Easy Table Creation and Manipulation in Plannerly

As professionals, we often find ourselves dealing with a lot of information and forms that require filling in. In such situations, having a clear and organized layout is crucial for efficient work. One effective way to achieve this is by using simple tables.

Tables allow us to present data in a structured format, making it easier to read, understand, and manage. In this article, we will explore how tables can be easily added and customized to sections within a document, highlighting their benefits in organizing information and enhancing productivity.

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Adding tables to Plannerly Docs Sections

Adding Tables to Sections

Tables can be added to any section within a document, making it convenient to categorize and organize content. It is recommended to add tables to individual sections, as it allows for better management and navigation.

To add a table, simply place the cursor on a blank line within the section, and choose the “Quick Insert” option from the toolbar. This will insert a default table. Alternatively, if you prefer more customization, select “Insert table” from the main toolbar, and choose the desired number of rows and columns for your table.

Customizing Tables

Once a table is added, you have various options to customize its appearance and functionality. You can modify the size, style, alignment, and more. To do this, select and highlight cells or sections of the table, and use the toolbar that appears to make changes. For instance, you can change the background color, insert or delete rows and columns, merge cells, and adjust the text formatting.

When making changes to text formatting, such as font size or style, you can apply the modifications to individual cells or multiple cells simultaneously. By holding down the Command/Control + Shift key while selecting cells with the arrow keys, you can then change the text formatting collectively, thus saving time and effort.

Efficient Content Management

Let’s explore a few ways in which tables can improve content management:

1. Moving and Editing Text

Tables allow you to easily rearrange and modify text within cells. Use the arrow keys to navigate between cells and add or edit content. To modify text in multiple cells simultaneously, select the desired cells while holding down the Shift key. Then, use the toolbar to make changes, knowing that the modifications will be applied uniformly across the selected cells.

2. Copying Tables

If you need to duplicate a table within your document, simply select the entire table, including the rows above and below, and use the keyboard shortcut Control C + Control V (or Command C + Command V for Mac users). This will create an identical copy of the table, which can be placed in another section or anywhere within the document.

3. Combining Tables with SmartFields

Integrating tables with SmartFields allows you to further enhance efficiency. SmartFields are dynamic fields that automatically update information based on predefined rules. By including SmartFields within your tables, you can automate the display of real-time data from the Plannerly database. This saves you the time and effort of manually updating information within the table.

Better Organization, Improved Efficiency

Tables offer a visual structure to your data, making it easier to comprehend and navigate through information. By utilizing column headers, you can clearly define the content within each column, enhancing readability and simplifying data analysis. Additionally, with the ability to adjust column widths, you can ensure that content fits neatly within your document, reducing the need for cumbersome scrolling.

Furthermore, when dealing with wide content that doesn’t fit horizontally, you have the option to change the page orientation. For instance, if the content is too wide for the portrait format, you can easily switch it to landscape mode.

Conclusion

By adding tables to sections, customizing their appearance, and utilizing their features, we can better manage and manipulate content. Tables facilitate the easy movement and editing of text, enable the copying of entire tables, and can be combined with SmartFields for automated data updates.

Don’t plan late—plan early, with the integration of tables into your workflow through Plannerly.

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3. Answers to some related questions 🤔

I’ve also tried to summarize below some answers to the most common questions that I get asked about this subject – I hope you can use them too:

How can I customize the appearance of a table inside Plannerly?

To customize a table’s appearance, select and highlight the desired cells or sections. Then, use the toolbar to make changes such as modifying the size, style, alignment, and more.

Can I apply text formatting changes to multiple cells at once?

Yes, you can apply text formatting changes to multiple cells simultaneously. Hold down the Command/Control + Shift key while using the arrows to select the cells, make the changes, and the changes will be applied collectively.

What’s the quickest way to duplicate a table?

To duplicate a table, select the entire table, including the rows above and below, and use the keyboard shortcut Control C + Control V (or Command C + Command V for Mac users).

How can I automate the display of real-time data in a table?

By integrating tables with SmartFields, you can automate the display of real-time data from the Plannerly project database. SmartFields update information automatically everywhere they are used, saving you time and effort.

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