Help Guide for Microsoft Teams Tips and Tricks for Productivity

8 min read

Most people use 10% of what Teams can do. This guide covers the features, shortcuts, and tricks that will make you significantly more productive—without requiring you to become a Teams expert.

CTC
Written by CTC Editorial Editorial Team

Keyboard Shortcuts That Save Time

Learning even a few keyboard shortcuts transforms how quickly you work in Teams.

Essential Shortcuts

Navigation:

  • `Ctrl + 1` — Activity feed
  • `Ctrl + 2` — Chat
  • `Ctrl + 3` — Teams
  • `Ctrl + 4` — Calendar
  • `Ctrl + 5` — Calls
  • `Ctrl + 6` — Files

Actions:

  • `Ctrl + E` — Search (incredibly useful)
  • `Ctrl + N` — Start new chat
  • `Ctrl + Shift + M` — Mute/unmute in meeting
  • `Ctrl + Shift + O` — Turn camera on/off in meeting
  • `Ctrl + Shift + E` — Start screen share
  • `Ctrl + .` — Show keyboard shortcuts

Messaging:

  • `Ctrl + Enter` — Send message
  • `Shift + Enter` — New line without sending
  • `Ctrl + Shift + X` — Expand compose box (for formatting)

Tip: Print `Ctrl + .` results and keep them nearby until the shortcuts become automatic.

Quick Search Tricks

The search bar (`Ctrl + E`) is more powerful than most people realise.

Search Commands

Type these directly in the search bar:

/files — Jump to your files

/goto — Go to a specific team or channel

/call — Start a call

/chat — Start a new chat

/activity — Check your activity feed

/saved — View saved messages

/available, /busy, /dnd, /away — Set your status

/join — Join a meeting

Search Filters

After searching, use filters to narrow results:

  • From: Filter by who sent it
  • In: Filter by channel or chat
  • Type: Filter by messages, files, or people
  • Date: Filter by time period

Example: Search "project report" then filter to "From: [colleague name]" and "In: [specific channel]" to find exactly what you need.

Search Tips

Use quotes for exact phrases: "quarterly review"

Use OR for alternatives: budget OR spending

Use minus to exclude: meeting -cancelled

Managing Your Time and Attention

Status Messages

Your status does more than show a coloured dot.

Custom status message:

1. Click your profile picture

2. Click 'Set status message'

3. Type your message ("On leave until Monday", "Deep work—reply delayed")

4. Set expiry time

Others see this message when they try to message you.

Schedule status changes:

1. Profile > Set status message

2. 'Show when people message me'

3. Set 'Clear status message after' to automatically revert

Focus Time with Do Not Disturb

Use DND strategically for uninterrupted work:

1. Click your profile picture

2. Select 'Do not disturb'

3. Notifications are blocked (except from priority contacts)

Set priority contacts: Settings > Privacy > Priority access. Only these people can reach you in DND.

Auto-DND during meetings: Settings > General > Turn on Do not disturb during meetings

Quiet Hours

Block notifications outside work hours:

1. Settings > Notifications

2. Scroll to 'Quiet time'

3. Set your quiet hours (evenings, weekends)

4. Turn on 'Quiet days'

Messages still arrive—you just won't be notified until quiet hours end.

Message Formatting and Features

Rich Text Formatting

Click the format button (A with paintbrush) or press `Ctrl + Shift + X` to expand the compose box.

Available formatting:

  • Bold, italic, underline, strikethrough
  • Bullet and numbered lists
  • Headings
  • Code blocks and inline code
  • Tables
  • Quotes
  • Horizontal lines

Markdown shortcuts: If you know Markdown, many shortcuts work:

  • `bold` or `__bold__`
  • `italic` or `_italic_`
  • `~strikethrough~`
  • \`code\`
  • ``` for code blocks

Important Messages

Make messages stand out:

Important: Click the ! icon below the compose box. Adds a red banner and notifies recipients even if notifications are off.

Announcement: Format bar > Announcement. Creates a large, colourful header. Use sparingly for genuine announcements.

Scheduled Messages

Send messages at appropriate times:

1. Type your message

2. Click the arrow next to Send

3. Select 'Schedule send'

4. Pick date and time

Use cases:

  • Preparing messages outside work hours
  • Sending reminders at optimal times
  • Communicating across time zones respectfully

Message Reactions

Quick reactions save typing:

Hover over a message > click the emoji icon > select reaction.

Pro tip: Reactions like 👍 or ✅ can replace messages like "Sounds good" or "Done"—reducing notification noise.

File Productivity

Pin Important Files

In any Files tab:

  • Right-click a file > 'Pin to top'
  • Pinned files stay at the top of the list

Create Document Templates

1. Create your template document in Teams Files

2. Name it clearly: "[TEMPLATE] Project Brief"

3. When needed, copy the file and rename

Quick File Access

The Files section (`Ctrl + 6`) shows:

  • Recent files you've worked on
  • Files shared with you
  • Downloads from Teams

Use this instead of digging through channels.

Edit Without Opening

Click the three dots on any Office file:

  • 'Open in Teams' — Quick edits without leaving Teams
  • 'Open in Desktop App' — Full features
  • 'Open in Browser' — When desktop app is unavailable

Version History

Made a mistake? Recover previous versions:

1. Open the file in Teams or browser

2. File > Info > Version History

3. Browse and restore previous versions

Teams automatically saves versions as you work.

Chat Productivity

Pin Conversations

Right-click any chat > 'Pin'. Pinned chats stay at the top of your list.

Pin your:

  • Most frequent contacts
  • Important group chats
  • Manager/direct reports

Pop-Out Chats

Right-click a chat > 'Pop out chat'. Opens in a separate window.

Use cases:

  • Keep a conversation visible while working in channels
  • Reference a chat during a meeting
  • Multi-monitor setups

Mute Noisy Chats

Right-click a chat > 'Mute'. You can still read messages, but notifications stop.

Unmute when you want to re-engage, or let important messages bring it back to attention.

Name Group Chats

Group chats show participant names by default, which gets confusing.

1. Click the pencil icon next to the chat name

2. Give it a descriptive name: "Friday Lunch Planning" or "Project X Core Team"

Message Yourself

Your own chat (search your name) is useful for:

  • Quick notes
  • Transferring content between devices
  • Testing formatting before sending to others
  • Storing links and reference material

Meeting Productivity

Quick Meeting Shortcuts

In any chat, click the camera icon to instantly start a video call with those people.

In any channel, click 'Meet now' to start an impromptu channel meeting.

Meeting Notes

Teams has built-in meeting notes:

1. In a scheduled meeting, click 'Meeting notes' tab before or during the meeting

2. Add agenda items

3. Take notes during the meeting

4. Notes are saved and accessible to all attendees

Spotlight in Meetings

Highlight a specific person's video for all participants:

Right-click their video > 'Spotlight for everyone'

Useful for presenters or when someone should have attention.

Meeting Recap

After meetings with recording, Teams generates:

  • Recording with chapters
  • Searchable transcription
  • Action items extracted from conversation
  • Key topics discussed

Access via Calendar > Past meeting > 'Recap' tab

Integrations and Apps

Must-Have Integrations

Planner: Task management integrated directly into Teams

  • Add Planner tab to any channel
  • Assign tasks, set due dates, track progress
  • Notifications when tasks are assigned or due

Forms: Create surveys and polls

  • Quick polls in meetings
  • Feedback surveys for team
  • Quiz-style assessments

OneNote: Shared notebooks for teams

  • Meeting notes
  • Project documentation
  • Wiki-style knowledge base

Approvals: Simple approval workflows

  • Time off requests
  • Document approvals
  • Expense sign-offs

Adding Apps

1. Click 'Apps' in the left sidebar

2. Browse or search for what you need

3. Click 'Add' to install

4. Some apps can be added as tabs in channels

Quick Actions with Apps

Many apps appear when you click the + icon in the compose box:

  • Praise (recognise colleagues)
  • Loop components (collaborative blocks)
  • Tasks (quick task creation)
  • Approvals

Channel Tips

Favourite Channels

Channels you check frequently:

1. Right-click the channel

2. Select 'Pin'

Pinned channels appear at the top of that team's channel list.

Hide Channels

Channels you don't need:

1. Right-click the channel

2. Select 'Hide'

Hidden channels are accessible but don't clutter your view.

Channel Notifications

Customise per channel:

1. Right-click channel

2. 'Channel notifications'

3. Choose: All activity, @mentions only, or Off

Set important channels to 'All' and busy channels to '@mentions only'.

Follow Channel Conversations

Get notified about specific conversations:

1. Click the three dots on any channel post

2. Select 'Turn on notifications for this thread'

Useful for tracking important discussions without following the entire channel.

Personal Productivity Settings

Start Teams Minimised

If Teams distracts you on startup:

Settings > General > Turn off 'Auto-start application'

Or: Turn on 'Open application in background'

Reduce Animation

For faster performance and less distraction:

Settings > Accessibility > Turn off 'Show animations'

Default Camera Off

Join meetings without video by default:

Settings > Meetings > Turn off 'Turn on my video'

You can still turn it on after joining.

Compact Chat Density

See more messages without scrolling:

Settings > General > Chat density > 'Compact'

Mobile Tips

Quick Access on Mobile

Swipe down on the main screen to access search

Long press on conversations to access quick actions

Swipe left on a message to react

Quiet Hours on Mobile

Separate quiet hours from desktop:

Mobile app > Settings > Notifications > Quiet time

Useful if you want desktop notifications during work but not mobile.

Start Meeting from Phone

You can start and host meetings from mobile. Useful when laptop isn't available.

Calendar > Meeting > Join > Start meeting

All features work (except some advanced sharing options).

The Bottom Line

You don't need to master every Teams feature. Pick a few tips from each section that match how you work.

Start with:

1. Three keyboard shortcuts you'll use daily

2. Custom notification settings for your key channels

3. One search trick you didn't know

4. Pinning your most important chats and channels

Small changes compound. A few seconds saved dozens of times a day adds up to hours each week.

Teams is a powerful tool. These tips help you use that power efficiently.

Frequently Asked Questions

Frequently Asked Questions

What are the most important Teams shortcuts to learn first?

Start with Ctrl + E (search), Ctrl + N (new chat), and Ctrl + Shift + M (mute in meetings). These three cover the most common actions. Once those are automatic, add navigation shortcuts (Ctrl + 1-6) for jumping between sections. The full shortcut list is available via Ctrl + . (period).

How do I stop Teams notifications being overwhelming?

Three steps: First, configure notification settings (Settings > Notifications) to reduce what triggers alerts. Second, set per-channel notifications so busy channels only notify for @mentions. Third, use Do Not Disturb and Quiet Hours during focus time. The goal is only seeing notifications that need your attention.

Can I use Teams offline?

Limited offline functionality exists. You can view recently accessed chats and files, compose messages (they send when you reconnect), and access cached content. However, you can't join meetings, search, or access files you haven't recently opened. For reliable offline work, download important files to your device.

How do I reduce Teams' resource usage on my computer?

Turn off hardware acceleration (Settings > General), disable animations (Settings > Accessibility), and reduce chat density to compact. Close the desktop app when not using it—notifications still appear. If Teams is very slow, try the browser version (teams.microsoft.com) which uses fewer resources.

What's the difference between pinning and favouriting in Teams?

Pinning keeps items at the top of their list (pinned chats, pinned files, pinned channels within a team). The terminology varies by Teams version—some use 'favourite' for channels. The effect is the same: priority placement so important items don't get lost in long lists.

How do I share my screen without showing notifications?

Before sharing, turn on Do Not Disturb (click your status icon > Do Not Disturb). Or in Windows, use Focus Assist. When sharing, consider sharing a single window rather than your entire screen—this prevents notifications and other windows from appearing to attendees.

About the Author

CTC
CTC Editorial

Editorial Team

The Compare the Cloud editorial team brings you expert analysis and insights on cloud computing, digital transformation, and emerging technologies.