Sections

Sections

A section is used to organize checklist questions into groups.

Note that any question in your checklist will belong to a section, and you are provided one section by default. You can add questions/information to this section, or create new sections.

When you create or open a preexisting checklist, and you will be able to work with sections.

Add a Section

  1. To add a section, click on the + Add Section button displayed under the existing section.


Note: It is recommended to group similar questions/information under a single section, so that it is easier for the person executing the checklist to perform related tasks faster.
  1. You can also click on the  icon in the panel that appears when you hover above a particular question or section.


Using either of these methods, a new section card will be created.

Edit Section Title

To edit the section title, click on the box next to Section Title and enter the desired name.


Once you create your section, when you click outside the section card area, you will see the preview of the section in the Mobile Preview area.

Add Questions/Information to a Section

Once you have your section, you can add questions using the + Add Question button under the section.

To know more about adding/modifying/deleting questions, visit: Questions.

You can add information using the + Add Information button under the section.

To know more about adding/modifying/deleting information, visit: Information.

Show/Hide a Section

The show a section (i.e., display all the questions/information under that section), select the Open section icon on the right side.


To collapse a section (i.e., to hide the questions/information under it), select the Close section icon on the right side.


Delete a Section

To delete a section, simply click on the trashcan icon in the section row. A dialog box will appear.

You will have the option to Combine with above section, in case there is an existing section. Choose this option if you want to merge the questions with the previous section and only want to delete the section title.

If you are confident you want to delete the section and all the questions/information within it, select the Delete option in the dialog box.

If you don’t want to delete the section, select the Cancel option to return to the checklist.




There you go! You know all about Sections in checklists.


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