Deepen

Best practices to enable your whole organisation to communicate, collaborate and get the most out of Workplace

Collaborate

Using Workplace for collaboration is all about teamwork and project management to get things done with your colleagues. Teams and projects are led through groups while documents are being shared using integrations.

To collaborate effectively, focus on:

1. Activating Workplace file-sharing integrations

Workplace offers numerous file-sharing integrations such as Box, OneDrive, Dropbox, SharePoint, Google Drive and Quip. Activating them will allow the members of your organisation to collaborate easily and more efficiently on Workplace thanks to file sharing within groups. You bring the conversation into Workplace to get work done.

Pro tip: Once you have set up a file-sharing integration, let all the members of your community know with a company FYI post and make sure that you let them know they can now easily share files directly from a post as shown above.

See the Workplace file-sharing integrations

2. Educating middle management

Showing managers how they can use Workplace to manage their team and projects is a great way to bring the whole team on board. For example, they can use groups for their team to share regular team updates, post team meeting notes and to go live for team meetings, so even when a team member is out of the office, they can watch the recording of the team meeting. There are many ways in which management can use Workplace to improve efficiency.

See the manager guide

3. Promoting the creation of team and one-to-one groups

Groups are a great way to handle the usual manager/report relationship. By creating team and one-to-one groups with their reports, managers can keep track of objectives/goals, plan training, share private feedback and provide team updates.

4. Working with third parties in multi-company groups

Workplace isn't just for internal collaboration. With multi-company groups (MCG) you can create a group to work with people outside your organisation, such as customers and partners. The Workplace team, for example, uses MCGs to work one-on-one with customers, and in the case of our largest MCG, we use our Workplace by Facebook product announcement to share product updates with customers.

If you're not already a member, join the Workplace by Facebook product announcement MCG

5. Managing projects in project groups

Using Workplace to be the hub of all the moving parts of a project allows you to collaborate more efficiently. For any new project, create a project group, post a pinned post with important project resources – such as the project tracker and goals – to keep everyone in the loop, and add all project members to the group. All project updates, meeting notes and action items should be posted in the project group to keep it on track and to cover all comments and questions along the project journey.

Pro tip: File-sharing integrations are very helpful in project groups to ensure that everyone is using the same source of truth. Add important project files from the file-sharing tool of your preference to your pinned post to ensure that everyone has the latest version.

Resources


Resources to help deepen the use of Workplace.