How to Use ClickUp to Create Better Presentations

ClickUp can help you plan, write, and manage your presentations from idea to final slide, especially if you are comparing it to AI slide tools like Tome. This step-by-step guide shows you how to turn messy ideas into polished decks using project views, documents, and ClickUp AI.

This how-to article is inspired by the comparison of slide tools and productivity platforms in the Tome AI alternatives guide, and adapts those ideas into a practical ClickUp workflow.

Step 1: Set Up a ClickUp Workspace for Presentations

First, organize where all your presentation work will live so your team can find everything quickly.

1. Create a Space dedicated to presentations or marketing assets.

2. Add a Folder called “Presentations” or “Slide Decks.”

3. Inside the Folder, create Lists for specific purposes, such as:

   • Sales decks

   • Client proposals

   • Internal training slides

   • Webinar or event presentations

This structure lets you scale easily, keep content organized, and track work similar to how dedicated slide tools organize projects.

Step 2: Capture Ideas and Requirements in ClickUp

Before you touch any design tool, you need a clear plan. Use tasks and custom fields to gather everything your slide deck needs.

1. Create a task for each presentation, for example “Q3 Product Launch Deck.”

2. Add custom fields such as:

   • Presentation type (sales, pitch, report, training)

   • Target audience

   • Goal or call to action

   • Due date and event date

   • Presenter or owner

3. Attach any reference documents, branding guides, or previous decks to the task.

4. Use comments to collect stakeholder input and questions in one place.

By centralizing requirements in ClickUp, you avoid scattered notes across emails, chats, and files.

Step 3: Outline Content Using ClickUp Docs

Strong presentations start with a clear outline. Instead of drafting directly in slides, use ClickUp Docs linked to your tasks.

1. Open your presentation task and create a new Doc linked to it.

2. Add sections such as:

   • Title and opener

   • Problem or context

   • Solution or proposal

   • Proof, data, or case studies

   • Call to action and next steps

3. Use headings, bullet points, and numbered lists to simulate the structure of your slide deck.

4. Invite collaborators to comment, suggest, or edit directly inside the Doc.

This lets your team agree on the storyline before you invest time designing slides.

Step 4: Use ClickUp AI to Draft Slide Content

ClickUp AI can accelerate your writing workflow, especially when you need to turn rough notes into clear, slide-ready content.

Generate Slide Outlines with ClickUp AI

1. Highlight your rough ideas or meeting notes inside a Doc.

2. Open ClickUp AI and choose a writing or summarizing tool that matches your use case.

3. Ask AI to:

   • Summarize long sections into bullet points suitable for slides.

   • Generate a slide-by-slide outline based on your goal and audience.

   • Rephrase content to be more concise and presentation-friendly.

You can iterate quickly, then refine the text manually to keep it on-brand and accurate.

Polish Speaker Notes with ClickUp AI

1. Create a section in your Doc for speaker notes.

2. Paste your main talking points.

3. Use ClickUp AI to:

   • Expand bullet points into complete talking tracks.

   • Adjust tone (more formal, more persuasive, or more casual).

   • Shorten long paragraphs into crisp cues that fit next to slides.

This workflow keeps the slide text tight while giving presenters richer notes.

Step 5: Manage Slide Production as a Project in ClickUp

Once the content is ready, treat slide creation like a mini-project with clear owners and deadlines.

Create a ClickUp Workflow for Slide Decks

Set up statuses in your presentation List, such as:

• Idea

• Outline in progress

• Outline approved

• Slides in design

• Review

• Final

Then:

1. Assign each presentation task to a designer or creator.

2. Use subtasks for key milestones, for example:

   • Finalize narrative

   • Build first draft of slides

   • Collect stakeholder feedback

   • Incorporate revisions

   • Dry run and rehearsal

3. Switch between List, Board, and Calendar views to plan around events or launches.

Track Assets and Links in ClickUp

While the slides themselves may live in a design tool like PowerPoint, Keynote, Google Slides, or an AI slide platform, you can still manage everything from your tasks.

• Attach design files or cloud links to each task.

• Use custom fields to track version numbers or link to the “live” deck.

• Pin the final link or file in the task description for easy access.

Step 6: Collaborate and Collect Feedback in ClickUp

Efficient collaboration makes or breaks a presentation timeline. Centralize feedback to avoid endless email threads.

1. Mention stakeholders in task comments to request specific feedback.

2. Use comment threads to keep each issue separate, such as data corrections, design tweaks, or messaging adjustments.

3. Attach screenshots or exported PDFs of slides so reviewers can react without opening the design tool.

4. Convert important comments into subtasks or checklist items to ensure nothing is missed.

This approach helps you move faster than if feedback is scattered across different channels.

Step 7: Reuse and Scale Presentation Workflows in ClickUp

After you refine your process, turn it into a repeatable system for every new deck.

Create a ClickUp Template for Presentations

1. Pick a well-run presentation task that includes:

   • Completed subtasks

   • Custom fields

   • Attachments and Docs

   • Statuses that match your workflow

2. Save it as a task template.

3. For each new deck, apply the template instead of starting from scratch.

You can also create List or Folder templates that include recurring views, automations, and fields tailored to presentations.

Automate Repetitive Steps in ClickUp

Automations can keep your slide projects moving without constant manual updates.

• Change assignee when status moves to “Slides in design.”

• Notify stakeholders when status changes to “Review.”

• Create a follow-up task automatically when a presentation is marked “Final” (for example, to upload the recording or share the deck).

Step 8: Connect ClickUp to Your Broader Content System

Presentations rarely live in isolation. They tie into campaigns, sales processes, and content strategies.

• Link presentation tasks to related campaigns, sprints, or client projects.

• Use goals or dashboards to track how many decks are delivered per quarter or per team.

• Tag tasks with themes (product launch, customer story, internal training) to reuse content later.

If you need expert help designing systems like this, you can learn more about implementation services at Consultevo.

Using ClickUp Alongside AI Slide Tools

Some teams still prefer dedicated AI slide builders for automatic layout and design. You can use ClickUp as the control center while design tools handle visuals.

• Plan narratives, deadlines, and owners inside your workspace.

• Draft and refine text with ClickUp AI.

• Build slides in your chosen design platform.

• Store links, track approvals, and measure output using ClickUp tasks and views.

By combining structured project management with AI-assisted writing, your team can move faster than using a slide generator alone.

Next Steps: Make ClickUp Your Presentation Hub

Use this guide as a starting point to adapt a workflow that fits your team, your tools, and your presentation style. Begin with one upcoming deck, follow the steps above, and refine your system as you go. Over time, ClickUp can become the central hub where ideas turn into polished, on-time presentations that support your broader business goals.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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