How to Build Better Presentations with ClickUp and Top Tools

ClickUp can be your central hub for planning, organizing, and managing every part of your presentation workflow while you build slides in your favorite presentation tools.

This how-to guide walks you through a practical workflow inspired by the ClickUp presentation tools overview. You will learn how to choose the right software, structure your content, and manage tasks so your next presentation is polished, on time, and easy to update.

Step 1: Choose the Right Presentation Tool with ClickUp

Before you begin designing slides, you need a clear overview of your options. Use a simple ClickUp task list or table view to compare tools.

Set Up a ClickUp List for Tool Comparison

1. Create a new List called “Presentation Tools”.

2. Add a task for each tool you want to compare, such as:

   • PowerPoint
   • Google Slides
   • Canva
   • Pitch
   • Keynote
   • Visme
   • Beautiful.ai
   • Prezi
   • Powtoon

3. Add Custom Fields to your List, for example:

   • Price
   • Templates available
   • Collaboration features
   • AI features
   • Best for (sales, education, internal updates, etc.)

4. Fill in details for each tool while referencing the source comparison.

This ClickUp comparison view helps you quickly see which platform best fits your presentation goals and team size.

Step 2: Plan Your Presentation Content in ClickUp

Once you know which presentation tool to use, define your goals, audience, and core message. ClickUp is ideal for breaking these ideas into organized tasks.

Create a ClickUp Space for Your Presentation

1. Create a new Space named after your presentation topic.

2. Add a Folder called “Presentation Project”.

3. Inside the Folder, create Lists for each phase, such as:

   • Research
   • Outline
   • Slide Design
   • Review & Feedback
   • Rehearsal

Use ClickUp Tasks to Capture Ideas

Within the “Outline” List, create tasks like:

• Define presentation objective
• Describe target audience
• Draft key sections and talking points
• Choose supporting data, charts, and visuals

For each task, add details in the task description, attach reference files, and use comments to discuss ideas with collaborators.

Step 3: Build Your Slide Outline with ClickUp Docs

Before you start designing slides, build a solid outline. ClickUp Docs are perfect for this step because they support headers, bullet points, and real-time collaboration.

Structure a ClickUp Doc for Slide-by-Slide Planning

1. Create a new Doc called “Presentation Outline”.

2. Add sections for:

   • Title slide
   • Introduction
   • Problem or opportunity
   • Main points (with subpoints)
   • Data and visuals
   • Solution or recommendation
   • Call to action
   • Q&A

3. Under each section, write bullet points for what you want to say and which visuals you will need.

4. Tag related tasks from your Lists so you can track work directly from the Doc.

This structure lets you quickly translate the outline into slides in tools like PowerPoint, Google Slides, or Canva.

Step 4: Manage Design Tasks in ClickUp While Using Your Slide Tool

With your outline ready, move into slide creation. You will design slides in your chosen presentation app but coordinate all work in ClickUp.

Organize Slide Production in a ClickUp Board View

1. In your “Slide Design” List, switch to Board view.

2. Create columns such as:

   • To Do
   • In Progress
   • Ready for Review
   • Approved

3. Create a task for each slide or slide group, for example:

   • Slide 1 – Title & subtitle
   • Slides 2–3 – Problem overview
   • Slides 4–6 – Data visuals
   • Slides 7–8 – Solution
   • Slide 9 – Call to action

4. Assign each task to the teammate responsible for designing the slide.

5. Add due dates and priority to keep the project on schedule.

Track Assets and Links in ClickUp

Inside each slide task, include:

• A link to the specific presentation file or slide deck
• Notes about layout, branding, and messaging
• Attached images, icons, charts, or video files

This keeps all assets organized in ClickUp even though the final slides live in another tool.

Step 5: Collect Feedback and Revisions with ClickUp

Quality feedback turns a decent presentation into a compelling one. Centralize comments and requests in ClickUp to avoid scattered emails or chat threads.

Use ClickUp Comments for Review Cycles

1. Ask reviewers to open the related slide tasks during review sessions.

2. Have them add comments with clear suggestions, such as:

   • “Shorten this bullet point.”
   • “Replace this image with a product screenshot.”
   • “Move this statistic earlier in the deck.”

3. Use @mentions to notify designers or presenters about requested changes.

4. Mark comments as resolved when edits are complete.

You can also use task statuses in ClickUp to track the review phase, for example: Draft, In Review, Revising, Final.

Step 6: Prepare Speaker Notes and Run-Throughs in ClickUp

Practice is essential for confident delivery. ClickUp helps you schedule rehearsals, store speaker notes, and track timing.

Create a ClickUp Doc for Speaker Notes

1. Create a Doc named “Speaker Notes”.

2. Add subheadings matching your slide titles.

3. Under each heading, write:

   • Key talking points
   • Examples or stories
   • Transitions to the next slide

4. Share the Doc with co-presenters so they can add or revise their parts.

Schedule Rehearsals Using ClickUp Tasks

• Create tasks such as “First rehearsal”, “Team run-through”, and “Final timing check”.
• Add start and end times, and invite all participants.
• Attach a link to the live presentation deck for quick access.

Tracking rehearsals in ClickUp ensures everyone knows when to practice and what to focus on.

Step 7: Use ClickUp to Coordinate Live Delivery

On presentation day, you still rely on your slides, but ClickUp can keep logistics and supporting information organized.

Create a ClickUp Checklist for Day-Of Tasks

• Test audio and video equipment
• Confirm screen sharing or projector setup
• Open the slide deck and backup copy
• Prepare any demo environments or links
• Send calendar reminders to attendees

Store this checklist in a dedicated “Day Of” task so you can quickly confirm everything is ready.

Step 8: Capture Outcomes and Improve with ClickUp

After the presentation, capture what went well and what to improve next time.

Log Feedback and Metrics in ClickUp

1. Create a task called “Post-presentation review”.

2. Record metrics like attendance, engagement, or follow-up actions.

3. Paste feedback from surveys or emails into the task description.

4. List ideas for improving structure, visuals, or pacing.

These notes help you refine future presentations while keeping everything documented in ClickUp.

Next Steps and Helpful Resources

By combining ClickUp for planning and management with specialized slide tools, you create a consistent, repeatable system for high-quality presentations.

For broader workflow and automation strategies beyond presentations, you can also explore consulting resources such as Consultevo.

To dive deeper into specific presentation platforms, templates, and features, review the full breakdown in the original overview of top tools on the ClickUp presentation tools blog page.