Learning to use CafeX

For an introduction to CafeX and its benefits see: What is CafeX?

If you are a tenant’s administrator and you want to know how to configure CafeX for your organization, see: Setting up CafeX.

CafeX makes your meetings more efficient.  It does this by making you more effective during your meetings. Achieve goals using CafeX by engaging all of your meeting participants. Your tracks help you to organize the content you need before a meeting starts so that you have all of the relevant material available when it is time for you to meet.  Tracks are available after a meeting, so that you can continue to work on your tasks and share output with other track members.

Use the following table to learn to use CafeX:

To begin
Sign up and log in To start using CafeX:

You only have to log in once to initiate your account; afterwards, CafeX is ready to use.

Before a meeting
Typically, before a meeting starts, you perform the following tasks:

  • Start a new track
  • Schedule a live session and invite members
  • Request documents before the meeting starts
  • Share google documents

Your CafeX assistant helps you with all of these tasks. See: Using CafeX before a meeting starts

During a meeting
During a meeting, you are going to perform the following tasks:

  • Join a live session
  • Share your screen with other track members
  • Use text chat
  • Create and assign actions

See: Using CafeX during a meeting

After a meeting
After a meeting, you perform the following tasks:

  • Add more content to the resource track
  • Invite other members to your track, so you can work together
  • Review your live session recordings

See: Using CafeX after a meeting

Other examples
Holding an on the spot meeting See:Using CafeX for an on the spot meeting
Long term objectives See:Using CafeX to manage a long term objective
Short term objectives See:Using CafeX to manage a short term objective
Using CafeX with members from outside your organization See:Using CafeX with members of another organization