If you’re part of a team that delivers status reporting in the form of PowerPoint slides, the slide publisher is a perfect way to create a uniformed template that automatically outputs project information in your corporate template. Additional features include the option to include an image of the roadmap or any related data like milestones, risks and/or requests.
- Review the Slide Publisher documentation
- Install the Slide Publisher Application found HERE
- Review OOTB templates found under the documentation tab of the application
End User Steps:
- Go to a Project of your choice and run the custom action "Publish Slides".
- Choose the relevant template to use and run the action to produce a new professional-grade presentation, including your latest Clarizen data custom branded for you.
- In Powerpoint, make any final formatting tweaks you need.
- Share your Presentation with your stakeholders, team, or customer.