Webex essentials for working remotely.

Whether you’re new to working from home or already a pro, here’s everything you need to get started. Use Webex Meetings for real time video conferencing, or Webex Teams for messaging and team collaboration








Get Started with Webex Meetings

Webex Meetings brings your team together, face-to-face - with video conferencing, high quality audio, messaging and screen sharing on any device.


Scheduling

From the desktop app

The easiest way to schedule a meeting is through the Webex Meetings desktop app. You will also need to download the Cisco Webex Meetings Scheduler for Office 365 or productivity tool for Mac or Windows.

1. Open the Webex Meetings desktop app. Or download the app now.
2. Click the Schedule button. A new Outlook calendar invitation will open.
3. Fill in the necessary information: attendees, subject, start and end time.
4. Fill in the location field, making sure to include ‘Webex’.
5. Click the OK button. The invite information will auto-populate.
6. Click the Send button.



From the mobile app

1. Click on the schedule icon in the top right-hand corner of the app.
2. Give your meeting a title.
3. Edit the time and date of the meeting.
4. Add attendees email addresses.
5. Click schedule in the top right-hand corner.


If you can’t access your regular calendar for any reason - you can still schedule a meeting. Just use your Personal room or use the built-in site scheduler.
Schedule Meeting



Join a Meeting

How do I start or join a meeting?

From the desktop app

1. Open the Webex Meetings desktop app.
2. For scheduled meetings, click the Join button when its time.
Or, for to meet on the fly - select ‘Start a meeting’.
3. Click Start Meeting.


From a calendar invite

1. Click the big green Join meeting link.
2. Authorize the use of your microphone and webcam.
3. Click Start Meeting.


From the mobile app

1. For a scheduled meeting, click the “Join” button on the notification or from the My Meetings page of the app.
2. Tap Start meeting to start an ad hoc meeting in your personal room.
3. Tap Join Meeting to enter the meeting number, URL, or username.




How do I set my audio and video preferences?

Set your audio and video preferences, before you join the meeting.


Use a headset! Doing so reduces distractions for you and to keep background noise from disrupting the call.

Mute your microphone in meetings when you’re not speaking to avoid distractions or interruptions to the meeting. Don’t double mute (muting your phone and your Webex audio at the same time). Choose one method to make sure you can unmute easily when you’re ready to talk.



Set Audio and Video


Share Screen

How do I share my screen?

From within the meeting click the Share Content icon and select "share your screen” or a specific application.





How do I host a meeting?

If you schedule a meeting or are an assigned host, you have access to moderate and manage the meeting. Here’s some tips for you.

  • Record meetings to share with people that couldn’t attend.
  • Mute other participants when there is unwanted noise.
  • Start your meeting a few minutes early, especially if you have invited clients or other external parties. This will give you time to join and prepare for your meeting. It also allows for conversation at the start of the call before jumping into business.


Host a Meeting




Learn More

Learn more on how Webex Meetings can help you get work done from home.





Get Started with Webex Teams

Webex Teams empowers your team to collaborate all in one place, from anywhere, with messaging, file and screen sharing, video meetings, and whiteboarding.


Get started with the app

  • To access Webex Teams in your browser visit teams.webex.com.
  • Download the desktop app if it’s not installed on your computer or mobile device from, download it now.


Get to know Webex Teams


Get familiar with your new collaboration hub. Everything you need to keep work moving forward while working from home is here.


Get Started with the App



Edit Messages
@mention
Give Your Message Some Personality

How do I message someone?

You can easily contact internal or external people using the chat panel for 1:1 interactions or group communications in spaces.


1. Click the add icon “+” and choose contact a person.
2. Type the name or email of the person in the Search field
3. Click the person you want to chat with.
4. Type your message and press the enter key.


Edit messages

Made a typo? Not a problem, simply hover over your message and click Edit message. Then, make your changes and click update. After you update the message, you'll see (Edited) next to it in the space.


@mention

To grab someone’s attention @mention their name. They will see @ against the Space, showing that their name has been tagged. Or use @all to notify everyone in the space.


Give your message some personality

You can customize your message by formatting the text, inserting emojis and gifs, or adding attachments and screen capture.


How do I reply to a message in a thread?

Hover your mouse over the message and use the arrow option.


Reply to a Message in a Thread


Make a Call From Webex Teams

How do I make a call from Webex Teams?

There are different ways to call in Webex Teams. One easy way is to:

1. Click the Search field.
2. Start typing the name of the person or space you want to call.
3. Click the name of the person or space in the results list.
4. Click the Call icon at the top right of the space.
5. Click Start with video.




Join a Call

Join a call

When you receive a call, you’ll see a notification allowing you to:

  • Answer: To take the call.
  • Decline: If you can’t answer now.
  • Message: If you want to answer with a chat message instead.




Joining an Ongoing Call in a Space

If you are joining an ongoing call in a space:

Click on the green meeting timer in the space and select “Join” from menu or click the pop up on your screen as the meeting starts.






Learn More

Learn more on how Webex Meetings can help you get work done from home.





Webex best practices when collaborating from home

Turn your video on

Sharing video can be intimidating at first but having your camera on will keep you aware of the conversation and connected with your colleagues.


Check your background

Reduce clutter and double check for personal items you didn’t intend to share in your background.


Camera position

Think about where your webcam is positioned and keep it at eye height for the most natural look.


Headsets at home

For the best audio experience, use a noise reducing headset.


Mute yourself

Muting yourself when not speaking prevents background noise around you from distracting others in the meeting.



Best Practices



Set up your home office

Changing how you work is about more than just changing the technology you use. We’re here to help you set up a productive workspace from home.


Set Up Your Home Office

Take home the necessary equipment

Don't forget to take any chargers for laptops or other equipment you may need from your office. Be sure your computer and apps are up to date.


Don’t forget your headset!

For the best audio experience, use a noise reducing headset.


Find the best workspace

Dedicate a workspace in your home that’s ergonomic, comfortable, and productive. It will allow you to stay focused throughout the day.


Prepare to turn your video on

The world works better face to face! Think about where your webcam is positioned and keep it at eye level for the most natural look.


Check your background

Reduce clutter and double check for personal items you didn’t intend to share in your background.


Get connected

Check your home internet connection and update your VPN if you have one. Connect using an ethernet connection or pick a spot with a strong wireless signal.

Tips for working from home


Minimize distractions

Letting others in your home know you’re about to join a call, or closing the door are small actions you can take to minimize distractions for those in your meetings.


Turn your video on

Sharing video can be intimidating at first but having your camera on will keep you aware of the conversation and connected with your colleagues.


Mute yourself

Muting yourself when not speaking prevents background noise around you from distracting others in the meeting.


Claim your bandwidth!

Discourage others in your home from doing high-bandwidth activities (like streaming video’s) while you’re working. They may impact your audio and video quality.



Working From Home



Tips for hosting a meeting

  • Be mindful of time zones, and ensure your meetings are during typical business hours for all your attendees.
  • Remember to take breaks! Build in a break for your teams and start your meeting at 15 minutes after the hour.
  • Provide global numbers - Webex allows you to configure the default call in numbers for your meetings to reflect where your attendees are joining from. Login to your Webex site to configure your default numbers.
  • The most powerful way to encourage video sharing is to turn on your own camera. Seeing facial reactions builds trust and helps to maintain a healthy culture.
  • Turn off notifications for other applications – that way you won't get distracted with email and messaging pop-ups.
  • hare only the content you intend to. By sharing an application, not your whole screen you can be sure you’re keeping attention on the task at hand, and not on notifications that may pop up.
  • Ask your participants to mute when not talking. If someone forgets, or is disrupting your meeting, you can mute noisy attendee lines from the participant panel.
  • When hosting a large meeting such as an all hands or department meeting, consider selecting “Mute All” from the Participant menu within a Webex Meeting to start everyone muted. Users may choose to unmute themselves to participate later. Looking to host a larger event or manage audio more directly? Consider switching to Webex Events.
  • Make it a habit to record your meetings. If someone’s not able to attend your meeting, simply share the link, keeping everyone up to date. Want to hold on to a recording for notes later? Choose “Record on my computer” to keep that data right on your machine.

Hosting a Meeting



Low bandwidth and troubleshooting

If you have low bandwidth availability or poor internet connection, it can impact your Webex experience. Depending on your device, connection type and situation - our low bandwidth and troubleshooting advice page has everything you need to stay connected.




Need help?

Check out our Help Center for more support when working remotely.