Microsoft Teams Channel – Quick Reference Guide (QRG)

1. Create a New Channel

1. Open Microsoft Teams → select Teams (left sidebar).

2. Locate the Team where you want the channel.

3. Click ••• (More options) → Add channel.

4. Enter:

   • Channel Name (follow naming conventions)

   • Description (purpose)

   • Privacy Level

     • Standard – visible to all team members

     • Private – only invited members

     • Shared – share outside the team

5. Select “Automatically show channel” (optional).

6. Click Add.

2. Manage Channel Settings

1. Open the channel → click ••• → Manage channel.

2. Update:

   • Channel name & description

   • Member permissions (who can post, delete, pin messages)

   • Moderation (assign moderators, control who can start posts)

3. Manage Files

• Go to Files tab in the channel.

• Follow standard folder and file naming conventions.

• Files are stored in SharePoint—use version control.

4. Add Tools (Tabs)

1. Click the + (Add a tab) button at the top.

2. Choose tools like Planner, Excel, SharePoint, OneNote, etc.

3. Configure and save.

5. Add/Remove Members (Private or Shared Channels Only)

• Add: Manage channel → Add members → search name → Add

• Remove: Manage channel → find member → Remove