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Advanced14 min6 / 6

Etiquette, security and shortcuts

Follow meeting and chat etiquette, tell guests from external users, protect meetings with the lobby and practise Teams shortcuts.

Check yourself
In this lesson you will learn
  • Apply professional etiquette in meetings and chats
  • Explain the difference between guests and external users and protect a meeting from strangers
  • Use the key shortcuts for meetings and navigation

In a thirty-minute meeting someone's dog barks, someone shares their screen with a banking tab open, and a stranger joins through a forwarded link. None of this is Teams' fault — it's all about habits. In this lesson you will learn meeting and chat etiquette, how to protect personal data and files, the difference between guests and external users, and shortcuts that speed up your work.

Meeting etiquette

  • Add an agenda to the invitation and start on time.
  • Mute your microphone when you're not speaking; turn your camera on if the group has agreed to.
  • Use Raise hand instead of interrupting, and the meeting chat for links and side questions.
  • If you join from home, blur your background or choose an image.
  • After the meeting, post a short summary: decisions, who does what, deadlines.

Chat etiquette

Instead of…Do this
Writing “Hi” and waiting for a replyPut the greeting and the question in one message
@mentioning the whole team for a small questionMention only the people who need to act
Urgent for everyday requestsImportant or a normal message
Messaging a colleague at 23:00Schedule it for the morning (right-click Send)
Holding a discussion the team needs in a one-on-one chatPost in the team's channel so it can be found later

Privacy and security

A guest is someone from outside your organization who has been added to a team; their name carries the label (Guest), and they see channels and files as far as the team's settings allow. External access lets you chat and call with people in other organizations without adding them to a team; they are marked (External) and have no access to your teams, channels or files. So before you post a file in a channel, check whether the team has guests.

Protect your meetings: in the meeting's Options, set Who can bypass the lobby to People who were invited or People in my org, so strangers with a forwarded link wait in the lobby, and limit Who can present as well. Treat links and files from external or unknown senders like suspicious emails: check the (External) label and never enter a password on a page opened from a chat.

Before you share your screen

  1. 1
    Close what you don't need

    Close personal chats, banking and email tabs, and any files unrelated to the presentation.

  2. 2
    Silence notifications

    Set your status to Do not disturb, or turn off Show notifications during calls and meetings in Settings › Notifications and activity, so that no unexpected message pops up on screen.

  3. 3
    Share one window

    Select Share and pick only the window you need, or PowerPoint Live, rather than the whole screen.

  4. 4
    Stop on time

    As soon as you've finished, select Stop sharing so that what you do next isn't seen by everyone.

Shortcuts that save time

Press Ctrl+. to see every shortcut in Teams. Practise the most useful ones below; the combinations the browser keeps for itself are listed separately.

Interactive
Loading simulation…
Practise the most-used Teams shortcuts.
New chat (in a browser this combination opens a new window)Ctrl+N
List of all shortcutsCtrl+.
SettingsCtrl+,
Talk while muted (hold the keys)Ctrl+Space
Make the meeting window full screenF11

Key points

  • Mute when you're not speaking, use Raise hand instead of interrupting, and post a summary afterwards.
  • In chat, put the greeting and the question in one message and save Urgent for emergencies.
  • A (Guest) is inside the team and can see its files; an (External) user is for chats and calls only.
  • Who can bypass the lobby keeps strangers waiting in the lobby.
  • Ctrl+. lists every shortcut; Ctrl+Shift+M controls the mic and Ctrl+Shift+O the camera.

Check yourself

10 questions. Every correct answer earns XP.

1 / 10
A partner from another company appears in your chat with the label (External). What can they access?