Teams Meetings Best Practices 2024 | Meetings without emails |

Learn 16 best practices for Effective Teams Meeting Management.
Understand how to organize, attend and follow up.
Contents 📚
00:03 - 01 - Always create and join a Teams meeting
00:17 - The problem
00:43 - 02 - Everything is part of the meeting
00:52 - Before, During, After
01:00 - 03 - Organize in Outlook - Edit in Teams
01:22 - 04 - Meeting settings - Lobby and Presenters
02:09 - 05 - Discussion / Collaterals before the meeting
02:53 - 06 - Start Recording and Transcript
03:17 - 07 - Handle agenda collaboratively
03:29 - 08 - Shared meeting notes
03:42 - 09 - Personal notes in OneNote
03:47 - 10 - Add action items and delegate work
04:06 - 11 - Add more Loop components
04:19 - 12 - Ask everyone to use Meeting chat
04:33 - 13 - Use Meeting chat to see all meeting components
04:53 - 14 - Follow up actions in meeting chat
05:06 - 15 - Tasks across meetings in To Do app - assigned to me
05:28 - 16 - Recurring Meetings in Teams Teams
06:03 - Why create Teams meeting for in-person meetings?
06:27 - Call to action
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Production
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Music and Effects: elements.envat...
Created using Adobe Premiere: www.adobe.com/...
AI based captions: videoindexer.ai (Microsoft service)

[@vijay_yejare]

Learning a lot through this channel, tysm 🙏

[@efficiency365]

Thanks @vijay_yejare
Check out my other best practices videos as well.
Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
Cheers. Doc.

[@judye99]

Hi, this is a fantastic video! For the final topic 16, can you please explain what is the alternative to creating recurring meetings? We need a weekly team meeting, why not create it as recurring? Thanks.

[@efficiency365]

Thanks @judye99
The alternate to creating recurring meetings is to create a Team and Channels in Teams.
You can still do recurring meetings in Channels. That way the activity is more self-contained.
Check out my other best practices videos as well.
Task Management Best Practices - ua-cam.com/video/DJcxPtu-rcg/v-deo.html
Efficient Tasks Management using the New Planner 2024 - ua-cam.com/video/kgxqzDirw1o/v-deo.html
Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
Cheers. Doc.

[@meettrivedi3873]

sir your videos are amazing. sir can you please make a video on outlook like what to do when their is lots of emails coming and it becomes difficult to followup

[@pumred]

You can segregate mail to different folders automatically.

[@efficiency365]

If you don't want to rely on Loop, use OneNote to take your own notes.
Here is how you link OneNote notes to meetings. ua-cam.com/video/qS0RkaFk5Mc/v-deo.html

[@efficiency365]

Thanks @pumred
DO NOT move mails automatically to other folders.
That way you don't even know what went where.
And instead of handling ONE folder (INBOX), you have to handle multiple folders - which is not going to happen.
See these videos about handling Outlook efficiently.
Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
Check out my other best practices videos as well.
Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
Cheers. Doc.

[@pumred]

@@efficiency365 thanks a lot sir for your valuable reply...will go through the shared videos.

[@jessicadelaflor7901]

Hello, I really like the way you explain everything. I have a question for you. I read the Loop component will no longer be available with my type of account, do you know with which app will be change with for the meeting notes?

[@efficiency365]

If you don't want to rely on Loop, use OneNote to take your own notes.
Here is how you link OneNote notes to meetings. ua-cam.com/video/qS0RkaFk5Mc/v-deo.html

[@jessicadelaflor7901]

Wonderful, thank you!!

[@Pete.C]

Hi! I tried to follow your instructions, but if I scroll down in the Teams meeting, I don't have the Add agenda option. Is this works only under Windows 11? What is another way to add agenda and more importantly action points to a MS Teams meeting?

[@efficiency365]

Thanks @Pete.C
Try it on browser version of Teams. or Use the NEW Teams app on desktop.
Check out my other best practices videos as well.
Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
Microsoft Teams Meetings - 16 Best Practices - ua-cam.com/video/l3Bvq-I0hy4/v-deo.html
Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
Cheers. Doc.

[@rusdee5878]

Find another website that creates automatic subtitles for free.

[@efficiency365]

Oh... is the translation / transcription poor?

[@0716527964]

Very useful content 🙏

[@efficiency365]

Thanks @0716527964
Check out my other best practices videos as well.
Efficient Tasks Management - ua-cam.com/video/vLFpWVfUfQ8/v-deo.html
Task Apps Comparison: ua-cam.com/video/ViWJIzMPQZg/v-deo.html
Teams Meeting - Agenda, Action Points, Notes - ua-cam.com/video/k0t8_mNkMDw/v-deo.html
Microsoft Teams - 15 Best Practices - ua-cam.com/video/W8Ufx_znKxI/v-deo.html
OneDrive Best Practices Part 1 - ua-cam.com/video/D7ZrfphW4vo/v-deo.html Part 2 - ua-cam.com/video/nFx6YQxc-b4/v-deo.html
Smart and Effective Email - 5 powerful ways - ua-cam.com/video/6NEFSMqHgQE/v-deo.html
Outlook Calendar Best Practices : Part 1 - ua-cam.com/video/GzsQnecjAQo/v-deo.html and Part 2 - ua-cam.com/video/padKH8ys5Cs/v-deo.html
OneNote - Best Practices - ua-cam.com/video/m-4AY1cMi8s/v-deo.html
Microsoft 365 Best Practices - ua-cam.com/video/kVC_YcL5ObU/v-deo.html
Cheers. Doc.