Is your team advanced in its use of virtual platforms?

Want to see everyone and breakout , yet also react to and cluster chatbox posts?

Want everyone to whiteboard and sticky-dot vote, yet also build the action log together?

Here, red10‘s Will Sudworth explains why some teams choose to do a Combo of Zoom® with MS Teams®, explaining:

  1. The practical set-up
  2. Why the Combo is needed
  3. Building the Combo

This is part of the Advanced Set-up in the 3Bs Virtual Kit.

The practical set-up

The Combo involves the following set-up:

  • Zoom – in gallery view – on your main screen
  • MS Teams – in Team View – on either your 2nd screen or phone/tablet

2  Why is the Combo Needed?

Surely life is complicated enough? Why not just use one or the other?

This is for advanced teams only, who will understand these reasons…

A  Zoom has features MS Teams doesn’t have, namely:

          Recently, MS Teams was updated to have 49 participants on one screen, like Zoom.

B MS Teams has features that Zoom doesn’t have, namely:

    • React to chatbox posts with a thumbs-up or a heart
    • Cluster chatbox posts together in conversations, so that you can have multiple conversations in parallel
    • Provide an action log that everyone can see and edit in real-time – and even add to that with automated action-tracking
    • Create meeting notes that everyone can see and edit in real-time
    • Provide a live agenda that the team can be agile with – changing the order and flow and yet always having a copy of the latest version

3  Building the Combo

Putting the combo together is simpler than it looks, and teams get used it very quickly.

The meeting invite (see our template) will come from Zoom, and in the first few minutes of the call, you ask people to:

A  Essential: Open their MS Teams Channel and use that – exclusively – for the chatbox.
B  Nice to have: Open their MS Teams Wiki page to view the action log and meeting notes

Everything else becomes clear as you use it.

Have you tried the combo yet?
What do you think?


If you find this article useful, have you seen our Free Kit for Virtual Meetings ?

Free Kit for Virtual Meetings

This is one of the advanced Basecamp articles in our 3Bs Virtual Kit –Basecamp, Behaviours and Bag of Tools.