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Use Present on a meeting page to read its agenda as slides. The presentation uses your portal access and the meeting’s saved agenda settings. Audience: Company users who can access the meeting and its linked records, and MSP staff. Your MSP manages Company access. Adding an action item is a separate write operation and requires permission.

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Open the presentation

1

Open the meeting page

In Calendar > List View or My Meetings, open the meeting’s … menu and choose Open Meeting Page. Check the meeting title and company.
2

Select Present

Choose Present in the meeting page header. Wait for the agenda and slide controls to load. The first slide is normally Meeting Agenda, but saved presentation settings can omit the overview.
3

Review before sharing

Move through the slides before sharing your screen. An MSP presentation uses the staff member’s view; it does not switch to Company permissions. Linked records can contain staff-visible information, including ticket work history. Review the actual content and ask the meeting owner to adjust it when needed.
If you see No Presentation Content, use Go Back. The meeting may have no agenda items enabled for presentation. Ask the meeting owner to check item visibility and overview/detail settings. A failed load also needs investigation; this message alone does not prove the agenda was deleted. The bottom bar shows the current slide and total, such as 1 / 3. Its dots select individual slides. An overview item is a summary row; clicking the row does not jump to its detail slide.
Presentation footer with Previous, slide dots, a slide counter and Next
Previous is unavailable on the first slide and Next on the last. Reaching the final slide does not mark the meeting completed. Some button labels collapse to icons on smaller screens.

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Use fullscreen and the timer

Choose Fullscreen to expand the presentation, or press F. Choose Minimize to leave fullscreen while staying in the presentation. Browser fullscreen support and keyboard handling can vary. Escape first leaves fullscreen when fullscreen is active. Outside fullscreen, Escape returns to the meeting page. Use the visible Exit button when you want to leave the presentation directly.
Presentation timer with start and reset controls showing zero elapsed time
The timer starts at 0:00 and is initially stopped. Use the play icon to start, pause to stop counting temporarily, and reset to return to zero and stop. Moving between slides keeps the current timer running. Leaving or reloading the presentation starts a new timer session. The timer does not record billable time, save a timesheet, change the meeting’s scheduled duration, or complete the meeting.

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Understand what appears

Presentation content depends on the saved agenda, linked record, your access, and the item’s display settings. It is not a complete copy of every source record.
  • An item hidden from presentation is excluded from both the overview and detail slides. It can still exist in the meeting workspace.
  • An item can appear in the overview without having a detail slide, or have a detail slide without appearing in the overview.
  • The overview’s Items count is the number included in that overview. The footer counts slides, including the overview itself when present. These counts can differ.
  • The overview may group items by type or ticket provider. Detail slides follow the saved item order, so their sequence can differ from the grouped overview.
  • The overview’s Date is the current date when rendered, not the meeting’s scheduled date. Check the meeting workspace for the scheduled date and time.
Budgets and devices can show dedicated detail views. Other linked items can show different fields or only limited content. Do not assume every report becomes an embedded chart or every quote becomes a complete proposal. Use the source module for the complete record; see quote documents for Quoter, QuoteWerks and Salesbuildr document routes. Some display choices do not apply consistently to every type of slide. After the meeting owner changes fields, a custom title or a template, reopen the presentation and inspect the result before sharing. Hiding a slide or a display field does not change permissions on its source record.

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Handle stale or unavailable content

The presentation loads the saved agenda when opened. Some linked detail views load separately and can reuse recently loaded data. The deck does not continuously update as another person edits the meeting or source record. If something changed, reload the presentation and review it again. If a linked item still cannot load, check that it is available in its source module and ask your MSP to verify your access. Missing details do not mean the underlying work is complete or that a budget is approved.

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Capture a follow-up action

When you have meeting write access, Add Action Item opens Quick Add Action Item. Enter a description and choose Add Action Item to save it. Ctrl+Enter, or Command+Enter on a Mac, also submits while typing in the description. Opening the dialog or typing does not save an action. Cancel closes it without creating the item. Wait for success, then return to the meeting workspace to review the saved action and set further details where available. The quick dialog does not offer an owner, due date or priority picker. Company users who cannot save an action should ask their MSP to capture it. Seeing the Add Action Item control does not itself grant write permission. Adding an action does not create a ticket, send a summary, or complete the meeting.

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Finish the presentation

Select Exit to return to the meeting workspace. Save any meeting notes deliberately with Save Notes; exiting the deck is not a notes save. Meeting status, follow-up actions and sending a summary are separate workflows.

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Frequently asked questions

Open the full meeting page and select Present in its header. List View and My Meetings offer Open Meeting Page in the meeting’s row menu.
The meeting page offers Present. You still need access to the meeting and its linked records; Company administrator status does not grant extra access or meeting write permission.
No. It uses the presenter’s current access. Review each slide before screen sharing, especially ticket work history and other staff-visible details.
No. Use the slide dots, Next, Previous, Overview or Last controls.
The overview counts items included there. The footer counts generated slides, including the overview when present. Overview visibility and detail-slide inclusion can be set separately.
Saved settings can omit it, and no overview is generated when no visible item is included there. Overview or Home then takes you to the first available slide.
No. It shows the current date when rendered. Check the meeting workspace for the scheduled date and time.
No. Hiding it affects presentation inclusion. The item can remain in the workspace, and its source record retains its own access rules.
In fullscreen, Escape first leaves fullscreen. Outside fullscreen it returns to the meeting page. The visible Exit button leaves the presentation directly.
No. It is a temporary elapsed-time display for the current presentation session. Reset stops it at zero; leaving or reloading starts a new session.
Not continuously. Reload and review the presentation after changes; linked details may also use recently loaded data.
Do not assume so. Some dedicated detail views do not apply all those choices. Inspect the resulting slide before sharing it.
No. There may be no enabled slides, or the content may not have loaded. Go Back and check the agenda and your access with the meeting owner.
No. Submit Add Action Item to create it; Cancel creates nothing. The quick dialog captures a description, and saving requires meeting write permission.
No. Neither action sends a summary, changes meeting status, nor saves notes. Return to the workspace for those separate workflows.
This presentation screen has no PDF or PowerPoint export control. Use the relevant source module’s document options when you need a record document.