Teams Task Guides

These guides cover the main private organization workflows.

Enter A Private Organization

1. Sign in with the account connected to your organization.
2. Open the organization link or choose the organization from the app.
3. Check that the organization name is correct.
4. Open the page you need: bookings, locations, teams, users, admin, analytics, or settings.

Screenshot needed: Teams organization home page with main navigation.

Expected result: you are inside the correct private organization.

Add A Private Organization

1. Open the add private organization page.
2. Enter the required organization details.
3. Review the setup summary.
4. Finish the flow and open the new organization.

Screenshot needed: Add private organization form.

Expected result: the organization is ready for private workspace setup.

Create A Private Booking

1. Open bookings.
2. Choose add booking.
3. Select the person, team, location, resource, date, and time required by the form.
4. Review the booking.
5. Save it.

Screenshot needed: Private booking add form with resource and time fields.

Expected result: the booking appears in the bookings list and can be opened.

Review A Booking

1. Open bookings.
2. Find the booking.
3. Open the booking detail page.
4. Review the status, resource, time, and related person or team.

Screenshot needed: Private booking detail page.

Expected result: you can see what was booked and whether any action is needed.

Add A Location Or Resource

1. Open locations to add a private location.
2. Enter the location details.
3. Add resources when the location needs bookable items.
4. Review zones or floor plan information when available.

Screenshot needed: Private location detail page with resource entry points.

Expected result: members can find the location or resource when they have access.

Manage Teams And Members

1. Open teams to review or add a team.
2. Open users to review organization members.
3. Open a team or user detail page when you need more context.
4. Make changes only when you understand who will be affected.

Screenshot needed: Teams list and user detail pages.

Expected result: the organization people structure is clear and up to date.

Update Settings Or Notifications

1. Open notifications to review recent updates.
2. Open settings to review available preferences.
3. Save only intentional changes.

Screenshot needed: Teams notifications and settings pages.

Expected result: organization updates and preferences are easy to find.

Connect Slack Or Microsoft Teams

1. Open the Slack or Microsoft Teams install page.
2. Follow the provider flow.
3. Return to Skedular after the success page.
4. Open the organization from the integration if that is part of your workflow.

Screenshot needed: Integration install entry and success page.

Expected result: the integration is connected or shows a retry/support path.

Review Analytics Or Availability

1. Open analytics or the availability dashboard.
2. Choose the organization context.
3. Review the trend or availability view.
4. Use the result to plan workplace changes.

Screenshot needed: Teams analytics and availability dashboard pages.

Expected result: admins can understand private workplace usage.

Use SSO

1. Open the organization SSO sign-in page.
2. Continue with the work account your organization expects.
3. Complete the provider sign-in.
4. Return to the organization page.

Screenshot needed: Teams SSO sign-in entry.

Expected result: you are signed in through the organization identity flow.

Decide Which Teams Page To Open

Before You Change A Private Booking

Check:

• the correct organization
• the correct person or team
• the correct date and time
• the correct location and resource
• whether the booking is one-time or recurring
• whether changing it affects other people

If the booking belongs to someone else, confirm before editing it.

Before You Add A Location

Write down:

• the real-world location name
• address or internal location label
• which teams or members should use it
• whether it needs resources
• whether it needs a floor plan
• whether it is private only

Do not use the marketplace location flow for private workplace locations.

Before You Add A Resource

Write down:

• resource name
• location
• capacity or purpose
• who can book it
• when it should be available
• whether it appears on a floor plan

The clearer the resource name, the fewer support questions members will have later.

Good Internal Support Message Example

Hi, I need help with the private booking for Taylor on June 12.
The booking is for Auckland Office - Level 4, Room 2.
It should start at 10:00 AM, but the detail page shows 11:00 AM.
Can you check whether the booking was created with the wrong time?

This gives an admin enough detail without sharing unrelated private data.