Auscomp.com | Solutions for Microsoft 365

How to Use Templates in Microsoft Teams

Best for: Shared notes, meeting agendas, task boards

How to use in MS Teams:

  1. Open the .onepkg file in OneNote (Desktop or Web).
  2. Sync the notebook to OneDrive.
  3. Copy the notebook link.
  4. Go to your Teams channel and click + Add a tab.
  5. Choose OneNote, then select Paste a link and insert the notebook URL.
  6. Your team can now collaborate on the notebook in real time.
💡 Tip: Use OneNote templates for meeting minutes, project hubs, team wikis and personal task tracking.

Best for: Project planning, timelines, task dependencies

How to use in MS Teams:

  1. Open the .mpp file in Microsoft Project (Web or Desktop).
  2. Save the file to your OneDrive or SharePoint folder connected to your team.
  3. In Teams, click + Add a tab.
  4. Select Website and paste the SharePoint file link.
  5. Team members can now view and collaborate on the plan from within Teams.
💡 Tip: Use MS Project templates to manage schedules, deadlines, and resource allocation across complex projects.

Best for: Surveys, feedback forms, registrations

How to use in MS Teams:

  1. Open the form link provided in your Auscomp template download.
  2. Duplicate the form into your Microsoft 365 account.
  3. In Teams, click + Add a tab and choose Forms.
  4. Select your form or paste the link directly in a chat or post.
💡 Tip: Use MS Forms templates for quick feedback, event registrations, pulse checks, or quizzes directly inside Teams.

Best for: Trackers, workflows, checklists

How to use in MS Teams:

  1. Download the Excel-based or list-structure template.
  2. In Teams, go to your channel and click + Add a tab.
  3. Choose Lists and click Create from Excel.
  4. Upload your template and customize as needed.
💡 Tip: MS Lists templates are perfect for issue tracking, onboarding, inventory, and recurring team processes.

Best for: Budgets, reports, dashboards, planners

How to use in MS Teams:

  1. Download the Excel template file from your purchase.
  2. Upload the file to your Teams Files tab.
  3. Click + Add a tab and choose Excel.
  4. Select the uploaded file to make it editable within Teams.
💡 Tip: Excel templates are great for tracking performance, finances, schedules and visualising data directly in Teams.

Best for: Email productivity, shared calendar tools, automation

How to use in MS Teams:

  1. Import the provided email rules, templates, calendar views, or Quick Steps into your Outlook account.
  2. Use them with your shared inbox or team calendar setup.
  3. In Teams, link relevant content using a Website tab or Shared Mailbox.
💡 Tip: Use Outlook PowerPacks to bring automation, structure, and consistency to your email and scheduling workflows inside Teams.

MS Teams - Tips

MS Teams Logo

  • ✅ All Templates Work with Microsoft 365
    You can use them across desktop, web, and mobile apps — and integrate most into Teams in under 2 minutes.

  • ✅ Use Tabs for Visibility
    Pin your most-used templates as permanent tabs in your Teams channels to keep workflows front and centre — no more digging through files.

  • ✅ Combine Tools for Maximum Power
    Pair OneNote with MS Lists or Forms to create interactive team hubs that combine notes, checklists, and feedback all in one place.

  • ✅ Use SharePoint for Centralised Access
    Store all templates in a connected SharePoint folder so everyone on the team always accesses the latest version — no duplicates or version confusion.

  • ✅ Automate with Power Automate
    Connect Lists, Forms, and Outlook using Power Automate (Flows) to auto-assign tasks, send reminders, or route responses — it’s easier than you think and super powerful.

Popular Searches: OneNote Productivity Projects
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