Category Archives: How-to

5 Ways to Get the Most Out of TeamSlide

TeamSlide is a powerful slide management tool that keeps PowerPoint slides at your fingertips. Finding a slide is a tedious process resulting in lost productivity and reduced output quality. We’ve identified five actionable ways for you to take full advantage of TeamSlide in your organization.

1. Connect TeamSlide to your most relevant content management system

TeamSlide content management system integrations

TeamSlide can connect to your content management system (CMS), such as Box or SharePoint.  This allows you to continue using your CMS as your single-source-of-truth, importing your existing metadata, and leveraging the CMS’ powerful file management capabilities.

Possible CMS integrations available:

  • Box
  • SharePoint
  • Google Drive
  • OneDrive
  • Dropbox
  • Widen

If you aren’t able to connect to a CMS or don’t use one, you can upload your content through the ‘Batch Upload’ feature in the TeamSlide portal.

2. Configure settings to fit your needs

TeamSlide has a plethora of settings that can be configured to fit your exact needs. Users, libraries, custom properties, and permissions are just a handful of categories that you can adjust. Let’s take a look at a few valuable options that can improve your PowerPoint efficiency:

User permissions: If your marketing team is solely allowed editing rights to content, you may not want others in the organization, such as the sales team, to have ‘edit’ rights. By first creating a ‘Sales Team’ group, you can grant specific permissions to all users in a specific group. Edit, read and write access can be easily adjusted in TeamSlide settings.

Custom properties: Custom properties in TeamSlide allows you to add metadata to your PowerPoint slides, images, and video content. If you already have metadata in your content management system (CMS), such as SharePoint or Google Drive, TeamSlide can import and keep them synced using custom properties.

Always apply master: Under ‘Global settings’ lives many valuable options to enhance the user experience and maintain consistency. The ‘Always apply master’ setting ensures that the original master of the uploaded slide will be used. 

3. Check out your team’s analytics regularly

TeamSlide analytics

TeamSlide analytics will shed valuable insights into your slide management process. From measuring user adoption, examining common search terms, or determining your most used slides, our reporting feature creates transparency for your slide library. When you’ve just gotten started using TeamSlide, user adoption can be a challenge. Identifying who may need extra ‘help’ resources or coaching will allow the team to get on the same page faster. By taking advantage of these reports, you will also be able to see which content is most relevant to your team. You might even see an opportunity to create new content to fill the gaps.

4. Bring your slides to life with images and video using TeamSlide

In addition to PowerPoint slides, you can easily add images and videos to your presentation. While we typically call TeamSlide a slide management tool, we have extended our content to reach well beyond. Search, preview, and insert an image or video from your CMS (e.g., SharePoint, Box, Google Drive) into your PowerPoint presentation with a click. By incorporating images and videos in your decks, you’ll break up the text, communicate more, and even evoke emotions in your audience.

5. Take advantage of our learning resources

Whether you’re just getting started with TeamSlide or are looking to go more in-depth, you’ll want to take a look at our blog and YouTube channel. We have a variety of articles and videos to help you navigate TeamSlide settings, configurations, and features. Our blog also features practical knowledge to become a better marketer, salesperson, and creator in PowerPoint. Regardless of your industry, you’ll take nuggets of valuable information from our blog to increase productivity and skills.

Setting up Custom Properties in TeamSlide

Setting up custom properties in TeamSlide allows you to add metadata to your PowerPoint slides, images, and video content. If you already have metadata in your content management system (CMS), such as SharePoint or Box, TeamSlide can import and keep them synced using custom properties. This allows you to leverage the taxonomy you’ve already implemented, and continue to keep your CMS as the single source of truth. Using your slide library’s metadata will help streamline searches and allow for focused filtering.

How to use custom properties in TeamSlide

  1. Log into your TeamSlide portal (www.teamslide.io)

2. In the Main Menu, select ‘Property Settings’

Property settings in TeamSlide

3. Select ‘Add custom property.’ There are many options to choose from to help you create the best custom properties for your content.

overview of custom properties in TeamSlide

Breakdown of custom properties settings:

  • Display name Choose a name for your custom property. For example, if you are creating a property to add industry metadata, you could enter ‘Industry’ as the display name.
  • Data type Determines how the data will be defined
    • Text Displays plain text
    • Number Displays numerical values
    • Date Displays in date format (MM/DD/YYYY). Where dates can be edited, a visual date picker is used.
    • Date+Time Displays as date and time
    • True/false Defined as a Boolean variable
    • List value Displays possible custom values that may fall under the main display name. For example, with the display name ‘Industry,’ you may provide list values such as manufacturing, finance, and transportation. Note: By unchecking ‘Allow editing,’ TeamSlide will automatically populate the possible list values.
    • Hierarchy Use to specify a path or subcategories if applicable
  • Multiple values Check this option if setting more than one value is required. Note: This value cannot be changed after creation.
  • Use for combined search If checked, the main search will also check against values of this property. As an example, let’s define Finance as a value under an Industry property. With this option selected, when a user searches for ‘finance’, slides with Finance as a value for Industry will show in the results even if ‘finance’ is not in the slide content.
  • Show in advanced search If checked, a specific field for this property will be added to the Advanced search page.
  • Display position Adjust this value to set the order you want the properties displayed in the Information view and in the Advanced search page.
  • Relevance in combined search The degree to which a field is weighted in a search.
  • Slop relevance in combined search Slop is the distance between the words you are searching for. Search terms that are closer together on a slide are weighted more. The higher the entered value is, the higher results with terms close together rank.  
  • Allow editing If checked, users with edit permissions will be able to make changes. Do not check for a property pulled from your content system (e.g. SharePoint)
  • Value required If checked, entering a value is mandatory.
  • No from/to filter If checked, only an ‘equals’ search restriction will be used for this property. This is particularly useful when no sequential pattern is used. For example, it would not be useful when assigning a randomized ID property
  • Allow browsing If checked, users will be able to browse by different values for this property. This will allow users to browse through different properties (e.g. tags, industries) to find content. It is helpful when a user isn’t sure what to search for as it will narrow results into a smaller set of content.
  • Allow filtering If checked, users will be able to use this property for filtering after searching. For number and date properties, filtering is only available if ‘Multiple values’ is unchecked.
  • Record with download If checked, the current value of the property will be recorded in the download logs.
  • Displayed values Select the number of values that are initially displayed on the details page. This is useful for companies with many tags and would benefit from simplifying the UI.
  • Display level Select where the property should be displayed and used (Details, More details, Edit page, Nowhere)
  • Search caption If the display name does not match in terms of what people are searching, you may add a custom text caption.

Import Settings

  • Value source Select from which source this property should be filled when replicating (e.g. file name, list of parent folders).
  • Add-in Check if this property is updated by a specific add-in, not the regular replication task. *Do not check unless you desire to import content in a non-standard way. Contact TeamSlide support at support@teamsli.de if this is something you’d like to configure.
  • Linked document Check if the actual property values come from linked documents. *Do not check unless you are working with TeamSlide for an on-premise installation as a single customer.
  • Value input For a linked document, select how the actual value is read from it (Document name or Document name URL-encoded)
  • Transformation For replication, select if we need to apply transformation for values
  • Skip criteria If you don’t want some content visible, like if a slide isn’t client-ready yet, enter it here.

4. After configuring the custom property settings, click ‘Save’

5. Within the ‘Custom properties’ tab at the top, you can view all custom properties that have been created and edit or delete each property.

custom properties tab

Using custom properties to organize and sort your data will help you find the content in your slide library faster and will also allow you to view more detailed analytics of slide usage. Whether you use Box or SharePoint to manage your slide library, incorporating metadata like tags or properties will provide a vast amount of value in terms of search efficiency and PowerPoint analytics.

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