Generate PowerPoint files

2 min read

This is the simplest part! Once your templates are created and validated, generation is quick and straightforward.

Generate a file

1. Navigate to a view that is compatible with a PowerPoint template.

2. In the view's toolbar on the board, locate the PPTX button.

3. Select the template

4. Wait and download


Done! You have your PowerPoint ready to be used / shared.

Understanding the generated file

  • 📥 The file arrives in a Downloads folder
  • 📝 Rename it if you generate multiple versions (e.g., Projet_2025_v1.pptx)
💡
You can regenerate as many presentations as you want

File content

  • Number of slides: Equal to the number of elements present in the selected view
  • Content of each slide: Your template filled with data from each element
  • Slide order: Depends on the order of elements in the displayed view
⚠️
The file is independent: changes in Suivi do not affect it.

Special cases

No template available?

The PPTX button can be:

  • Grayed out (inactive): No template has been configured for this board
  • Visible but empty: Templates exist but do not match your role
    • Solution: Contact the board administrator

An element without data?

If an attribute has no value for an element:

  • The block remains empty (or displays a default value if configured)
  • Other attributes display normally
  • The slide is still created

If the rendering is not good

  1. Check the template:
  1. Edit and regenerate:
    • Upload the corrected template
    • Generate a new file
    • Compare with the old one
  1. If it's a one-time issue:
    • You can edit the generated PowerPoint
    • Be aware that this is a temporary fix (the next generation will use the template again)

Going further

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