Intro to Presentations

Does your organization depend on slide-based presentations for both internal and external communication? With Presentations, you get all the advantages of eye-catching visual presentations combined with the power of collaboration and control.

Edit your charts and data side by side

Share templates across your workspace

Link data to keep your slides up-to-date

Navigating Presentations

When you open your first presentation, you'll notice a list of sections in the left panel. This outline helps you navigate between your slides.

Click on any slide to navigate directly there, or drag and drop slides to reorder them.

You can double-click the title to rename your presentation. Using the outline controls, you can promote, demote, move, and add slides to your presentation, as well as open and close all subsections. An arrow indicates slides beneath that main slide. Click the arrow to expand and collapse the list. A comment icon shows what slides include comments. To see them, click the Comments icon in the right panel. Learn more about the outline in Manage Presentation slides.

The right panel contains settings and actions for working within your presentation. Use the icons beside the panel to switch between features, like comments, history, and blacklines.

Design your slides

You can add shapes, text, charts, tables, and images to your presentation slides. Use the align and arrange tools to organize and layer each slide’s content.

Add and edit charts

Workiva supports an assortment of chart types, including bar graphs, line graphs, and pie charts. Once added to your slide, you can edit your chart and it’s data side by side and watch it update in real time. Learn more about charts in presentations.

Create flowcharts

Design flowcharts right in your slide using shapes and connectors. Connectors anchor directly to shapes, so you can move and reorganize your shapes without having to reconnect them. Learn more about adding flowcharts.

Linking

One of Workiva's most powerful features is linking. By creating links between the same piece of data in multiple places, you'll see your links update across your files anytime you change the source data. Learn more about linking in Workiva.

Collaborate with others

Workiva allows you to collaborate in real time while also helping you manage, review, and track your presentation’s changes.

Permissions

To view or edit your slides, each user will need permission to access your new file. You can set permissions at the presentation or slide level, and each user can have owner, editor, or viewer permissions. Learn more about permissions in Workiva.

History

You can use the History panel to keep track of when revisions were made in a presentation and who made those changes. Learn more about the History panel.

Create and share templates

Once you’ve created a presentation, you can create individual slide layouts or save your entire presentation as a template.

Add slide layouts

You can create reusable slide designs and content using the Layouts feature. Add multiple designs using the Layouts window, then apply that design to your presentation from the Slide Properties panel or when adding a new slide from the outline. Learn more about using slide layouts.

Create a template

To reuse an entire presentation, you can save your current presentation as a template. Templates can be shared across your workspace, and any edits made to your template won’t affect any existing presentations. Learn more about creating templates.

Share your presentation

To present your slides from Workiva, you can click the Present icon to start your slideshow.

If you need to share your presentation with someone outside of Workiva, you can export it to another file type. In the File toolbar, use the Save As option to save your presentation as a PDF or PowerPoint file.

What's Next

Now that you've seen what you can do in Presentations, here are a few articles to help you get started:

• Import a PowerPoint presentation
• Add content to a slide
• Manage Presentation slides