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Presentations Overview

To create and edit presentations using the Trak platform efficiently and accurately.

 

Key Steps

  1. Navigate to the presentation section of the partnership.
  2. Select "Create New" to start a new presentation.
  3. Choose the presentation template and give it a name.
  4. Use the presentation builder to select tasks to create slides for the presentation.
  5. Configure what to display on each slide, such as files or proof of performance.
  6. Create transition slides if needed.
  7. Edit the slides by adding, removing, or rearranging content.
  8. Preview the presentation to ensure it looks as intended.
  9. Adjust settings like theme, background image, and logos.
  10. 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.