Build a deliverable

Working with sectionsA deliverable is built from sections, stacked from top to bottom. Each section holds modules (text, images, charts and so on). When…→ 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 section orderClick the section to select it. Its toolbar appears on the left edge. Choose Change Order (the up and down arrows) and…→ 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…→ Delete sectionsClick the section to select it. Its toolbar appears on the left edge. Choose More (the three dots) at the bottom of…→ Duplicate sectionsCopy a section, with its layout and content, directly below the original. Click the section to select it. Its toolbar appears on…→ Export sectionsDownload a single section as an image or PDF, for example to drop one slide into an email. Click the section to…→

Working with modulesModules are the building blocks inside each section: text, images, video, tables, charts, buttons, labels, task lists, embeds, social links, email forms…→ Bar and line graph moduleShow values over time or across categories with vertical bars or a line. Choose Charts and Graphs in the module bar and…→ Bar graph moduleCompare values side by side with horizontal bars, for example scores, survey results or progress against goals. Choose Charts and Graphs in…→ Button module (add CTA buttons)A button invites the people reading your deliverable to take the next step: book a call, sign a proposal, visit your site.…→ Can I export a single module?We no longer offer exporting a single module. The smallest part of a deliverable you can download is now a section. Export…→ Can I share a single module as a link?Not any more. A link always opens the whole deliverable. To send someone just one part, you have two options. Put it…→ Center a moduleTo center a module, resize it and drag it to the middle of the section. Modules snap to the section’s grid, so…→ 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…→ Delete a moduleClick the module to select it. Choose Delete Module (the trash can) in the row of buttons along its top edge. Deleted…→ Duplicate modulesClick the module to select it. Choose More (the three dots) along its top edge. Choose Duplicate Module. The copy appears next…→ Email form moduleAn email form lets people who view your shared deliverable leave their email address, for example to request a call or get…→ Embed apps and websitesThe embed module shows another website or app inside your deliverable: a form, a map, a presentation, a prototype and so on.…→ Image moduleAdd photos, logos and graphics to your deliverable with the image module. Add an image Choose Add Image in the module bar,…→ Labels moduleLabels highlight key words or traits as coloured tags, for example a persona’s goals or a client’s priorities. Choose Add Labels in…→ Moving and resizing modulesThe editor works like a page builder: drag modules to where you want them and size them to fit. Move: drag the…→ Pie and donut chart moduleShow how a whole splits into parts, such as a budget, a market or a margin. Choose Charts and Graphs in the…→ Scale chart moduleA scale chart places something between two opposites, for example budget to premium, or local to global. It’s useful for positioning and…→ Social links moduleShow icons that link to your social profiles and website. Choose Add Social Links in the module bar. Add the link for…→ Table moduleUse a table to compare options, list pricing or lay out data in rows and columns. Choose Add Table in the module…→ Task list moduleA task list keeps next steps, checklists and action items inside your deliverable. Choose Add Task List in the module bar. Type…→ Text moduleUse text modules for headings, paragraphs and lists. Add a text module Choose Add Text in the module bar, or choose +…→ Video modulePlay a video right inside your deliverable. Choose Add Video in the module bar. Paste the link to your video, for example…→

The editor toolbarWhen you open a deliverable, everything you need sits in two rows at the top of the editor. Top row: share and…→ Align text, line height and listsDouble-click into a text module to bring up the text toolbar at the top of the editor. Align: left, center, right or…→ Format text stylesDouble-click into a text module to bring up the text toolbar at the top of the editor. Select the words you want…→ Insert imagesImages are added as their own modules, so you can move and resize them freely. Choose Add Image in the module bar.…→ Insert text linksDouble-click into a text module to bring up the text toolbar at the top of the editor. Select the words you want…→ Undo and redo editsWhile you’re editing text, use Undo (⌘Z) and Redo (⌘⇧Z) at the left of the text toolbar. Double-click into a text module…→

Create a shared team templateA team template keeps your team’s proposals, reports and one-pagers consistent: everyone starts from the same approved layout and branding. Open the…→ Create custom templatesTurn a deliverable you’ve perfected into a template, so you and your team start from it next time. Choose Share at the…→ Editable examplesEach template has finished examples to show what a great version looks like. Browse them from our templates page. When you find…→ 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…→

Your dashboardYour dashboard is home: everything you’re working on, organised into project workspaces. Top navigation: Project workspaces, Templates and Brand Kit, plus +…→ Delete and recover deliverablesDelete From the dashboard: hover over the card, open its ⋮ menu and choose Delete. From the editor: choose More, then Delete…→ Duplicate a deliverableMake a copy of a deliverable, for example to reuse last month’s report. From the dashboard: hover over the deliverable’s card, open…→ Find your deliverablesYour dashboard opens on Recent Deliverables. To narrow it down: Choose a project workspace in the sidebar to see only the deliverables…→