Adding Sections

Sections help you organise related tasks into logical groups within your process.

Creating a section

In the process editor, click Add Section to create a new section. Each section has:

• Title — A name for the group of tasks.
• Colour — Pick a colour to visually distinguish sections.
• Description — Optional context about what this section covers.

Organising tasks

• Drag and drop tasks to reorder them within a section.
• Move tasks between sections by dragging them to a different section.
• Sections themselves can be reordered.

Collapsing sections

Sections are collapsible, making it easy to focus on one part of a process at a time. When someone is running a process, they can expand and collapse sections as they work through the tasks.

Deleting a section

Deleting a section will also remove all tasks within it. Make sure to move any tasks you want to keep to another section before deleting.