You can create and organize Sections, Subsections, and Entries easily from directly within a Project.
In this article:
- How Do I Create Sections, Subsections, and Entries Within a Project?
- How Do I Reorder Project Sections, Subsections, or 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:
- By importing a Source Document
Read more: Importing a Source Document to a Project - By manually adding the Section, Subsection, or Entry within the Project
To Manually Create a Project Section
Option 1: Head to the Outline tab (Shortcut: 1) of the Project Sidebar and click Add Section:
Option 2: In a blank Project, you will have the option to Add a Section underneath the Import Questions button:
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:
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: Hover underneath the Section name in the Project Sidebar, then click Add Subsection:
Option 2: Click Add Subsection at the bottom of the page:
To Manually Create a Project Entry
Project Entries will be added before any Subsections inside a Section.
Option 1: Click Add Entry to Section underneath the Section title:
Option 2: Click Add Entry to Subsection underneath the Subsection title:
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
- 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 its 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
To Move a Project Entry to a New Section
- 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 you would like to move the Project Entry to
- Click Move Entry