Use Facilitator Tools in Lucid

Make yourself a facilitator

If you are leading a meeting, you can assign yourself as a facilitator in a Lucid document to gain access to additional features that will help you run your meeting. To assign yourself as the facilitator, follow these steps:

1. Open a Lucid document for which you have Edit and Share permissions.
2. Select the Collaboration Tools icon at the top-right of the document.
   • If you have active collaborators in the document, open this menu by clicking the arrow to the right of the collaborator icons in the top-right corner of the document.
3. Select Make me a facilitator.

Change facilitators

To change facilitators, follow the steps below:

1. Click the Change presenters icon in the presentation banner at the top-center of the document.
2. Select the user you want to set as the new presenter.
3. Click Change presenters.

Facilitator tools and controls

After you have made yourself the facilitator by following the steps in the section above, select the Facilitator Tools icon from the top-right corner of the canvas to open the Facilitator panel.

Tools

From the “Tools” tab of the facilitator panel, you can:

• Turn on laser pointer: Draw attention to specific content when you are presenting or working with other collaborators.
• Take the lead: Participants automatically start following you when you enable this feature.
• Broadcast: Send a message to all active collaborators on the board. The message will appear in the bottom-left corner of the board for all collaborators.

Controls

In the Controls tab of the Facilitator Panel, you can click to enable toggles for the following features:

• Timer: Limit setting a timer to facilitators only.
• Voting: Limit starting a voting session to facilitators only.
• Private mode: Limit enabling private mode to facilitators only.
• Showing authors: Limit showing authors on sticky notes to facilitators only.
• Locking objects: Limit locking/unlocking objects on the canvas to facilitators only.
• Hiding objects: Limit hiding/unhiding objects on the canvas to facilitators only.

See the section below for more details on each of these features.

Recommended tools and integrations

There are many more tools that are beneficial to facilitating in Lucid. You can:

• Lock objects on the canvas: Use the Lock feature to maintain the desired style and position of an object. Check out our Organize and arrange objects article for more information.
• Start with a template: Templates can help you get started on creating your board and preparing to facilitate a meeting. To learn more about how to Start with a template, check out our article. To look through existing templates, explore our Launchpad.
• Create corporate templates: To standardize the starting point across your meetings, you can prepare custom templates for your Enterprise account. For details on creating and managing Create and organize corporate templates, read our article.

Beyond these, several collaboration tools are exclusive to Lucidspark. You can:

• Set a timer: Take advantage of the Timer to keep your session engaging and focused. Check out our Set a timer article for additional information.
• Hold a voting session: Facilitate voting sessions to encourage users to participate and to make decisions. For details, see our Use Voting sessions to collaborate in Lucidspark article.
• Hide objects on the canvas: Use the Hide feature to hide the contents of a container or frame. To learn more, check out our Use Containers to organize and hide content in Lucidspark and Organize content with Frames in Lucidspark articles.
• Enable private mode: Use this feature to hide the contents and authors of sticky notes added to the canvas, as well as collaborator cursors. Check out our Brainstorm with private mode in Lucidspark article for more information.
• Show authors: Display author names on sticky notes added to the board. For more information, check out our Collaborate in Lucid article.
• Integrate Lucidspark with Zoom: Elevate a remote work session by using the Lucidspark app for Zoom. To learn more, check out our Integrate Lucidspark with Zoom article. 
• Use Microsoft Teams Meeting Stage: Use the Lucidspark app in Microsoft Teams to collaborate with your colleagues, and use the Meeting Stage to facilitate the process of collaborating virtually. Check out our Integrate Lucid with Microsoft Teams article to learn more.
• Utilize Breakout Boards: If you are on an Enterprise account, utilize Breakout Boards to disperse a larger meeting into smaller groups and allow for an easier collaboration experience. For details, check out our Collaborate with Breakout Boards in Lucidspark article.
• Create Lucid Cards: Use this tool to assign tasks and move into project planning to keep your work moving forward. Check out our Use Lucid Cards to plan, organize, and assign tasks article for additional details.
• Make plans with Timelines: The Timeline feature allows you to easily create timelines to make future plans for a project. For additional information, check out our Work with Timelines in Lucidspark article.
• Draw attention to content using frames: Utilize frames to guide your meeting and draw attention to specific content. Learn more in our Organize content with Frames in Lucidspark article. 
• Guide users with paths: Paths can be used to guide users through your content. This feature is used in tandem with Frames to walk users through the content you outlined. Read our Organize content with Frames in Lucidspark article for more detail.
• Get feedback using emoji reactions: You can encourage the use of emoji reactions to gather quick feedback and engage collaborators in your meeting. Details about this feature can be found in our Add emoji reactions to objects in Lucidspark article.
• Sort and Gather your sticky notes: Use the Sort or Gather feature to arrange your sticky notes. Check out our Sort sticky notes in Lucidspark and Gather sticky notes in Lucidspark articles to learn more.

Resources

To learn more about this feature, explore the additional resources below. These resources are available in English only.

Course

Creative Facilitation

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