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

  • PowerPoint Presentations in a Teams Meeting: Improvements and New Features

    Several great improvements for PowerPoint presentations during a Teams meeting: speaker switch, high-contrast view, speaker notes and more.

  • 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 certified Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. He runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events every year, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the Support Staff Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.

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