eLearn Item Detail

• How to use Teams to organize cases in Channels and how to securely share it to your client and others.
• How to use Microsoft Planner within Teams for practice specific case planning, tasks and tracking.
• How to use Microsoft To Do/Lists to assign and track deadlines.

• Discover advanced and rarely used Microsoft Teams features and applications.
• Examine practical application of one or more Microsoft Teams features and applications.
• Recognize how to apply the discovery and applications to your own firm’s processes.

Note: This is not a basic Teams training/demo. Please view the Teams Channel videos before attending. There is no programming experience required, but participants should have Microsoft 365 and/or Microsoft Teams administration abilities. It is preferred that participants be logged into the Microsoft 365 Admin Portal to follow examples, though it is not required.