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Getting started guide for meeting moderators and facilitators
Getting started guide for meeting moderators and facilitators

A practical guide to getting to know the touchscreen before you lead your first meeting or workshop

Updated over a week ago

NodesNow provides you, as a meeting moderator or facilitator, with all the tools you need to optimize productivity before, during, and after events.

The desktop web app enables you to set up collaboration spaces and invite people to meetings or to work with you on the desktop. The touchscreen allows you to lead engaging hybrid meetings with integrated Microsoft Teams and screen-sharing capabilities. And the mobile app lets your collaborators share content like notes and media to the space, which you can organize and present on the touchscreen.

In this guide, you'll learn and practice everything you need to facilitate meetings in NodesNow, from sending out invites to assigning follow-up tasks.

Since you might not be in front of a NodesNow touchscreen right now, this guide will use the desktop web app in its place. If you follow this guide, when you get in front of a touchscreen, you'll find the interface intuitive—it just uses multitouch gestures instead of clicks.


Requirements

  • NodesNow app

  • NodesNow account

Mobile app

If you haven't downloaded it yet, the mobile app is available for both iOS on the Apple App Store and Android on Google Play.

Account

Register for a NodesNow account using your email or sign in with Google, Microsoft, or Apple. If you need help, see our sign-up tutorial.

Once you have the mobile app and account, you're ready to start.


Before meetings

To prepare for your first meeting as a facilitator using NodesNow, you'll learn how to create a space, set the space up for meetings, and invite people to it, whether you'd like your invitees to just join your live meeting or start collaborating with you asynchronously right away.

1. Create and open a space

Let's start with how to create a space, name it, and add a description to it. Here's how:

  1. Log into NodesNow at connect.nodesnow.com using your email account, or sign in with your Google, Microsoft, or Apple credentials.

  2. Click on Manage my spaces to go to your dashboard.

  3. On your dashboard, click CREATE > Create space to start a new space.

  4. Click the three dots menu and then Details to see and edit a space's name and description.

5. Double-click a space to open it.

2. Set up a space before a meeting

Collaboration in NodesNow spaces takes place on the canvas. Here, we'll run through the tools in the canvas toolbox and then cover how to quickly navigate in spaces so you can set up your meeting space to your liking or just start working in the space.

a. Test out the canvas toolbox

If you haven't already created and opened a space (directions in the previous section), do so now. From there, let's try the various tools in the canvas's toolbox.

Draw

  1. Tap the pencil icon in the canvas's toolbox to open the drawing menu.

  2. Select a color from the color palette or use the default setting.

  3. Choose a line thickness or use the default setting.

  4. Click anywhere on the canvas to start drawing.

As with the rest of the tools in the toolbox, after you create an item on the canvas, you can move, duplicate, resize, and delete it. Here's how:

Move, duplicate, resize, and delete

Move

  1. Click a drawing to select it.

  2. Click and drag it to your desired location.

  3. Release to place it.

Duplicate

  1. Click a drawing to select it.

  2. In the drawing menu, click the duplication icon.

  3. Move the duplicate drawing as above.

Resize

  1. Click a drawing to select it.

  2. Click and draw one of the corners on the drawing's bounding box to adjust the size.

Delete

  1. Click a drawing to select it.

  2. Click the trash can icon to delete it.

Undo changes

To undo changes:

  • Click the undo icon.

To recover an action you've undone:

  • Click the redo icon.

Note: NodesNow provides support for up to 15 undo and redo actions.

Write a note

  1. Select the notes icon in the canvas's toolbox.

  2. Type something.

  3. If desired, click the yellow circle to change the note's color.

  4. Click anywhere on the canvas to set the note.

Note: You can edit notes in the same way that you edit drawings. See the move, duplicate, resize, and delete section above for details.

Write on the canvas

  1. Select the text icon in the canvas's toolbox.

  2. Type something.

  3. Click anywhere on the canvas to set the text.

To move the text:

  1. Click on it.

  2. Click and drag it to your desired location.

  3. Release to place it.

Note: You can edit text blocks in the same way that you edit drawings. See the move, duplicate, resize, and delete section above for details.

Add a shape to the canvas

To add a shape to the canvas:

  • Select the shapes icon in the canvas's toolbox.

To write on the shape:

  • Double click on it and type something.

To move the shape:

  1. Click on it.

  2. Click and drag it to your desired location.

  3. Release to place it.

Note: You can edit shapes in the same way that you edit drawings. See the move, duplicate, resize, and delete section above for details.

Upload an image or video

To upload images and videos directly to a space's canvas:

  1. Click the upload icon in the canvas toolbar.

    This will open your computer's file organizer.

  2. In your file organizer, choose the .jpg, .png, or .mp4 files you want to upload. The size limit is 1 MB per file.

Note: You can work with images and videos in the same way as drawings. See the move, duplicate, resize, and delete section above for details.

b. Navigate around the canvas

NodesNow canvases offer an infinite workspace, allowing you the freedom to zoom and move around to optimize your view and interaction with your work.

Moving around the canvas

To navigate across the canvas:

  • Using a trackpad: Place two fingers on the trackpad and slide in the direction you want to move the canvas.

  • Using a mouse: For horizontal movement, use the horizontal scroll feature by tilting the scroll wheel to the left or right. Alternatively, click and drag to move around the canvas if your mouse supports this functionality.

Zooming in and out

Adjust your view by zooming in or out on the canvas using the following methods:

  • Keyboard and mouse/trackpad combination: Hold down the Ctrl key (use the Command key on Mac) and scroll vertically using your mouse wheel or trackpad. Scrolling up zooms in, and scrolling down zooms out.

  • Browser Zoom Tools:

    • Quick zoom: Use the Ctrl + + key combination to zoom in, and Ctrl + - to zoom out. (Replace Ctrl with Command on Mac.)

    • Selecting zoom percentage: Click on the current zoom percentage in your browser's address bar or menu to select a specific zoom level.

    • Reset zoom level: To quickly return to the default view, click it to set the zoom level back to 100%.

c. Close the space

When you're ready to end the session, it's time to exit the space. Here's how:

  • Tap BACK TO DASHBOARD.

Your space will be saved and you'll be taken to your NodesNow dashboard. You can return to the space at any time. When it's time for your meeting, simply open it on the touchscreen, and you'll be ready to go.

3. Invite people to a space on the mobile app

  1. Sign into the mobile app

  2. Tap the spaces icon to see your list of spaces

  3. To open the space you created on the desktop web app, tap its name.

  4. On the space's content sharing screen, tap the participants icon.

  5. There are three ways to invite people to a space:

    1. Tap Invite to open your contacts and select people to send an invitation to.

    2. Tap SHARE INVITE to send invitations using your device's apps.

    3. Tap the duplicate icon to copy the invitation and manually paste it into other apps.


During meetings

During meetings, you'll use the mobile app to log into the touchscreen and open your space. Then, on the touchscreen, you can invite more people to the space and start a Microsoft Teams call to communicate with remote participants. With your team together, you'll be ready to start working on the canvas itself and invite people to share their screens. This section covers everything you need to know to conduct a meeting in NodesNow.

1. Connect the mobile app to the touchscreen and present a space

Now that you've created a space, set it up, and invited people to it, you're ready to present it on the touchscreen. The first step is connecting to the touchscreen:

  1. On the touchscreen or desktop dashboard, tap Generate QR code.

  2. Back in the NodesNow mobile app, tap SCAN QR TO CONNECT to open your device's camera.

  3. Scan the QR code you generated on the touchscreen to connect.

Now that you're connected to the touchscreen, you can open any of your spaces on the touchscreen. Here's how:

  1. Select the Spaces icon to view your list of spaces.

  2. Tap the name of the space you want to open.

  3. In the space's content sharing screen, tap >.

  4. Tap PRESENT SPACE ON DEVICE to open your device's camera.

    Your space will now appear on the touchscreen.


2. Using a space during a meeting

See Set up a space before a meeting above to see how to use the canvas toolbox and navigate around the canvas.

3. Invite people to the space during a meeting

You can also invite people to a NodesNow space from the touchscreen. NodesNow will generate an invitation URL and a QR code that they can use to join you in the space.

Note: You can also invite participants to the desktop space directly from the app. This feature is especially helpful for enabling collaborators to work asynchronously or to prepare ahead of a scheduled meeting.

To invite participants to your NodesNow space:

  1. Tap JOIN REMOTELY to generate an invitation URL and QR code.

  2. Direct remote collaborators to use the invitation URL and passcode to access the space via a desktop web browser. Encourage all collaborators to scan the QR code so they can send notes and media to the space.

    Invitees will now be able to collaborate in the space using their desktop browser and/or the NodesNow app, accordingly.

4. Start a Microsoft Teams call and invite people to it

NodesNow integrates seamlessly with Microsoft Teams and you can easily invite participants to a space's Microsoft Teams call before or during the session, as described below.

Here are the common actions you'll perform in a Microsoft Teams call:

1. Start a Microsoft Teams call

  • Tap LAUNCH TEAMS CALL on the touchscreen.

Upon doing so:

  • The Microsoft Teams menu will be displayed.

  • The touchscreen's camera and microphone will activate.

  • The participant interface will appear.

2. Invite participants

To invite participants to a Microsoft Teams call:

  • Tap the + icon on the touchscreen's Microsoft Teams menu to generate an invite URL and QR code.

3. Share your screen with Microsoft Teams call participants

To share the touchscreen's screen with participants during a Microsoft Teams call:

  • Tap the share screen icon in the Microsoft Teams menu.

Now, participants joining via Microsoft Teams will be able to see the touchscreen.

4. Control the touchscreen's camera and microphone

During calls, the camera and microphone are activated by default. However, you can toggle them on and off as needed. Here's how:

  • Tap the camera and microphone icons in the touchscreen's Microsoft Teams toolbox.

5. End the call

Finished with your session?

  • To conclude the call, simply tap END CALL.

5. Use the space inbox and work with notes on the canvas

The space inbox serves as a repository for content shared by participants in a space. From here, you can bring the content for presentation on the canvas.

For the purposes of this guide, we'll focus on notes. However, these instructions also work for images and videos.

1. Open the space inbox

To open the space inbox:

  • Tap the space inbox icon at the lower-right corner of the space.

The space inbox will display notes, media, and files that participants have sent to the space.

2. Move a note to the canvas

  1. In the space inbox, tap and hold the note you want on the canvas.

  2. Drag it to your desired location on the canvas.

  3. Release it to place it.

Note: Once moved to the canvas, items will disappear from the inbox.

3. Move the note around the canvas

  1. Tap and hold the note.

  2. Drag it to your intended location.

  3. Release to set its position.

4. Change the note's color

Adjust a note's color to indicate its priority or category:

  1. Tap the note to open the note menu.

  2. Select your preferred color.

  3. Tap anywhere on the canvas to close the menu.

5. Duplicate the note

If a note is relevant to multiple categories, duplicating it is simple:

  1. Tap the target note to reveal the note menu.

  2. Tap the duplicate icon.

  3. Move the duplicated note as desired.

6. Resize the note

Change the note's size for better visibility or to highlight its significance:

  1. Tap a note on the canvas.

  2. Use a pinching gesture using two fingers to modify its size: bring fingers together to shrink or spread them out to expand.

7. Delete the note

  1. Tap on a note to open the note menu.

  2. Tap the trash can icon to delete it.

6. Invite people to share their screen via HDMI and AirPlay

Another important way of interacting in a NodesNow space is through screen sharing. NodesNow supports HDMI and AirPlay.

A. Share your screen via AirPlay

Entering screen-sharing mode

  1. Ensure your laptop and touchscreen are on the same network.

  2. Enable AirPlay or screen mirroring on your laptop.

  3. Choose the touchscreen as the AirPlay or screen-mirroring destination.

The laptop's screen will now appear on the touchscreen and will be viewable by Microsoft Teams participants.

Activating picture-in-picture (PiP) mode

To activate picture-in-picture mode:

  • Tap the PiP icon on the small shared screen.

The shared screen will enlarge and appear in a PiP window.

Moving the PiP window

To move the shared screen in PiP mode:

  • Place your finger on the shared screen and drag it to your desired position.

Entering and exiting full-screen mode

To enter full-screen mode:

  • Tap the full-screen mode icon in the shared screen panel.

The shared screen will expand to fill the entire touchscreen for an immersive viewing experience.

To exit full-screen mode:

  • Double tap anywhere on the screen.

The shared screen will return to PiP mode.

Adjusting the volume in full-screen mode

In full-screen mode:

  1. Tap the screen to reveal the settings icon at the top-right corner of the touchscreen.

  2. Tap the settings icon to bring up the volume control slider.

  3. Adjust the volume by dragging the volume control slider to the left or right.

The audio from the shared screen will adjust accordingly.

Modifying screen brightness in full-screen mode

In full-screen mode:

  1. Tap the screen to reveal the settings icon at the top-right corner of the touchscreen.

  2. Tap the settings icon to bring up the brightness control slider.

  3. Adjust the brightness by dragging the brightness control slider to the left or right.

The brightness of the shared screen will adjust accordingly.

Disconnecting a shared screen

  1. Tap the stop sharing icon on the touchscreen. The shared screen will reduce in size and move next to the screen sharing icon.

  2. Tap the minimize icon to further minimize the shared screen.

The shared screen will disconnect and cease sharing.

B. Share your screen with HDMI

Activating screen-sharing mode

To share a laptop screen using the touchscreen's HDMI cable:

  1. Tap the screen-sharing icon at the lower-left of the touchscreen.

  2. Connect a laptop to the touchscreen using an HDMI cable.

    Note: The HDMI port is located at the back left of the touchscreen. Connect an HDMI cable from the HDMI In port on the touchscreen to the HDMI Out port on a laptop.

    The laptop's screen will now appear on the touchscreen and will be viewable by Microsoft Teams participants during calls.

Entering picture-in-picture (PiP) mode

  1. Tap the HMDI icon to enter picture-in-picture mode.

    The shared screen will enlarge and appear in a PiP window.

Moving the PiP window

To move the shared screen in PiP mode:

  • Place your finger on the shared screen and drag it to your desired position.

Resizing the PiP window

To change the size of the PiP window:

  • Tap the PiP window to display a border around the window.

  • Tap and hold one of the corners.

  • Drag to adjust the size.

Returning PiP window to its default size

To return the PiP window to its default size:

  • Tap the default size icon on the PiP window.

Entering and exiting full-screen mode

To enter full-screen mode:

  • Tap the full-screen mode icon in the shared screen panel.

    The shared screen will expand to fill the entire touchscreen for an immersive viewing experience.

To exit full-screen mode:

  • Double tap anywhere on the screen.

    The shared screen will return to PiP mode.

Adjusting the volume in full-screen mode

In full-screen mode:

  1. Tap the screen to reveal the settings icon at the top-right corner of the touchscreen.

  2. Tap the settings icon to bring up the volume control slider.

  3. Adjust the volume by dragging the volume control slider to the left or right.

The audio from the shared screen will adjust accordingly.

Modifying screen brightness in full-screen mode

In full-screen mode:

  1. Tap the screen to reveal the settings icon at the top-right corner of the touchscreen.

  2. Tap the settings icon to bring up the brightness control slider.

  3. Adjust the brightness by dragging the brightness control slider to the left or right.

The brightness of the shared screen will adjust accordingly.

Disconnecting a shared screen

  1. Tap the PiP window's minimize icon.

    The shared screen will reduce in size and move next to the screen sharing icon.

  2. Tap the HMDI icon to exit screen sharing mode.

    You can now safely disconnect the HDMI cable.

7. End the session

When you're ready to wrap up the session or take a break, it's time to exit the space. Here's how:

  1. Tap BACK TO DASHBOARD in the top-right corner of the screen.

You'll be redirected to the NodesNow dashboard, and your work will be saved.

Note: Your collaborators can continue to use the space even after you've left, as NodesNow spaces are persistent.


Next steps

Learn more about the touchscreen

If you've just walked through this tutorial, congratulations! You're ready to facilitate meetings in NodesNow. Want more practice on the touchscreen? Check out our getting started guide.

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