Loopio allows you to customize the order of the content within your Project, giving you control over how your exported Project looks. You can change the order of your Sections, Subsections, and even Entries.
Reordering Project Sections, Subsections, or Entries
If your Project requirements change in the middle of the response workflow, you can reorder Project Sections, Subsections, and Entries directly within a Project.
To Reorder Project Sections
Note: Sections can be reordered within the same Source Document. If you have multiple Source Documents, you can only reorder the Sections within that same file.
- Click the Section Actions menu (⋯) for the Section you would like to move from within a Project, and select Reorder Sections
- Drag the Section to the desired location
- Click Save
To Reorder Project Subsections Within a Section
You can only reorder Subsections within a Section if there are multiple Subsections. Also, you can only reorder the Subsections within the Section they belong to, meaning you can't move a Subsection from one Section to another Section.
- Click the Entry Actions menu (⋯) of the Subsection you would like to move
- Click on Reorder Subsections
- Drag the Subsection to the desired location
- Click Save
To Reorder Project Entries Within a Section
- Open your Project
- Click the Entry Actions menu (⋯) of the Project Entry you would like to move
- Click on Reorder Entries
- Drag the Project Entry to its desired location
- Click Save
Can I Move Entries To A Different Location?
Note: Entries can be reordered within the same Source Document. If you have multiple Source Documents, you can only reorder the Entries within that same file.
In addition to being able to reorder the Entries, you also have the ability to move Entries to other locations.
To Move a Project Entry to a New Section/Subsection
- Open your Project
- Click the Entry Actions menu (⋯) of the Project Entry you would like to move
- Click on Move to Another Section
- From the dropdown select the Section or Subsection you would like to move the Project Entry to
- Click Move Entry
Move a Project Entry to a New Section/Subsection in Bulk
Being able to move multiple Entries in Bulk allows you to save time, and be more efficient when organizing your Project Entries. To do this you would need to:
- Open your Project
-
Select the Entries that you would like to move, by clicking the checkbox next to them
- Once selected, click on the button at the top indicating how many Entries were selected
- Then click Move To Another Section
- You will then be met with a pop-up letting you know how many Entries are being moved, and you can then select the Section/Subsection you would like to move the Entries to.