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Manage Task Sections

Organize elements into sub-groups

Barry Thomson avatar
Written by Barry Thomson
Updated over a week ago
  • Feature: A tool to organize task definition elements.

  • Use: Every task definition has at least one section. If a definition has many elements, grouping them into sections helps users quickly find information on the Record Task and View Tasks pages. Optionally, give each section a unique description.

You can add sections to new or existing task definitions.

Prerequisites

Adding a section

Open a task definition. Go to the Section menu tab and click the plus (+) icon. A blank template displays.

  1. Enter a unique section name.

  2. Enter a description. (optional)

  3. Check the Collapse By Default box. (optional). This feature auto-closes the section on the Record Task page.

Managing sections

Click the Copy icon to duplicate a section. The platform copies the section and the elements inside (if any).

Click the trash icon to remove a section from the definition. If you delete a section, the platform also removes the elements inside the section.

To change the display order of sections, drag a Section menu tab to a new location. This changes the display order of sections on the Record Task page and elements on the View Tasks page.


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