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 matches 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 use / share.

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 items present in the selected view
  • Content of each slide: Your template filled with the data from each item
  • 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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