Maja Wik

Work with multiple organizations in Teams

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If you work in multiple organizations that use Teams (for example Umeå University and Region Västerbotten) and want to use Teams for each organization, these are instructions that may facilitate your work.

One way to make it easier when you’re a member of multiple organizations is to use different interfaces for different organizations. For example, you can use the Teams app on your computer when you work in the organization Umeå University and the web interface for Teams when you work in the organization Region Västerbotten. This will make it easier to keep the two organizations separated. You need to be signed in to both of your accounts at the samt time for this to work.

Sign in to the organization Umeå University on your computer.

  1. Open Teams on your computer. If you haven’t installed Teams yes, go to o365.umu.se to install it.
  2. Sign in with your Umu-id (umu-id@ad.umu.se) and password.
  3. You can now work in Umeå Universitys organization in your desktop app.

Sign in to another organization in the web interface

  1. Open a new incognito/InPrivate window in your browser by clicking on your browser and select New InPrivate window or New Incognito window (depending on which browser you use).
  2. Go to www.office.com and sign in with your e-mail and your password.
  3. Select Teams and use it via the bowser when working on your secondary account.

Work as a guest of a team in an external organization

If you’ve been invited as a guest to a team that belongs to an external organization, for example Region Västerbotten, you will not see these teams among your teams that belong to the organization Umeå University. You need to switch between the different organizations to work with teams that belong to an external organization.

  1. Click on your profile picture in the upper right corner.
  2. You will now see a list of the organizations you’ve been invited to. In the example below you can see what it looks like if you’re a member in both Umeå University and Microsoft.
Oscar Lundberg

Move or copy files in SharePoint

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In this manual, we decribe how to move and copy files within and between SharePoint websites. 

  1. Open the SharePoint website and select Documents in the left menu.
  2. Hover the pointer on the file/folder you want to move or copy to see a hidden menu.
  3. Select the three dots.
  4. Select Move to if you want to move the file to another place (the file will be deleted from existing place).
  5. Select Copy to if you want to move and copy the file to another place. (the file will remain on the existing place).
    Move or copy files in SharePoint
  6. A menu will open to the left of the screen, select where you want to move or copy the file/folder to and then click Move here.
    Move or copy files in SharePoint - select place
Oscar Lundberg

Upload files and folders in SharePoint

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In this manual, we decribe how to upload files and folders in SharePoint document library. If you want to create a new document library see: Create a document library in SharePoint

  1. Open the SharePoint document library you want to upload files to.
  2. Select Upload.
  3. Select if you want to upload a file, folder, or template.
    upload files in sharepoint - upload - select files folder template
  4. Your File Explorer (Windows) or Finder (Apple) will open.
  5. Select a file or folder to upload.

Drag files to SharePoint

  1. Open a SharePoint document library you want to drag files to.
  2. Open your File Explorer (Windows) or Finder (Apple).
  3. Choose a file from your computer.
  4. Drag it from your File Explorer/Finder and drop it in SharePoint document library.
    drag and drop files in sharepoint
Maja Wik

Calendar view in Microsoft Lists

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Use Microsoft Lists to create a simple list of events, and then add the calendar view.

Create a new list

Create a new list as a blank list and create all columns from scratch. You can save it to a SharePoint site that you have access to.

  1. From the List app, select +New list. If you’re on a SharePoint page, Select +New and then List.
  2. Under Create a list, select Blank List.

Rename a column

  1. Click on Title.
  2. Select Column settings in the accordion menu.
  3. Click Rename.
  4. Type in the name you want and select Save.

Add date column and other columns you need

  1. Press +Add column.
  2. Select the type of column you want in the accordion menu. At least you need one column for date and time.
    Image showing how to add new column
  3. In the Create a column panel, enter a title under Name.
  4. Fill in information about the type of column you’ve selected.
  5. Repeat these steps until you have all of the columns that you want.

Create new content

  1. To create the calendar view: Click on Add view.
    Image showing where to add a new view
  2. Name the view.
    Image showing where to create a calender view
  3. Where is says Show as, select Calendar.
  4. Choose your Default layout.
  5. Start and end dates must be set by the date in your column list, make sure that date are chosen for both.
  6. Click on Makes this a public view to make sure that everyone using the list can see that view.
  7. Click Create.
    Image showing how to create a calendar view

Overview of calendar view

The calendar is to the left and the event pane is to the right, and that’s all the events you’ve selected for the day. The pane will change if you click on different days in the calendar. The pane to the right is foldable, you can hide it if you’d like.

Use the arrows to move forwards and backwards, or the monthly calendar next to the arrows to switch month.

You can open up events and see more detail by clicking on them. You can choose to edit all, edit one och just add a comment if you’d like.

You can also add new items straight from your calendar.

You can switch back to the list view. Just go to the view menu and select All items the accordion menu again.

Make calendar view the default view of the list

To set the calendar view by default so that it appears each time you open it, select the schedule view, and then Set the current view by default.

 

Maja Wik

How to use Microsoft Lists

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This manual describes the different uses for Microsoft Lists and how to create your lists.

Microsoft List is an app in Microsoft 365 that helps you sort your information and organize your work. In Lists you can see favorites, recently worked lists, search all your lists, create new lists, customize colors and icons for the lists titels as well as add comments.

Access Lists through Microsoft 365

You can get started with Microsoft 365, Microsoft Teams or SharePoint. When you’re signed in to office.com, click on the app window. If you can’t find Lists, you can search for Lists in the search-bar. Now you have access to Lists. You can see your existing lists and your favorites, select and uncheck, and create new lists.

Create a list

  1. Click +New List in the middle of the screen.
  2. You can choose to start with a template, an Excel file or from scratch. If you start with a template you can choose among a lot of different ones. If you start with an excel file you can easily convert an existing file. And if you start from scratch, choose Blank list.
  3. If you clicked Blank list, you can write a title, describe what the list is for and select an appropriate color and icon.
  4. Under Save to, you can choose where you want to save the list. Select My lists to either keep the list private or just share it with a few people. To automatically save the list to a team or SharePoint-site, you can select it here and the list will then be saved in that team or site.
  5. Click Create when you’re done with the settings.

To create a new favorite list:

  1. Hold the mouse over the list.
  2. Click on the star in the right corner.

New item to list

Your list has been created and you want to fill the list with items.

  1. Go to the list you just created.
  2. Select a new item in the left corner to create an item for the list.
  3. Fill in the title of the issue (mandatory). You can formulate a problem description, choose to set a priority, assign a person or team, add images and so on. When you’re feeling done, click Save.

    Inside the list, you can get different views by clicking All items. Here you can filter problems grouped by the person that’s assigned, by priority or by date.

Assign content to attendees

How to create the content before you share it.

  1. Click Share in the meny for your list.
  2. Fill in the email adress or name of the ones you want to share the list with, and choose if they will be able to edit or just view.
  3. Choose if they should receive a notification about the sharing in the box Notify people.
  4. Click grant access to share the list.

Add rules

You can create rules for automating processes based on your list data to simplify your work. You can divide yourself of others when something changes in the list by creating a rule. You can choose to send an alert as e-mail to you or others when a column changes, or when a new item is created or deleted.

  1. Open your list.
  2. Click Automate on the right of your list.
  3. Click Create a rule.
  4. A new box opens with different options for rules. You can choose to have a notification sent to you or others when changing a column, when a column value changes, when a new object is created or when an abject is deleted. Click on the type of rule you want to create.
  5. Select a condition that triggers the rule and what action to perform in the rule. You will get different options depending on the type of rule you’ve chosen. For example you can customize the condition bu selecting a column, the value in the column, and who to notify. Click Create when done.

Templates

When you use templates in Lists, you get lists of predefined formats that you can customize to your work. To see what the templates till be used for and which headings/columns are in the template – click on one of the templates to create a new list.

Desciption of some of the templates:

  1. Issue tracker: With this template, you can follow up, manage and close cases. Set the priority and keep track of the progress of a case in the status column. Keep your team’s productivity going by sending notifications when they’re assigned cases.

2. Event itinerary: Gather all important event information in a single place for successful event planning. Track speaker names and email addresses, start and end times, room capacity, and more.

3. Employee onboarding: The checklist helps manage the onboarding of new employees and helps them succeed during their first few weeks at work. New employees can get tips on relevant contacts and resources.