Using sections 5 steps

Use sections to break up your task list into categories, priority level, or further organization.

Adding sections to your projects is a great way to further organize and categorize your tasks in the project list view or in the Kanban card view. Sections can be used to create a timeline, set milestones, or indicate the process your task must go through before it can be marked as complete. Setting a Default section allows you to control what section each new task will be created in. This is useful if you always want new tasks to begin at the start of a process without having to be moved there manually and for repeating tasks that you want to have reappear in the same section each time a new copy is created. You can also set a "Done" section if you have manual task clearing enabled so all your completed tasks are automatically moved into that section once they're checked off.

1.

To create a new section, click “Create a Section” link at the bottom of the project view. In Kanban, click the “Create a Section” box.

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2.

You will then be prompted to name the section. Simply type in the name of your new section and hit `Enter` when you’re finished.

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3.

Once saved, click the v beside the section name; in the dropdown there are options to rename the section, delete it or make it the default section. Select “Make Default.”

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4.

You’ll then be asked to confirm the change. Click “Yes, I’m sure” to move any tasks that are currently filed under “No Section” to the new default section. If you change your mind, click “No, nevermind” to cancel.

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5.

Tasks can be moved between sections by dragging and dropping, but you also have the option to quickly edit a task's section in the Tasks profile views. To do this, just locate the task in the Tasks view and click the Project/Section name next to the task to open the popover. Then select a new section from the list available or click "Move to" to move the task into the next section available in the project. When you've made your selection, click "Save."

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Once the default section is set, all tasks with no section will be moved to this section as soon as they are created. If you have any repeating tasks within a project, all new copies of the repeating task will be automatically added to the default section.

Note: When a task is dragged into a new section, the change will be captured in the task activity, so you can easily keep track of your task’s progress.

Adding a Done section to your project

When a Done section is present in a project, completed tasks will automatically move into that section when they're checked off. You can also complete a task by moving it into the Done section using drag and drop or by editing the section in the task pane. A Done section will have a green checkmark icon preceding its name to distinguish it from a regular section. Before you can use this feature, however, ensure that you have manual task clearing turned on for the team that the project is stored in because the feature will only work when manual clearing is enabled. Once it is you have a couple of options for setting it up.

The first option is to set up default sections, which include To Do, In Progress, Needs Review and the Done section while you're creating a new project. Just check the "Set up default sections" option on the first slide before moving on to the next steps. The sections will populate once the project is created.

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The second option is to appoint a section as the "Done" section in an existing project. To do so, click the '...' link in the top right corner of your project view and select "Set a Done section" from the dropdown.

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Next, choose the section that you want your completed tasks to be moved into and confirm. Please note that any tasks currently in that section will be marked as complete once the change has been made.

Completed tasks that have already been cleared will remain so and will not be moved back into the Done section.

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