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The Ultimate Guide to Create Your Microsoft Teams Meeting

John Michaloudis
When it comes to the business world, time is money and efficiency is the currency of the day.
That's why getting to grips with efficient meeting scheduling is crucial.

It not only saves precious time but also minimizes conflicts and ensures everyone involved can contribute to the discussion.

Microsoft Teams has risen as the go-to tool for connecting distributed teams, fostering streamlined communication, and effective collaboration—all with just a few clicks.

When it comes to the business world, time is money and efficiency is the currency of the day. That’s why getting to grips with efficient meeting scheduling is crucial. It not only saves precious time but also minimizes conflicts and ensures everyone involved can contribute to the discussion. Microsoft Teams has risen as the go-to tool for connecting distributed teams, fostering streamlined communication, and effective collaboration—all with just a few clicks.

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Microsoft Teams as a Hub for Collaboration

Microsoft Teams stands out as a powerhouse for team collaboration, uniting colleagues from various locations into a single digital workspace. Ease of use is at the core of Teams, making it the perfect platform to host meetings, share files, and collaborate on projects in real-time. It’s engineered to provide a cohesive hub where every aspect of a team’s work can come to life—from spontaneous huddles to scheduled conferences, ensuring that no matter where team members are located, they’re just a virtual room away from one another.

Key Takeaways

  • To create a Microsoft Teams meeting, you can either use the “Meet now” button located at the upper-left side of the “Chat” banner or at the upper-right of the “Calendar” on the leftmost side of the Teams screen.
  • Customize your meeting by editing the meeting name for clarity, using “Get a link to share” to generate a sharable link, and adjusting the meeting’s privacy settings under “Change meeting options” to control who can bypass the lobby and who can present.
  • For participant interaction during the meeting, ensure that browser permissions for the recording device are granted if you wish to speak, and manage audio and video settings before joining by selecting “Start meeting” and then “Join now.”

Setting the Stage for Your Teams Meeting

Understanding the Types of Meetings in Teams

Jumping into Teams, you’ll discover that meetings can take various forms, each catering to different needs. Ad-hoc meetings, or ‘Meet now’ sessions, provide an avenue for spur-of-the-moment discussions. Private meetings are the bread and butter for in-depth one-on-ones. Channel meetings open dialogue with the whole group, like an open forum for an entire team. And then there are consultation meetings, which resemble the intimacy of a doctor’s visit, used widely for specific, detailed exchanges. Understanding the nuance of each will help you choose the best fit for your needs.

A Step-by-Step Guide to Scheduling Teams Meetings

Schedule Directly Within Microsoft Teams

STEP 1: Open Microsoft Teams and click the Teams icon on the left-hand menu.
STEP 2: Select New Meeting for your meeting.
Teams meeting
STEP 3: Click the down arrow beside the Meet icon in the upper-right corner.
STEP 4: Choose Schedule a meeting to plan a future meeting.
STEP 5: For an immediate meeting, click Meet now.
Teams meeting
If scheduled through a channel, all members will see the meeting, promoting inclusivity and collaboration.

Integrating Outlook for Enhanced Meeting Coordination

STEP 1: Open Outlook and navigate to the Calendar view.
Teams meeting
STEP 2: Click New Teams Meeting.
STEP 3: Fill in the meeting details in the pop-up window.
Teams meeting
STEP 4: Add attendees to the meeting invite.
STEP 5: Send the invite to attendees, who will receive an RSVP option.

Outlook will send automatic reminders to keep everyone aligned.

Customizing Your Meeting for Success

Inviting Participants: Inside and Outside Your Organization

Casting a wide net for your meeting participants is straightforward in Teams. You’re not just limited to in-house colleagues; extend invitations to external guests too—even if they don’t have a Teams account. Start by including their email addresses when you’re setting up the meeting. Teams takes it from there, dispatching an email with a link to join. For even more convenience, toggle on ‘Anonymous Join’ in your Teams admin settings to let guests enter without an account. Either way, you’re covered, ensuring inclusivity for every session.

Adding Personal Touches: Backgrounds and Co-organizers

Personalizing your Teams meeting can enhance focus and professionalism. Add some personal flair with custom backgrounds—say goodbye to distractions and hello to a tidy, brand-representative backdrop. And when the workload’s heavy, share the load by adding co-organizers. Just remember, they need to be part of the meeting list first. Navigate to the meeting details, choose ‘More options,’ and select your co-organizers. They’ll help manage the meeting, allowing you to focus on delivering an impactful session.
Teams meeting

Instant Meetings: Effortless Sync-Up Sessions

Launching an Impromptu Meeting with ‘Meet Now’

Sometimes, you need to convene without the confines of a calendar. Teams grants you this agility with the ‘Meet Now’ feature. Whether you’re wrapped up in a threaded conversation and decide it’s quicker to talk live, or a sudden project hiccup needs rapid fire addressing, ‘Meet Now’ is your friend. Hit the camera icon, then ‘Meet Now’ on mobile—or select the ‘Meet Now’ button in the right corner of your Teams calendar on desktop. Just like that, you’ve launched an impromptu video meeting ready to share with others.
Teams meeting

Managing In-Meeting Controls for Better Engagement

Navigating the in-meeting controls is essential for a smooth, engaging Teams meeting. Encourage participants to use ‘Raise Hand’ to avoid talking over each other and maintain an orderly discussion flow. Slide questions into the chat function if you don’t wish to interrupt the speaker. Emotions can be conveyed quickly with the ‘React’ feature, giving meetings a more human touch. And sharing your screen couldn’t be more straightforward—just a click on ‘Share’ opens up your presentation for all to see. Managed well, these tools keep your meeting lively and productive.

Empowering Teams Channels for Specialized Meetings

What’s a Teams Channel? And How it Simplifies Meetings

Think of a Teams channel as a dedicated space within your larger virtual office, set aside for specific topics or projects. Channels keep conversations organized and provide a repository for all related documents, fostering a focussed and efficient workspace. When it comes to simplifying meetings, channels are invaluable. You can initiate a meeting directly within a channel, drawing in those working on that specific task or interest area, which streamlines participation and ensures relevant team members are involved in the discussion from the get-go.

Creating a Teams Channel Meeting with Ease

Crafting a Teams channel meeting is designed to be hassle-free. Here’s how: launch your Teams app and head to the ‘Calendar’ tab. Choose ‘New meeting’ and select the desired channel from the drop-down menu under ‘Add channel’. Channels are ideal for including all channel members without the need to select each individually. Set your time and details, and you’re ready to roll; your meeting will nestle neatly in the channel’s posts, alerting everyone it’s on the horizon. It’s a straightforward way to align a group without cluttering personal inboxes.

Additional Tips for Mastering Teams Meetings

Assigning Categories to Organize Your Meetings

To keep your Teams calendar clear and structured, try assigning categories to your meetings. All you do is right-click on an event and select ‘Categorize’, then pick a color that corresponds to a project, a client, or the type of meeting. This visual coding can quickly inform you about the day ahead at a glance. It’s a simple yet effective way to stay organized and manage your time more efficiently.

Incorporating Polly for Interactive Team Feedback

To keep your team actively engaged during and after the meeting, Polly is the tool you’ll want to employ. It’s an app in Teams that enables interactive feedback through polls and quizzes that can be fun or insightful. Insert a Polly to collect real-time responses to questions about the meeting’s content or to break the ice with a trivia game. Using it straight after meetings can provide immediate, valuable feedback while the discussion is still fresh in everyone’s mind, helping you tailor future meetings more effectively.

FAQ: Mastering Microsoft Teams Meetings Quickly

How Can I Start a Microsoft Teams Meeting?

You can start a Microsoft Teams meeting swiftly by clicking on the ‘Meet now’ button in either the Chat tab or the Calendar tab within Teams. Just give your meeting a title, choose your audio and video settings, and you’re ready to go. You can also schedule a meeting by selecting ‘New meeting’ in the Calendar tab and filling in the details.

Is It Possible to Join a Teams Meeting Without an Account?

Absolutely, you can join a Teams meeting without an account if the meeting organizer has enabled ‘Anonymous Join.’ Just click on the meeting link you’ve received, and you’ll be directed to the web version of Teams. From there, enter your name and join as a guest.

Can You Invite Non-Team Members to a Microsoft Teams Meeting?

Yes, you can invite anyone to a Teams meeting, including those who are not part of your organization or don’t have a Teams license. Simply add their email address when you’re scheduling the meeting, and they’ll receive an invite with a link to join the discussion.

How Do You Customize Your Microsoft Teams Meeting Background?

To customize your background in a Microsoft Teams meeting, click on the ellipsis (‘…’) during your video call and select ‘Show background effects.’ You can choose to blur your background or select from available images. For a custom touch, upload your own image to represent your company or personal style.

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Founder & Chief Inspirational Officer

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John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

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