Best practices

Launch Pickit with a small team

Start with a few people and the content they need, then build on what works.

On this page
  1. Choose one everyday task
  2. Prepare the content and access
  3. Try it with a few people
  4. Share a clear starting point

Choose one everyday task

A small first launch is easier to prepare. For example, help your sales team find the current presentation template, a product slide and an image for a customer meeting.

Prepare the content and access

  • Put those files in an easy-to-find library or folder with a clear name, such as Sales presentations.
  • Make sure the team can sign in and open the files. Install the Office add-in if they will use Pickit in PowerPoint.

Try it with a few people

Ask a few colleagues to find and use the material. If they get stuck, fix the missing file, unclear name or access problem before inviting the rest of the team.

Share a clear starting point

Send the team a link to the library, one example of what they can do there and a contact for questions. Add more content as people need it.

Still need a hand?

Tell us what you are trying to do and where you got stuck.

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