How to Assign an Element to a Presentation

Elements are the basic building blocks of a presentation. They may be copied and re-used in multiple presentations. This post explains how the All Elements window relates to the These Elements window.

Click the All Elements button to see a scrolling list of every Element you've created, whether or not it is assigned to a presentation.

The All Elements window looks similar to the These Elements window, except that it has an Assign To button and selector at the top of the window, and it has an Assigned and Select column on the right.

The Assigned column tells you if an Element is already assigned to a presentation. If it is, you may re-assign it to a different presentation, or duplicate it and then assign the copy to a presentation.

Elements can be assigned to Presentations individually or as a group. To assign a group of Elements to a Presentation, use the Select checkboxes to choose which Element to assign to a Presentation.

Select the Presentation from the drop-down selector at the top of the window.

In this example, Test Presentation is selected.

Then, clear all the Select checkboxes first by clicking on the Select button. The Select button will alternately clear or select all checkboxes. Then, select just the Elements you wish to assign to a presentation.

Click the Assign To button to start the process.

After the Assignment dialogue box appears, click Continue to assign the Elements.

If you happen to select Elements that are already part of a Presentation, you will be warned and given some options. Click OK to re-assign an Element to a different Presentation, or choose All Checked to just go ahead and re-assign all the selected Elements to a new Presentation with no further warnings, or Cancel if you've made a mistake and don't want to re-assign the Element. Then you'll have the opportunity to duplicate the Element and assign the copy to the new Presentation.

Elements may also be assigned to a Presentation individually from the Element Details window.

Click the Assign to Presentation button to link the current Element to one of the Presentations.

The Presentation picker window appears. Click on a Presentation to assign the Element to it.

Elements that are assigned to a Presentation may be removed.

If an Element is already assigned to a Presentation, the Assign button is replaced by an Unassign button. Click it to have it removed from its current Presentation. It will only be un-linked, not deleted.

You may also be interested in this video about the Message Planner: https://youtu.be/iK4xDeIAqBA?si=UBt3Qk9lpCal0--I

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