1 day

Why come on this course?

In this course you will explore the opportunities to use Teams with other Microsoft 365 apps including Planner, Stream, OneNote and a taster of Power Automate. This course is the fourth in a series concentrating on Microsoft Teams. 


  • You should first attend the Office 365 Teams Collaboration and Microsoft 365 Teams Team Owner courses or have equivalent experience.

What will I learn?

By the end of this course you will be able to:

  • Add the Planner app to a Team
  • Create a new Plan
  • Add tasks and assignments
  • Use Stream as a channel tab
  • Use OneNote to add a notebook to a Team
  • Identify file management options in the team SharePoint site
  • Create a document sign-off workflow

Course contents

Teams and other Apps Overview

  • Adding a Teams app
  • Creating a channel tab from an app
  • Uploading files to a conversation

Planner in Teams

  • Planner overview and integration with Teams
  • Create a Plan directly in Teams
  • Add buckets and tasks to a Plan
  • Using Planner views
  • Assigning tasks to team members
  • Adding team members by assigning tasks

Stream in Teams

  • Stream – the Microsoft 365 video app
  • Record a meeting
  • Set a meeting recording as a channel tab

OneNote Online

  • What is OneNote Online?
  • Add OneNote as an App to a team or channel
  • Create a new notebook
  • Add content to the notebook

Using a document workflow in Teams

  • Open files in SharePoint
  • File management options in SharePoint
  • Create a Request Sign-Off workflow
  • Reacting to a workflow req
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