Creating deliverables

Table of contents moduleA table of contents lists the headings in your deliverable, in page order. It helps readers see what a long proposal or…→ HTML moduleUse the HTML module when you want a block laid out exactly your way: a styled box, a short list, a table…→ Embed apps and websitesThe embed module brings another website or app into your deliverable: a web page as a link card, or a live map,…→ Social links moduleShow a row of icons that link to your social profiles and your website. Add your links Click Add Social Links in…→ Bar and line graph moduleShow values across months, quarters or categories as vertical bars or as a line. Use it for things like monthly signups, revenue…→ Bar graph moduleCompare things side by side with horizontal bars, for example progress on project phases, skills, survey results or progress against goals. If…→ Video modulePlay a video right inside your deliverable. Viewers can watch it on your shared link without leaving the page. Add a video…→ Labels moduleLabels show short words or phrases as coloured tags under a heading, for example the services you offer, a persona’s goals or…→ Scale chart moduleA scale chart places something between two opposites, for example budget to premium, or local to global. Use it for brand positioning,…→ Donut and pie chart moduleShow how a whole splits into parts, such as a budget, a market or your revenue by service. The module is called…→ Task list moduleA task list keeps next steps, checklists and action items inside your deliverable. Each item has a status, and the module shows…→ Text moduleUse a text module for headings, paragraphs, bulleted or numbered lists and short notes. Add a text module Click Add Text (the…→ Table moduleUse a table to compare options, track owners and dates, or lay out any data in rows and columns. Besides text, a…→ Button module (add CTA buttons)A button asks the people reading your deliverable to take the next step: book a call, see your pricing, or email you.…→ Change a module’s coloursEach module has its own colour button on its top bar. Its name tells you what it colours: Title Color on text…→ Email form moduleAn email form lets people who view your shared deliverable leave their email address, for example to get a guide, ask for…→ Duplicate modulesDuplicate in place Click the module to select it. Click More (the three dots) on its top bar. Click Duplicate Module. The…→ Center a moduleThere is no center button for a module. To center one in its section, resize it and drag it so the space…→ Delete a moduleClick the module to select it. Click Delete Module (the trash can) on its top bar. You can also press the Delete…→ Can I export a single module?No. The module menu has no export option. The smallest part of a deliverable you can download is a section. Export the…→ Can I share a single module as a link?No. A shared link always opens the whole deliverable. To send someone just one part, export the section that holds it as…→ Moving and resizing modulesDrag modules to where you want them and size them to fit. Modules snap to the section’s grid. Move a module Drag…→ Add a module backgroundPut a colour or an image behind a single module. Click the module to select it. Click Background (the striped square) on…→ Image moduleUse the image module to add photos, logos and graphics to a deliverable. Each image is its own module, so you can…→

Create a user personaYou can start from the User Persona template and fill it in yourself, or let AI draft it for you. Find the…→ Working with modulesModules are the building blocks inside each section: text, images, video, tables, task lists, buttons, embeds, HTML, labels, email forms, social links,…→ The editor toolbarWhen you open a deliverable, everything you need sits in two rows at the top of the editor. Top row: share and…→ Working with sectionsA deliverable is built from sections, stacked from top to bottom. Each section holds modules (text, images, charts and so on). When…→ Change your deliverable’s coloursYou can set colours at three levels: the whole deliverable, a single section, or a section’s background. The colours you pick are…→ Editable examplesMany templates come with finished examples that show what a great version looks like. You can copy an example into your account…→ Background image tipsYour deliverables adapt to every screen size, so background images are cropped differently on a phone than on a laptop. A few…→ How-to guidesMany of our templates come with a step-by-step how-to guide that explains what to put in each part, for example how to…→

Add a section containerA container puts a border box around a section’s content, which helps separate it from the sections around it. Click the section…→ Change the section main colorGive one section its own colour for headings and charts. Click the section to select it. Its toolbar appears on the left…→ Delete sectionsClick the section to select it. Its toolbar appears on the left edge. Choose More (the three dots) at the bottom of…→ Export sectionsDownload a single section as an image or PDF, for example to drop one slide into an email. Click the section to…→ Copy or move sections to another deliverableReuse a section in another deliverable, or move it there. Click the section to select it. Its toolbar appears on the left…→ Duplicate sectionsCopy a section, with its layout and content, directly below the original. Click the section to select it. Its toolbar appears on…→ Change section backgroundClick the section to select it. Its toolbar appears on the left edge. Choose Section Background. Pick a colour on the Colors…→ Change section orderClick the section to select it. Its toolbar appears on the left edge. Choose Change Order (the up and down arrows) and…→

Undo and redo editsWhile your cursor is in a text module, Undo (⌘Z) and Redo (⌘⇧Z) sit at the left of the text toolbar, right…→ Insert imagesImages are added as their own modules, so you can move and resize them freely. Click Add Image in the module bar.…→ Align text, line height and listsPut your cursor in a text module to bring up the text toolbar at the top of the editor. These options apply…→ Insert text linksPut your cursor in a text module and select the words you want to link. Click Insert Link in the text toolbar,…→ Format text stylesPut your cursor in a text module (click the module, then click the text). The text toolbar replaces the module bar at…→

Working with sections→ Background image tips→