Templates can be loaded in to save time.
There are two types of templates that you can save and load in Matrix. The first is individual assessments and the second is the whole Matrix process. If you use a standard risk item list, that's not saved as a Matrix template but it can be saved as part of the full process template. Additionally we recommend that you save the list in Excel.
IMPORTANT: You need to run Matrix processes in the same resolution that you created them in. We recommend saving a template and naming it to include the resolution e.g. My Risk Template 1920 x 1080.
As some projectors or screens may not be capable of displaying at the high resolution of you laptop, we recommend that you drop the resolution of your laptop to something more common like 1366 x 768 and create a second copy of the matrix process in that resolution. Save that as a template too and if you have issues in a meeting room and have to use a lower resolution, you can load in this version.
To save Assessment templates
In PowerPoint with the Matrix slide selected go to Add-ins > CLiKAPAD > Slide Editor.
On the Matrix List Editor that opens, click the Assessments button.
Then choose your first assessment from the list.
This will open the assessment editor.
Now go to File > Template > Save as
Name your file and save. It's recommended to include a word to identify which assessment, such as Impact and to include your organisation name, so that you can identify it as a custom one that you have created.
To load in a Template assessment
In PowerPoint with the Matrix slide selected go to Add-ins > CLiKAPAD > Slide Editor.
On the Matrix List Editor that opens, click the Assessments button.
Then choose your first assessment from the list.
This will open the assessment editor.
Now go to File > Template > Load and choose your template from the list and click Open.
You will be asked whether you wish to load in text labels. If you want to overwrite the question wording and voting scale with those saved in the template, click Yes.
If you need to retain the wording that is on the current version of the assessment and you just want to load in the style / design / layout of the saved template, click No.
To save the full process template
In PowerPoint with the Matrix slide selected go to Add-ins > CLiKAPAD > Slide Editor.
Go to File > Process Template > Save template as.
Give your process template a name.
This will save a copy of your whole process including the list items, preferences and the assessment wording and layouts.
When you are loading in a template you have the option of whether to include the list.
To load the full process template
In PowerPoint with the Matrix slide selected go to Add-ins > CLiKAPAD > Slide Editor.
Go to File > Process Template > Load template.
Select your template.
Choose whether to import your item list.
Now test your process as normal.
Using your Matrix process template in a new presentation
In PowerPoint go to Add-ins > CLiKAPAD > New Slide Wizard > Matrix Slide > Go.
Choose your template process and the slide will be added.
You can move the slide to a different position in the slide deck if required.