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.

 

Agenda Helper facilitates structuring your presentation files with a main agenda and divider slides which separate the chapters. The sub pages of this tutorial will show you how to add CONTENT to the agenda and how to FORMAT it. We recommend you starting with the Quick Guide below.

Quick Guide: Creating your first 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

Creating simple agendas
Creating advanced agendas

Formatting agenda layouts

Formatting layouts
Importing layouts
Storing favorite layouts

Using chapter titles

Chapter titles for content

Other

Installing the add-in