Upload and Publish the Presentation

Upload to Clarizen

  1. After completing the template, save it to your computer.
  2. Upload the file to File Templates in Clarizen.

Publish the Slides

  1. In Clarizen, go to the project or portfolio from which you want to generate the PowerPoint.  
  2. Click Custom Actions > Publish Slides.
  3. Select the relevant template file.
  4. Select whether to attach it to the project, attach and add a post and/or send via email.
  5. Click Next.
  6. Once the PowerPoint is ready, it will be downloaded.
  7. In Powerpoint, make any final formatting tweaks you need.

Troubleshooting

  • In case data could not be retrieved from Clarizen on publishing the slides (due to missing field for example), the PowerPoint will be published and instead of the data, ‘#N/A’ will appear.
  • In case Roadmap could not be retrieved from Clarizen on publishing the slide, an image with ‘unable to retrieve’ will appear instead of the actual roadmap.

 

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