What is a section?

Sections are a way to group tasks together.

In the example below, you'll see Section headings called "Pre-Kickoff" and "Kickoff Phase". These  Sections are just a way to group a set of tasks together, giving your onboarding process clear benchmarks. 


How to create a new Section:

  • Start off by going to "Tasks". 
  • At the top of the page, you'll see "+ Add section". Click that button. 
  • You'll be able to enter the "Section name" and a "Description". The Description is a great way  to summarize what will be done when all the tasks in that Section are complete.


Important Notes: 

  • Sections can be moved up or down, just like tasks.
  • If all the tasks under a Section are "internal", the section will not appear to your customers within their Map.