Practical, Visual Guides for Getting Things Done in Microsoft 365

Table of Contents

Welcome to your visual cheat sheet for Microsoft 365. Each Workflow Card breaks down a common scenario — from saving and sharing documents to running meetings or collaborating on tasks — and shows you the simplest, best-practice way to do it using the right tools.

No jargon. No overthinking. Just smart, repeatable steps you can use every day. Hover over each card to reveal the full instructions, or download the PDF to keep on hand or share with your team.

Because Microsoft 365 should make your work easier — not harder.

File Management & Collaboration

Co-authoring a Presentation

Share a Draft Report for 1:1 Collaboration

Share a File with Your Whole Team

Save Personal Work Files Properly