Workplace From Meta: New User Guide & Best Practices

Important Update: Meta has announced that Workplace from Meta will be discontinued by June 1, 2026. While Workplace will no longer be available after this date, the information in this blog remains valuable for historical reference and for understanding the features and functionality of the platform as it was.

In today's fast-paced digital age, effective collaboration and communication are essential for businesses to thrive. Workplace from Meta offers a powerful solution for organizations seeking to enhance teamwork, streamline communication, and foster a productive work environment.

This blog aims to guide new users in navigating and using Workplace efficiently, ensuring a smooth onboarding process and maximizing the platform's capabilities.

In this blog, you'll find: 

🗝️ Understanding the Key Features of Workplace 

🚀 Getting Started with Workplace: A Step-by-Step Guide

🎯 6 Best Practices for New Users

📚 Conclusion and Additional Resources

Understanding The Key Features Of Workplace

Before diving into the specifics, let's gain a comprehensive understanding of Workplace and its key features:

1. News Feed

The News Feed acts as the central hub for updates, announcements, and discussions within your organization. It resembles a social media feed, allowing users to post, comment, and react to content shared by colleagues.

Make sure to customize your News Feed preferences by following relevant people, groups, and topics to ensure you receive the most relevant updates. Take the time to explore different types of content shared on the News Feed, such as articles, images, videos, and polls, to get a sense of the variety of information available.
 

2. Groups

Groups provide a dedicated space for teams, departments, or projects to collaborate and share information. They enable focused discussions, file sharing, and document collaboration among members.

When joining groups, take the time to explore existing content, introduce yourself, and contribute to discussions. You can also create your own groups for specific projects or interests and invite relevant colleagues to join. Ensure that you join groups aligned with your role and interests to stay informed and engaged.

3. Chat

Workplace's Chat feature offers real-time messaging for quick and direct communication. It allows users to have one-on-one conversations or create group chats for team-wide discussions.

Utilize chat for informal conversations, quick questions, or sharing updates that may not require a formal announcement on the News Feed. You can also utilize chat to coordinate tasks, share files, and collaborate in real time. Explore the different features of chat, such as gifs, emojis, and message reactions, to make your conversations more engaging and expressive.

4. Video Calling & Meetings

Video Calling enables virtual face-to-face interactions and meetings, regardless of geographical location. With high-quality video and audio, teams can connect seamlessly and collaborate effectively. When scheduling and attending video meetings, ensure you have a stable internet connection, use a suitable backdrop, and engage with participants actively.

Make use of features such as screen sharing and collaborative whiteboards to enhance collaboration during meetings. Familiarize yourself with the different options for scheduling and joining video meetings, such as through chat or calendar integrations.

5. Knowledge Library

The Knowledge Library serves as a centralized repository of resources, documents, and important information. It ensures easy access to company-wide knowledge, making it a valuable asset for new employees.

Explore the Knowledge Library to find valuable resources, such as company policies, guidelines, templates, and training materials. If you come across helpful content that is missing, consider contributing by uploading relevant documents or sharing links to external resources. Take advantage of the search functionality to quickly find the information you need and utilize folders or tags to organize content effectively.

Getting Started with Workplace: A Step-by-Step Guide

To help new users hit the ground running, here is a step-by-step guide to getting started with Workplace.

1. Create Your Account

Begin by signing up for Workplace using your organization's email address. Follow the registration process and set up your profile with relevant details. Add a professional profile picture and fill out your bio to provide colleagues with context about yourself. Customize your notification settings to ensure you receive important updates without being overwhelmed.

2. Explore Your News Feed

Familiarize yourself with the News Feed by scrolling through the latest updates. Engage with posts, comment on discussions, and start connecting with your colleagues. Pay attention to the types of content shared and the tone of conversations to get a sense of the organizational culture and norms.

 3. Join Relevant Groups

Identify and join groups that align with your role, interests, or projects. Groups are instrumental in facilitating collaboration and ensuring information sharing within specific teams. Take the time to explore existing group content, introduce yourself, and engage in discussions. If you can't find a group that covers your specific area of interest, consider creating one and inviting relevant colleagues to join.

 4. Utilize Chat For Direct Communication

Leverage Workplace Chat to have direct conversations with colleagues. Initiate chats, share files, and seek quick clarifications, promoting efficient communication. Use chat as a supplement to email or in-person conversations, particularly for time-sensitive or informal discussions. Ensure you respond promptly to messages and use appropriate language and tone.

5.  Schedule and Attend Video Meetings

Take advantage of Workplace's Video Calling feature to schedule and participate in virtual meetings. Ensure your setup is conducive to video conferencing, with proper lighting and a distraction-free environment. Familiarize yourself with the meeting features, such as screen sharing and recording, to make the most out of your collaborative sessions. Before a scheduled meeting, send out an agenda or relevant materials to participants to ensure everyone is prepared.

6. Explore The Knowledge Library

Access the Knowledge Library to find valuable resources, company policies, and important documents. Familiarize yourself with the available content to enhance your understanding of your organization.

Use the search functionality to quickly find relevant information, and consider bookmarking frequently referenced documents for easy access. If you discover outdated or inaccurate information, notify the relevant stakeholders to ensure the knowledge repository remains reliable.

6 Best Practices For New Users

To optimize your experience with Workplace, here are 6 best practices for new users.

1. Engage Regularly & Meaningfully

Actively participate in discussions, share updates, and provide feedback. Regular engagement fosters a sense of belonging and helps build connections with colleagues. Be respectful and professional in your interactions, and promote a positive and inclusive work culture. Avoid excessive self-promotion or unrelated content and focus on adding value to discussions.

2. Create & Use Groups Effectively

Establish and contribute to relevant groups to collaborate efficiently within your teams. Ensure the group's purpose is clear, and encourage participation from all members. Utilize group features such as polls, files, and events to facilitate discussions and information sharing. Set clear expectations for group members regarding posting guidelines, response times, and overall group etiquette.

3. Make Use of Video Calling for Effective Meetings

When conducting virtual meetings, ensure a stable internet connection, use a suitable backdrop, and engage with participants. Encourage active participation by allowing everyone to voice their opinions and ideas. Maintain professional etiquette, such as muting your microphone when not speaking and avoiding distractions. Share meeting agendas and follow up with meeting summaries or action items to ensure everyone is aligned.

4. Update & Share On Your News Feed Regularly

Keep your colleagues informed by sharing updates, important milestones, or useful resources on your News Feed. This promotes transparency and knowledge sharing within the organization.

Consider using rich media such as images or videos to make your posts more engaging. Remember to respect confidentiality and privacy concerns when sharing information on the News Feed.

5. Leverage The Knowledge Library For Company-Wide Resources

Explore the Knowledge Library for documents, guidelines, and resources relevant to your work. Contribute by sharing valuable content that might benefit your colleagues.

If you discover outdated or inaccurate information, notify the relevant stakeholders to ensure the knowledge repository remains reliable. Consider collaborating with subject matter experts to create and curate content for the Knowledge Library.

6. Stay Updated & Explore Additional Features

Workplace constantly evolves, introducing new features and improvements. Stay informed about updates through official announcements, training resources, and community forums. Take the initiative to explore additional functionalities that could enhance your productivity and collaboration. Keep an eye out for new integrations or apps that can integrate with Workplace to further streamline your workflows.

Conclusion

As a new user, adopting Workplace from Meta can significantly improve your collaboration and communication capabilities. By understanding its features, following the step-by-step guide, and implementing best practices, you can personalize your Workplace experience and contribute effectively to your organization's success. 

LineZero, a leading Workplace consultancy, can provide expert assistance in navigating Workplace's intricacies and tailoring the platform to your organization's needs. Our consultants can offer personalized training sessions, strategic advice, and ongoing support to help you unlock the full potential of Workplace.