Do your one-on-ones in Microsoft Teams

First, pin the chat

Pinned chats stay at the top of the chat area so you don’t have to hunt them down. Pin the chat for each person you meet in a one-on-one. You can pin up to 15 chats.

To pin a chat, choose the chat on the left side of the screen, then select More options > Pin .

Once you’ve pinned the chats, drag them into the order you want. Now all your chats are within reach.

Next, put important stuff in tabs at the top of your chat

Let’s say you’ve got a file that you regularly review together during your one-on-one time. To keep it front and center, turn it into a tab that’s part of your chat.

To do this, after you've shared the file in the chat, click Add a tab at the top of the chat. Choose the type of file it is, then the file itself. 

You can use a OneNote tab for things like agenda and meeting notes. Tabs can also be links to other things—like a PowerBI dashboard, a project task board, a whiteboard, or a website.

A little more about Files

Your chat with a person catalogs the files you and that person share with each other in Teams—all there on the Files tab. Whether it’s a living document that you’re developing together or a one-off review, if it’s been shared in your chat, you can get it in the Files tab. 

There are two ways to share files in chats:

1. Select the Files tab, then next to the chosen file, choose More options > Copy link > Copy, and then paste the link directly into a message.

2. In the toolbar under your message, select Attach  and then upload your document.

When you’re ready to meet

If you meet virtually, you can kick off the meeting right from your chat.  To meet, expand the More meet now options in the upper-right corner below your profile pic, then choose Video call or Audio call . 

Once you're in a call, either person in the chat can share their screen so you can look at things together—such as files or websites that you put in a tab at the top of your chat.