By the end of this lesson you will be able to
- Share a document with a named person and choose between viewer, commenter and editor.
- Use comments and suggestions so that others can see why a change was made.
- Check your camera, microphone, speaker and connection before an online meeting, and behave politely in it.
- Create a calendar event with a time zone, a reminder and an invitation.
Work and study increasingly happen with other people who are not in the same room. A group may write a report together, a teacher may meet students on a screen, and a clinic may send an invitation for an appointment. All of this depends on three skills: sharing a file with the right level of access, taking part in an online meeting, and keeping a calendar. They are easy to learn, and doing them well makes you reliable and safe to work with.
Shared documents
A shared document is a file kept online that several people can open, and often edit, at the same time. Instead of emailing different copies called report-v2-final-FINAL.docx, everyone works on one copy. You see other people's cursors, and each change is saved automatically and recorded in version history. You need a connection, because the file lives in the cloud, although some services allow offline editing and sync later.
You share a document by pressing its Share button and either typing the email addresses of the people you choose, or creating a shared link. For each person or link you choose a level of permission. Think of three roles at a school notice board. A viewer may read the notice. A commenter may pin a note beside it. An editor may change the notice itself.
- Can read
- Cannot change
- Cannot comment
For information only
- Can read
- Can add comments and suggestions
- Cannot change the text directly
For feedback
- Can read and comment
- Can change the text
- May be able to share it further
For co-authors
Read this figure as text
Three columns showing what a viewer, a commenter and an editor can do with a shared document.
Three columns. Viewer: can read and download the document if allowed; cannot change it or add comments. Commenter: can read and add comments and suggestions; cannot change the text directly. Editor: can read, comment and change the text directly, and in many services can also share it further, depending on the settings. Choose the lowest level that lets the person do their job.
Share a document with one person
Step 1: Open the document and select Share
In your cloud service or online office program, open a document you own and find the Share button, normally at the top right.
You should see: A sharing window opens with a box to add people.
Step 2: Type one address and choose a role
Type the email address of one person you know, such as a fictional colleague like joseph@example.org when practising, and choose Commenter or Editor.
You should see: The person appears in the list with the role you picked.
Step 3: Add a short message and send
Write a line saying what you want them to do. Press Send.
You should see: The person receives an email with a link and the document appears in their shared files.
Step 4: Review who has access
Open the sharing window again and check the list. Remove anyone who no longer needs access.
You should see: Only the people you meant to include are listed.
Comments, suggestions and working together
Good co-authors talk in the document. A comment is a note attached to a word or paragraph. People can reply to it and mark it as resolved when it is settled. A suggestion (in some programs called tracked changes or suggesting mode) shows a proposed edit in colour, which the owner can accept or reject, so no one changes the text silently. Use comments for questions and suggestions for wording.
Community garden plan
We will meet every Saturday at 9 am.
Comment (Fatuma): Can we move this to 10 am?
Reply (Kamau): Yes, I will change it.
Bring gloves and a water bottle.
- Marker 1: Share: choose who and which role
- Marker 2: Comment: leave a note for others
- Marker 3: Version history: go back if needed
- Marker 4: A comment thread with a reply
Read this figure as text
A simulated online document with a share button, the names of two editors and a comment beside the text.
A simulated document window titled Community garden plan. The toolbar shows Share, Comment and Version history. The body has three lines: Community garden plan; We will meet every Saturday at 9 am; Bring gloves and a water bottle. A comment from Fatuma beside the second line reads: Can we move this to 10 am? A reply from Kamau says: Yes, I will change it. Marker 1 points to the Share button, marker 2 to the Comment button, marker 3 to the Version history button, marker 4 to the second body line that has the comment.
- Agree who is responsible for each part, so that two people do not rewrite the same paragraph.
- Do not delete another person's text unless you were asked to. Suggest the change instead.
- If something goes wrong, open Version history, look at earlier versions and restore the one you want.
- Remember that the owner, and often every editor, can see who changed what.
Online meetings
A video meeting lets people see and hear one another over the Internet. Most services work in a browser or through an app, and the host sends a link for the meeting, often inside a calendar invitation. Before you click it, check that the invitation came from someone you know. Fake meeting invitations are used for phishing, so do not enter a password on a page you reached from an unexpected invitation.
Most problems come from equipment and connection, so test before the meeting, not during it. Your browser will ask for permission to use the camera and microphone. Allow it only for a meeting service that you trust, and know where to switch it off again. You can also use the wifi or a cable to improve the connection.
- Step 1: Check the invitationfrom someone you know
- Step 2: Check the connectionand the battery
- Step 3: Test soundmicrophone, speaker
- Step 4: Test cameralight and background
- Step 5: Join early, muted
Read this figure as text
A flow of five steps from checking the link to joining the meeting.
Five numbered steps. 1: Check that the invitation is from someone you know. 2: Check your internet connection and plug in the laptop if the battery is low. 3: Test your microphone and speakers or headphones in the meeting's own test screen. 4: Test your camera and look at the light and what is behind you. 5: Join two or three minutes early with your microphone muted.
Meeting manners
- Mute your microphone when you are not speaking. Background noise is very distracting for the others.
- Use headphones if you can. They stop an echo, which happens when your microphone picks up the other person's voice from your speaker.
- Sit facing a light, not with a bright window behind you, and check what is visible behind you.
- Wait for a pause before speaking, or use the Raise hand button or the chat if there is one.
- Say your name when you join and do not share the meeting link publicly.
- Before sharing your screen, close private windows and notifications. Share one window rather than the whole screen when you can.
- If you record a meeting, tell everybody first, and ask people before you share a recording.
Calendars
A calendar keeps your appointments in one place and sends reminders. Online calendars sync between your phone, tablet and laptop, so an event you add on one appears on all of them. An event normally has a title, a date, a start and end time, a place or meeting link, and a reminder. You can invite people by email address, and they receive a calendar invitation that they accept, decline or answer with Maybe.
Clinic visit Titlewhat it isThu 16 May Datewhich day10:00 to 10:30 Timestart and endEast Africa Time Time zonewhere the time appliesReminder 1 hour beforeReminderalertRead this figure as text
A breakdown of one calendar event line into title, date, time, time zone and reminder.
The fictional event Clinic visit, Thu 16 May, 10:00 to 10:30, East Africa Time, reminder 1 hour before is split into labelled parts. Clinic visit is the title, which says what it is. Thu 16 May is the date. 10:00 to 10:30 is the start and end time. East Africa Time is the time zone, which matters when people are in different places. Reminder 1 hour before is the alert that keeps you from forgetting.
Create an event and invite a person
Step 1: Open your calendar and choose a day
In your calendar app or website, click the day or a Create or New event button.
You should see: A form opens for the event details.
Step 2: Fill in the details
Add a clear title, a start and end time, and a place or meeting link. Check the time zone shown for the event.
You should see: The event shows the time that you intended.
Step 3: Set a reminder
Choose when to be notified, such as ten minutes or one hour before.
You should see: A reminder is listed under the event.
Step 4: Invite someone and save
Add the guest's email address, for example a fictional amina@example.org, and press Save or Send.
You should see: The event appears in your calendar and the guest receives an invitation.
When people live in different places, the time zone matters. A meeting at 15:00 in Nairobi is not at 15:00 in London. Good calendars display the time in the viewer's own zone, but only if the event's zone was set correctly. When you arrange a meeting with someone far away, write both times in the message, for example 15:00 East Africa Time (13:00 London). Also be careful with invitations from strangers. A calendar entry can contain a link to a fake page, so treat the link in an unexpected invitation as you would a link in a suspicious email.
Common mistakes
✖ Instead of: Sharing a file with a link that anyone can open, so that it is easy.
✔ Do this: Share with named people, choose the lowest role, and turn the link off when you finish.
✖ Instead of: Emailing different versions of a document back and forth.
✔ Do this: Share one online copy and use comments, suggestions and version history.
✖ Instead of: Joining a meeting at the last second and finding the microphone does not work.
✔ Do this: Test the equipment and join two or three minutes early, muted.
✖ Instead of: Writing a time without a time zone when people live in different places.
✔ Do this: Write the zone, and make a calendar event so that each person sees their local time.
If something goes wrong
- The person I shared with says that they cannot open the document.
- Check that you used the same email address they log in with, that the role is not Viewer when they need to edit, and that they are signed in to the right account.
- Nobody can hear me in the meeting.
- Check that you are not muted, then that the correct microphone is chosen in the meeting's settings and that the browser has permission. Leave and rejoin if needed.
- My video is frozen or the picture is poor.
- Turn off your camera for a while, move closer to the router or use a cable, and close other programs and downloads that use the internet.
- The calendar event appears at the wrong hour.
- Open the event and check its time zone and your calendar's zone setting. Fix the zone, not only the hour, and tell the guests.
Key terms
- shared document
- A shared document is a file kept online that several people can open, and often edit, at the same time.
- video meeting
- A video meeting is a live conversation over the internet in which people see and hear one another through cameras and microphones.
- calendar
- A calendar is an app that stores your events, dates and reminders, and can share them with other people and devices.
- calendar invitation
- A calendar invitation is a message that adds an event to your calendar when you accept it.
- shared link
- A shared link is a web address that gives access to a file or folder in cloud storage.
Practise it for real
Reading is not the same as being able to do it. Complete these on your own computer, then tick only what you have actually done. These ticks are your own honest record: nothing checks them for you.
Share, comment and check a meeting
Using an online office or cloud account you own, create a document called practice-shared with three lines. Share it with a person you trust, or with a second account of your own, as Commenter, then add a comment on one line. Check the sharing list afterwards. Then open the settings of a video meeting service you use and test your microphone, speakers and camera on its test screen without joining a real meeting.
Arrange a meeting across time zones
Pretend that you are arranging a thirty-minute meeting for the fictional group Amina (Nairobi), Joseph (London) and Fatuma (Mombasa). Create a calendar event for next week with a title, a reminder and a line for the meeting link, and write the invitation message including the time in at least two zones. Say which sharing permission you would give them for the agenda document and why.
Knowledge check
6 questions. You need 80% to pass. Mistakes here are part of learning, and you can retry as often as you like.
Summary
- A shared document is one online copy that several people can edit together.
- Choose the lowest permission that lets each person do their job, and share with named people.
- Use comments and suggestions, and version history if something goes wrong.
- Test camera, microphone and connection before an online meeting, and mute when you are not speaking.
- A calendar event needs a title, a time with a time zone and a reminder.
Checklist: can you do these?
Marking a lesson as read does not prove you can do it. Skills count as demonstrated when you pass the quiz (not yet) and complete the practical tasks (not yet).
Related lessons
References and further reading
Official sources for details that can change between versions.
- Microsoft Teams help and learning (Microsoft)
- Google Calendar Help (Google)
- Jitsi Meet user guide (Jitsi)