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The HTML editor in Blue

The small square icon with two letters located along the right-hand-side of some text boxes indicates that the text can be formatted using the built-in HTML5 editor.

Launch the HTML editor by clicking on the icon.

The HTML editor has many stylistic and formatting options to accommodate custom bodies of text, whether it be for the Info page of Projects or Reports, task invitation emails, or reminder emails. All editors in Blue contain the same style and formatting options. The only difference from editor to editor is the selection of Blue Keywords, which contain a list of relevant built-in field mapping symbols depending on where it was launched in Blue. Both the Project and Report Info page editor and task email editor contains field mapping symbols for the primary subject, secondary subject, and rater name. Whereas, the task email editor also has links to fillout task and task list field mapping symbols, as well.

Learn about the different style and formatting options available in the Blue HTML editors.

  1. Source views - view the source code of the text in HTML, a preview, or use a template to open and use in the editor.
  2. Text shortcuts - undo, redo, copy, cut, or paste text or body elements as plain text or text from Word to preserve formatting.
  3. Text review - find, replace, select all, or use spell-check.
  4. Blue keywords - insert built-in Blue field mapping symbols.
  5. Text decoration - bold, italicize, underline, strikethrough, subscript, superscript text.
  6. Paragraph items - select a numbered list, bulleted list, increase/decrease indent, block quotes, paragraph alignment, text decoration.
  7. External links - insert or remove a hyperlink, as well as anchor elements.
  8. Embed non-text items - insert an image, table, horizontal divider line, emojis, special characters, or a timestamp.
NOTE

The timestamp displays the date and time at the exact moment the timestamp icon is selected. The timestamp is not a field mapping symbol - it does not automatically update to the current time that the project and/or report is published, generated, or viewed.

  1. Text formatting - utilize various block styles, inline styles, paragraph titles, fonts, font size, font color, and text background color.
  2. Extra help - maximize the editor screen, show all block level elements, or read documentation about the HTML editor used in Blue.
    HTML editor in Blue

The HTML editor will display text formatting similar to how it will appear to the end user. Formatting like font size, color, and alignment will appear on the screen. However, Blue will display text only so HTML formatting tags will appear but end users will see only the formatted text.

Edit the welcome message in the HTML editor

Supported HTML tags

Use these standard HTML5 tags to display rich text where supported, tags can be nested together to create more complex visual styles:

Supported HTML Tags

TagDescriptionExampleResults
<b>Bold the selected textPlease tell us about your <b>life.</b>Please tell us about your life.
<em>Italicize the selected textPlease tell us about your <em>life</em>.Please tell us about your life.
<u>Underlining the selected textPlease tell us about your <u>life</u>.Please tell us about your life.
<li>Turn the selected text into a bulleted listPlease tell us about your <li>life</li>Please tell us about your
  • life
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