Step by Step Guide to Re-Organize MS Teams

Learn to use MS Teams ReOrganizer to split and merge Teams channels and members.


Pre-Requisites:

STEP 1

From the left pane of the Teams portal click on the apps icon search for SysTools ReOrganizer and click add.

Add SysTools ReOrganizer on Teams

STEP 1

The Teams ReOrganizer application can be used via Outlook email portal.

Add SysTools ReOrganizer via Outlook

STEP 1

This Add-on is available for direct use on the Microsoft 365 Apps Page as well.

Add SysTools ReOrganizer on M365

STEP 2

Press the purple “Add” button to install the add on to your Microsoft Teams application.

Click on Add

STEP 3

The app opens up on its own with a list of all available Teams where you are the owner.

Main Screen

You can Click on Present Button to share the App in live MS Teams meeting.

share the App

The three horizontal dots (...) contain a sub-menu of extra options that include:

You can use these optional settings for creating a seperate window ouside of your main Teams app, Reset app to the main screen, Visit the official app webpage, and check the About section, respectively.

Main Screen extra options


Step by Step Procedure to Split a Team

STEP 1

In SysTools ReOrganizer, select any one team you wish to split and hit the "Prepare Split" icon.

Split Tab Main Screen

STEP 2

A dialog box titled "Number of splits to create" is open. There type out the number of splits or use the arrow keys to get to the exact number (max 4, min 2). Then hit Continue to move on to the Next step.

Note: The Cancel button will take you back to the main screen.

Split Box

STEP 3

On the Next screen, you can see an automatic distribution of new teams the number is the one you chose previously.

Main Split Screen

By default, every row has two Teams. However, this can be changed with the help of the dropdown top right corner of your screen.

Team Number Dropdown

This app appends a number at the end of every team’s name for easier distinction. Inside each sub-Team, you can assign the members by clicking on their names.

STEP 4

The Search bar allows you to find the members. You can use Select All to choose every member at once. The Clear selection button is also present to do-over the member selection again.

The Create button at the top right of every split can only be used once both member and channel selection is complete. The Discard button allows admins to remove the particular split from the operation.

Split Options

STEP 5

Once Member selection is complete toggle the Channels tab. There You can see every channel in the parent Team with an unmarked check box in front of its name.

Channels

The channel level member selection is not present in the case of General and Standard type channels.

The Shared and Private channels allow you to pick the members from the original list. Only those members who are part of the parent's private/shared channel can be put in the child no new members are allowed.

Note: The Channel members must be selected to be a part of the Team under the member column. In case you missed a member the tool puts out a prompt for the same.

STEP 6

The tool after both member and channel selections are complete click on Create. This opens a pop-up window where you have to enter the Team name, Team mail nickname (both mandatory), and Team description(optional).

Split Details

Fill in the details.

Fill Details

You can click on the Verify button to check whether or not the chosen team is available for use.

Verify

Take a look at the Member

Review Members

and Channel tabs to double-check the selection.

Review Channnels

STEP 7

Click the Create icon at the bottom right corner. A team Creation popup appears the completed steps are shown in Green with a tick mark next to them, the ongoing steps are in Yellow and the failed steps appear in Red with a cross next to them.

Team Split Viewing Screen

STEP 8

Once completed click on Close. Repeat the steps for the rest of the splits one by one.

Teams Split Complete

STEP 9

Go back to ReOrganizer Split Screen home page and repeat the steps for the rest of the splits one by one.

Repeat

You can discard any excess spits.

Discard excess

STEP 10

Inside MS Teams home page check the result of Split operation.

See Results

Step by Step Procedure to Merge Two Teams

STEP 1

Select any two Teams of any variety (Private/Public/Organization-wide) and hit the Create new team from selected teams.

Select Teams

Note: No More than Two Teams can be selected at a time. You will recieve a Warning Popup upon (>2) selection.

Max Teams Warning

STEP 2

An Information pop-up appears on top of your screen. Read the instructions and Press OK

Info Box

STEP 3

The Main Merger Screen contains the names of the two teams you are about to merge in the top left corner. They have a specific color assigned to each of them. On the right side of the same parallel, you can see the Close button.

In the New Team Box, the Members tab is open by default with the channel tab also available for selection.

Main Merge Member Screen

STEP 4

Like in the Split operation admins can also select all members at once with the help of the Select All button. Moreover, the Clear selection button allows for a do-over.

Member Selection

STEP 5

Go to the Channels tab and mark the box next to the channel name you wish to include in the merged entity.

Merge Options

Note: If both teams have channels with the same name, the channel type of the first team is used.

The channel level member selection is not present in the case of General and Standard type channels.

The Shared and Private channels allow you to pick the members from the original list. Only those members who are part of the parent's private/shared channel can be put in the child no new members are allowed.

STEP 6

After Member, Channel, and Channel Member Selection Click on Create. A new Box opens.

Teams Details Box

There you can put the Required Team name, Team mail nickname (both mandatory), and Team description(optional).

Teams Details Filled

Click on Verify to see weather or not the name you choose is free to use. Perform this for Team name and Team mail nickname.

Teams Name / Mail Validation

Then go to the Members Tab to check the member list.

Teams Members Check

Repeat the checking process for Channels in its respective tab.

Teams Channels Check

STEP 7

Press Create this puts forth a Team Creation window indicating the current step of the process.

The Completed steps are shown in Green with a tick mark next to them, the ongoing steps are in Yellow and the failed steps (if any) appear in Red with a cross next to them.

Team Creation Ongoing

A green Completed text indicates the successful process. Close the box and return to the Main ReOrganizer screen.

Team Creation Complete

STEP 8

Close the SysTools ReOrganizer.

Close App

STEP 9

Go to the Teams Section and check the Resultant Merged Team.

Merged Team