K2's 2023 Six Essential Teams Features

Overview

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.

Highlights

• Create a filing system that does not include endless sub-folders
• Manage staff delegation and follow-ups with ease
• Define what Lists need to be available to your Team
• Discover how to create automatic Flows that can notify others of update
• Utilize survey Forms or questionnaires from within Teams

Prerequisites

Basic understanding of Microsoft Teams

Designed For

Business professionals seeking to enhance their understanding of Microsoft Teams

Objectives

• List steps for creating effective Teams and Channel structures
• Identify how to setup file management columns for more information within Teams
• Specify examples of how to work with Microsoft Planner within Teams
• Identify how Lists work and why they can be better than spreadsheets
• Identify options for incorporating Power Automate into Teams
• Cite examples of how to use Microsoft Forms within Teams

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).