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Microsoft Teams: Configure Meetings, Notes & Sharing

Microsoft Teams - Meeting Settings, Notes, and Sharing Content

Beginner
15m total
4 lessons

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Level : Beginner
Duration : 15m total
Lesson : 4
Format : Spotlight
Version : Current
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Course description

This course provides a detailed walkthrough of managing meeting settings, notes, and content sharing within Microsoft Teams. Learners begin by exploring how to start instant meetings using the Meet Now feature, whether from a private chat, group chat, channel, or directly through the calendar. The lessons demonstrate how to name a meeting, invite participants, share links, and manage calls using audio or video options. From there, learners dive deeper into meeting settings, discovering how to manage participants, assign roles, and maintain control of the meeting environment. The course explains how to pin or spotlight presenters, mute or remove attendees, lock meetings to prevent late entry, and download attendance reports for record-keeping. It also explores view options such as Gallery, Speaker View, Together Mode, and Immersive Space, showing how to select the most effective layout for different meeting types. Participants then learn how to access meeting info, invite others, and share details through links or email. In the second section, the course highlights how meeting chats and notes automatically capture discussions and action items. Learners will see how Loop components allow collaborative, real-time note-taking connected to tasks and Planner for seamless follow-up. The final section focuses on sharing content effectively—covering Presenter modes, screen sharing, Whiteboard collaboration, and using PowerPoint Live and Excel Live to present and co-edit files directly in Teams. By the end, learners will confidently manage, document, and present within any Teams meeting.

What you’ll learn

  • Understand the fundamentals of Microsoft Teams - Meeting Settings, Notes, and Sharing Content
  • Work confidently with the core tools and features
  • Build toward beginner-level fluency
  • Apply skills to real, on-the-job tasks
  • Follow best practices and avoid common pitfalls
Microsoft Teams Microsoft 365

Course outline

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