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Step-by-step guide of how to make the most out of your meetings with for Microsoft Teams

Aaron Mason avatar
Written by Aaron Mason
Updated over a week ago

Step 1: Create account

Follow our step-by-step guide to create an account for Microsoft Teams.

⚠️ Please note: you must have a Microsoft 365 Business subscription and global admin rights to successfully install

Step 2: Invite your team members

Go to the “Admin” tab on the left menu of your dashboard and select the "User Management" tab. Enter the email of the person you would like to add to your organization and press the “Invite” button. They will receive your invite, which is valid for 24 hours.

Step 3: Have your first meeting with

Let handle your next virtual meeting - it'll automatically join the lobby for 5 minutes and wait to be admitted.

You can also invite by adding [email protected] to your calendar invite, or you can open the sidebar during your Microsoft Teams meeting instead.

There are three ways to invite into your meetings:

  1. Eric will join at the scheduled time if you add [email protected] to your calendar invite. Make sure your invite includes the Microsoft Teams joining URL (this is added automatically if you create the calendar event within Microsoft Teams). You will receive an email confirming or rejecting your invitation.

  2. Eric will join instantly if you copy and paste the Microsoft Teams joining URL into the Quick Invite box (located at the bottom of the navigation bar in your dashboard).

  3. Eric will also join instantly if you open the sidebar in your meeting and click the Join Now button on the sidebar.

Recurring meetings

If you invite to a recurring meeting calendar invite (a meeting that repeats in your calendar), will join each instance of the meeting automatically. The series of meetings will be conveniently linked up in so you can navigate between meetings and see the outcomes of your previous meeting(s) when needed.

Step 4: Meet

You can now start to benefit from the features below:

Make use of the sidebar

Open the app in your live Microsoft Teams meeting and you'll see the meeting information in the sidebar on the right of the window:

  • Button to open the meeting page (opens in a new window)

  • Button to share the meeting page with your invitees

  • Your time-boxed agenda (if assigned to the meeting)

  • Real-time participation of your invitees

  • Action items that are created automatically using the voice command

  • Actions items that you can create manually within the sidebar

Your meeting page

Every meeting that joins will have an associated meeting page created. These pages are all available from your My Meetings page. Your meeting pages include:

  • General meeting details including time, date and invitees

  • Meeting agenda

  • Real-time (searchable) transcription

  • Real-time participation

  • Meeting minutes download

  • Meeting summary that includes automatic highlights, automatic topics, participation and a "Quick View" shortened recording of your meeting

  • Action items

Take actions

You can create action items using your voice or manually. To create an action item by voice, you can say the "Action Item" command followed by the task and you can optionally include an assignee and due date. For example, if you say "Action Item I will water the garden tomorrow" it will create a new task as described which is assigned to you and is due at tomorrow's date.

You can also create and edit action items manually from the meeting page or the Microsoft Teams sidebar.

Need any help?

If you need any help getting started please contact us at any time using our live chat.

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