In your room you can add all kind of content like introductions, product list, task collaboration, deal pipelines, support tickets etc.
These items are all called sections.
How to add a section in your template
To add a section click on
“+ Add Section”Select the preferred section you would like to add
You can use the slash command
/to add titles, text, tables,…Type
/headingor/h1,/h2, or/h3to choose the heading size you want.Use Markdown shortcuts, like
#,##, and###to create the perfect section
How to manage a section in your template
Sections can have multiple actions within your template
Click on the 3 dots that appear in the top left corner when you hover over the title of your section to access them
Section action | Result |
Sync section | Add this section to your synced sections so you can use it across all your rooms |
Rename section | Simply rename the section |
Move section | If you made a mistake on where to put certain sections, you can move a section from one tab to another so you don't need to recreate it. |
Hide in shared view | This hides the section in the room for your partner but allows you to still see it. |
Enable editing by partner | In case you want your partner to edit your section you can allow them to. |
Duplicate | Simply duplicate the section to easily re-use again |