A large part of working in Planhat is text-based, like:
Write notes after a renewal discussion
Collaborate with a support rep on a feedback request
Create a beautiful presentation template for all mid-market EBRs
Write down documentation on processess
Across all of these use cases, you'll be leveraging our core text editor that is context-adapted for each use case. Below, we'll describe the core approach and functionality (and you can read more here about syncing text fields between systems).
Our Text editor approach
There are two main philosophies for text editors (who would have known?) that influence the primary interaction mode. Either you can "write first, format later", or you can "format first, write later". In Planhat, you are working with the former: write first, format later. This approach lends itself well when your text works more like a dynamic set of elements, making it possible to easily add tables, images, headings, quote blocks, etc.
We do support some key versions of "format first, write later" that are commonly used, like if writing a text box inside a Canvas presentation, where you typically want to "keep" the formatting even as you go in and out of bullet lists. But generally, "write first, format later" is the way to go in Planhat (eg, write out a nested list, then format it instead of formatting first, then turning it into a list; similarly, backspace out of lists will lose formatting).
📌 For now, some plug-ins (like Grammarly) may not fully work due to variations in support for our core ProseMirror editor.
Core features for Rich Text fields
Get list of elements ("/" short command)
With "/", you'll get a list of the key elements:
Image
Table (a powerful animal in itself!)
Bullet list (nest the list using tab while writing)
Numbered list (nest the list using tab while writing)
Quote (remove by shift + tab)
Divider
Snippet
Direct short commands
Some of these are also usable with their own short command:
Bullet list: "-" + space
Numbered list: "1." + space
Quote: ">" + space
Divider: "---" + space + enter
Snippet: #
Other key short commands
Generally, use "shift" + "tab" to move out of elements (like lists and quote blocks)
Mark existing text to convert to Heading/Paragraph
...and to Bullet list, Number list, Quote
Text formatting
Each text piece can be:
Bolded (CMD/ctrl + B)
Italicised (CMD/ctrl + I)
Underlined (CMD/ctrl + U)
Strike-throughed (CMD/ctrl + S)
Hyperlinked (just grab a link, mark text, and press CMD/ctrl+V)
In-line-code-styled
Additional features for Canvas/Presentation text boxes
When building presentations and dashboards, you typically have some additional requirements on design and style. Therefore, you also have control over:
Font colour
Font style
Font size
Line spacing
Text alignment (left/center/right)
In case of presentations, the Images and Tables are their own "widgets" for greater flexibility over content structuring.