Move company files to Teams

Introduction

This tutorial will guide you through the process of moving your company files to Microsoft Teams after signing up for Microsoft 365. Teams serves as an excellent platform for storing shared files, replacing traditional file shares or network drives, and leveraging SharePoint for enhanced collaboration.

Step 1: Set Up Microsoft Teams

• Ensure you have a Microsoft 365 account and are signed in.
• Open Microsoft Teams and create a new team or select an existing one where you want to store the files.
• Use the "Create team" button if starting from scratch and choose between a private or public team based on your needs.

Step 2: Create Channels for Organization

• Within your team, create channels to categorize files. For example:
  • General
  • Projects
  • Departments
• Click on the ellipsis (...) next to your team name and select "Add channel."
• Name the channel and set privacy options.

Step 3: Upload Files to Teams

• Navigate to the channel where you want to upload files.
• Click on the "Files" tab at the top.
• Use the "Upload" button to select files or drag and drop files directly into the window.
• For folder uploads, create a new folder first, then upload files into it.

Step 4: Sync Files with OneDrive

• To access files offline, sync Teams files with OneDrive.
• Go to the "Files" tab in the desired channel.
• Click on "Sync" to start the synchronization process.
• Follow the prompts to complete the setup, allowing you to access files from File Explorer on your computer.

Step 5: Share Files with Team Members

• To share files, select the file you want to share.
• Click on "Share" and choose how you want to share it (link, email, etc.).
• Adjust permissions as necessary to control who can edit or view the files.

Step 6: Utilize SharePoint for Advanced File Management

• All files uploaded to Teams are stored in SharePoint.
• To access SharePoint, go to the "Files" tab and click on "Open in SharePoint."
• Organize files in SharePoint for better management, such as creating libraries or applying metadata.

Conclusion

By following these steps, you can efficiently move your company files to Microsoft Teams, enhancing collaboration and accessibility for your team. Remember to create a well-structured channel system, utilize OneDrive for offline access, and leverage SharePoint for advanced file management. As a next step, explore the integration of other Microsoft 365 apps to maximize productivity within your team.