Microsoft 365 How-To

Driver Guide for CTRS Team Members
Outlook • Teams • Planner • To Do • OneDrive •
← Back to Guide Hub
💬

View & Reply to Posts

Everyone
  1. Open Teams.
  2. Tap Teams at the bottom.
  3. Tap your team (e.g., On Call Schedule).
  4. Tap a channel (e.g., General).
  5. Read the posts. Tap Reply under any post to respond.
↑ Back to Contents
💬

Start a New Post

Everyone
  1. Open the channel you want to post in.
  2. Tap New post at the bottom of the screen.
  3. Type your message.
  4. Use @name to tag someone specific, or @channel to notify everyone in that channel.
  5. Tap the Send arrow.
↑ Back to Contents
💬

Send a Direct Message (Chat)

Everyone
Not everything needs to go in a channel. Use Chat for private conversations with one person or a small group.
Everyone
  1. Open Teams.
  2. Tap Chat at the bottom.
  3. Tap the New chat icon (pencil icon, top-right).
  4. Type a person's name in the To: field. Tap their name when it appears.
  5. Type your message and tap the Send arrow.
  6. To add more people (group chat), tap the To: field and add more names.
Channel Post vs. Chat
Channel posts are visible to everyone in that channel -- use them for anything the team should see. Chats are private 1-on-1 or small group conversations -- use them for side conversations, personal questions, or things that don't need to be broadcast.
↑ Back to Contents
💬

Start a Quick Call or Video Meeting

Everyone
  1. Open the channel or chat where you want the call.
  2. Tap the video camera icon (top-right) to start a video call, or the phone icon for audio only.
  3. Others in the channel/chat will see the call and can join.
↑ Back to Contents
💬

Sharing Files & Photos

Everyone
Need to share an accident photo, a truck inspection report, or a document? You can attach files directly in Teams.
Everyone
  1. Open a Teams channel or chat.
  2. Tap the + (attach) icon next to the message box.
  3. Choose to attach a file from your phone, OneDrive, or take a photo.
  4. To see all files shared in a channel, tap the channel name at the top and look for the Files tab.
↑ Back to Contents
💬

Adding Planner to a Channel

How It Works
Planner boards can be embedded right inside a Teams channel as a tab. This is the best way for the whole team to see and interact with tasks without switching apps.
  1. On mobile, you can't add tabs to channels. But once a manager adds a Planner tab from desktop, you can see and use it on your phone.
  2. Open the Teams channel, tap the channel name at the top, then look for the Planner tab.
  3. Tap it to view the task board, see your assigned tasks, and update task status.
↑ Back to Contents
💬

Pin Important Messages

Desktop Feature
Pinning messages to the top of a channel is a desktop feature. On mobile, you can view pinned messages by tapping the channel name and looking for the Pinned section. To pin a message, use the desktop or web version of Teams.
↑ Back to Contents
← Back to Guide Hub