Presentation mode ensures that no one sees any private Priorities or Metrics while you are sharing your screen for meetings or webinars.
Please know there are 2 options when setting Presentation Mode:
- When you start Presentation Mode from any page, other than Meetings, it will set the default as public. What this means, only public information is shown.
- When you start Presentation Mode from the Meetings page, it will sync the Presentation Mode with the meeting attendees. What this means, all private data shared in the meeting can be seen and will be shown. When set from the Meetings page, this sync continues as you move to another page. For example the sync with attendees continues when you move from the Meetings page to the Rolling Metrics page, private data continues and will be shown.
Setting Presentation Mode from any page, other than Meetings - you start by clicking the user drop-down arrrow next to your name in the far upper right corner.
From the drop-down menu, you can enable Presentation Mode.
Setting Presentation Mode from the Meetings page, you start by clicking 'More' in the upper right corner.
From the drop-down menu, you can enable Presentation Mode.
When Presentation Mode is set from the Meetings page, a banner will appear at the top of the screen, with the meeting attendees. Note: Private metrics and priorities will only show in a meeting if the attendees in the meeting are the same as the team members on the metric/ priority privacy list.
When in Presentation Mode, it will also hide the 'My Companies' section, and if you are a coach, it will hide the Coach Notes and Coach Plan as well.