What is a section?

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:

• As is the case with Tasks, Sections can be created directly within Project Templates or within your Task Repository as Global Sections where Global Tasks would live thereunder.
• To create your first Global Section, navigate to Project Templates < Task Repository.  
• At the top of the page, you'll see "+ Add Global 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.
• Within a Project Template, you can manually click 'add section' on the bottom of the screen and this behaves the same as Global Sections.