To help clarify how apps work in Teams, this video explores the OneNote app. See how to use an app from your personal app list or as a shared tab within a team. You can use OneNote to edit your own notebooks in Teams, but you can also create a shared notebook that all of your teammates can access and edit.
- [Instructor] The app ecosystem in Teams can be a bit confusing to understand because there are several different categories of apps and each app works completely differently. Check out the Microsoft Teams Essential Training Course for an overview of working with apps. In this chapter, I want to introduce a few specific apps, which should also help you understand how apps work in general. In this movie, I'll spotlight the OneNote app. This is a standard type app that also includes the feature to add a tab and a channel. So to start, you can go to this menu in the sidebar.
This is your personal apps menu. And you'll see one of the apps on this list is OneNote, it's one of the pre-installed apps, so you'll see it here unless you've uninstalled it. If you don't have it, you can go to the App Store by clicking on more apps and you can install it. OneNote is basically a notebook application, a place where you can create several pages of notes. It's part of Office 365. There's a separate stand-alone OneNote application and you can also use it on the Office 365 website. Or, you can use the Teams app here.
If you're using Teams, then you have an Office 365 account, so you already have an account with OneNote. You can check out OneNote Essential Training to get a more complete picture of OneNote, or you can just watch this movie to get the general idea. Depending on where you launch an app like OneNote, it will do different things. I'm going to launch it here from the personal apps menu, so I'll just click on it. And now I can see my notebooks in OneNote. If you've never used OneNote before, then this will be empty. If you have used OneNote before, this will show you any notebooks that are stored online in your Office 365 account.
Naturally, you'll not be able to see notebooks stored in a folder on your own computer. I can go to this button right here, click on that and I can see all of my different notebooks. You will probably start with only one or two notebooks, but if you've used OneNote before, you may have more. So with the right notebook selected, you can store multiple sections and multiple pages. So I want to go here to this notebook and select this page where I have some notes from a meeting that I attended.
You can also make a new page. Up at the top we have ribbons, which will be familiar if you've used other Office applications. I want to go to the insert ribbon and I'll choose the option to create a new page. I'll call this technology upgrade. Then I can click on the body of the note and type in some text. So I'll just stop there. You can see I'm just writing some notes that I want to refer to later and that's really the core of what you do here. It's a notebook where you can write down important information.
So this is my notebook, with information that only I can see. The advantage here, is that I can view and edit my notebooks here, without leaving the Teams interface. Any changes I make here, will be automatically saved. So I will see those changes on my other devices, where I use OneNote. So I can use OneNote in my personal app section, to work with my notebooks, but I can also create a shared notebook inside of a Team channel, by creating a new channel tab. So first, I want to go back to the teams section.
I want to go to the team I want to work with and select the specific channel. With that channel selected, I'll look at the tabs up here at the top and I'll want to hit the plus button to create a new tab. You will see that OneNote appears on this list. There's this section up at the top, for various tab options that are built into Teams, as well as a few apps that are already installed, like OneNote. But there's also a larger list below, for additional apps that you can install that will let you add a tab into Teams.
There are different categories of apps with different features and these are the apps that include the feature to make a new tab in a channel. It's a subset of the full App Store. Let's just stick with OneNote. I'm going to click on that. I could choose an existing notebook, but what I really want to do is create a new notebook for this team channel. I'll give it a name. I do not want to post a message about it in the conversation right now, so I'll turn this off. I'll hit save and now I'm looking at a new tab, here in this channel, that contains a new notebook page that is shared with all of the members of this team.
And it's accessible here in this channel. So any member of this team can come here, access that notebook and make any changes they want. It's a collaborative notebook, accessible to the entire team. Remember, not all apps work like OneNote. Not all apps will be accessible in this menu over here and not all apps have the ability to be added as a new tab. Other app types like bots, connectors and messaging apps work completely differently. Be sure to check out the movies on those to get a full picture of the app ecosystem.
Note: This course was featured in Market Watch, Inc., Fortune, Forbes, and Entrepreneur.
- Saving time with bots
- Extending the functionality of Teams with apps
- Forwarding emails to Teams
- Modifying your notifications and alerts
- Using Teams as the hub for all of your Office 365 apps
- Hiding channels and teams you don't use
- Helpful keyboard shortcuts
Skill Level Intermediate
Q: This course was updated on 10/22/2018. What changed?
A: The following topics were updated: keyboard shortcuts in Teams, commands for the command box, using the Who app to get info about teammates, and using bots in Teams.