Conducting an In-Person LiveShare: Desktop

This article gives you an overview of how to set up and conduct an In-Person LiveShare for participants using a Mac or Windows computer

Henrik Mattsson avatar
Written by Henrik Mattsson
Updated over a week ago

In-Person LiveShare is integrated into our platform, making it possible to start recording an in-person LiveShare session instantly without the use of any complex equipment.

In-Person LiveShare also allows for real-time streaming to your teammates. This means that you can take advantage of all the collaboration LiveShare has to offer, including timestamped note taking, chatting with teammates etc.

Before the participant arrives:

Create a Round within a Project 

  • Log on to Lookback on your laptop/desktop and Create a LiveShare Round within a Project. Make sure to check 'Desktop' when you select the 'Device requirements.' (Note: the extension-free beta is currently not supported for in-person tests)

Invite members from your Lookback Org to observe

  • You can use our Observer Lobby links to invite any colleagues or stakeholders to join your session as observers and/or to help take notes

Prepare your test device

When your participant arrives:

  1. Log on to Lookback via the Chrome browser and click into the appropriate Project

  2. Click Start In-Person next to Round

  3. Click Copy link to get the session link

  4. Paste the link into Chrome (it should look something like this:

Hand over the device to the participant 


Help the participant follow the prompts and grant permissions:

  • In the window that pops up, choose the appropriate camera and mic and then click Start New Session

  • Name your session and click Continue

Enable Screen Sharing

  • In the window that pops up, click on the image/thumbnail of the screen that you'd like to record

    1. Click on the Share button that should now be active

      Here's a gif that shows the whole process:

  • Now the participant will be taken to your 'Landing Page' (if you've added one) and you're ready to conduct your In-PersonLiveShare.

Time to test

  • You know the drill. Go ahead and give your participant instructions and tasks.

  • At this point, members from your Lookback Org can also start observing the session

🚀 Need your participant to key in login credentials or add some confidential info? Request them to click 'Pause' to pause recording and pause streaming to those who are observing. Then they can click 'Resume' to continue testing.

End your In-Person LiveShare

  • When the test is all done, request your participant to click "End" on the panel to the right

  • Make sure they click 'End Session' again to reconfirm.

  • Once you see the screen that says, Great job! The session is over, you can start a new session, view the session you just finished, or close your browser

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