How to Add a Section or Category in Docs

Need to organize your documentation better? Adding a new section or category in the Docs module is quick and easy. Follow the steps below to get started

Why this matters

Clear document structure makes it easier for teams to navigate, review, and manage information. Adding sections and categories properly keeps your Docs organized and scalable as projects grow.

Adding a section or category

  1. Go to the Docs module
    Open your Plannerly project and navigate to the Docs module where your documents are stored.
  2. Hover between existing sections
    Move your mouse between two existing document sections. As you hover, several icons will appear. These represent different content options you can add.
  3. Choose the right icon
    • Category icon: Click to add a new category to group related sections together.
    • Section icon: Click to insert a new section within a category or document.
    • PDF icon: Use this option to attach a PDF file.
  4. Click to create
    After selecting the appropriate icon, a new entry field will appear. Enter the name of your new section or category and confirm to create it.