START HERE: names, colours & territories

Each zone in the legend represents a territory, such as a sales team, depot or service area. To build it, click the zone name in the legend, then click the shapes you want to colour on the map itself. Those boundary shapes are sometimes called polygons. You can change the zone’s name or colour later without selecting all its shapes again.

See it on the map

Real map artwork · example settings

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1. 1

   Add New Name

   Adds a name box and colour square. Type the name to create the entry. Keep it short enough to sit comfortably in the key; the name box allows up to 29 characters. An empty draft is not a useful territory.

2. 2

   Edit or select a name

   Click into an existing name box to select that territory and edit its wording. The lettering in the key updates as you type. Renaming does not move its assigned polygons to a different team. You can also select a territory by clicking its name on the map key.

3. 3

   Change a territory colour

   Click the square beside the name, or the matching square in the map key. Choose a new swatch in the palette. All polygons belonging to that entry follow the change. Two territories can use the same colour, but different colours usually make them easier to read.

4. 4

   Click inside the map shapes to colour them

   First click the zone name you want in the legend. Then click once inside a postcode or county shape on the map itself, away from its boundary line. That shape fills with the selected zone’s colour. Repeat for every shape in that territory; you do not have to select the zone again between clicks. To work on another territory, click its name in the legend first. Clicking a shape already assigned to the selected zone clears it; clicking one belonging to a different zone moves it into the selected zone. Check the Colour: control on maps with two boundary levels, so a click affects the district or whole area you intend.

5. 5

   Remove a territory

   The red cross beside a name deletes that entry and clears the polygons assigned to it. It is more than removing a line of text from the key. To keep the territory but change its wording, edit the name instead. Save a copy before a substantial reorganisation.

6. 6

   Correct a colouring mistake

   Use Undo on the top toolbar to step back through colouring changes; Redo reapplies a change you have just undone. Do not rely on these buttons to reverse every kind of edit, import, deletion or account action. A separately saved copy is the safer way to keep a previous version.