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How to conduct an In-Person LiveShare on desktop
How to conduct an In-Person LiveShare on desktop
This article gives you an overview of how to set up and conduct a desktop In-Person LiveShare
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

Prepare your test device

When your participant arrives:

  • Then click on 'Start Now.'

Hand over the device to the participant 

Permissions

Help the participant follow the prompts and grant permissions:

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

  • Name your session and click 'Continue.'

  • In the window that pops up:

    1. Click on the image/thumbnail of the screen that you'd like to record and then click 'Share.'

    2. Click on the "Share" button that should now be active

      Here's a gif that shows the whole process:

Pro Tip: 'Share' button greyed out? Just re-check that you've clicked the image of your screen in the window above. Voila!  

  • 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 by clicking the 'Live' tab.

Tip: 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

  • This is all-important!

  • 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.

  • Remember your test has been uploaded to your dashboard only if you see this screen, that says, 'Great job! The session is over.'

  • Congratulations! You've successfully competed a desktop In-Person LiveShare!

  • Finally, close all the windows associated with this test, to make sure you can start your next desktop In-Person LiveShare without any problems.

Additional In Person options:

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