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

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

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: 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

1. Click the Section Actions menu (...) for the Section you would like to move from within a Project, and select Reorder Sections
2. Drag the Section to its desired location
   
3. Click Save

To Reorder Project Entries Within a Section

1. Open your Project
2. Click the Entry Actions menu (...) of the Project Entry you would like to move
3. Click on Reorder Entries
   
4. Drag the Project Entry to its desired location
   
5. Click Save

To Move a Project Entry to a New Section

1. Open your Project
2. Click the Entry Actions menu (...) of the Project Entry you would like to move
3. Click on Move to Another Section
   
4. From the dropdown select the Section you would like to move the Project Entry to
   
5. Click Move Entry