A field guide, not a product tour

Working habits for chat-first office software

ConnectTeams is a twenty-four-chapter field guide to the way modern teams actually use their workplace hub — channels, meetings, calls, shared files, and the admin controls behind them. Plain language throughout, ordered the way people really learn.

24Chapters
6Sections
2Practitioner authors
2026Edition

How the guide is arranged

Six sections, one working system

Read in order or jump straight to a situation — every chapter works on its own.

01

Core Basics

Orientation, chats, channel layout, notifications — the steering skills everything else stands on.

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02

Meetings & Calls

Invites, the lobby, recording rules, desk phones and presenting live.

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03

Files & Sharing

The channel library, share links, search and the tabs that anchor a channel.

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04

Administration

The admin center, policy batches, creation rules and gentle endings.

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05

Security & Privacy

The kickoff checklist, guests across company lines, retention and honest privacy.

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06

Habits & Rollout

Launch waves, health numbers, house rules and the support first-aid kit.

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Reading order

All twenty-four chapters, cover to cover

The guide was written to be read straight through — though the list below doubles as the fastest route to the chapter you need today.

01Find Your Way Around: The Five-Minute Orientation Tour
Core Basics6 min read
Find Your Way Around: The Five-Minute Orientation Tour
Dana Corliss · Apr 10
02One-to-One and Group Chats: Messages That Get Answers
Core Basics7 min read
One-to-One and Group Chats: Messages That Get Answers
Dana Corliss · Apr 24
03Inside Group Workspaces: Channel Layout That Scales
Core Basics8 min read
Inside Group Workspaces: Channel Layout That Scales
Dana Corliss · May 15
04Quiet by Default: Notification and Focus Control
Core Basics6 min read
Quiet by Default: Notification and Focus Control
Reid Callahan · Jun 12
05Meetings Worth Attending: Plan, Invite, Lead
Meetings & Calls8 min read
Meetings Worth Attending: Plan, Invite, Lead
Dana Corliss · Jul 3
06Before You Hit Start: Lobby, Roles and Recording Rules
Meetings & Calls9 min read
Before You Hit Start: Lobby, Roles and Recording Rules
Reid Callahan · Jul 31
07Voice Calls in the Hub: Dial, Transfer, Never Miss a Message
Meetings & Calls7 min read
Voice Calls in the Hub: Dial, Transfer, Never Miss a Message
Dana Corliss · Aug 21
08Present Live: Shared Screens and Documents as a Pair
Meetings & Calls7 min read
Present Live: Shared Screens and Documents as a Pair
Dana Corliss · Sep 18
09The Channel File Library: Where Shared Work Actually Lives
Files & Sharing8 min read
The Channel File Library: Where Shared Work Actually Lives
Dana Corliss · Oct 16
10Share Links Under Control: The Sixty-Second Permission Review
Files & Sharing8 min read
Share Links Under Control: The Sixty-Second Permission Review
Reid Callahan · Nov 6
11Search That Actually Finds the Thing
Files & Sharing6 min read
Search That Actually Finds the Thing
Dana Corliss · Nov 27
12Tabs and Add-Ons: An Anchor for Every Workspace
Files & Sharing7 min read
Tabs and Add-Ons: An Anchor for Every Workspace
Dana Corliss · Dec 18
13Inside the Admin Center: Every Section, One Walkthrough
Administration10 min read
Inside the Admin Center: Every Section, One Walkthrough
Reid Callahan · Jan 22
14Policies in Batches: Set Defaults Once, Assign by Group
Administration9 min read
Policies in Batches: Set Defaults Once, Assign by Group
Reid Callahan · Feb 19
15Starting Workspaces Without the Snowball
Administration8 min read
Starting Workspaces Without the Snowball
Dana Corliss · Mar 19
16Expire, Archive or Delete: Endings Done Right
Administration8 min read
Expire, Archive or Delete: Endings Done Right
Reid Callahan · Apr 16
17The Kickoff Security Walkthrough for New Environments
Security & Privacy10 min read
The Kickoff Security Walkthrough for New Environments
Reid Callahan · May 14
18Working Across Company Lines: Guests and Boundaries
Security & Privacy9 min read
Working Across Company Lines: Guests and Boundaries
Reid Callahan · Jun 4
19Records and Erasure: What a Retention Policy Really Does
Security & Privacy9 min read
Records and Erasure: What a Retention Policy Really Does
Reid Callahan · Jun 25
20Who Can Read Your Messages? An Honest Answer
Security & Privacy8 min read
Who Can Read Your Messages? An Honest Answer
Reid Callahan · Jul 16
21Introducing the Platform to a Whole Company
Habits & Rollout9 min read
Introducing the Platform to a Whole Company
Dana Corliss · Aug 6
22Four Health Numbers and a Monthly Ritual
Habits & Rollout8 min read
Four Health Numbers and a Monthly Ritual
Dana Corliss · Aug 27
23House Rules That Keep Channels Tidy
Habits & Rollout7 min read
House Rules That Keep Channels Tidy
Dana Corliss · Sep 17
24First-Aid Manual: The Breakages You Will Actually Meet
Habits & Rollout8 min read
First-Aid Manual: The Breakages You Will Actually Meet
Reid Callahan · Oct 8