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Writing and editing text topics

The Plan tab in LivePlan contains all your business plan text sections. These are arranged into a default plan outline, which you can easily customize to suit your needs

When you write or edit any text topic, you'll see a toolbar with standard formatting options, including bold, italic, bulleted lists, link formatting, numbered lists, and block quotes:

text editing options highlighted in plan topic.png

Along with the text editing tools, you'll see our LivePlan Assistant. You can use the LivePlan Assistant to help generate works in your topics or adjust your writing tone.

LP Assistant Help Me Write.png

Writing a text topic

  1. To begin writing a text section, click on the Plan tab. This will place you on the View & Edit page. 
    plan section view and edit highlighted.png
  2. The main area of the page then displays the topics within that section. Click Start Topic to begin working on a topic:
    plan section with start topic highlighted.png
  3. In the text editor, for each topic, you'll see a topbar that contains two sections: the general instructions for writing the section and two examples. To learn more about the examples, read Using the Instructions and Examples.
    plan tab with instructions and examples highlighted.png
  4. To enter your text into the section, type into the editor box. Add formatting, images, or hyperlinks with the formatting toolbar as needed:
    topic editor with text formatting options highlighted.png
  5. Click Close to save changes:
    topic editor with arrow pointing to close.png

Editing a text topic

You can edit the text topics you've created in your plan at any time. 

  1. To begin, navigate to the outline section you want to update. Then click the Edit button to access the text editor again:
    arrow pointing to edit topic.png
  2. Perform the needed edits, then click Close to save your work and return to the Plan Outline:
    topic editor with arrow pointing to close.png

Undoing text changes

LivePlan allows you to easily undo and redo edits and formatting changes made while editing a plan topic.

Undo and redo buttons

The undo and redo buttons are located at the bottom of the editor window:

text editing options highlighted in plan topic.png

To undo the last change, action, or series of actions in LivePlan, simply click the undo button. This will revert the content back one step, removing or undoing whatever you most recently typed, formatted, or edited. You can click undo multiple times to undo multiple edits or formats. 

text editor toolbar undo button highlighted.png

If you undo too far, clicking the redo button will re-apply the next action in your revision history. Clicking redo multiple times will continue advancing the content forward through your edits and changes.

text editor toolbar redo button highlighted.png

Keyboard shortcuts

In addition to the undo and redo buttons built into the text editor, common keyboard shortcuts will also work in LivePlan. To undo the last change you made to a text topic, use the following shortcuts:

  • Ctrl+Z (on a PC)
  • Cmd+Z (on a Mac)

Similarly, to redo an edit, use the following shortcuts:

  • Shift+Ctrl+Z (on a PC)
  • Shift+Cmd+Z (on a Mac)

Undo and redo will only apply to the current editing session. Once the editor window is closed (by either clicking I'm Done or clicking outside of the editor window), the undo and redo history is cleared. Editing the same topic again will begin a new edit history.

If you want to save a backup version of your company content, we recommend making and archiving a copy of the company. This also protects your content if, for example, a contributor makes extensive changes and you wish to return to your original content.

Topic Progress Indicators

Each topic in the plan outline includes a progress indicator. The status helps track completion for solo and team planners.

plan topic progress indicator highlighted.png

To change the progress of a plan topic, click on the progress indicator and select a new status from the drop-down menu.

changing plan topic status detail.gif

More on writing and editing

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