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Setting up templates boards

In this walk-through, you’ll learn how to create a Templates Board in your content management system and the TeamSlide Web Portal. Before setting up a Board, make sure to read through our informational article about Boards.   What are Templates boards? Templates...

Setting up external images boards

In this walk-through, you’ll learn how to create an External Images Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are External Images boards? The External Images board can be used to...

Boards feature

What are boards? Boards allow organizations to separate their content into separate tabs or boards in the TeamSlide add-in. This provides distinct spaces to access content that may serve different purposes. Further, we can implement different interfaces that are...

Slide Library Analytics in TeamSlide

TeamSlide’s analytics capabilities provide valuable insights into your slide management process.  From measuring user adoption, examining common search terms, or determining your most used slides, our reporting feature...

How to Use Metadata in SharePoint

Using metadata in SharePoint is an effective way to keep your content organized and accessible by your team. In this article, we discuss what metadata is, why you should use it, and provide tangible examples and best practices. In addition, we’ll provide specific...

Get Started with Libraries

Creating a Library What are TeamSlide libraries? A library is a container for content (slides, images, videos) that primarily defines its access rights. Additionally, a library can be used in TeamSlide to filter search results and modify search relevancy. 1....

Create a Collection to Insert Slides Together

At times, you may want to group slides so that they will be inserted into your presentation together. Examples include legal slides or mini-stories that require a few slides to communicate like a company introduction or product screenshots. To address this use case,...

Manually Upload Content to TeamSlide

If connecting to a content management system is not an option, you may decide to manually upload content to TeamSlide. In this article, we'll describe how you can do this in the TeamSlide Web Portal. Login to the TeamSlide Web Portal.In the main menu, click Batch...

How to Change a Replication Folder Path

Once you've established a replication task, making specific folders searchable in TeamSlide, you may find that the folder path has changed. Let's walk through how to edit the folder path so that TeamSlide can reconnect to your content. Log into your TeamSlide Web...

I Updated My Content but It Isn’t Showing in TeamSlide

If you've recently added new content to your content management system, such as SharePoint or Box, you might not see those slides in TeamSlide just yet. TeamSlide continues to automatically check your content repository for new or updated content every 60 minutes. New...

Setting up regular boards

In this walk-through, you’ll learn how to create a Regular Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards.

TeamSlide Boards overview

What are Regular boards? 

Regular boards use a search-focused interface best suited for slides with usable content.  Users can search, filter, and even browse for content.  As with all boards, you can define which libraries are connected to this board.  For example, when running a search in the “Sales assets” board below, users will only see results from connected libraries. In this case, a user would only see search results originating in the “Sales” library.

1. Log into the TeamSlide Web Portal. Click the Boards tab on the Main Menu panel.

2. Select the Add new board tab at the top.

Add new board

3. Name your new board. Users typically want to choose a name that categorizes the content that users will be searching. For example, ‘Sales assets’ or ‘Knowledge base’.

 

4. Select the type Regular in the dropdown menu.

 

5. The display position can be adjusted to re-order the Board names. Adjust this number if you’d like your Board tabs to appear in a particular order.

 

6. Select 1 or more libraries to include in the Board search.

Pro tip: Create an “All” board by naming the board “All” and selecting the “All libraries” checkbox to allow users to search all content.

 

7. Click Save.

 

8. Open PowerPoint and the TeamSlide pane. You’ll see your new Boards at the top of the pane and can toggle through each one.

 

New boards in PowerPoint

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