Collaborating with external partners is crucial for the growth and success of any organization. By working with outside partners, Collab365 Healthcare can expand its reach, access new markets, and leverage specialized expertise. However, effective collaboration requires the right tools and processes. In this lesson, you will learn how to create channels and tabs in Teams to facilitate collaboration with external partners.
Benefits of Creating Channels and Tabs for External Partner Collaboration:
- Enables seamless communication and collaboration with external partners in a dedicated space.
- Keeps communication and files separate from internal team channels, ensuring security and privacy.
- Allows external partners to have access to relevant information and resources, increasing productivity and efficiency.
Examples for Collab365 Healthcare:
- Creating a dedicated channel for an external partner who is involved in a specific project or initiative.
- Adding tabs for shared files, calendars, and project management tools to keep everyone on the same page.
- Using channels and tabs to facilitate communication and collaboration between external partners and internal team members.
Step-by-Step Guide:
- Go to the Teams app and select the team where you want to collaborate with external partners.
- Click on the "Add channel" icon (+) to create a new channel.
- Give the channel a name that clearly indicates its purpose and select "Private" as the privacy setting.
- Add external partners to the channel by clicking on the "Add member" icon and entering their email addresses.
- Customize the channel by adding tabs for files, calendars, and other relevant tools. Click on the "+" icon to add a new tab, then select the app or tool you want to add.
- Share the channel and its tabs with the external partners by clicking on the "Share" button and selecting their email addresses.
Tip: Make sure to review and manage external partner access regularly to ensure security and privacy. Remove access for any external partners who no longer need it or are no longer working with Collab365 Healthcare.
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