Save directly to Teams from Office desktop apps

In this short tutorial I will show you how to use the save as dialogue to save your files directly into the files area of your favourite teams.

 

While you have always been able to drag and drop files into Teams, or upload them by navigating to the files tab in a channel and choosing Upload…

Files-Upload

…many are still used to work inside their Office desktop apps.

 

They are often also acustomed to using the save as dialogue to browse folders when saving their documents, or navigating to OneDrive or SharePoint sites this way. How cool would it be to have access to your favourite teams right from within Office?

 

Well as of now you can, if you are on the Office 365 ProPlus Monthly Channel and your build is 8730 or later.

 

Let’s first check the Office build by opening Word, going to File in the upleft corner and then Account in the left menu. You should see the product information and the installed build on the right.

Office-Product-info

This is supposedly a staged rollout, so it might be another week or so until all clients/tenants are affected.

 

To save a document to Teams, open or create a document from one of the Office desktop apps (Word, Excel, PowerPoint), hit File followed by Save As and choose Sites – Your Company in the menu. In the right column you should see a list of your teams.

SaveAsToTeams

If you find that the sorting of teams in the list is confusing, there is a thread on TechCommunity discussing this and a Microsoft employee explaining that “The sorting in the Frequent list is based on activity, with greater weight being placed on a Group that you have saved or opened a file from”. It does however at this time seem to consider all interactions, which can cause confusion as to the sorting of the list.

 

Make sure to save to the appropriate channel, by first browsing Documents and then opening the corresponding folder. Please also note that if you rename a channel, the folder in the underlying SharePoint site will not update with the new name (and doing so manually will break stuff). Also saving outside of the channel folders can make the documents unavailable for the Teams client.

 

 

7 thoughts on “Save directly to Teams from Office desktop apps

      • I’m running Mac Word version 16.10 (180109) (the fast track insider release) and I can save to Teams locations from the “online” locations save dialog. The UI is different, but I see frequently visited and following sections that have teams libraries in them. The files end up in the files section and the corresponding SharePoint library.

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      • Mine is now doing this as well. Although I’m not keen on the way it works. It’s just a list of every SharePoint location I’ve recently visited (and even some I haven’t, it seems) without any structure. When will it work like the Windows version that shows the Team names and then lets you see the folders contained within. I’m keeping my fingers crossed that it’s soon.

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    • A Microsoft employee stated on TechCommunity that “the sorting in the Frequent list is based on activity, with greater weight being placed on a Group that you have saved or opened a file from.” Not sure why some teams would be missing, but maybe if you open a document from that team it will show up?

      Like

  1. This same great feature works with any SharePoint site connected to an Office 365 Group, be it MSTeams, Groups for Outlook or Yammer connected O365 Groups. I like that saving to “Sites” offers your frequently visited sites and sites you are following. This means the best way to make a site appear in the Save list is to follow it from the SharePoint Home site in the Office 365 apps.

    Liked by 1 person

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