How Do I Configure a Project Section?
Project Sections are used to categorise and organise different entities associated with a project.
For example, a project section can display the individuals assigned to the project, along with their compliance status and any documents they have uploaded. This helps provide a structured view of all relevant project information in one place.
This article includes step-by-step instructions on how to configure a Project Section.
- On the left side menu, go to Settings and click Project Sections.
- Click +New Project Section.
- Enter the Name, and Description of the project section.
- Choose the Color and Text Color - this is how the project section will show visually.
- Tick Yes/No if you want to use a cover.
- Choose the Entity from the dropdown options.
- The Preview section displays what the project section will look like.
- 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.