Table of contents
The Welcome page (user dashboard), is your overview of what is happening in Microsoft Teams.
On this page, you will find:
- My favorites tab with your most-used/favorite teams
- My teams tab with the list of all your teams including the recent modified documents within those teams and an access to all channels & team shortcuts
- Promoted teams tab with important company teams
- Waiting for approvals tab
- The search-box and the refiner to easily find desired teams
- The "Create a new team" button to create a new team
- The settings icon to access the administration page.
- The feedback icon to quickly share your feedback with Powell Software and its product team
- The link to access Powell Teams help page
- The sign out button
My Teams Tab
Under the Tab "My Teams", teams will be showcased as team-cards in an alphabetical order, with team titles, description and a list of recent documents shared within those teams.
A team card
A team card gives users an overall short overview of what is happening within a team. Each team-card includes a team title, a team description and a list of recent documents shared within the team.
Access to all channels & team shortcuts
When you click a team title or a team image a popin will open to display all the team channels & quick access to team features like the SharePoint site or the associated Planner.
The three-dot icon
You can perform additional actions associated to the selected team with the three-dot icon at the upper right corner of a team-card:
- Add to favorites/ remove from favorites
- get the link to the team
- edit tags
When you tag a team as "favorite" you will have a quick access to it in the “My favorites” tab.
The link to the team will redirect you directly to the team.
Edit tags will allow you to change the tags associated to the team . You can choose different values for each tag from the dropdown list.
Keep in mind that you can modify the tags only if you are an owner of the team
and if the team has an associated template.
We categorize teams with tags during tem creation process.
Find more about tags on the page Manage Tags and refiners.
Recently modified documents
The documents displayed on the card are the three recently modified documents with:
- the image of the person who edited the document
- the title of the document with direct link to open it
- the modification date
When you click on the image of a person, a user profile card will appear on the right side of your page. You can see the latest documents modified by this user. To start communication you can directly send an email or open a Microsoft Teams call. The view more button will open the Office 365 user profile.
If recent documents do not appear on the team card, it means that Powell teams administrators disabled this feature in the admin section.
In the administration section of Powell Teams, you have the option to hide the recent document section in each team card in the user dashboard to decrease the loading time of the user dashboard. To do that, go to the page “Additional Configurations” in the Menu, in the global administration section.
If the feature is disabled, the user dashboard will look like the following image:
To quickly access the teams that you use the most, add them to "My favorites" tab.
To do that, you need to click on the 3 dots under “My Teams” tab and and tag a team as "favorite". The team will be immediately added to the “My favorites” tab.
As a Powell Teams administrator you can promote & highlight important company teams to your employees. Click here to see how.
As a new or existing employee, you can quickly discover important company teams to follow through the user dashboard tab “Promoted”.
Administrators can target promoted teams to specific employees with the profile feature.
The tab “Promoted Teams” will be displayed only if it has content inside.In other words, if there are some teams promoted that have been promoted to you by administrators.
Waiting for approval
On the image below, the highlighted tab "Waiting for approval" shows the number 18, which means that you have 18 approval requests.
Under the tab "Waiting for approval", you will find two lists:
- Pending Requests and
- My requests
Be aware that the tab "waiting for approval" will appear only in case you are selected as a team approver in the template settings or if you requested a team creation.
Pending requests display the list of teams that require your approval in order to be activated.
To approve or decline a team, click on the "edit" button next to each team request. You will need to review the information about the team and click "accept" or "decline".
For the teams that you have requested, you have an actual status informing you whether the team was approved or declined.
Find more information about approval workflows on the page "Manage approval workflow".
The search-box and the refiners
The Dashboard allows to quickly filter and see through all your teams and all the recent documents shared within your teams.
Through the search box, you can directly look for different teams. To search, type the name of your team in the text-box. The refiners on the left side of the page, will allow you to filter through your teams. Since tags are applied to teams during creation or import (soon), the refiner will make it easier for you to find a desired team.
You can configure the refiners to reflect the requirements of your company through different departments, locations or project types for example.
Refiners are created and configured by Powell Teams Administrators. If this area of your dashboard is empty, it means Powell Teams administrators haven't created any filters yet. To configure the refiners, you need to be a Powell Teams Administrator. Then you can access the admin settings through the Manage tags page in the administration section.
When Powell Teams administrators have not set any refiners, a message will be displayed to invite them to do it.
Create a new team
Powell Teams makes the process of team creation simple. You can create a new team based on predefined templates directly from the Welcome page. In order to create a team, click the button "Create a new team" and the team creation form opens.
For more detailed instructions on how to create a new Team: Create a new team
Powell Teams administration access
As a standard user, you will have access only to the user dashboard. Users with administrator rights additionally have access to the Powell Teams administration section. To access the administration center, click on the wrench icon highlighted in the image below and then go to "Teams administration center".
For more information about the Administration part: Overview of the administration section
Share your feedback
Use the Feedback icon - a smiley - to share your feedback concerning the app in case you like/don't like something, or want to give a suggestion. The feedback feature will allow Powell Teams product team to match the application to customer needs.
When you click on the Feedback icon, a feedback form will appear. You can choose what kind of feedback you want to give. If you like something, check "I like something" and provide a short description what you like. You can also put your email address if you want to be contacted by the Powell Software product team. Please follow the same process for the options "I don't like something" or "I have a suggestion".
Powell Software will be happy to hear your suggestions on the app to be able to improve it based on your needs.
If you need a detailed information about the use of Powell Teams, you can access Powell Teams help page.
Click the wrench button and go to "Help".
On that page you will be presented with a detailed guidance on every feature and functionality of the app.
If you want to sign out from Powell Teams, go to the wrench button with different actions and click on the sign out icon highlighted in the image below.
Frequently asked questions
1- Why can't I see any team?
Powell Teams only display teams when you have access as a team member or a team owner. You can join an existing team or create your first team with the "Create a team" button to start collaborating with your colleagues.
2- Why can't I see any refiner in the left column?
Refiners are created and configured by Powell Teams Administrators. If this area of your dashboard is empty Powell Teams administrators haven't created any filters yet. To configure the refiners, you need to be a Powell Teams Administrator. Then you can access the admin settings through the Manage tags page in the administration section.
3- Who can access the user dashboard in the company?
When Powell Teams is activated in Microsoft Teams, everyone can access the user dashboard if the app is deployed manually by the user or deployed globally by a Microsoft Teams Administrator. A global Microsoft Teams administrator can also restrict the access to the Powell Teams application to specific employees within the Microsoft Team administration center.