How to Insert a Map or other External Resources into a Plannerly Document Section

Use this approach when you want to embed a map (e.g. Google Maps) or any other external web content inside a section of a document in Plannerly

How to Embed Maps or External Web Content in Plannerly DOCS

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 content.
  2. Edit the desired section
    • Locate the section where you want to embed the content.
    • Ensure the section is in In Progress status and switch to Edit Mode.
  3. Create the iframe HTML code
    • Copy the share or embed URL for the content (map, video, website, etc.).
    • Wrap the URL inside an iframe tag:
    <iframe src="URL_HERE" width="100%" height="400" frameborder="0" allowfullscreen></iframe>
    • Adjust width and height as needed.
    • If unsure, you can use an AI tool to generate the iframe snippet for you.
  4. Embed the iframe
    • Paste the iframe code directly into the section.
    • The external content will display inline within the document.
  5. Save and preview
    • Save the document after inserting the embed.
    • Preview to confirm the content loads correctly.
  6. Document and communicate
    • Add a short caption such as “Site location map – interactive view.”
    • Remind team members they can click or interact with the embedded content.

Key Notes and Limitations

  • Embedding only works if the external website allows iframe embedding.
  • Embedded interactive content does not carry over to PDF or Word exports.
  • For offline exports, only the link will remain functional.