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Collaborate on Files in Teams – Instructions

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Collaborate on Files in Teams - Instructions: A picture of a user collaborating on an Excel workbook in Microsoft Teams and having a conversation with others.

Collaborate on Files in Teams: Overview

            Users can collaborate on files in Teams using Microsoft 365 files, like Word documents, Excel workbooks, and PowerPoint presentations. If they choose to edit the Microsoft 365 file in Teams, then they can also carry on a conversation in Teams while collaborating.

            To collaborate on a Microsoft 365 file in Teams and also have a conversation about it, directly click the name of the document file either within the chat or channel or on the chat or channel’s “Files” tab. This is equivalent to selecting the “Edit in Teams” command from the file’s ellipsis mark menu, as we will see momentarily. This shows the file for editing within the Teams app.

            At the top of the file, the users can then click the “Conversation” button to toggle the “Conversation” panel at the right side of the window on or off. They can actively communicate on this tab while editing the file. As users collaboratively edit a file, colored circles with their initials on them appear, indicating who is collaborating on the file. When done collaborating, you can close the file by clicking the “Close” button that appears in the app at the right end of the Ribbon. Changes made to the file are saved automatically.

Collaborate on Files in Teams - Instructions: A picture of a user collaborating on an Excel workbook in Microsoft Teams and having a conversation with others.

Collaborate on Files in Teams – Instructions: A picture of a user collaborating on an Excel workbook in Microsoft Teams and having a conversation with others.

            Alternatively, users can also open the file for collaborative editing without the “Conversation” pane using either the Desktop app, if installed, or their web browser. To do this, click the “More attachment options” ellipsis next to the file name in a channel post or chat conversation or click the ellipsis mark button to the right of a file in chats or to the right of the file’s name in channels within the channel or chat’s Files tab and then roll over the “Open” command.

            From the menu that appears, select where to edit the file by choosing either “Edit in Teams,” “Open in Browser,” or “Open in Desktop App.” Note that selecting the “Edit in Teams” option also provides the “Conversation” pane.

Collaborate on Files in Teams: Instructions

  1. To collaborate on a Microsoft 365 file in Teams and also have a conversation about it, directly click the name of the document file either within the chat or channel or on the chat or channel’s “Files” tab. This is equivalent to selecting the “Edit in Teams” command from the file’s ellipsis mark menu, as we will see momentarily.
  2. This shows the file for editing within the Teams app.
  3. At the top of the file, the users can then click the “Conversation” button to toggle the “Conversation” panel at the right side of the window on or off.
  4. They can actively communicate on this tab while editing the file.
  5. As users collaboratively edit a file, colored circles with their initials on them appear, indicating who is collaborating on the file.
  6. When done collaborating, you can close the file by clicking the “Close” button that appears in the app at the right end of the Ribbon.
  7. Changes made to the file are saved automatically.
  8. Alternatively, to collaborate on a Microsoft 365 file in Teams without the “Conversation” pane by using either the Desktop app, if installed, or a web browser, click the “More attachment options” ellipsis next to the file name in a channel post or chat conversation or click the ellipsis mark button to the right of a file in chats or to the right of the file’s name in channels within the channel or chat’s Files tab and then roll over the “Open” command.
  9. From the menu that appears, select where to edit the file by choosing either “Edit in Teams,” “Open in Browser,” or “Open in Desktop App.”
  10. Note that selecting the “Edit in Teams” option also provides the “Conversation” pane.

Collaborate on Files in Teams: Video Lesson

            The following video lesson, titled “Collaborating on Files in Channels,” shows you how to collaborate on files in Microsoft Teams. This video lesson is from our complete Teams tutorial, titled “Mastering Teams Made Easy.”

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