Unlock Better Collaboration & Communication in 7 Easy Steps

Collaboration and communication are the cornerstones of good presentation design. Teams who work together can cover more ground, in less time, getting the finished product out the door sooner. This means that sales proposals, marketing plans, and pitch decks can get in front of respective audiences to drive results faster.

Here are 7 ways teams can collaborate smarter and communicate better in Beautiful.ai. 

Create a team

With Beautiful.ai, anyone, regardless of design skills, can craft their story with confidence and transform their best ideas into powerful presentations that get results. A team account enables team members of all skill levels to make great decks, fast. Beautiful.ai does the design thinking for you to streamline your team’s workflows.

Teams can take control of their brand and manage the organization's presentations, branding, and content from one place. With features like advanced collaboration, shared themes, shared templates, and a centralized slide library— stakeholders can grab what they need to make decks that align with their brand standards.

To get started, click on “profile” in the Beautiful.ai dashboard and navigate to the team tab. Click on “create team” to create a team. A “create new team” box will appear where you can type in a team name and click “create” to confirm. From there you can assign each team member different roles and permissions. 

Create team themes and templates

A presentation is an extension of your brand, and the design is just as important as the content within the deck. Inconsistencies in presentations across the organization can hinder the success of the business. With a shared theme, you can lock the theme— fonts, logos, iconography and colors— for your organization so colleagues don’t stray from brand standards. You can make updates to the team theme in just a few clicks and the changes will automatically apply to all existing presentations using that theme.

Team templates allow librarians and owners to turn existing presentations into templates—or even build a new one. Members of your workspace can quickly pull from premade decks and make them their own, so they don’t get stuck with their wheels spinning on a blank slide. 

A team template might be useful for client-facing decks that need to show your product offering, pricing packages, or other company information that can be recycled deck after deck.

Add collaborators

To work with colleagues or partners on the same deck, at the same time, you can add people as collaborators on the presentation. This gives them edit access so you can divide and conquer to get your presentation over the finish line faster. 

Assign slides to collaborators 

The key to collaboration is to delegate. When you’re working on a deck in tandem with collaborators, you don’t want any confusion on who is responsible for what. To facilitate more seamless collaboration, and better communication, you can assign specific slides to collaborators so they know what content they need to add to the deck. This keeps everyone aligned to ensure the project keeps moving forward. 

Leave feedback in real-time

Nothing kills productivity like getting held up by lengthy email chains pending feedback on your slides. In Beautiful.ai you can leave and receive feedback in real-time with comments. This helps teams move quickly, and communicate more effectively, while working on a presentation at the same time. When you add a comment and tag a collaborator, they will be notified both in the product and in email so nobody skips a beat. Utilizing comments and notifications with your team helps reduce friction and any unnecessary bottlenecks in the presentation design process.  

Change the slide progress

When you’re collaborating on a big presentation project, you likely aren’t finishing the deck in one sitting. Our slide progress feature helps to keep your work moving so things don’t fall through the cracks. Users can track progress seamlessly by selecting a slide status: To Do, In Progress, On Hold, or Done.

This feature helps you stay in sync with your collaborators by receiving notifications whenever your slide status changes. You can customize your notification settings in the collaboration menu for each presentation, and manage your tasks from To Do to Done more efficiently.

Share 

In traditional presentation software, you would save your deck as a file and either present it live, or attach it to an email to distribute it. That method comes with a lot of friction like versioning issues and the risk of it getting lost in the clutter of lengthy email chains. With presentation software that lives in the cloud— like Beautiful.ai— there are so many ways to share your deck for optimal visibility. From embed codes and exporting to a PowerPoint, to passcode gated content, there are various ways you can share your finished deck in Beautiful.ai. And because it’s in the cloud, every update is pushed live automatically, so everyone is always viewing the most recent version, every time.