Overview
Project Sections are used to group related tasks within a project—making it easier to keep your workflow organized and easy to navigate.
For example, if you're working on a month-end close project, you might have sections like:
Bank Reconciliation
Transaction Review
Balance Sheet Review
Profit & Loss Review
Each section acts like a container where you can add specific tasks. This way, you and your team can quickly locate what needs to be done, and where.
Sections aren’t tied to a single project and can be reused across multiple projects.
Where & How do I add Sections?
You’ll use sections when creating or managing tasks inside a project.
If the type of task already has a section. e.g, "Transactions",you can simply select it.
If not, you can create a new section during task creation—no extra steps required.
Option 1
Option 2
Add that first, then keep dropping tasks underneath.
Manage the Order of Sections
In order to shuffle the order of the sections, click on the Manage Sections icon and drag and drop the sections to organise them in a desired way.
Section order is specific to each project. Updates made in a recurring project will carry over to all existing and future projects within the same recurrence series, but won’t apply to other projects or clients.
Edit or Delete Sections
If a section name is entered incorrectly or is no longer needed, you can edit or delete it:
Hover over the section name.
Click the three-dot (⋯) menu.
Select Edit or Delete as required.
You can restrict staff users from Creating, editing or deleting sections by adjusting user permissions in Settings → Manage Users → Permissions.