Microsoft Power Automate template<\/a>. Use this to create a Webex Space with the email subject as the Space title. The email content is posted in the Space with email IDs in the From, To, and CC fields as participants.<\/p>\n4 \u2014 Save your work on your personal Webex Space<\/h3>\n
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Steve says, \u201cEveryone gets their personal Space on Webex. I use that all the time to upload any docs and presentations I\u2019m working on. It\u2019s an easy method for cloud backup.\u201d<\/p>\n
You can create your own Space on Webex by navigating to \u201cMessaging\u201d. Next, click on \u201cCreate a Space.\u201d Give it a name and click on \u201cCreate.\u201d You can save files and store messages or notes here.<\/p>\n
5 \u2014 Find what you need with search filters<\/h3>\n
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You can lose yourself with the amount of information shared in Spaces. Search filters come in handy when you have to search through messages in Webex. You can use a single filter or combine them to find what you are looking for within a Space or in any of the Spaces you belong to.<\/p>\n
Nancy says, \u201cText searches using \u201cwith:\u201d followed by someone\u2019s name tells me all the Spaces we share. I often use that to see common areas we are involved in. Searching by using \u201cfrom:\u201d lets me search for text written by a specific person, and using \u201cin:\u201d lets me search for text in a particular Space. It helps me narrow down searches, and all three can be used together.\u201d<\/p>\n
6 \u2014 Take a Peek into messages in Webex chat<\/h3>\n
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Frank says, \u201cI\u2019m a heavy user of \u2018peeking\u2019 inside a chat Space before fully opening and marking it as read.\u201d Sometimes you are not ready to answer but need to know what the ask is.<\/p>\n
Right-click on your unread message and click on \u201cPeek\u201d. You\u2019ll get a preview of the conversation without marking the message as read.<\/p>\n
7 \u2014 Pin your favorite Spaces for easy accessibility<\/h3>\n
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Favorites are lifesavers. You can set essential Spaces as favorites to access updates or prioritize your day around tasks.<\/p>\n
Eric can\u2019t stay on top of what is going on in the hundreds of Spaces he follows. He pins his top 10\u201315 Spaces \u2014 the ones where he\u2019s actively working \u2014 to make it manageable.<\/p>\n
This trick enables him to take a quick look at his screen to check out any new messages. He constantly curates the Spaces, regularly removing ones that aren\u2019t relevant or time-sensitive and adding ones that are.<\/p>\n
Click on the Space you want to pin. Click on the blank star. Once it turns yellow, it\u2019s added to your favorites.<\/p>\n
8 \u2014 Find information quickly by flagging messages<\/h3>\n
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Flagging messages is a great way to keep important information at hand that you can quickly sift through or revisit.<\/p>\n
According to Natasha, filtering through flagged messages helps her create a to-do list. She adds, \u201cWhen a piece of information is important to you, flag it. Use the filter to see your flagged messages and find what you\u2019ve categorized as important to you. I do this for any dummy credentials we have shared to test features.\u201d<\/p>\n
To flag a message, hover over the message until a bar in the upper right-hand corner appears. Click on the \u201cflag for follow-up\u201d to flag the message.<\/p>\n
Look for flagged messages by clicking on \u201cFilter by\u201d and then choosing \u201cFlags\u201d.<\/p>\n
9 \u2014 Personalize Webex Spaces<\/h3>\n
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Whether it\u2019s themes, emojis, or GIFs, Webex offers many options to help your personality stand out.<\/p>\n
Val says, \u201cThere is always a debate between light mode or dark mode. Webex allows me to configure my view with my color preferences and identify myself with tones I select for the reactions.\u201d<\/p>\n
Rick deals with color blindness and difficulty discerning specific colors and shading. 13 different color themes give him varied options. He also thinks GIFs and emojis help convey personality, especially when working remotely.<\/p>\n
10 \u2014 Make document collaboration easy with OneDrive, Google Drive, or SharePoint<\/h3>\n
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Take a page from Andrew. He links his document management (OneDrive, Google Drive) and messaging systems. He integrates co-editing and sharing into his messaging workflow, so he doesn\u2019t need to leave Webex.<\/p>\n
Pierre says, \u201cConnecting Webex to SharePoint or OneDrive for Enterprise Content Management (ECM) helps document collaboration without switching to different apps.\u201d<\/p>\n
Here\u2019s how to link a Microsoft OneDrive or SharePoint Online folder to a Space:<\/p>\n
In the Space, click \u201cContent,\u201d and then select \u201cFiles\u201d. If you haven\u2019t already added your account, click \u201cConnect to Account\u201d to add an account.<\/p>\n
Click \u201cLink to Online Folder.\u201d Choose a folder from your account, and click \u201cOpen\u201d.<\/p>\n
Those who have file access in SharePoint or OneDrive Online will be able to access them in the Webex app.<\/p>\n
Choose \u201cSet as the default linked folder for this Space.\u201d All files shared in the Webex app will be automatically uploaded to your linked folder.<\/p>\n
Note: This setting is only available if your administrator has set it up. If you don\u2019t see the option, all files shared in the Space are automatically uploaded to the linked folder.<\/p>\n
Conclusion<\/h3>\n
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Collaboration possibilities in Webex<\/a> have evolved tenfold over the last few years. Innovations are introduced more rapidly than ever before.<\/p>\nSending a message is just the tip of the iceberg. Use these Webex messaging tips and tricks to enhance your experience on desktop, mobile, and laptop.<\/p>\n