AMT Information Technology · Staff Resources

Microsoft 365 Job Aids

Quick reference guides, FAQs, and decision flowcharts for the tools you use every day. Click any card to open the full step-by-step guide.

🚀 Start Here 💬 Teams 📁 SharePoint & OneDrive 📧 Outlook 📊 Excel / Word / PPT 📋 Forms / Lists / Planner 🛟 Contact AMT IT
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Start Here
How we use Microsoft 365 at AMT
Overview

Start Here: How We Use Microsoft 365 at AMT

Microsoft 365 is AMT's standard platform for communication, collaboration, and file storage. Click to see our tools at a glance, our standards, and how to use this hub.

💬
Microsoft Teams
Communication, meetings, and collaboration
Decision Guide

Email or Teams? A Quick Decision Guide

Choosing the right tool keeps information visible, searchable, and in one place.

Quick Reference

Channels vs. Chats — When to Use Which

Persistent threads, team visibility, and when a chat is the right call.

Cheat Sheet

Meeting Controls Cheat Sheet

Mute, record, breakout rooms, reactions — every control in one place.

Etiquette Guide

@Mention Etiquette

When to @person, @channel, or @team — without causing notification overload.

How-To / FAQ

Facilitator, Transcripts & Recordings

Enabling Facilitator, posting doc links in Chat, recordings vs. transcripts explained.

Etiquette Guide

Meeting Room Etiquette

How to book rooms, check availability, and use the Joan device outside each room.

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SharePoint & OneDrive
File storage, sharing, and permissions
Decision Flowchart

"Where Does This File Live?"

OneDrive vs. SharePoint vs. Teams — choose the right home for every document.

Reference

Sharing Permissions Explained

View vs. Edit vs. Owner — and how to share safely with external users.

How-To

Version History Recovery

Restore a previous version of a file when something goes wrong.

Quick Reference

Library Naming & Folder Structure Standards

Org-wide conventions for consistent, findable file organization.

Tips

Sending a Document Link

Share with internal staff and external users — always a link, never an attachment.

How-To

Creating & Saving Files in SharePoint

Create, save, and share files directly in SharePoint — no downloading needed.

Quick Reference

Finding Files Shared With You

If someone shared a file with you, Microsoft 365 already tracks it — you don't need them to resend it.

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Outlook
Email, calendar, and scheduling
How-To

Rules & Focused Inbox Setup

Auto-sort your mail and surface the messages that matter most.

How-To

Scheduling with FindTime / Scheduling Poll

Let attendees vote on meeting times and optimize your calendar.

How-To

Email Signature Setup

Step-by-step instructions for a professional, on-brand email signature.

Tips

PTO Calendar & Out of Office Tips

Show "Out of Office" correctly and avoid accidentally marking co-workers OOO.

Quick Reference

Spam & Phishing Review

Red flags to watch for, what to do, and how to report to IT Security.

AMT Standard

Calendar Sharing & Permissions at AMT

All AMT calendars are shared internally with "Can view all details." Learn what that means, how to mark sensitive meetings as Private, and common mistakes to avoid.

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Excel / Word / PowerPoint
Documents, spreadsheets, and presentations
Dos & Don'ts

Co-Authoring Dos & Don'ts

Avoid conflicts and version chaos when editing files simultaneously with others.

Quick Reference

Comments vs. Track Changes

When to use each review tool and how to accept, reject, or resolve them.

Quick Tips

Quick Table Formatting Tips

Fast formatting shortcuts for clean, professional tables in Word, Excel, and PowerPoint.

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Forms / Lists / Planner
Data collection, tracking, and task management
How-To

Creating a Form & Viewing Responses

Build, share, and analyze Microsoft Forms responses — step by step.

Tips & Tricks

Forms Tips & Tricks

Branching logic, response notifications, exports, and other power features.

Walkthrough

Planner for Task Tracking

Boards, buckets, assignments, due dates, and progress views explained.

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When to Contact AMT IT
Don't guess — reach out early to avoid security or data issues
Support Guide

When to Contact AMT IT

Know when to reach out, how to contact AMT IT, and what to have ready before you do.