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Thrive Admin Services
Australia
เข้าร่วมเมื่อ 3 ต.ค. 2021
Hey there, and welcome!
I’m Marianne, a Microsoft 365 enthusiast and systems pro here to help you level up your skills with practical, no-nonsense tips and tutorials. If you're managing documents, calendars, or communications, you’re in the right place!
I know the overwhelm that comes with juggling endless tasks, and that’s why I’m passionate about showing admins, assistants, and business owners how to unlock the full potential of the Microsoft 365 suite. Whether it’s Word, Excel, Teams, SharePoint (or more!), I’ll walk you through real-world solutions that save time, reduce frustration, and help you stay on top of your game.
Can’t find what you need? Let me know so I can add it to the list!
So, grab your favourite beverage (no judgement here!), dive in, and don’t forget to subscribe to catch my latest tips.
Cheers,
Marianne 🤓
P.S. Ready to thrive with more tailored support? Head over to www.thriveadmin.com for info on other ways I can help you master Microsoft 365.
I’m Marianne, a Microsoft 365 enthusiast and systems pro here to help you level up your skills with practical, no-nonsense tips and tutorials. If you're managing documents, calendars, or communications, you’re in the right place!
I know the overwhelm that comes with juggling endless tasks, and that’s why I’m passionate about showing admins, assistants, and business owners how to unlock the full potential of the Microsoft 365 suite. Whether it’s Word, Excel, Teams, SharePoint (or more!), I’ll walk you through real-world solutions that save time, reduce frustration, and help you stay on top of your game.
Can’t find what you need? Let me know so I can add it to the list!
So, grab your favourite beverage (no judgement here!), dive in, and don’t forget to subscribe to catch my latest tips.
Cheers,
Marianne 🤓
P.S. Ready to thrive with more tailored support? Head over to www.thriveadmin.com for info on other ways I can help you master Microsoft 365.
How to set up Out Of Office replies in Classic Outlook (PC tutorial)
Heading out of the office? Learn how to set up automated reply emails in the desktop version of Classic Outlook on a PC. Whether you're on leave, attending a conference, or simply unavailable, setting up an out-of-office message keeps you looking professional and maintains clear communication while you're away.
In this step-by-step tutorial, you'll learn:
👉 How to enable and customise replies for internal and external emails
👉 Tips for writing effective and professional out-of-office messages
👉 Scenarios where tailored responses can save you time and stress
CHAPTERS:
0:00 Introduction
0:54 Setting up your Out of Office
7:04 Final tips and summary
LINKS MENTIONED IN THIS VIDEO:
Hubspot's OOO: ooogenerator.com/
Vacation Tracker's generator: vacationtracker.io/tools/ooo-generator/
By the end of this video, you'll have your out of office reply up and running, giving you peace of mind AND a well-organised inbox!
🔔 Find this useful? Subscribe for more time-saving Microsoft 365 tips and tricks
In this step-by-step tutorial, you'll learn:
👉 How to enable and customise replies for internal and external emails
👉 Tips for writing effective and professional out-of-office messages
👉 Scenarios where tailored responses can save you time and stress
CHAPTERS:
0:00 Introduction
0:54 Setting up your Out of Office
7:04 Final tips and summary
LINKS MENTIONED IN THIS VIDEO:
Hubspot's OOO: ooogenerator.com/
Vacation Tracker's generator: vacationtracker.io/tools/ooo-generator/
By the end of this video, you'll have your out of office reply up and running, giving you peace of mind AND a well-organised inbox!
🔔 Find this useful? Subscribe for more time-saving Microsoft 365 tips and tricks
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The new outlook doesn't tally up how many emails I have in my categories. I rely on this way too much so I have reverted back to classic mode.
How do i switch back to classic?
If you are on a PC, you should have the option to toggle back to Classic in the top right hand corner of your Outlook window. If you don't have that option, this support article from Microsoft can help you troubleshoot it: support.microsoft.com/en-au/office/toggle-out-of-the-new-outlook-for-windows-preview-ec102b39-5727-418e-ae1f-a1805434640c If you are on a Mac, Classic is called 'Legacy Outlook' and you might have a toggle option in the top menu bar, or you can open the Help menu and choose 'Revert to Legacy Outlook'. Hope this helps!
The free version of outlook that is installed on new devices from 2024 is different than the Office outlook. It seems to have the classic view.
Yes, from 2024, Windows computers are installed with a new version of Outlook for Windows. If you want the traditional classic Outlook layout, there is a download available from Microsoft for just this purpose - get the details here: support.microsoft.com/en-au/office/you-can-t-open-classic-outlook-on-a-new-windows-pc-5c94902b-31a5-4274-abb0-b07f4661edf5
Thank you so much! I hate that but have never looked into alternatives
It is such a game changer!
I'm cautious about transferring to the new outlook, as I use categories in my emails. Do you have any suggestions?
DON'T DO IT. TRUST ME.
You can definitely still use categories in the new Outlook. And if you have them set up in your Classic layout, they will transfer across when it opens New Outlook for the first time. If you are apprehensive, I'd recommend trying the new version on the web, so you can see the different layout and feel without a full commitment to it on your desktop!
thanks!!
Happy to share something helpful!
Any idea how to change font & size in new Calendar? Thx!
A bit of research shows me that it's not a feature that's currently available in the new Outlook... but you can certainly vote for it to be added! Use this link to request the feature: feedbackportal.microsoft.com/feedback/forum/89a8afa3-2e1c-ec11-b6e7-0022481f8472
While reacting to a message is easy for the person reacting, I'm finding receiving a reaction is a hassle. I originally started noticing a red numeral indicator in a bell icon at the top right of Outlook, and I would have to go there to see what it was about....oh, so and so, "thumbs upped" my email....ok. (I figured since it didn't bounce back it was indeed received so to me this was wasted attention). I feel like adding a fourth channel of communication I have to check, to make sure I'm up to date, is cumbersome. I already have to check Outlook emails, Teams messages, and Teams reactions....I really don't want to have to check another channel as part of my routine. Recently, it seems the top right bell notification icon has disappeared (just me or was this in recent update?)....perhaps because of the concern above. Instead I am getting an large html email that notifies me the recipient reacted to my message....which essentially defeats efficiency gains.
Thanks for your comment, and it’s true - sometimes features like this aren’t always practical in your day to day. Being able to check the total reactions on an email in your sent items is more useful for those who have sent an email to a wide group of people. But it’s there as an option, and may improve over time- we shall have to wait and see!
Hi Marianne, thanks for the video, I found it very helpful. The company I work for is currently deciding whether to switch a major survey that runs indefinitely over to MS Forms. One of the things I'm wondering is how to future proof the survey against the person who created leaving the company. Thanks for pointing me at the Collaborate option, but is there a way to change ownership as well? Best, Stephanie
Hey Stephanie - I'm so glad it was helpful! When it comes to future-proofing your forms, the best option is to make sure that they belong to a group, rather than an individual. That way, the admins of the group can still manage the form (and if the admins change, the access changes!). This article from Microsoft explains how to make sure you are doing that: support.microsoft.com/en-us/office/move-your-form-to-a-group-921a6361-a4e5-44ea-bce9-c4ed63aa54b4#:~:text=If%20you've%20created%20a,who%20has%20left%20your%20organization.
You are amazing, love your work! I hope to build my business and then would look to hire you. Thank you!!
Oh goodness - thank you so much! 🩷 Feel free to reach out at any time. I always love chatting all things Microsoft 365. Cheers, Marianne
What is particularly annoying in the new Outlook is that you can use add-ins.
You can use add-ins, but they have to follow the new add-in-model introduced in 2013. Developers have been stalling in many cases 😥
Thanks started a lot of dead end video’s before finding made changing simple
Oh I'm so glad it was helpful! Thanks for letting me know 🤓
This is so helpful!
Oh I’m happy to hear it! Cheers 🤓
nice tutor. Keep it up.
Thanks!
Good day Marianne, hope you are doing well! Thank you very much for the video, it has certainly provided some great insight. I currently have a business account with 21GB of e-mails in my inbox and looking for a way to reduce the size as we are now paying fines for the large space. I have a few questions regarding this archive setting (Removing from inbox account and saving locally). 1) Is it possible to "unarchive" the files are re-add them to my inbox account if needed? 2) Can I still read / reply to e-mails that are in my archive folder (on my computer only)? I'm looking for a way that I can still have access to all e-mails when required but removing them from my online account storage quota. Make sense?
Hi Matt, thanks for your question. I think that archiving your emails as .PST files to a local (or shared drive) location would be a great solution. You can open the .PST files again at any time, and the emails act as they would if you had kept them in your inbox - you can reply to, and forward them as normal. The .PST files open as a new 'grouping' in your mailbox, so you can see that they are not part of the main mailbox anymore, and can be closed again after you no longer need them. Hope this helps!
Can I use Sharepoint as a client portal?
Oh absolutely! If you don't want to use a Teams layout to collaborate, then a SharePoint site where you invite your client to the site as a guest means they can access the document library, and any other links and content you want to share. Remember that it's a live site though, so if they delete something, it's deleted for everyone!
I swear, the second you’re in an office workplace consideration of others goes out the window
It definitely feels that way some days! We can only do what we can do - and try to be kind as we do it (easier said than done, I know!)
Thank you so much!! You helped me solve a real riddle I was stuck in with Bookings. I'll check out the course.
Oh I'm so pleased it was helpful! 🤓
Efficiency: The streamlined interface and optimized processes of SmythOS make it a dream to work with.
I no longer seem to have the option other than Standard Channel. I believe my admin have forgot to grant us access to create them.
If you have been invited as a member to a Team someone else created, they may not have ticked the box to allow you to create private channels. Your admin (or whoever 'owns' the channel) may have a reason for that, or you could be right - they simply forgot! If you are a guest on someone else's organisation Team, you won't be able to create or delete any kind of channel. Might be worth asking the question to see if there's a specific reason, or it was an error. 🤓
Great video! Can your client assign you, as a trainer, access to manage breakout rooms on their Teams platform without you having administrator access to their Teams account?
Thanks! In answer to your question, yes - your client can assign you as a co-organiser or presenter, and give you the rights to manage breakout rooms. However, if you aren't a part of their organisation it will depend on their own system setup as to whether people outside their organisation are allowed to be co-organisers or presenters. Teams gives you that option, but some organisations (especially those that use IT support to manage their Microsoft account) will have some limitations for security. It's worth checking that first, but generally yes. You are a guest with co-organiser or presenter access, and you can manage the rooms. Only 1 person can manage the rooms at any time, so you as the presenter/co-organiser would take over that responsibility from your client/organiser/host.
But you didn't show us how to customize a theme! All you did was show us how to select preexisting color palettes and save them into a theme. What if I want to create a theme with client-specific colors?
You can have 1 customised theme set in Word for Mac. But to set it up, you actually need to create the custom set in POWERPOINT, not Word. In PPT, go to Design > then the drop down arrow under the Themes section. From the Colours sidebar, scroll to the bottom and choose CUSTOMISE COLOURS. This gives you the pop up where you choose all of your branded colours for text, accents, hyperlinks etc. Once it's set (and named), you can choose it as your custom set in Word, and even choose to edit it from there. But to create it, you need to be in PowerPoint. Weird but true.
@@thriveadminservices Well heck, thanks for that information! I can't believe it didn't occur to me that if I wanted to create a custom theme for Word, I would need to do it in PowerPoint. What a very Microsoft solution! 🤪 Thank you for the follow-up!
Can we change the ID and password according to our wishes?
Great question! While it would be lovely to be able to set our own link and passcode, right now (August 2024) that's not possible yet. I'd love to think it will become an option down the track, so watch this space!
Can the meeting id & passcode can be used several times?
Each meeting gets its own ID and passcode. However if it's a recurring meeting, it's the same ID and passcode for the entire series. You can share the ID and passcode for the meeting with anyone IN your organisation. Currently, guests can't use this method to join your session - you would still have to share the full link with them. Cheers!
@@thriveadminservices Thank you.
This was great and answered my questions. But, I'm using a Mac and can't figure out how to get to the tools/mailbox settings window that you are on at 4:17 of the video?
Thanks! Mac uses an Import/Export option from the Tools menu in Legacy outlook. New outlook on Mac doesn't yet support import/export for email. This is a bit of an all or nothing approach as it will do your entire mailbox (unless you have flagged all the emails from a folder with a category called archive, and then unflag them after the archive is done). The other option is to use the online in-place archive tool from outlook on the web, as that's the only other solution Microsoft provide at this time. I've updated the description of this video to remove reference to it being suitable for Mac, and will provide a new video about the Mac archive options soon! Thanks for the heads up!
Hi, this option is still available for sonoma?
Hey there, it certainly should be!
Thanks, this was a good toot. I wish Mr. M. Soft didn't make it so weird to find. :_(
Thanks! Sometimes it's like they don't want you to know how to use it properly, right? But once you know, you know!
Hi Marianne, Tnx for this info. I just want to know can this "new host" record the meetings and share them after? Or is this still only available to the organizer?
Hey there - great question! The info I have from Microsoft's own site is that you can set two options for recordings: the organiser and co-organiser, or organiser and co-organisers and presenters. I would think that in order for this to be possible in a meeting you set up but don't attend, you might need to nominate a co-organiser so they will have that access.
Hi there! I was wondering if there was a way to have a custom font set? Is it possible on Mac at all?
You can - but it won't just be the fonts. You need to set up the styles as fonts and colours, and then save that as a custom Theme. That will give you both the fonts and colours for the entire theme. On a PC you can create custom font sets that are separate to everything else, but Mac doesn't give you that function in Word (yet!).
Amazing video
Thanks so much!
I have an important question: if I set my working hours in outlook, but then a coworker tries to schedule a meeting with me in Teams when I’m out of office, will it show me as unavailable or indicate to them that they are scheduling a meeting with me that goes outside of my normal working hours that I’ve set in outlook?
Great question! The custom work hours, if set up in Outlook on the web should replicate through to Teams for you. You may need to restart (as in fully quit, not just close) both Outlook and Teams for these to update correctly. And there may be a lag in some of the sync time. But it should reflect in both, so that anyone looking at your availability to schedule a meeting (either Outlook or Teams) should see that this is outside your usual work hours. Cheers, Marianne
There is a simpeler way to do this if I'm not mistaken. When a Teams-meeting is planned via Outlook, it is possible to select one of the participants as co-organiser of the meeting and that person can join (start) the call too without the organiser being present. It's strange that this is not possible directly within Teams itself. In Teams you have to send the invite first, then go back to Calendar, select Options, Roles and assign a co-organiser.
That is true, and a great way to do this if you are creating meetings via Outlook (for the video, it came from a specific set of circumstances where they were set up a particular way for this action). However, you may still have some difficulties with co-organisers (like they need to be from the same organisation or logged in as a guest - external users can't be co-organisers). This video was so that anyone dialling in could join the meeting without the lobby admission process (because the question was raised about volunteers who are on personal email addresses dialling in as external unverified users). Thanks for sharing this option though @emdrost - there are always lots of ways to get the results you want from these tools! Cheers, Marianne
Hi Marianne. I was invited to a conference call/meeting on 365 but it was a year forward! Ie. 2025 and not 2024? Is that an easy slip up? Or does that take a bit of effort. I can't figure out if the person who sent the invite didn't actually want me on the conference call...
Hi Susan, thanks for your comment. I also received your message via my website, and I've replied there with as much detail as I could. Hope this helps! Cheers, Marianne
Thanks for this. We are just moving to Teams and I'm reluctant because of the Breakout rooms. I want participants to be able to choose the breakout room they join, based on the discussion happening in the "Main" room. Is that possible? Can I manually assign everyone to each breakout room and they can choose their room? I also just received MS Teams Premium. Thanks for your help!
You can manually assign people to a room, it's true, however individual participants can't choose a breakout room for themselves (it's a feature that's been requested, so may appear at some point!). The workaround would be to nominate a 'manager' for each breakout room. They have the power to reassign the rooms for members from inside the breakout room, which may avoid people coming back to the main room and requesting where to go next. Hope this helps!
@@thriveadminservices Thanks I appreciate it. With over 100 participants, it's not feasible to assign or manually manage. Once Teams gets that functionality in place, I'll be able to jump. Until then- tough to do.
This was a great video. I’ve been reluctant to move from Zoom to Teams for several reasons but the main one is that we couldn’t create breakout rooms via the web version, only the desktop has this changed now?
Thanks! At this stage the breakout rooms feature is still only available on the desktop version. I'd like to think that it will soon be available on the web version, but for now I don't have a solution for you, sorry!
Knows everything about Teams except how to level her audio. Good grief.
Hi Sean, and thanks for watching and thinking I know about bit about Teams. I'm working on improving my recordings, and hope that future ones will be easier on your ears!
HI Marianne....my confirmation email tells the customer that the meeting is one hour before the actual meeting (shown correctly on Calendar). I have set all the Time and Zones correctly but not fixing....help?
Oooh, what a pain! Do you have it set so that the customer is seeing it in their own timezone, or your own (sometimes this can be an issue). I've seen a few requests on the forums about it, but no clear solution. There may be some connection to daylight savings /summer timezones, where the calendar picks it up, but the confirmation emails don't. Sorry I don't have any better answers for you on this one!
It's worked but it isn't alerting my email address when someone has started the meeting?
A couple of things to check in your settings to make sure these come through: Under settings > Missed Activity Emails (choose as soon as possible from drop down). Also, in the Meetings section of Settings, make sure you have Meeting start notifications AND meet now start notifications toggled to ON. Otherwise, you may also need to check your Outlook settings for reminders - sometimes these can block some of those notifications too!
@@thriveadminservices thank you!
How do you change the settings on form in which the participant does not have to complete the whole form to submit their answers, but rather submit their answers to each question separately so you can walk through each question in real time?
This would be like a live form that is completed in sections? Your best option would be to remove any requirement for the questions to be completed before submission, and in the settings allow the participant to save and edit their responses. I think that would let them continue to fill in the form after receiving feedback from the submitted content.
Great video! I've managed to customize my work hours using the web version and while I can see the changes reflected perfectly in the web version, the desktop version isn't showing the hours accurately. Any idea why?
It may be to do with the type of email account you have, or the system you are running. Sometimes the sync doesn't happen automatically, or the 'legacy' (original settings) hours for some reason override the new settings. It's a conflict, and might mean that the web version and your desktop version aren't in sync properly. Microsoft has this article that explains some of the sync connections: support.microsoft.com/en-au/office/sync-basics-what-you-can-and-cannot-sync-5537d587-4930-4ac2-b044-3568509b1294 The other (very common) IT response is to clear your cache and cookies, quit the program completely, and give it a little time. Oh, and to make sure you are working with a 365 subscribed account.
Hi, thank you for this video. Very helpful. How can I prevent booking overlap?
I've got 2 top tips for this: First, be sure to add a buffer on either side of each service to give you some breathing space. Secondly, you need to have your Outlook (or connected calendar) as your point of truth - ALL appointments go in there to avoid double-booking. Bookings reads from your main Outlook calendar, so EVERYTHING needs to be in there, and then the risk of overlap is as tiny as possible! Hope this helps. Cheers, Marianne
@@thriveadminservices Thank you!! Good day.
Brilliant!! Thank you so much!
No problem - hope it cleared things up for you!
Thanks. My clients book meets and reminder emails are not going out to me or them for any service (1 hr and 15 mins prior). One difference I've seen is that you have the default scheduling policy turned off for each service. Mine is turned on. It appears that things like availability will only apply if you have this turned on, so I do not want to turn it off. Any ideas, suggestions.
I have the default scheduling policy turned off on particular services because I only want them to be shown as available on certain days or times (not linked to my general availabilty). This shouldn't affect the meeting reminders you need to send. If you'd like to dig a little deeper into why these aren't working on your setup, I'd be happy to have a look with in a 1-1 session! Let me know if you'd like the link to book 🙂
@@thriveadminservices Hello there! I believe it's a bug. I am experiencing the exact same issue and have verified that all settings are correct and that notifications are sent to all attendees. I have reviewed multiple Microsoft Bookings forum threads, and many people are reporting the same problem, suggesting that it is indeed a bug.
@@Sir.Henrylot Oooh, thanks for the heads up! I'll have to keep an eye out for any updates on this one!
I wish I'd seen this video 2 weeks ago. 🤦♀ I really need to make sure I check out your resources BEFORE I try and muddle through all things Microsoft. 😊
Oh Caryn! Sing out if you ever get stuck ANYWHERE in Microsoft. I’m always happy to point you in the right direction so you (hopefully) don’t get as muddled 🤓
Very useful, thanks
Glad it was helpful! Cheers, Marianne
Does Sway have any design or template features so we can make the slides look attractive?
Hi Kim - yes, there's a great range of templates already available, but still giving you the flexibility to customise and adapt them to your specific needs. There's also a 'featured' section that gives you the chance to look at completed Sways, and get inspired for your own content. Give it a go, and let me know how you find it!
Thanks, Marianne. Interesting to see how you plan your posts. I imagine your VA takes the notes in Planner and creates the posts in a scheduling tool?
Hey Kim, yes, the actual scheduling still happens outside of Microsoft 365 (they don't do that part!). The notes and captions are pasted into the scheduling tool, and we often put the link to the image once it's posted on Instagram or FB so that there's a reference of when it's been used. At the time of recording, I was using Hootsuite or Meta's own scheduling tool for socials, with Gemma.
how u created a condition based on the selection to hide or show another box?
Hi there, I'm not sure I really understand your question. If you are curious about the process to create the option of branching or conditional logic, here's a quick summary: - you need to create ALL of the questions first, and group them so that the flow matches how you'd like the person completing the form to experience it. - once that's done, you right click on the question that will split the direction of the form, and select Branching. - in the new window, choose which question the participant will move to if they choose that answer (e.g. - yes will take them to the next question, no will take them to a question 5 or 6 further down). You should always test your forms for yourself too, to make sure that you get the correct options and branches. If this hasn't answered your question, I'd recommend joining my Facebook community where you can ask a more detailed question: facebook.com/groups/microsoftdynamos Or, you can book a free chat with me to see if I can clear it up for you: www.thriveadmin.com/free-thrive-chat. Cheers, Marianne
i have took all these steps and it still doesnt allow others to skip the lobby!!
Hi Brad - there are a couple of particular settings to double check. First, make sure that when you create the meeting, you have changed the security settings for who can bypass the lobby to 'Everyone'. If you are part of an organisation that has specialist IT support managing your access and privileges, you will need to check if there's an admin policy that means someone who joins without an account of their own or people from 'untrusted' organisations may still be automatically put into a lobby, until someone trusted by your system setup enters the meeting. This is a backup security feature that sits in the admin policies of your Teams Admin centre. While it's not perfect, there are lots of improvements continuing to come through Teams, so hopefully this will be refined over time!
Hi Marianne, your video looks amazing and you certainly seem to know what you are doing which is great! Could I have a one on one meeting to see if I am using mine to the full advantage
Thanks so much! You sure can - I offer a range of 1:1 sessions, depending on what you'd like to get into, and your budget. Details on my 1 hour coaching call are here: www.thriveadmin.com/strategy-session Or, if you are looking for a more 'hands-on' session where we can brainstorm AND start making some changes, you'd be better looking at my Thriving Setups sessions: www.thriveadmin.com/thriving-setups Looking forward to seeing you on my screen soon!