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How do I create a new presentation?

You can generate presentations at project portfolio, project, batch and meeting levels, as well as at team, resource and axis levels , including axes derived from custom fields.

If you're located on one of the above-mentioned elements, and wish to create a new presentation, simply go to the communication tab of the map you're on.

In this tab, you'll find all the presentations available and to which you have rights.

To create a new presentation, click on the blue "+" button at top left, next to the "Presentations" label.

A pop-up window will then open with 2 options:

  • Empty presentation:
    This option lets you create a new presentation from scratch.
  • From a template:
    This option lets you create a new presentation based on an existing template, with its various slides & settings.

‍Thisoption requires that one or more presentations have first been defined as a template. If the pop-up is empty once you've clicked on this option, this means that no presentation has been defined as a template at this level, or that you don't have the necessary rights to view them.

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