Agenda Helper Tutorial

If you are a new user, below is everything you need to get you started - a Quick Start Guide, a Video Tutorial, and how to find help and additional instructions while using the tool.

Quick GUide: Creating Your First SAMPLE Agenda

We recommend first-time users create an agenda using our built-in sample data. This will only take 5 seconds and will help familiarize you with the tool.

Note: Make sure the Agenda Helper add-in is properly installed first in PowerPoint (i.e. the xlam-file is located in the add-in folder).

 

With a blank presentation file open in PowerPoint, go to the Planning Helpers menu, then click Agenda Master  to open the tool's main pop-up window.

Load the sample data with just two easy clicks:

  1. Click Sample data
    → the list will be automatically populated with a sample agenda
  2. Click Apply, close and save
    → Agenda Helper will then create the agenda slides

 

Video Tutorial

Watch a quick tour to become familiar with the tool using the built-in sample data.

Step-by-step Tutorial

Watch a quick step-by-step tutorial to become familiar with the tool using the built-in sample data.

7 STEPS

1. The first step is to click Planning Helpers on the ribbon menu

Step 1 image

2. Click Agenda Master

Step 2 image

3. Click Load Sample Data

Step 3 image

4. Click Save, Close and Apply

Step 4 image

5. Click on the main agenda slide in order to inspect it

Step 5 image

6. Click on the first divider slide in order to inspect it

Step 6 image

7. That's it. You're done. Now try adding an agenda to an existing presentation of yours!

Step 7 image

Here's an interactive tutorial

https://www.iorad.com/player/1732866/Quick-tutorial-using-the-built-in-example-data


Find help

Where can I find additional help with the Agenda Helper tool?

 

1. Hover over each button on the Planning Helpers ribbon menu to display the tooltips.

2. In the Agenda Master pop-up window, click on the question mark icon [?] to display the step-by step instructions (pictured to the right).

 

3. Click the check box New user mode to display additional menus with instructions.

 


Step-by-Step Instructions

We recommend first-time users download our demo file and apply the below step-by-step instructions to it. Starting from an existing file is often beneficial as you can learn from the pre-created agenda list and its corresponding slides, and experiment with sample data. 

Creating agenda content

Formatting agenda layouts

Using chapter titles


Other