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Share the “right” screen of turning up your speakers to try to capture the
About the When asked to make a presentation in a Zoom audio in your microphone. Checking this box will
authors meeting, you likely will want to share your screen so stream the audio to attendees in a clean and easy
Kelly L. Williams, that attendees can view your slides or other content. manner.
CPA, Ph.D., MBA, The default for many people is to select the generic
is an associate Save screen, which shows whatever is on your INTERMEDIATE TIPS
professor of screen at the time (see the screenshot at the bottom Activate the dual-monitors setting
accounting at the of the previous page). This option is the easiest and I am a huge fan of the Use dual monitors setting
Jones College of quickest, but I recommend against doing that to in Zoom (see the screenshot below). When in use,
Business at Middle avoid embarrassing moments such as these: Zoom will open a second window of the meeting,
Tennessee State ■ You share the wrong screen or accidentally which allows you to have a window dedicated to
University. Byron minimize your share to expose your inbox with either shared content or the active speaker and a
Patrick, CPA/CITP, 3,126 unread emails, including several with second full-size window dedicated to video of all
CGMA, is general sensitive subjects ... oops! the participants.
manager at ■ Your desktop notifications appear for everyone to I prefer Gallery View here because it allows me
Botkeeper. see. We’ve all seen meetings where someone sends to see everyone in the “virtual room.” This can be
a message to the presenter in email, Teams, or incredibly useful for reading people’s body language
Slack and it pops up on screen, “She isn’t listening in a meeting. Additionally, it prevents the “Has Jeff
to anything you are saying” … oops! joined the meeting yet?” question that inevitably
Avoid these and other “oops” by using some comes up during the call.
other options, discussed below.
Individual application windows can be shared Encourage idea exchange with breakout rooms
rather than a full desktop screen. This has mul- Breakout rooms are handy. They allow you to break
tiple benefits. First, it avoids the accidental share up large meetings into smaller groups that can
discussed previously. It also allows you to work discuss issues and ideas in a small setting before re-
on-screen in other applications without the share joining the large meeting. Multiple breakout rooms
changing. This is a professional-level move! can be created with three different options (see the
Whiteboard ... what? I can’t tell you how many screenshot at the top left of the next page):
times someone has said out loud, “I wish I could ■ Assign automatically: Zoom will randomly
just have a whiteboard session on Zoom.” You can! assign attendees to rooms.
It even allows multiple people to draw simultane- ■ Assign manually: The host can choose who
ously. I highly encourage a touchscreen, if possible, goes to what room.
when whiteboarding. ■ Let participants choose room: This is great
Often overlooked, but extremely useful, are when each room has a different topic.
the Share sound and Optimize for video clips Here are a few examples of practical uses for
check boxes. Share Sound resolves the challenge breakout rooms:

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