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How to create a Presentation

How to collate your viewpoints into presentations to share with your team and clients

Written by Katherine Lockley
  1. Ensure you have created all the Viewpoints that you want to include in your presentation before you start (see How to create a viewpoint).

  2. Open the Viewpoints panel in the right-hand toolbar.

  3. Hover over the viewpoint you would like to add to the Presentation. A checkbox will appear to the left. Select all of the Viewpoints you would like to add.

    Creating presentations

  4. Once you are happy with your selection, open the three-dot menu in the footer and select "Create new presentation".

    Create a new presentation

  5. You can update the name of your presentation.

Please note: Viewpoints will automatically be listed in the same order as the viewpoints tab but they can be reordered within the Presentation.

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