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K2’s Six Essential Teams Features

Course - K2's Small Business Accounting Solutions

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Major Topics

  • Learn how to set up Teams for successful collaboration
  • Create a filing system that does not include endless sub-folders
  • Manage staff delegation and follow-ups with ease
  • Define what Lists need to be available to your Team
  • Discover how to create automatic Flows that can notify others of update
  • Utilize survey Forms or questionnaires from within Teams

Learning Objectives

  1. List steps for creating effective Teams and Channel structures
  2. Identify how to setup file management columns for more information within Teams
  3. Specify examples of how to work with Microsoft Planner within Teams
  4. Identify how Lists work and why they can be better than spreadsheets
  5. Identify options for incorporating Power Automate into Teams
  6. Cite examples of how to use Microsoft Forms within Teams

Course Description

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.

Compliance Information

Intended Audience

Business professionals seeking to enhance their understanding of Microsoft Teams

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

1 Credits

Published Date

January 4, 2023

Course Authors

No items found

Overview

The mad scramble to remote work and utilize apps like Teams has been trying for most organizations over the past couple of years. With a rush to install and no time to plan, most team members did their best, prioritizing remote meetings as the primary concern. Therefore, as a result, Teams is vastly misunderstood and underutilized in most organizations. Join us in this session to go beyond the remote meetings aspect of Teams and to learn how to optimize efficiency, communication, and workflow with Teams.

Course Details

  • Learn how to set up Teams for successful collaboration
  • Create a filing system that does not include endless sub-folders
  • Manage staff delegation and follow-ups with ease
  • Define what Lists need to be available to your Team
  • Discover how to create automatic Flows that can notify others of update
  • Utilize survey Forms or questionnaires from within Teams

  1. List steps for creating effective Teams and Channel structures
  2. Identify how to setup file management columns for more information within Teams
  3. Specify examples of how to work with Microsoft Planner within Teams
  4. Identify how Lists work and why they can be better than spreadsheets
  5. Identify options for incorporating Power Automate into Teams
  6. Cite examples of how to use Microsoft Forms within Teams

Intended Audience — Business professionals seeking to enhance their understanding of Microsoft Teams

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 1 Credits

IRS Program Number

Published Date – January 4, 2023

Revision Date

Course Authors

No items found

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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