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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. This page is for company users who can access the meeting and its linked records, and for MSP staff. Your MSP manages company access. Adding an action item is a separate write operation and requires permission.

Before you start

  • You need access to the meeting and its linked records. MSP staff present with their own staff view.
  • Add agenda items first. See Read meeting agenda items.
  • Adding an action item needs Write access to Calendar or Meetings.

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.
Presentation overview slide listing agenda items grouped by type, with the timer, Fullscreen and Exit controls
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. Each agenda item becomes a detail slide. For example, a Planner item shows its status, start and due dates, estimated hours, cost estimate, business value, description and public notes. Every slide shares one frame: your reporting logo and the client at the top, the meeting title and slide number at the bottom, in the same style as a report presentation, so the agenda and any report decks in it read as one presentation. A report on the agenda presents as its slide deck, the same slides you get from Present on the report itself. Adding a report to an agenda builds its presentation when the report has none yet. Until that build finishes, the presenter shows the report’s cover, its section list and its headline figures, with a notice that the presentation is being built; the finished slides replace them in place, even while the presentation is open.
Detail slide for a Planner item with dates, hours, cost, business value, description and public notes
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.

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.

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. A report shows its presentation deck; a quote does not become 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.

Handle stale or unavailable content

A linked report expands into its slides. If the report changed after the deck was built, a warning appears above the slides. Review the source report and rebuild its presentation before sharing; reopening the meeting does not rebuild the deck. See Present reports as slides. Company users see the client version of the deck, without speaker notes. A report without a built presentation shows its cover and outline with a notice above it: Company users see the cover and outline without these controls. The agenda item on the meeting page shows the same state: Presents as slides, Building presentation, No presentation yet or Presentation couldn’t be built.
Meeting presentation with a warning that the source report changed

A meeting flags a report deck that needs review.

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.

Capture a follow-up action

1

Click Add Action Item

The button is at the right of the bottom bar. The Quick Add Action Item dialog opens.
2

Type the description

Press Ctrl+Enter, or Command+Enter on a Mac, to save from the keyboard.
3

Click Add Action Item

Wait for Action item added successfully. Cancel closes the dialog without saving.
The quick dialog has no priority, due date or notes field. Open the meeting page and click the pencil on the action item to set them. Adding an action does not create a ticket, send a summary or complete the meeting. Company users who cannot save an action should ask their MSP to capture it.

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.

Troubleshooting

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, and a report’s slides come from its presentation deck rather than from display fields. Inspect the resulting slide before sharing it.
Only when the report has no presentation yet. The build runs once, in the background, and the deck is reused by every meeting the report joins.
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.