Managing and Organizing Your Shared Slides

To manage your shared slides: 

1. Hover over any slide.

2. Open its 3-dot menu

3. Click on 'Properties' to open its settings panel. Here you can:

• Name the slide so your team can find it (name it the way they'd search: "Legal Disclaimer," not "disclaimer-v3-final").
• Add a description or instructions telling your team when and how to use it. This is one of the most underused, most valuable fields in the product.
• Add tags for filtering under the ALL TAGS view.
• Toggle HIDE THIS SLIDE to pull a slide out of circulation without deleting it. A Team Slide is visible to your team the moment you create it, and you flip HIDE THIS SLIDE on only when you want to pull one out of circulation. 

To note: a Shared Slide's properties also show how many people use it, how many presentations it lives in, and a "Where is this slide used" section, because every instance stays linked to the master. 

Once your slide library grows, folders keep it tidy. A single slide folder can hold both Slide Templates and Shared Slides together. So a "Compliance" folder could hold your locked disclaimer Shared Slide right next to an editable case-study Slide Template, and your team finds both in one place.

To create one:

1. On the Shared Slides page, find the 'FOLDERS' section in the left panel.
2. Click the '+' icon next to 'FOLDERS'.
3. Name the folder something your team will recognize ("Sales Team," "Marketing Team," "Compliance") and click 'Ok'.
4. Drag slides into it to populate it.

A pattern that works well: organize slide folders by audience or use case ("Sales Pitch," "Customer QBR"), not by layout type ("Bullet Lists"). Your team searches by what they need to say, not by the name of the layout.