How to Use ClickUp as a PowerPoint Alternative

ClickUp can help you replace traditional slide tools like PowerPoint by giving you a single workspace to plan, organize, design, and manage every part of your presentation workflow.

This how-to guide walks you step by step through setting up a presentation system using ideas and examples adapted from the ClickUp PowerPoint alternatives overview.

Why Use ClickUp for Presentation Management

Before building your system, it helps to understand what makes ClickUp effective as the command center for your presentations.

• Centralizes brainstorming, content, and design feedback
• Keeps deadlines, slides, and assets in one place
• Works with many dedicated presentation tools
• Gives you templates, views, and automation to save time

Instead of managing separate files and email threads, you can run the entire process inside ClickUp and connect it to whatever visual tool you prefer.

Step 1: Create a ClickUp Space for Presentations

Start by creating a dedicated Space to keep all presentation-related work organized.

1. In ClickUp, click the + Space button in your sidebar.

2. Name it something like Presentations or Slide Decks.

3. Select a color and icon so the Space stands out.

4. Choose a simple permission model so your team can collaborate easily.

This Space will contain Lists and tasks for every presentation your team creates.

Step 2: Add a Presentation Pipeline List in ClickUp

Next, build a List to track each presentation as a separate task using ClickUp task management features.

1. Inside your new Space, click + New List.

2. Name it Presentation Pipeline or Upcoming Talks.

3. Create custom statuses such as:

   • Idea
   • Planning
   • Design
   • Review
   • Ready to Deliver
   • Delivered

Each task inside this List will represent a single presentation, workshop, or webinar.

Step 3: Build a ClickUp Task Template for Presentations

A reusable task template in ClickUp saves time and ensures every presentation follows the same process.

1. Open any task in your Presentation Pipeline List.

2. Click the task settings and choose Save as Template.

3. Before saving, structure the task like this:

   • Description section with headings such as Objective, Audience, Key Message, and Call to Action.
   • Custom fields for Event Date, Presenter, Slide Tool (e.g., Canva, Google Slides), and Status.
   • Subtasks for stages like research, outline, slide design, review, and rehearsal.

4. Save the task as Standard Presentation Template.

Now every new presentation can start from this ClickUp template, keeping your process consistent.

Step 4: Plan Your Presentation Content in ClickUp Docs

Use ClickUp Docs to outline and draft your presentation content before you design slides in another tool.

1. From your presentation task, add a new Doc or attach an existing one.

2. Structure the Doc with headings such as:

   • Title and subtitle ideas
   • Key sections and talking points
   • Story flow and examples
   • Data, charts, or screenshots you need

3. Turn key bullet points into checklist items so you know which content is final.

4. Mention teammates with @ mentions to get feedback directly inside ClickUp.

By finalizing your content in Docs, you avoid redesigning slides multiple times and keep comments in one place.

Step 5: Coordinate Design Work with ClickUp Tasks

Once your outline is solid, you can coordinate slide design and visual work using ClickUp tasks and subtasks.

1. In your presentation task, create subtasks like:

   • Build slide outline
   • Create title slide concept
   • Design content slides
   • Add transitions and animations
   • Prepare speaker notes

2. Assign each subtask to the right designer or stakeholder.

3. Attach design files or cloud links from tools you prefer to use as PowerPoint alternatives.

4. Use comments for quick feedback instead of long email chains.

This keeps design work aligned with the original content plan stored in your ClickUp Doc.

Step 6: Track Deadlines with ClickUp Views

Different ClickUp views help you see deadlines and priorities from multiple angles, especially when you run several presentations at once.

Use ClickUp Calendar View

• Open your Presentation Pipeline List and switch to Calendar view.

• Add due dates to each task so you can see every event and rehearsal on a timeline.

• Color code tasks by status or presenter for quick scanning.

Use ClickUp Board View

• Switch to Board view to manage presentations by status.

• Drag and drop tasks from Idea to Delivered as they progress.

• Spot bottlenecks where too many tasks sit in Planning or Design.

These views turn ClickUp into a visual control center for your presentation schedule.

Step 7: Run Reviews and Approvals in ClickUp

Reviews are often where presentations get delayed. ClickUp lets you handle feedback and approvals in a structured way.

1. In your main presentation task, add a Review subtask with a due date right before the final delivery date.

2. Assign that subtask to the approver or project owner.

3. Attach the latest slide link or upload the deck into the task.

4. Use threaded comments to capture notes, questions, and requested changes.

5. Mark the subtask complete only when the presentation is approved.

This avoids version confusion and makes it easy to see which decks are ready.

Step 8: Document Final Assets and Results in ClickUp

After the presentation, store final materials and results in ClickUp so your team can reuse or improve them later.

1. Upload the final slide deck, handouts, and recordings to the main task or related Docs.

2. Add notes on performance, such as audience size, engagement, and questions.

3. Tag the task with keywords like topic, product, or event type.

4. Move the task to a status like Delivered or Archived.

Over time, this builds a searchable library of past presentations inside ClickUp.

Bonus: Combine ClickUp with Other PowerPoint Alternatives

The source article highlights several modern tools you can pair with ClickUp to replace traditional slide software. While each tool handles design differently, ClickUp remains your system of record for planning and coordination.

• Use visual design tools to create the slides.

• Store links, deadlines, and responsibilities in ClickUp tasks.

• Gather feedback and approvals in Comments and Docs.

This hybrid workflow gives you the flexibility of dedicated slide apps plus the structure of a robust project platform.

Next Steps: Optimize Your Workflow with ClickUp

Once your basic presentation workflow is running, refine it over time.

• Update your ClickUp task template with new subtasks or best practices.
• Build Dashboards to see upcoming presentations and workload at a glance.
• Experiment with automation to create tasks when new events are scheduled.

If you need help designing a broader productivity system around your presentation process, you can explore consulting resources like Consultevo alongside your ClickUp setup.

By using ClickUp as the hub for ideas, content, design, and review, your team can deliver polished presentations more consistently and with far less friction.

Need Help With ClickUp?

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

Get Help

“`