Note: The following information only applies to plans at a service. We also have help articles dedicated to portfolio planning.

In a plan, hover over (or tap on a touch screen) any cell to see your editing options and select 'Content'.

This opens up an editor. 

In this editor, it's possible to:

Add and format text

Start typing in the text field. If you want to add any formatting, select the text and tap the bold, italic, bullets or numbered bullets icons above the text field. Tap 'Done', and when you've finished editing the cell, tap 'Save'.

Add images, videos and documents

Select the camera icon to add images, the video camera to add video and the paperclip icon to add documents such as PDFs, Word docs, Powerpoints etc.

As media items load you'll see a progress bar or a processing symbol. While these load you can carry on editing that cell and when they've loaded you can tap 'Save'.

Once you leave the cell editor you'll see these media items loaded in the cell as thumbnails.

Tapping on an image or a video opens it in a viewer that you can flick through and play any videos. Tapping on a document downloads it to your computer.

Changing the colour of a cell

Tap on the little arrow in the top righthand corner of any planning cell and select Colour from the dropdown menu.

Clicking the colour palette will display a list of available colours.

Click a colour and then 'Save'.

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