for your team, with tools for collaboration and task management. You can also hold video meetings with people worldwide or add guests to chats, all without being in the office.


MS Teams has features that fit many different needs.

  1. Siloed chat channels

  2. Security for team communications

  3. Integration with Office apps

  4. Integration with 3rd party apps

  5. File sharing

  6. Video and audio conferencing

  7. VoIP phone system (with an extra add-on)

  8. Keep all your team’s resources in one spot.


Microsoft Teams has come a long way since it first launched.


Small businesses now have access to Microsoft Teams for free! With the easily-accessible app, you can upgrade your communication and collaboration with colleagues from anywhere. Upgrade to a Microsoft 365 business plan for an even better experience – additional features included!


Microsoft’s MS Teams is revolutionizing the way we stay connected. Whether it be for work, family time, or education initiatives – this virtual office platform has you covered! With its scalability and versatility at your fingertips, staying organized and coordinated with your coworkers/PTA members just got a whole lot easier!


It’s now easier than ever to get started with Microsoft Teams.


1. Start working together as a team.


With Teams, you can set up custom workspaces for your teams to work together without things getting messy. This helps everyone stay on the same page and work well together.

Some ideas for setting these up:

  1. Set up teams by department (accounting, marketing, etc.)

  2. Add a company-wide team (where everyone can collaborate)

  3. Set up teams by role (office managers, executives, etc.)


Set up your teams to match your company’s structure to keep information safe. Make team areas private so only invited members can see their content.


2. Bring your team members together to work on your project.


Create teams so each department or group has its own space to access resources. This makes it easier for everyone to work together and share ideas.


3. Start team conversations.


Use channels within teams to keep things organized. Sorting conversations by topic helps departments like marketing work better. When you set up a team, add a few channels to keep chats focused and make information easy to find.


Consider setting up specialized channels for your team.

  1. Website Management

  2. Social Media

  3. Offline Advertising


With good planning, team channels can really help with collaboration. Without them, things can get messy fast. Setting clear rules for channels helps keep everything running smoothly.


4. Set your team up for success.


A key to improving efficiency on the accounting team is utilizing tabs. With just a few clicks, employees can have quick and easy access to essential tax reporting websites – eliminating wasted time searching for links or login credentials, especially when someone’s filling in for a colleague!


Streamline your team’s organization with the new Tabs feature at the top of their channels! Simply click the plus sign to add a website link, relevant info and consolidate all important resources.


5. Get up to speed on MS Teams!


Even with good company plans, success is hard if users are not prepared. Without enough training on MS Teams, many employees keep using old methods, which can stop Teams from working well. Many projects fail because users don’t get the help they need. Without proper training, employees may go back to old ways of communicating, which can undo any progress made with the new technology.


Are you ready to improve teamwork in your organization?


Is your organization struggling with Teams? We can help. Our free consultation can boost your collaboration and productivity. Contact us today.

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