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What is the best way to present in person?
What is the best way to present in person?
Stephanie Dixon avatar
Written by Stephanie Dixon
Updated over 3 months ago

When presenting in person, there are few suggested options:

  1. Activate the PRESENT view option on the board you're presenting to your clients.

    1. From there, you'll be able to set the permissions of which fields you would like displayed on your presentation....

  2. Present by utilizing board share links. This way you can open as many tabs as necessary to share all boards you'd like in preparation for your presentation.

    1. Click Share

    2. Select COPY LINK.

    3. Set your display permissions.

    4. Copy the link and paste wherever you'd like to access your presentation (in your browser, etc).

*Note: Wecora is YOUR professional way to store and organize your creative ideas. We do not recommend presenting with your client in a way that provides full access/viewing of your account.

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