When creating a new file/folder for team collaboration, the item must be created within a specific Team Channel.

1. Click Teams.
2. Select a Team.
3. Select the Channel where you would like the file to be shared. Note that depending on how the Team/Channels were set up, some Channels may be hidden.
4. The Channel will be displayed in the main window.
5. Select the Files tab toward the top. A list of the Channel’s files will load.
6. Click New and select the type of item you wish to create from the menu.
7. Give the new item a name and click Create.
8. The new item will open and you can begin working on it.

When sharing an existing file with a Team, the file must be put in a Channel. You can put the file within the Channel’s Posts tab, in which case it will also automatically be listed in the Files tab. Or, if you prefer, you can upload the file directly into the Files tab for that Channel.

Sharing Files as a Post

1. Click Teams.
2. Select a Team.
3. Select the Channel where you would like the file to be shared. Note that depending on how the Team/Channels were set up, some Channels may be hidden.
4. The Channel will be displayed in the main window.
5. Go to the bottom of the main window and click paperclip icon (). A menu will appear.
6. Select the location of the file to be shared from the menu.
7. A window will appear that will allow you to search for the file to be uploaded. Select the file for uploading. Multiple files can be uploaded this way.
8. Any files that have been selected for uploading will be listed. You can also type a message to include with your post.
9. When you are ready to post, click Send ().
10. The post will be added to the channel, with options to open and edit the file, download it, and more directly from the post.
    In addition to being included in your post, the uploaded file(s) will also automatically appear in the Channel’s Files tab.

Uploading a File directly to the Files Tab

1. Click Teams.
2. Select a Team.
3. Select the Channel where you would like the file to be shared. Note that depending on how the Team/Channels were set up, some Channels may be hidden.
4. The Channel will be displayed in the main window.
5. Select the Files tab toward the top of the window.
6. Click Upload.
7. A file manager window will open. Navigate to the file and select it for uploading.
8. The file will be added to the Channel’s Files tab, but will NOT appear as a post.

    

1. Click Teams.
2. Select a Team.
3. Select the Channel where the item is located. Note that depending on how the Team/Channels were set up, some Channels may be hidden.
4. The Channel will be displayed in the main window.
5. Select the Files tab toward the top. A list of the Channel’s files will load.
6. Move your mouse over the item you’d like to manage and click the actions button ().
7. From the menu that appears, select the desired action.
   Depending on the item, options may include:
   • Open – Select an application in which to open and edit the item.
   • Copy link – Provides a link to the item within MS Teams. Note: This link will only work for people who already have access to the item (i.e. Team members with access to the Channel).
   • Make this a tab – Creates a new tab within this Team Channel for this specific item.
   • Download – Download a copy of the item.
   • Delete – Delete the file.
   • Pin to top – Places a thumbnail link to the item at the top of the file list.
   • Rename – Change the file name.
   • Open in SharePoint – Opens the item in a new browser tab (e.g. Chrome, Firefox, etc.) so the item can be viewed in Microsoft SharePoint.
   • Move – Choose a new location for the item.
   • Copy – Create a duplicate of the item and place it somewhere.
   • More – Check a file out so that only you can work on it.

“Checking out” a file in MS Teams allows you to work on it without having to worry about someone else on your Team opening it and making changes to it simultaneously. This prevents people from accidentally overwriting each other’s work.

1. Click Teams.
2. Select a Team.
3. Select the Channel where the file is stored.
4. The Channel will be displayed in the main window.
5. Select the Files tab toward the top. A list of the Channel’s files will load.
6. Move your mouse over the item you’d like to manage and click the actions button ().
7. From the menu that appears, select More > Check out.
8. An icon () will appear next to the file name to indicate to you and other team members that it has been checked out. You can now open the file and work on it as much as you’d like.
9. When you are done working with the file, find it again in the Files tab and click the actions button. 
10. Select More. You will be given two options:
    • Check in – Updates the file with all of the changes you’ve made since you checked it out. The file is now available for other people to use.
    • Discard check out – Discards any changes you’ve made to the document since checking it out and makes it available for other people to use in its original state.
11. If “Check in” is selected, a window will appear where you can leave comments. These comments are viewable to Team members in the file's version history. Type your comments in the text box and click Check in.

1. Click Teams.
2. Select a Team.
3. Select a Channel.
4. The Channel will be displayed in the main window.
5. Select the Files tab toward the top. A list of the Channel’s files will load.
6. Click Open in SharePoint in the top menu.
7. In SharePoint, select Recycle bin in the left-hand menu.
8. Click on a file to select it, then click Delete or Restore in the top menu.

    

1. Click Files.
2. Select a storage location from the left-hand menu. The folders/files associated with that location will appear in the main portion of the window. To see available actions for an item, click the More options button (). The options that are available for managing files/folders will vary.