How Do I Configure a Project Section?
A Project Section is used to categorise different entities that are allocated to a project. For example, you can add a project section that shows the people that are allocated to the project and their compliance status and documents that have been uploaded.
- On the left side menu, go to ‘Settings’ and click ‘Project Sections’.
- Click ‘+ New Project Section’.
- Enter the Name, and Description.
- Select the Icon, Colour, and Entity from the dropdown options.
- You can see a preview of the project section you are creating under 'Preview'.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, description, icon and colour.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. entity.