In Legatics, effectively organizing your lists involves the strategic use of sections and rows. Sections act as containers that group related rows or other sections, creating a hierarchical structure that enhances list organization. Rows represent individual items or tasks within your list.
This guide provides a comprehensive overview of how to manage sections and rows to optimize your workflow.
Where you manage sections and rows
To manage rows and sections in Legatics, you'll be using the six-dot menu located at the far left of each row or section. Clicking on the menu opens a list of actions. Holding the menu allows you to reorder rows or sections by dragging them to a new position.
Sections
Sections in Legatics act as containers that group related rows and sub-sections within a list. They help organize your data into a clear, hierarchical structure, making it easier to manage and navigate complex workflows.
Note: You can have multiple levels of sections, up to a maximum of 27
A great way to see your section levels is to use the table of contents
Adding sections
Prerequisites: You need to have the structure list permission on the list
At the same level
Click the six-dot menu on the left of an existing section
Select Add section above or Add section below
At the next level down
Nesting sections inside sections can be helpful. You can do this from both sections and rows. To do this:
Click the six-dot menu on the left of the section or row
Select Add subsection (if it's a section)
Select Add section above or Add section below (if it's a row)
Moving sections
Prerequisites: You need to have the structure list permission on the list
Hover over the section you want to move.
Click and hold the six-dot menu to grab the section.
Drag the section to the desired position in the list.
To nest a section within another section, drag it until a highlighted box appears around the target section, then release. It will appear at the bottom of the section.
Tips:
Moving sections is easier when all the sections are collapsed
You can move multiple sections at the same time
Duplicating sections
Prerequisites: You need to have the add rows and structure list permissions on the list
Click the six-dot menu on the left of an existing section
Select Duplicate section
When a section is duplicated:
the duplicated section is added below
the section name is duplicated
all rows inside the section are duplicated
all content in those rows are duplicated except:
only the latest version is copied
any documents marked for signing won't be marked for signing
any permissions in the row are duplicated
Deleting sections
Prerequisites: You need to have the delete row permission on the list
Locate the section(s) you want to delete
Click the six-dot menu on the left of the section
Select Delete section from the menu
Confirm the deletion in the pop-up
Warning: This will permanently delete everything nested inside the section (including rows and subsections). This action is irreversible. Proceed with caution.
Rows
Rows in Legatics represent individual items or tasks within a list. Each row contains specific data related to a particular entry, such as a document, deadline, or assigned responsibility. Rows are the building blocks of your lists, providing the granularity needed to track and manage information effectively.
Adding rows from sections
Prerequisites: You need to have the add row permission on the list
Click the six-dot menu on the left of an section.
You can then:
Add row above section (adds the row to the level above the section)
Add row below section (adds the row to the level below the section)
Add row inside section (nests the row inside the section)
Note: You can also add multiple rows
Adding rows from other rows
Click the six-dot menu on the left of an section.
You can then:
Add row above
Add row below
Duplicating row
Prerequisites: You need to have the add rows permission on the list
Click the six-dot menu on the left of an existing row
Select Duplicate row
When a row is duplicated:
the row is added below
all content in the rows is duplicated except:
only the latest version is copied
any documents marked for signing won't be marked for signing
any permissions in the row are duplicated
Moving row
Prerequisites: You need to have the structure list permission on the list
Hover over the row you want to move.
Click and hold the six-dot menu to grab the row (do this multiple times for each row you want to move)
Drag the row(s) to the desired position in the list.
To nest your row(s) within a section, drag it until a highlighted box appears around the target section, then release.
Deleting row
Prerequisites: You need to have the delete row permission on the list
Locate the row(s) you want to delete
Click the six-dot menu on the left of the row
Select Delete row from the menu
Confirm the deletion in the pop-up
Warning: This will permanently delete everything in the row (including things like files and comments). This action is irreversible. Proceed with caution.
