Step-by-Step Instructions
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.
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.
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.
- 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.
- 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).
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.