How to Do your one-on-ones in Teams

Are you constantly meeting with one-on-ones? Managing people or collaborating regularly with colleagues might be your job. You can keep things organized whether you meet face-to-face or online in Teams.

If you create a team for every one-on-one meeting, it might be a bit unwieldy in the long run. Three or more people make up a team.

If you’re going to use Teams for one-on-ones, how should you structure them? There’s no better way than to chat.

• Files you share in Teams can be found in Chat.
• Adding files, websites, and apps to your chat makes it easy for you to review them.
• From your chat, either person can initiate a call if you meet virtually.

First, pin the chat

Keeping pinned chats at the top saves you time. Each time you meet someone one-on-one, pin the chat. There is a limit of 15 chats you can pin.

You can pin a chat by selecting it on the left side of the screen and choosing More options > Pin.

Once the chats have been pinned, drag them into the order you desire. You can now access all your chats from one place.

Pin your most frequently used chats for easy access.

Next, put important stuff in tabs at the top of your chat

In your one-on-one time, let’s say you regularly review a file together. Turn it into a tab within your chat to keep it in the forefront.

You can do this by adding a tab to the chat after you’ve shared the file in the chat (the + sign). Then select the file type.

Agendas and meeting notes can be kept in a OneNote tab. In addition to links to other things, tabs can also be links to PowerBI dashboards, project task boards, whiteboards, and websites.

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Get at a frequently used file by making it a tab.

A little more about Files

All the files you and that person share in Teams are listed in your chat with that person on the Files tab. The Files tab allows you to get any document you’ve shared in your chat, whether it’s a living document you’re developing together or a one-off review.

Files can be shared in chat in two ways:

• You can copy the link directly into a message by selecting the Files tab, selecting More options, then copying the link.
• Attach your document by selecting Attach in the toolbar under your message.

The Files tab in your chat shows all the files you’ve shared with each other.

When you’re ready to meet

The first thing you need to do is start the meeting right from your chat box if you are meeting virtually. There are two buttons under your profile picture in the upper-right corner of the chat window which you can use to make video calls or audio calls.

As soon as you get into the call, either person can share their screen with you, so that both of you can keep an eye on things at the same time, such as files or websites you have put in a tab at the top of the call so you can see them together.

Frequently Asked Questions

How do you do a one on one team meeting?

1. Start a chat in Teams.
2. Select the “+” option in the top right corner.
3. Look for Priority Matrix.
4. Select “One on One view” –> save.
5. You can share all your Office365 data and priorities with any user that you choose.