Webex Teams: Getting Started using the Webex Teams App

Here's everything you need to know in one place for Webex Teams.

Webex Teams brings together all your people and communication tools in one secure and easy-to-use app. You can create, share, and get work done with your team regardless of where you are located. 

The Webex Teams app is simple. You'll see navigation on the left, then search, filters, and spaces, and activities on the right.

Webex Teams Interface

Read and Send Messages

Get started right away in Webex Teams by reading and sending messages to people directly or to everyone on your project team.

After you read the message, the space name turns light grey in your Spaces list, letting you know that you're now up-to-date in that space. 

Send a message—You can send a message directly to just one person or to several people.

To send a message to a person, click on the plus sign and choose Contact a Person, enter their name or email address and press Enter.

Contact a person

To send a message to several people, click on the plus sign and choose Create a Space. First, name the space. Then select Create, and enter the names and email addresses of the people.

View Your Upcoming Meetings

You can view details about your upcoming meetings in your meeting list.  When it's time for a meeting to start, you can join it from the meeting list, too.  Go to Meetings calendar icon and find the meeting in the meeting list.

Webex Teams Calendar

Add Someone to Your Contacts List

You can add people to the Contacts List, making it even easier to connect with them

When you search for someone in your Contacts list, your search automatically includes your Outlook contacts so you can easily find people and make a call.  

Note - You'll need to give Webex Teams permission to access your address book in you're using a Mac.

Add Contacts

Meet and Call People

You can handle video calls and schedule meetings right from Webex Teams, whether you're using it on your computer or mobile phone.

Answer calls—when your app rings, just select Answer when you’re ready to answer the video call.

Webex Teams Call

Call someone using their email, name, or phone number—Go to Call and enter that info to call them.

Webex Teams Phone Dialer

Activity Menu

Whenever you're in a space, navigate to the the activity menu bar to get access to all the different activities you can do:

  • messages icon Message—send a message to just one person or to many people in a space.

  • call icon Call—make a direct call to a person. You'll see Meet, if you're starting an instant meeting with everyone in the space.

  • schedule icon Schedule—create a meeting from the space or get a list of meetings already scheduled for the space.

  • people icon People—see who's in the space or Webex Teams meeting.

  • files icon Content—find your shared files, photos, and whiteboard content.

  • whiteboard icon Whiteboard—create and share content on whiteboards.

  •   My threads—see threads you are a part of.

  •   Links—see all links shared in the space.

Build Your Teams

You'll generally create teams for one of two reasons—if you have a specific communication structure in mind for a large project or group of people, or if you've grown out of a space that you've created. Teams are simply a collection of related spaces. They're great for a consistent group of people who are going to be working on something for a long time. That something might be complicated and involve a lot of activities or subprojects happening at the same time. You can create a different space for each piece of the puzzle.

Let's say you manage a team of about 10 people in the Finance department of a large company. Once your team is using the app, you can create a team called "Finance." When you create a team, you become its moderator, and everyone you add is a team member. They'll be automatically added to the team's General, which is the default space, and the only one that your team members get added to automatically.

Organize Your Teams

Consider using the General space for announcements where you can share important information as read-only messages. Only team moderators will be able to post to the space, and you'll prevent losing these important messages in the ongoing discussions happening in the other team spaces.

How you structure your team is the key to your team's success. Anyone on the team can add spaces to the team as a way of sharing their knowledge. Everyone on the team can see the available team spaces and join them on their own. If you want your team to follow guidelines when creating team spaces, be sure to let them know.

Add More Moderators

You might also find it useful to assign other moderators to the team to help keep the team members list up to date, or to update the team details. Moderators can help make sure that the spaces in your team are all active by archiving spaces that you aren't using, or restoring any that you need again. They can also remove people from the team who aren't working on it anymore.

Finally, when everybody's work has moved on to new projects, you can archive your team and get ready to create your next team!

This is a Cisco product- for more information see https://cisco.com/go/webex

Keywords:Webex, Webex Teams, Cisco, getting started, create teams, files, whiteboard, call, message webex teams client, chat client, chat   Doc ID:89040
Owner:KATHLEEN K.Group:Cisco Webex
Created:2019-01-13 13:37 CSTUpdated:2020-06-29 12:59 CST
Sites:Cisco Webex, DoIT Help Desk, DoIT Tech Store
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