Writing Your Business Plan
Writing and editing text topics
The Plan 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 section, you'll see a toolbar with standard formatting options, including headings, bold, italic, bulleted lists, link formatting, charts, and block quotes:
Along with the text editing tools, you'll see our LivePlan Assistant. You can use the LivePlan Assistant to help generate works in your text sections or adjust your writing tone.
Writing a text section
To begin writing a text section, click on the Plan tab. This will bring you to the Plan Editor.
The main area of the page then displays the sections and chapters that make up the outline.
Select the section you want to work on and you will be automatically brought to that section to begin editing.
In the text editor, for each section, you'll see a collapsible sidebar that contains instructions for writing the section along with examples.
To learn more about the examples, read Using the Instructions and Examples.
To enter your text into the section, type into the editor field. Add formatting, images, or hyperlinks with the formatting toolbar as needed:
Note: You can access a list of quick commands in the text editors by pressing the / key.
Using the / command allows you to quickly add anything from the top toolbar without interrupting the flow of your work.
As you work, your content will be saved automatically.
Editing text sections
You can edit the text sections you've created in your plan at any time.
To begin, navigate to the outline section you want to update.
When you click on that section, you will automatically navigate to the selection:
Perform the needed edits. As you work, your changes will be saved automatically.
Note: You can access a list of quick commands in the text editors by pressing the / key.
Using the / command allows you to quickly add anything from the top toolbar without interrupting the flow of your work.
Undoing text changes
LivePlan allows you to easily undo and redo edits and formatting changes made while editing a plan topic.
Keyboard shortcuts
In text editor, common keyboard shortcuts will also work in LivePlan. To undo the last change you made to a text section, 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.
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.
Plan Section Progress Indicators
Each section in the plan outline includes a progress indicator. The status helps track completion for solo and team planners.
To learn more about this feature, read LivePlan Home section, Plan Guide & Progress Indicators