How to Create a Microsoft Teams Site and Upload Documents

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Creating a Microsoft Teams Site

  1. Open Microsoft Teams:

  2. Create a New Team:

    • Click on Teams in the left-hand navigation menu.

    • Select Join or create a team at the bottom of the Teams panel.

    • Click Create a team and choose From scratch or use an existing group.

  1. Select the Team Type:

    • Private: Only invited members can join.

    • Public: Anyone in your organization can join.

  1. Enter Team Details:

    • Provide a team name and optional description.

    • Click Create.

  1. Add Members:

    • Enter the names or email addresses of individuals to invite.

    • Click Add, then Close once you’re done.

  1. Customize Your Team:

    • Click on More options (···) next to the team name and select Manage team to adjust settings, members, and permissions.

Uploading Documents to a Teams Site

  1. Go to the Team’s Files Section:

    • Select your team from the left-hand menu.

    • Click on the General channel or another relevant channel.

    • Click on the Files tab at the top.

  1. Upload Documents:

    • Click Upload and select Files or Folder.         

    • Browse your computer and select the files/folders you want to upload.

    • Click Open to upload the selected documents.

  2. Create and Edit Documents Directly in Teams:

    • Click New and choose Word, Excel, PowerPoint, etc., to create a new document.        

    • Edit the document within Teams, and it will be saved automatically.

  3. Organizing Files:

    • Use the New Folder option to create folders for better organization.

    • Drag and drop files into appropriate folders.

  4. Sharing and Collaborating:

    • Click on a document to open it in Teams.

    • Click Share to generate a link or set permissions.

    • Use @mentions in the chat to notify team members about an uploaded document.

  5. Syncing Files with OneDrive:

    • Click Sync to connect the Teams files with OneDrive for easy access outside of Teams.

By following these steps, you can efficiently create a Microsoft Teams site and manage document uploads for seamless collaboration.

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