Step-by-Step Instructions

  1. Navigate to your document

    • Open the relevant project in Plannerly.

    • Go to the Docs module and open the document where you want to insert the map or external web content.

  2. Edit the desired section

    • Locate the section in which you want to embed the map or external resource.

    • Click in the section (in "In Progress" status) to switch to edit mode so that you can modify content - the same mode you use when writing or formatting a Plannerly document.

  3. Create an iframe HTML code for the desired resource

    • You can embed any online resource into a webpage using a simple HTML iframe
    • First, copy the share or embed URL for the content (such as a map, video, or website), then wrap it in an <iframe> tag like this: <iframe src="URL_HERE" width="100%" height="400" frameborder="0" allowfullscreen></iframe> - adjust the size as needed
    • If you’re unsure how to structure the iframe code, you can ask tools like ChatGPT or another AI assistant to generate it for you - just provide the link and any size requirements, and it can create the full iframe snippet for you.
  4. Embed iframe
    • Plannerly supports rich embed (e.g. inline iframe or embedded preview) for external content
    • Paste the embed code, so the content shows directly within the document section.
  5. Save and preview
    • After inserting the link or embed, save the document.

    • Preview to ensure the external content loads correctly (map loads, external website is accessible).

  6. Document and communicate

    • Add a short caption or note alongside the embed/link (e.g. “Site location map – interactive view”).

    • When sharing the Plannerly document with team members, remind them they can click the embed/link to view the live external content.


Key Notes & Limitations

  • If you rely on external embedding (iframe, live map, etc.), success depends on whether the external content supports embedding and allows access/sharing.

  • For offline exports (e.g. exporting to PDF or Word), embedded live content does not carry over - the link remains, but interactive/fancy embeds only work in the online environment.