Teams - How to Add an Excel file or Word Doc to a Teams Channel Tab

Posted on:  03/31/2021
Teams - How to Add an Excel file or Word Doc to a Teams Channel Tab

Need to quickly access an Excel file or Word document in a Teams Channel? It is easy to add a file as a documents tab in a channel. This is so much easier than trying to find a file. If there is an Excel file you access daily or frequently in Teams, make it a Tab. Before making the document tab, the file must exist in the channel.

Teams Channel with Excel file as a Tab

Excel file in a Teams Channel Tab

Method 1 to make a channel tab

  1. Select the Channel where you want to make a tab.
  2. Click the plus sign to add a tab.
  3. Click or Search for the app you want to make a tab. I used Excel in the video.
  4. Teams will display the file type you selected. If you searched for Word, you would see Word documents, and if you searched for Excel, you would see Excel spreadsheets.
  5. Select the file you want to make a tab.
  6. Post to this Channel will allow others to find the tab for the 1st time quickly.
  7. Click Save.
Add a tab to a Teams channel

Add a tab to a channel in Teams

Add Excel as a tab in Teams channel

Add Excel as a tab in Teams channel

YouTube Video - Add Excel or Word as a tab in a Teams channel

Other Teams videos

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  • PowerPoint Presenter View in Microsoft Teams

    Share PowerPoint slides in a meeting in Presenter View! If you're a presenter and choose to share a PowerPoint file in a meeting, you will have some behind-the-scenes capabilities with the new presenter view. As the presenter, you will see the current slide, your slide notes or speaker notes, and thumbnails of all the slides in your deck.

Method 2 to make a channel tab

  1. Click on Files tab
  2. Find the file you want to make a tab
  3. Click the three dots for Show Actions
  4. Click Make this a Tab
Files - Make this a tab in Teams

Files - Make this a tab in Teams

Rename or Remove a Tab in a Teams Channel

  1. Click the dropdown next to the right of the Tab name.
  2. Select either Rename or Remove
Teams channel rename or remove

Teams channel rename or remove

Others Teams articles

Chris Menard

Chris Menard is a Microsoft Certified Trainer (MCT) and is employed full-time as a Trainer for BakerHostetler, one of the nation’s largest law firms. Menard has a YouTube channel with over 900 technology videos covering Excel, Word, Zoom, Teams, Outlook, Gmail, Google Calendar, and other resources that over 16 million viewers have appreciated. Menard also does public speaking at conferences for CPAs and Administrative Professionals. Connect with Chris on LinkedIn at chrismenardtraining.com/linked or on YouTube at chrismenardtraining.com/youtube

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