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Creating and assigning sections manually in projects

Overview

You can manually create and assign sections in projects.

You can also use section templates to add boilerplate content to projects. See Creating and assigning section templates in projects for more information.

Select the applicable tab for your edition of Responsive.

  • Manually creating and assigning sections

    1. Do one of the following:
      • For new projects, click Add Sections > Add Manual Sections.
        Create
      • For existing projects, click the New Section > Add Manual Sections.
    2. Complete the required information as follows:
      1. Enter the name of the sections, with each section name on a different line.
      2. Establish a hierarchical structure for your content by hovering over a section and clicking the Mark as Subsection 1.png or Mark as Section 2.png icons.
      3. Specify a parent section from the drop-down list.
      4. If this is a new project, click Add authors enter the author(s) name. For existing projects, simply enter the name in the Assigned authors field. Names are automatically suggested as you type.
        Note: This assigns authors at the section level; you can also assign authors at the question level (for individual questions).
        • Type % to see a list of authors.
        • Click Help me choose authors to see a list of available authors and their workloads. Check the boxes associated with ones you want to add, then click Select.
        • (Optional) If your organization has enabled the SME dictionary, you can search for users from the Search Users text box. Click the Filter Advanced to display filter options (such as users, email, tags, exclude tags, Business Units [BUs], role, status, dictionary, job title and location).
      5. Select a due date and enter a message for the author if necessary.
      6. Select a review process. If you'll have multiple reviewers:
        Projects - Add Manual Sections 3.png
        • Select Any if any one of the reviewers can complete the review.
        • Select All if all of the reviewers must complete it. 
        • Select Sequential if all reviewers must complete the review in a specified order.
      7. Add reviewers the same way you added authors.
      8. Select Queue & Notify Later if you are assigning multiple items to the same person. This prevents recipients from receiving too many individual emails; all the notifications are sent in a single email.
        Note: If Queue & Notify Later is not enabled, authors receive emails immediately.
      9. Include a message to the reviewers and a description or help text for the section.
    3. Click Add.

    See the video below for a quick walkthrough of the process.

     

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Manually creating and assigning sections

    1. Do one of the following:
      • For new projects, click Add Sections > Add Manual Sections.
        Create
      • For existing projects, click the New Section > Add Manual Sections.
    2. Complete the required information as follows:
      1. Enter the name of the sections, with each section name on a different line.
      2. Establish a hierarchical structure for your content by hovering over a section and clicking the Mark as Subsection 1.png or Mark as Section 2.png icons.
      3. Specify a parent section from the drop-down list.
      4. If this is a new project, click Add authors enter the author(s) name. For existing projects, simply enter the name in the Assigned authors field. Names are automatically suggested as you type.
        Note: This assigns authors at the section level; you can also assign authors at the question level (for individual questions).
        • Type % to see a list of authors.
        • Click Help me choose authors to see a list of available authors and their workloads. Check the boxes associated with ones you want to add, then click Select.
        • (Optional) If your organization has enabled the SME dictionary, you can search for users from the Search Users text box. Click the Filter Advanced to display filter options (such as users, email, tags, exclude tags, Business Units [BUs], role, status, dictionary, job title and location).
      5. Select a due date and enter a message for the author if necessary.
      6. Select a review process. If you'll have multiple reviewers:
        Projects - Add Manual Sections 3.png
        • Select Any if any one of the reviewers can complete the review.
        • Select All if all of the reviewers must complete it. 
        • Select Sequential if all reviewers must complete the review in a specified order.
      7. Add reviewers the same way you added authors.
      8. Select Queue & Notify Later if you are assigning multiple items to the same person. This prevents recipients from receiving too many individual emails; all the notifications are sent in a single email.
        Note: If Queue & Notify Later is not enabled, authors receive emails immediately.
      9. Include a message to the reviewers and a description or help text for the section.
    3. Click Add.

    See the video below for a quick walkthrough of the process.

     

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