Microsoft Teams - Meeting Workflow for Faculty, Staff, or Non-SIUE Users

This is a Teams Meeting workflow for meeting with other faculty, staff or non-SIUE Users

Is there an existing Team? 

Yes

No

 

Existing Team - Yes

I am recording the meeting:

Set up the YuJa Plugin

  1. Log in to Microsoft Teams.
  2. Navigate to the desired team.
  3. Navigate to the General channel.
  4. Click the + in the tabs at the top of the channel.

    screen shot of general channel and plus icon circled

  5. Search for YuJa within the search bar.
  6. Click the YuJa plugin.

    screenshot of yuja in search bar and yuja plug in circled in red

  7. Click the check box to post to the channel if desired.
  8. Click Save.

    screenshot of welcome screen and save button circled in red

  9. Choose on the tab if you want recordings to be auto-synced or manually synced. Note: Auto-sync recordings sync every 3 hours. To get them to YuJa sooner, choose to manually sync. This option can be toggled back and forth as needed.

    screenshot of options for recording

Schedule the meeting and assoicate it with a channel

Scheduling a meeting In A Channel:

  1. Click Teams in the left sidebar.
  2. Select the channel. 
  3. Select New meeting at the top right (camera icon).
  4. Fill in the details (title, participants, date, time).
    1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
  5. Click Send.

Schedule a Meeting in the Teams Calendar: 

  1. Click Calendar in the left sidebar.
  2. Select New meeting at the top right.
  3. Select Schedule Meeting in the drop down menu.
  4. Fill in the details (title, participants, date, time).
    1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
  5. Click Save.

Schedule a Meeting in Chat

  1. In a chat message bar, click the + button in the compose box
  2. Click Schedule meeting.
  3. Fill in the details (title, participants, date, time).
    1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
  4. Click Send.

Schedule a Meeting in Microsoft Outlook

  1. In Outlook, choose Teams Meeting at the top ribbon or when creating an event.
  2. Fill in the details (title, participants, date, time).
  3. To copy the invitation link:
    1. The meeting link will appear as a URL. Select Copy to copy the URL.
    2. Paste the URL into an email or chat message.

    Joining a meeting:

    1. From Calendar: Click the meeting and select Join.
    2. From Chat: Click the meeting notification and select Join.
    3. From an invite: Click the Join Microsoft Teams Meeting link.

    Quick join options:

    • Use the Join button next to a meeting in your Calendar.
    • Click Join on a meeting reminder pop-up.

    Tips:

    • Use Meet now in a channel for immediate meetings.
    • Adjust audio/video settings before joining.
    • Use the lobby for meeting security.
    • If you are not able to join via video, you can call-in.

    For more details, see Microsoft's guides:

    Record the meeting

    Where the meeting is started depends on where the recordings will be stored.

    Table describing where the recordings go

    1. In a meeting, click More actions (...)
    2. Select Start recording
    3. To stop, click More actions (...) again and select Stop recording

    Tips for recording:

    • Inform participants that the meeting is being recorded (they will still receive a notification formally in the meeting)
    • Recordings are saved to Microsoft Stream (or OneDrive/SharePoint) unless it is a team meeting where the YuJa plugin has been set up
    • Only organizers and presenters can start/stop recordings

    Videos from Stream or OneDrive can be downloaded and uploaded to YuJa.

    Workflow for Recording

    If you need help deciding how to schedule the meeting and record, try these workflow articles:

    Find the link in YuJa and share it

    YuJa provides a URL (direct link) for each video.
    1. Navigate to your video thumbnail. Hover your mouse over the thumbnail and click More in the menu.

      Click more in menu

    2. Click on Links from the left menu.

      Click Links in menu

    3. Under the heading "Enable Auto Single-Sign-On for Embedded and Direct Linked Media" select the Enable radio button. This will allow students to view these videos within Blackboard. Click the Save Links button, but do not close the window.

      Click on the Copy icon next to the Direct Link. This will copy the URL to your clipboard on your computer.

      direct link\

    4. Paste the link in an email, Blackboard discussion post, or other text area. If pasting in a text area in Blackboard, see the instructions for how to hyperlink text to make it easier for others to access your video.

     

    I am not recording the meeting. 

    Schedule the meeting

    Scheduling a meeting In A Channel:

    1. Click Teams in the left sidebar.
    2. Select the channel. 
    3. Select New meeting at the top right (camera icon).
    4. Fill in the details (title, participants, date, time).
      1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
    5. Click Send.

    Schedule a Meeting in the Teams Calendar: 

    1. Click Calendar in the left sidebar.
    2. Select New meeting at the top right.
    3. Select Schedule Meeting in the drop down menu.
    4. Fill in the details (title, participants, date, time).
      1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
    5. Click Save.

    Schedule a Meeting in Chat

    1. In a chat message bar, click the + button in the compose box
    2. Click Schedule meeting.
    3. Fill in the details (title, participants, date, time).
      1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
    4. Click Send.

    Schedule a Meeting in Microsoft Outlook

    1. In Outlook, choose Teams Meeting at the top ribbon or when creating an event.
    2. Fill in the details (title, participants, date, time).
    3. To copy the invitation link:
      1. The meeting link will appear as a URL. Select Copy to copy the URL.
      2. Paste the URL into an email or chat message.

      Joining a meeting:

      1. From Calendar: Click the meeting and select Join.
      2. From Chat: Click the meeting notification and select Join.
      3. From an invite: Click the Join Microsoft Teams Meeting link.

      Quick join options:

      • Use the Join button next to a meeting in your Calendar.
      • Click Join on a meeting reminder pop-up.

      Tips:

      • Use Meet now in a channel for immediate meetings.
      • Adjust audio/video settings before joining.
      • Use the lobby for meeting security.
      • If you are not able to join via video, you can call-in.

      For more details, see Microsoft's guides:

      OR

      Start a Meeting in Chat

      If a chat conversation would be better as a discussion, meetings, audio call, and video call can all be made from the Chat area. 

      Schedule a Meeting

      A full Teams meeting can be scheduled with the users in the Chat. Use the meeting option to share your screen or when you need the full Teams Meeting options. 

      1. From the chat message bar, click the + (plus) to expand the menu. 

      2. Select Schedule meeting. 

        Chat meeting

      3. Fill out the necessary information for the meeting.

      Audio/Video Call

      Use audio call or video call for instant communication if all the Teams Meeting options are not necessary. 

      1. Click on the phone handset icon at the top of the page.

      2. Select Audio Call or Video Call. 

        audio or video call

        An audio call requires only a microphone and speaker or headset. A video call requires a microphone, speaker or headset, and a webcam. 

       

      Existing Team - No

      I am recording the meeting.

      Schedule the meeting

      Scheduling a meeting In A Channel:

      1. Click Teams in the left sidebar.
      2. Select the channel. 
      3. Select New meeting at the top right (camera icon).
      4. Fill in the details (title, participants, date, time).
        1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
      5. Click Send.

      Schedule a Meeting in the Teams Calendar: 

      1. Click Calendar in the left sidebar.
      2. Select New meeting at the top right.
      3. Select Schedule Meeting in the drop down menu.
      4. Fill in the details (title, participants, date, time).
        1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
      5. Click Save.

      Schedule a Meeting in Chat

      1. In a chat message bar, click the + button in the compose box
      2. Click Schedule meeting.
      3. Fill in the details (title, participants, date, time).
        1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
      4. Click Send.

      Schedule a Meeting in Microsoft Outlook

      1. In Outlook, choose Teams Meeting at the top ribbon or when creating an event.
      2. Fill in the details (title, participants, date, time).
      3. To copy the invitation link:
        1. The meeting link will appear as a URL. Select Copy to copy the URL.
        2. Paste the URL into an email or chat message.

        Joining a meeting:

        1. From Calendar: Click the meeting and select Join.
        2. From Chat: Click the meeting notification and select Join.
        3. From an invite: Click the Join Microsoft Teams Meeting link.

        Quick join options:

        • Use the Join button next to a meeting in your Calendar.
        • Click Join on a meeting reminder pop-up.

        Tips:

        • Use Meet now in a channel for immediate meetings.
        • Adjust audio/video settings before joining.
        • Use the lobby for meeting security.
        • If you are not able to join via video, you can call-in.

        For more details, see Microsoft's guides:

        OR

        Start a Meeting in Chat

        If a chat conversation would be better as a discussion, meetings, audio call, and video call can all be made from the Chat area. 

        Schedule a Meeting

        A full Teams meeting can be scheduled with the users in the Chat. Use the meeting option to share your screen or when you need the full Teams Meeting options. 

        1. From the chat message bar, click the + (plus) to expand the menu. 

        2. Select Schedule meeting. 

          Chat meeting

        3. Fill out the necessary information for the meeting.

        Audio/Video Call

        Use audio call or video call for instant communication if all the Teams Meeting options are not necessary. 

        1. Click on the phone handset icon at the top of the page.

        2. Select Audio Call or Video Call. 

          audio or video call

          An audio call requires only a microphone and speaker or headset. A video call requires a microphone, speaker or headset, and a webcam. 

        Record the meeting

        Where the meeting is started depends on where the recordings will be stored.

        Table describing where the recordings go

        1. In a meeting, click More actions (...)
        2. Select Start recording
        3. To stop, click More actions (...) again and select Stop recording

        Tips for recording:

        • Inform participants that the meeting is being recorded (they will still receive a notification formally in the meeting)
        • Recordings are saved to Microsoft Stream (or OneDrive/SharePoint) unless it is a team meeting where the YuJa plugin has been set up
        • Only organizers and presenters can start/stop recordings

        Videos from Stream or OneDrive can be downloaded and uploaded to YuJa.

        Workflow for Recording

        If you need help deciding how to schedule the meeting and record, try these workflow articles:

        Find the recording in Stream and download it

        All videos that are recorded on Teams are located in Microsoft Stream. For easier access to Stream, add the thumbnail to the app bar in Teams

        1. Locate the video in Stream. 
        2. Click on the 3-dot menu and select Download

          Download menu

        3. If you do not see a download button in the menu, click the 3-dot menu and select Open

          open menu

        4. Click the 3-dot menu and select Download

          download

        Upload Media to YuJa

        SIUE licenses YuJa for video storage and Streaming. Click on the (+) plus below to open the instructions for uploading your video to YuJa.

        Upload Media to YuJa

        The following knowledge base article will use the term media rather than video. Although you have the ability to upload documents in YuJa, we strongly recommend that you continue to use OneDrive for large PowerPoints, Word documents, and PDF files. YuJa's storage space is limited and more suited for storing videos and audio files.

        Upload Media

        1. If you haven't already, create folders to keep your media organized. See the Knowledge Base Article "Create a Folder" for more information. 

        2. Navigate to the folder in which you will upload your media. Double click on that folder. 

        3. Drag and drop your media directly into the window or click the Upload button. 

          upload

        4. If you are uploading video, make sure the "Video" icon is selected. If you are uploading audio, make sure the "Audio" icon is selected. Again, do not upload documents to YuJa. OneDrive is a better storage solution for documents.  Drag and drop your media into the box or click the upload button. Navigate to your media file and upload it.

          add media

        5. Please wait until the status window at the bottom of the page states Finished Uploading. This upload process may take some time depending upon the size of your media. Once the upload is finished, you will see a thumbnail of the media processing. Do not do anything to that media until it is finished processing. You may upload more media or do other actions while that video is processing.

          upload

        6. Once the media is processed, you will see a thumbnail image, the length of media ("4:39" in image below), and length of time since upload ("3 minutes ago" in the image below).

           finished upload

          Once the media is uploaded, you may continue editing, linking, sharing, etc. 

        Upload the recording to YuJa

        The following knowledge base article will use the term media rather than video. Although you have the ability to upload documents in YuJa, we strongly recommend that you continue to use OneDrive for large PowerPoints, Word documents, and PDF files. YuJa's storage space is limited and more suited for storing videos and audio files.

        Upload Media

        1. If you haven't already, create folders to keep your media organized. See the Knowledge Base Article "Create a Folder" for more information. 

        2. Navigate to the folder in which you will upload your media. Double click on that folder. 

        3. Drag and drop your media directly into the window or click the Upload button. 

          upload

        4. If you are uploading video, make sure the "Video" icon is selected. If you are uploading audio, make sure the "Audio" icon is selected. Again, do not upload documents to YuJa. OneDrive is a better storage solution for documents.  Drag and drop your media into the box or click the upload button. Navigate to your media file and upload it.

          add media

        5. Please wait until the status window at the bottom of the page states Finished Uploading. This upload process may take some time depending upon the size of your media. Once the upload is finished, you will see a thumbnail of the media processing. Do not do anything to that media until it is finished processing. You may upload more media or do other actions while that video is processing.

          upload

        6. Once the media is processed, you will see a thumbnail image, the length of media ("4:39" in image below), and length of time since upload ("3 minutes ago" in the image below).

           finished upload

          Once the media is uploaded, you may continue editing, linking, sharing, etc. 

        Share the YuJa Link

        YuJa provides a URL (direct link) for each video.
        1. Navigate to your video thumbnail. Hover your mouse over the thumbnail and click More in the menu.

          Click more in menu

        2. Click on Links from the left menu.

          Click Links in menu

        3. Under the heading "Enable Auto Single-Sign-On for Embedded and Direct Linked Media" select the Enable radio button. This will allow students to view these videos within Blackboard. Click the Save Links button, but do not close the window.

          Click on the Copy icon next to the Direct Link. This will copy the URL to your clipboard on your computer.

          direct link\

        4. Paste the link in an email, Blackboard discussion post, or other text area. If pasting in a text area in Blackboard, see the instructions for how to hyperlink text to make it easier for others to access your video.

         

        I am not recording the meeting. 

        Schedule the Meeting Through Teams

        Scheduling a meeting In A Channel:

        1. Click Teams in the left sidebar.
        2. Select the channel. 
        3. Select New meeting at the top right (camera icon).
        4. Fill in the details (title, participants, date, time).
          1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
        5. Click Send.

        Schedule a Meeting in the Teams Calendar: 

        1. Click Calendar in the left sidebar.
        2. Select New meeting at the top right.
        3. Select Schedule Meeting in the drop down menu.
        4. Fill in the details (title, participants, date, time).
          1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
        5. Click Save.

        Schedule a Meeting in Chat

        1. In a chat message bar, click the + button in the compose box
        2. Click Schedule meeting.
        3. Fill in the details (title, participants, date, time).
          1. For recurring meetings, click the drop-down next to Does not repeat and select the appropriate option. Fill in the information as desired.
        4. Click Send.

        Schedule a Meeting in Microsoft Outlook

        1. In Outlook, choose Teams Meeting at the top ribbon or when creating an event.
        2. Fill in the details (title, participants, date, time).
        3. To copy the invitation link:
          1. The meeting link will appear as a URL. Select Copy to copy the URL.
          2. Paste the URL into an email or chat message.

          Joining a meeting:

          1. From Calendar: Click the meeting and select Join.
          2. From Chat: Click the meeting notification and select Join.
          3. From an invite: Click the Join Microsoft Teams Meeting link.

          Quick join options:

          • Use the Join button next to a meeting in your Calendar.
          • Click Join on a meeting reminder pop-up.

          Tips:

          • Use Meet now in a channel for immediate meetings.
          • Adjust audio/video settings before joining.
          • Use the lobby for meeting security.
          • If you are not able to join via video, you can call-in.

          For more details, see Microsoft's guides:

          OR

          Start a Meeting in Chat

          If a chat conversation would be better as a discussion, meetings, audio call, and video call can all be made from the Chat area. 

          Schedule a Meeting

          A full Teams meeting can be scheduled with the users in the Chat. Use the meeting option to share your screen or when you need the full Teams Meeting options. 

          1. From the chat message bar, click the + (plus) to expand the menu. 

          2. Select Schedule meeting. 

            Chat meeting

          3. Fill out the necessary information for the meeting.

          Audio/Video Call

          Use audio call or video call for instant communication if all the Teams Meeting options are not necessary. 

          1. Click on the phone handset icon at the top of the page.

          2. Select Audio Call or Video Call. 

            audio or video call

            An audio call requires only a microphone and speaker or headset. A video call requires a microphone, speaker or headset, and a webcam. 



          Keywords:
          Teams, Office, Office 365, meeting, meetings, students, recording, record, teams record 
          Doc ID:
          149588
          Owned by:
          Zoom Z. in Southern Illinois University Edwardsville
          Created:
          2025-04-03
          Updated:
          2025-04-18
          Sites:
          Southern Illinois University Edwardsville