Turn a File into a Tab in Teams – Instructions

Overview

You can turn a file into a tab in Teams after it is uploaded to a channel or chat conversation. Doing this provides quick and easy access to it by team members. To turn a file into a tab in Teams, select the channel or chat conversation. Then click its “Files” tab to view its uploaded files. Then navigate to find the file to show as a tab, if needed, and right-click it. Finally, select the “Make this a tab” command from the pop-up menu that appears.

Alternatively, click the circle to the left of its name to select it. Then click the “Make this this a tab” button in the toolbar above the list of files and folders. The file then appears as a tab in the channel or chat.

To remove a tab you added, click the downward-pointing arrow to the right of the tab name in the channel or chat’s list of tabs. Then select “Remove” from the menu. Then click the “Remove” button to confirm.

Instructions on How to Turn a File into a Tab in Teams

1. To turn a file into a tab in Teams after it is uploaded to a channel or chat conversation, select the channel or chat conversation.
2. Then click its “Files” tab to view its uploaded files.
3. Then navigate to find the file to show as a tab, if needed, and right-click it.
4. Finally, select the “Make this a tab” command from the pop-up menu that appears.
5. Alternatively, click the circle to the left of its name to select it.
6. Then click the “Make this this a tab” button in the toolbar above the list of files and folders.
7. The file then appears as a tab in the channel or chat.
8. To remove a tab you added, click the downward-pointing arrow to the right of the tab name in the channel or chat’s list of tabs.
9. Then select “Remove” from the menu.
10. Then click the “Remove” button to confirm.

Video Lesson

The following video lesson, titled “Turning a File into a Tab,” shows you how turn a file into a tab in Microsoft Teams. This video lesson is from our complete Teams tutorial, titled “Mastering Teams Made Easy.”