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How Do I Create and Organize Project Sections, Subsections, and Entries Within a Project?

Jodie Baer
  • Updated

You can create and organize Sections, Subsections, and Entries easily from directly within a Project.

 

Permissions Required: Loopio-wide Project, Level 2 (Creator) or higher, or Project-specific "Project Admin" permissions are required to add, edit, and reorder Sections and Entries. 

 
 

How Do I Create Sections, Subsections, and Entries Within a Project?

Sections, Subsections, and Entries can be created within a Project in two ways:

  1. By importing a Source Document

    Read more: Importing a Source Document to a Project

  2. By manually adding the Section, Subsection, or Entry within the Project

 

To Manually Create a Project Section

Option 1: Click on the gear icon. There will be a dropdown menu where you can click "Add New Section"

 

A_screenshot_of_a_Project_with_the_gear_option_expanded_and_the_Add_New_Section_option_highlighted.png

 

Option 2: If you are starting from a new Project, you can create a new Section by clicking "Add the first one"

 

A_screenshot_of_a_Project_with_the_Add_the_first_one_option_of_adding_a_Section_indicated.png

 

Option 3: If at least one Section has been created, you can add another Section by clicking + Add Section at the bottom of the page

 

A_screenshot_of_a_Project_with_the_Add_Section_button_highlighted.png

 

To Manually Create a Project Subsection

New Subsections will be added to the end of the Section and below any Project Entries within the Section.

Option 1: Click the plus icon beside the Section name, then select "Add Subsection" from the drop-down

A_screenshot_of_a_Project_with_the_Add_Subsection_button_beside_an_existing_Section_indicated.png

 

Option 2: Click + Add Subsection below the Section name

A_screenshot_of_a_Project_with_the_Add_Subsection_button_indicated.png

Option 3: If you are starting from a new Section, you can create a new Subsection by clicking "Add the first Subsection"

 

A_screenshot_of_a_Project_with_the_Add_the_first_Subsection_option_indicated_within_a_Section.png

To Manually Create a Project Entry

Project Entries will be added before any Subsections inside a Section.

 

Option 1: Click the plus icon beside the Section name, then select "Add Entry" from the drop-down

A_screenshot_of_a_Project_Section_with_the_Add_Entry_or_Subsection_button_highlighted.png

 

Option 2: Click + Add Entry below the Section name

 

A_screenshot_of_a_Project_Section_with_the_Add_Entry_button_highlighted.png

 

Option 3: If you are starting from a new Section, you can create a new Entry by clicking "Add the first Entry"

 

A_screenshot_of_a_Project_Section_with_the_Add_the_first_Entry_option_highlighted.png

 

How Do I Reorder 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

  1. Click the reorder arrow icon for the Section you would like to move from within a Project


    A_screenshot_of_a_Project_Section_with_the_Reorder_Section_button_indicated.png

  2. Drag the Section to its desired location

    A_screenshot_of_the_Reorder_Project_Sections_modal_showing_the_drag_and_drop_movement_of_a_Section_to_a_new_position.png

  3. Click Save
  

To Reorder Project Entries Within a Section

  1. Open your Project

  2. Click the settings icon of the Project Entry you would like to move

  3. Click on Reorder in Section

    A_screenshot_of_a_Project_Entry_with_the_gear_icon_expanded_and_the_Reorder_in_Section_option_indicated.png

  4. Drag the Project Entry to its desired location

    A_screenshot_of_the_Reorder_Project_Entries_modal_showing_the_drag_and_drop_movement_of_an_Entry_to_a_new_position.png

  5. Click Save

 


To Move a Project Entry to a New Section

  1. Open your Project

  2. Click the settings icon of the Project Entry you would like to move

  3. Click on Reorder in Section

    A_screenshot_of_a_Project_Entry_with_the_gear_icon_expanded_and_the_Move_to_New_Section_option_indicated.png

  4. Select the Section you would like to move the Project Entry to

    A_screenshot_of_the_Move_Project_Entry_modal_with_the_Move_To_menu_expanded_and_a_new_Section_indicated.png

  5. Click Move

  6. Renumber the Project Entry once it's in its new Section 

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