Presentations Overview
To create and edit presentations using the Trak platform efficiently and accurately.
Key Steps
- Navigate to the presentation section of the partnership.
- Select "Create New" to start a new presentation.
- Choose the presentation template and give it a name.
- Use the presentation builder to select tasks to create slides for the presentation.
- Configure what to display on each slide, such as files or proof of performance.
- Create transition slides if needed.
- Edit the slides by adding, removing, or rearranging content.
- Preview the presentation to ensure it looks as intended.
- Adjust settings like theme, background image, and logos.
- Save and share the presentation with the desired audience.
Cautionary Notes
- Be careful when editing or deleting slides as changes are permanent.
- Double-check the content and settings before finalizing the presentation.
- Ensure all necessary files and images are uploaded and correctly displayed.
Tips for Efficiency
- Use the search and filter options to quickly find and select tasks for slides.
- Utilize the preview function to check the presentation before sharing it.
- Save time by using templates for consistent branding and layout.
- Communicate with team members or site admins for any specific requirements or guidelines.