Learn Remote Tools

You may already be familiar with many software tools designed for collaborative work and communication for people who work side by side and far apart. However, you will likely rely on these far more than you have in the past, while some may be entirely new.

The primary tools you will likely need to start using or use more heavily are remote collaboration apps, typically web-based, for working on documents and spreadsheets; group communications apps for live conversations with searchable archives; and audio- and video-conference tools to create virtual one-on-one and group meetings.

But let’s start with two important precursors: securing your connection and setting up backups.

Enable a Virtual Private Network

Larger companies typically require that remote workers connect via a VPN, which is a special encrypted tunnel between any computing device—a laptop, desktop, smartphone, or tablet—and a VPN server at the company’s office, headquarters, or data center.

By encrypting all data passing to and from your devices, this prevents anyone else from snooping on the contents, even if they have access to your home network or any point between you and your company’s VPN server.

If you company doesn’t have its own corporate VPN, you can get some of the security benefits by using a VPN service that encrypts data from your device to a data center somewhere on the Internet. This often is the most vulnerable part. And many remote company resources you access will have their own encryption layered on top of that. For suggestions about VPNs to use or to suggest to a small company to subscribe to, see reviews at Wirecutter and at Macworld.

VPN connection software is built into every major operating system, though many VPN providers offer their own client software. In some cases it takes just a few clicks to configure your device.

If you’ve never used a VPN before, here’s how to get started:

  1. Install or configure the VPN client. This can take several forms:

    • With a corporate VPN, you may need to download a special client or profile. Once installed, you can simply enable the VPN as below.

    • With a VPN service subscription, you most likely will install an app, and the app will guide you through installing its profile or other configuration details to get set up.

    • Some VPN services may need you to enter details for a VPN connection. These will provide step-by-step instructions for all supported operating systems.

  2. Configure the VPN to either connect automatically whenever you’re using the internet or use a virtual on/off switch. Here’s where to find those options in various operations systems:

    • Android. In Settings, tap Networking & Internet > Advanced > VPN. Select the VPN. Tap Connect. Tap the gear button to change the “Always-On VPN” setting.

    • iOS and iPadOS. Once a VPN is installed, a VPN button appears at the main level of the Settings app. To change auto-connect options, tap General > VPN and tap the “i” info icon. Now you can set Connect on Demand on or off.

    • macOS. If the service or your company uses the built-in client, go to System Preferences > Network, then select the VPN in the left-hand interfaces list. You can click Connect in the main window. Check the “Show VPN status in menu bar” box to add a VPN menu to your main menu bar. To change auto-connect settings, click Advanced.

    • Windows 10. If the VPN connection uses the built-in Windows software, click the Network icon on the far right end of the taskbar, select the VPN connection, and click Connect. Go to the Networking Connections folder and double-click the VPN profile to configure auto-connect options.

Set Up File Backups

For those who work routinely in an office, even a small one, backups are the problem of your IT department or employer. You may rarely be involved, except to report when you receive an error message that a routine backup is failing or when you need help restoring a file.

On our own, however, we may want to take extra measures to ensure we don’t lose business files that are stored on company-owned computers or our own personal machines we’re using for work purposes.

Cloud-Based Backups You May Already Use

You may already be in better shape than you realize, if you haven’t considered this before. If you store your documents in a cloud service of any kind—Apple iCloud Drive, Box, Dropbox, Google Drive, Microsoft OneDrive, or others—those files are synced to central storage every time you modify them as fast as your broadband connection allows. Deleted files are also typically retained, usually up to 30 days, though you can often purchase longer-term deletion archives.

If you store any documents outside a cloud service and aren’t working off shared drives or resources, or simply want suspenders (or braces) to go with the cloud-sync belt, you can add local and online backup.

Local Desktop Backup

Many people use a local or network drive on a home network to archive files from a desktop operating system automatically:

Online Secure Backups

Many people are leery of online backups, even though they may rely on one or more cloud services, like those above and ones run by individual app developers, that offer effectively the same capability for a smaller set of files.

However, if you pick wisely, an online backup is more secure than one performed locally. A good online backup service lets you pick your own passphrase to lock encryption, and never stores that key on its servers. That makes it impossible for the company, a rogue employee, or a cracker to access your backups even if they download all the server files that comprise your data.

While there are many services that offer online backups, I (and Take Control publisher Joe Kissell) can recommend just one without provisos or hedging. That’s Backblaze. It’s been in operation for many years, and I’ve used it for all my family’s computers and my business purposes for several years. The software is easy to set up and then forget about, as it runs silently in the background. It’s available for macOS and Windows.

The cost per computer is $6 a month or $60 annually for unlimited storage. I have over 4 terabytes stored there. Backblaze retains older versions of documents and files you delete from your computer for 30 days, but you can pay $2 a month to extend that to a year.

Mobile Backups

For a mobile device, much of the data you create and modify will be stored in the cloud, either one of the major ones listed above or storage managed by the app makers. However, you can still back up data that’s only kept locally, including app preferences and account passwords:

  • Apple doesn’t offer third-party backup of iPhones and iPads. You can use iCloud Backup (enabled via Settings > account name > iCloud > iCloud Backup) or directly connected via USB to a Mac using iTunes (macOS 10.14 Mojave or earlier) or by clicking the device’s icon in the sidebar in the Finder (starting with macOS 10.15 Catalina).

  • Google offers backups in Android that vary by who makes your phone and what carrier you use. Often, data is backed up to secured Google storage. However, Android also allows for third-party backups. Tom’s Guide provided a recent round-up of those.

Collaborate Online on Projects

Fortunately, we are well into a golden age of web-based tools for massive, remote, group collaboration. If your company has more than a handful of employees, you may already have standardized on one of the online suites.

However, current circumstances may find those tools inadequate to your needs or your working groups, and companies may give you more leeway than typical to set up short-term solutions that keep you working instead of bound to something that doesn’t fit the bill.

The two main options for business software suites are G Suite from Google and Microsoft 365. Both include a word processor, spreadsheet, and presentation app; meeting and chat or group-discussion software; and other programs and services. Service is priced per user, per month.

Google effectively requires that you work in a browser for most features and tools, though for most document work you can download elements and function without an active internet connection.

Microsoft lets you download apps or work in a browser, depending on the software. Both let you invite collaborators, control their access (such as directly editing, commenting or marking suggestions, and just viewing), and download or export documents in different formats for interchanging elsewhere.

Google and Microsoft just scrape the surface of what’s out there: Trello, Asana, Airtable, Miro, Igloo, Happeo, monday.com, Hive, Quip, and many, many others. Your company may already have picked one, or you might be appointed or volunteer to find the right mix of feature and price for your workgroup or firm. Some have generous trials, as long as 30 days, which may be enough to figure out if one fits your needs or for the duration of everyone working away from the office.

Message in a Group

It’s a very broad category, but group messaging includes any method by which three or more people communicate, often with a search and archive component. You may already use text messages, Apple iMessage (with the Messages app), or WhatsApp. However, these are more ephemeral and intended for more informal interaction.

Microsoft Teams and Slack are environments that create a persistent set of what are effectively chat rooms, called channels, in which invited participants can communicate. (You might enjoy my book on the latter product, Take Control of Slack.)

You can talk all together, start a private conversation with one or more people, and search past messages. Voice and video calling and screen sharing are also included.

The platforms can be extended with plugins and conduits that connect to other software, like Dropbox storage and Zoom videoconferencing. These integrations let you start a Zoom videoconference from within Slack, bring in Outlook calendars in Teams groups, or filter relevant tweets (about your company, say) to appear to everyone in a channel. (Teams also includes a bunch of other Microsoft apps and services.)

Your company may already have picked one of the above, and you may have to request access to have an account created. In some organizations, Slack or Teams is the main or only way that colleagues collaborate as well as the shared repository of files.

If you don’t have access to either system or your company doesn’t use one, both Teams and Slack have generous free tiers of service that include most services you would need in the short run. This includes all text-based features and one-on-one voice and video calls; Teams additionally includes screen sharing. Total group storage of uploaded files is limited.

Paid tiers add options, including group voice and video calls (with screen sharing) and large limits on per-user or per-group file uploads.

Communicate with Video

Videoconferencing was invented decades ago with expensive and funky equipment. Now, every laptop and most desktop computers come equipped with a camera, and many, many software packages let you communicate one-on-one or in a group conversation with people.

Start with making sure you’re ready to talk to people who can see you and where you’re at, and then let’s dig into software options.

Set Up for Video

There’s nothing more terrifying to those of us who aren’t routinely videoconferencing than having to start using it! A few years ago, I had a contract job in which there were regular video meetings. I wound up making a number of changes in my work area to make it look tidy and professional and so I felt less embarrassed to be on camera—realizing that nobody else particularly cared about my space or appearance.

Here are a few tips that can help:

  • Use a computer: While you can videoconference from a smartphone or tablet, the results are often poor. The front-facing cameras on mobile devices have typically been lower quality and work worse in low-light conditions. Try to have a computer handy. However, if you need to use a smartphone or tablet, consider getting or rigging a small stand to hold it fixed in a horizontal position.

  • Add a physical backdrop: Is your area too messy or busy, or full of your personal life? Set up a backdrop. I bought an inexpensive curtain rod, mounted it to the ceiling, and clip a cheap plain white or black photography backdrop to it; sometimes I use a green screen. Some backdrops are designed to velcro on to a chair to act like a peacock tail behind you. A simple piece of fabric or a solid-color blanket can work. You can get fancier—or weirder—and buy a backdrop of books on shelves or other decoration, also often very low cost (Figure 10). Bonus: This can double as a room divider!

    Figure 10: This backdrop from LYWYGG is just $19.98 (stand not included), and makes you look like a CNN guest.
    Figure 10: This backdrop from LYWYGG is just $19.98 (stand not included), and makes you look like a CNN guest.
  • Change the lights: Lighting may not be ideal. In fact, it probably isn’t. At my workspace, my face is entirely blown out unless I tweak the placement of lights. Search on retailers for “selfie rings” and “studio ring lights.” These are circles of LEDs designed to cast a glow on your face, either close up or at a little distance. Some clip on to a laptop top or monitor, others come with a small stand or a full adjustable tripod. You’ll be ready for your close-up.

  • Consider a better webcam: The camera installed in your computer is free to use—if one is built in—but you still might want to upgrade, as those built-in cameras can be of poor quality. You can spend from a few tens of dollars to a couple hundred for a camera that bumps up quality enormously. Some have a mic built in, too.

Be a Videoconferencing Pro

No matter which videoconferencing tool you use, these tips will help you be a great host or participant:

  • Do an A/V run-through. Always check before starting a session that your camera and audio are set to the devices you want and are working. Audio and USB in particular sometimes decide abruptly not to work together. You might need time to restart a computer and have it finish that task.

  • The mute button is your friend. Some videoconferencing software starts automatically with everyone muted; in others, it’s an option; in still others, everyone’s mic is live. In most calls of more than three people, everyone should mute their mic when not in use.

  • You can start and stop video. Most videoconferencing tools let you control whether you’re sending video at all, turning your spot in a call into an audio-only session, or suspend video during a call. Zoom, for instance, lets you click a Start Video button after the call begins, so you intentionally begin streaming.

  • Blur your background: Several videoconferencing apps can blur the background, putting a sort of focus on your surroundings. .

  • Soften your face: On the flip side, some services have an option to blur details on your face, so you can feel like an aging film star who demands vaseline on the lens for his close-up shots. It can make you look a little unnatural, but possibly might make you feel less self-conscious.

  • Add a virtual background: Group video tools often also may let you choose a virtual background. Zoom and Skype, for example, can identify and cut you out of the background in real time, and drop in an image or (in Zoom) a looped video. These packages come with some images, or you can add your own. It can get ridiculous, but the more modest ones let you swap out your confines.

  • Mix a physical and virtual backdrop: Zoom offers solid-color erasure. I hang a green screen behind me—really a soft solid light green blanket—and then use Zoom’s Virtual Background to select that color (Figure 11). That allows the program to more crisply delineate me.

Figure 11: In Zoom, you can use a green-screen replacement (left) or let it cut you out from the background it detects (right). Note my head is less bullet-shaped at left and my hand doesn’t lose fingers (bottom) with a green screen.
Figure 11: In Zoom, you can use a green-screen replacement (left) or let it cut you out from the background it detects (right). Note my head is less bullet-shaped at left and my hand doesn’t lose fingers (bottom) with a green screen.

Don’t Forget When You’re on Camera

Some folks hide the video showing themselves as you look to others—and that can be dangerous. You might forget that other people can see you. This is doubly the case in software like Zoom, in which participants can opt (depending on the host’s settings) to view only the host, only a shared screen, the currently active speaker, or a grid of all participants. Even if you’re looking at just the person speaking, other people may still have you appearing on their screens!

And parts of you that you think might be out of view could be on camera, too. (Figure 12).

Figure 12: This NBC reporter didn’t realize exactly where the frame on his self-positioned shot ended. Oh, pants!
Figure 12: This NBC reporter didn’t realize exactly where the frame on his self-positioned shot ended. Oh, pants!

Don’t floss your teeth. Don’t pick your nose. And don’t be naked! You think I’m kidding? Let me quote from a New York Times “Work Friend” column: “I was recently talking to a group of professional women across a wide range of ages and geographic locations. Two had firsthand accounts of witnessing someone appear fully or partially nude while dialing in to a work meeting because he or she was unaware the call featured video as well as audio. Don’t assume that because you can’t see someone, they can’t see you.”

A video circulated after that column ran of a large videoconference on an academic topic in which a participant walked with their laptop into the bathroom and—well, everybody screamed. They simply forgot they were broadcasting to everyone else.

If you want to be sure you’re never broadcasting video unintentionally, cover your webcam lens:

  • Some cameras come with a separate or attached cover or shutter. When not in use, slide, click, or push into place.

  • An external camera can be unplugged.

  • After-market lens covers and shutters abound, such as those from C-Slide.

  • A piece of tape is also a great privacy tool. I have a folded piece of tape placed over my iMac’s camera that I remove when I set up for anything in which I know that I want to stream video. Otherwise, it remains in place.

Look at Videoconferencing Software

Videoconferencing software you’re most likely to encounter include Apple FaceTime, Google Hangouts (business and free tiers). Microsoft Skype (business and free tiers), Microsoft Teams (paid tiers), Slack (paid tiers), and Zoom.

Zoom

The video-conferencing service Zoom has a very generous free tier, which may suffice for ad hoc or temporary use for many workgroups and small-to-medium size businesses. It also has very modest pricing for paid tiers. You can use a native Zoom app for video—apps are available for all major desktop and mobile platforms—or use a web app in a desktop browser without having to install a plugin.

Audio participants can use the app or use a regular call-in phone number, including at the free tier. The host can record the audio and video of a Zoom call directly within the app or via a cloud-recording option. The host can also grant recording permission to participants.

The free tier can host up 100 participants, which seems like a lot, but I’ve been on Zoom calls with about 60 people, and it’s surprisingly manageable. This include high-definition video. Meetings at the free tier with three or more people can’t last more than 40 minutes, though you can immediately start another meeting and invite people to that.

The Pro paid tier is $14.99 per month for each host—there’s no charge per-participant. The limit is still up to 100 people, but meetings can last up to 24 hours and more administrative controls are available. You also get a basic level of cloud recording, which can store about five hours of video or much more of just audio.

Business and Enterprise tiers are $19.99 per month per host, with minimum numbers of subscriptions per account. These paid tiers can host up to 300 and 500 people in a session.

Apple FaceTime

Apple’s FaceTime audio and video chat software works only on the company’s hardware: Macs, iPhones, iPads, and iPod touch devices. It requires the FaceTime app, which is pre-installed on all Apple devices. FaceTime is free to use.

FaceTime can handle up 32 people in an audio or video chat if all participants updated their OS since January 2019. Previous versions allowed one-on-one video or up to nine people in an audio call.

Apple also offers Keynote Live for presentations, which can accept up to 100 people viewing a presentation at the same time via Keynote software or a browser (no software or account needed). Voiceover audio isn’t offered; you have to deliver that separately.

Google Videoconferencing

Google has two separate products that are always rather confusingly described, as Google has been engaged in a transition of its services for a year or more:

  • Google Hangouts is available as a consumer app for mobile operating systems and via a plugin for several browsers. It allows audio and video conferencing and screen sharing. Up to 25 people can participate in a single session.

  • Google Meet, also broadly available, is part of its business G Suite offering. It allows from 100 to 250 people at once to conference over video, depending on the paid tier.

Microsoft Skype

Skype is a long-running piece of software that used to be entirely focused on consumers. Now it’s morphed a bit into hybrid of personal and corporate use, though all flavors offer multi-person audio and videoconferencing and screen sharing. It’s available as a native app on all major platforms and as a web plugin for Google Chrome and Microsoft Edge.

It’s free and allows calls with up to 50 people using a mix of audio and video. You can use it with a Microsoft Live account or invite people without accounts.

Microsoft Teams

Teams include audio and video chat and screen sharing for up to 250 users with its paid tiers. Online events can handles 10,000 attendees.

Slack

While Slack is largely a group-communication app, it includes multi-person audio and video conferencing with screen-sharing and some whiteboard features in its paid tiers. (For more insight, see my book Take Control of Slack.)

Audio and video calls can have up to 15 people. The Slack native apps for all major platforms can be used as well as Google Chrome.

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