Clear organization is crucial when managing complex business processes. Puzzle’s Sections act as visual containers representing essential workflows and operations, helping you and your team efficiently understand how high-level processes interrelate.
Whether coordinating a small project team or overseeing extensive business operations, Sections provide the structure and visibility needed for effective collaboration. With Puzzle’s intuitive interface and powerful customization options, maintaining a clearly organized workspace has never been easier.
Key Benefits of Using Sections
🗂️ Efficient Management: Break large processes into manageable units, simplifying navigation, findability, and collaboration.
👀 Streamlined Navigation: Quickly navigate Sections to visualize company processes clearly and intuitively.
📈 Process Optimization: Gain an overview of workflows, easily identifying bottlenecks or areas for improvement.
Video Guide: Using Step & Section Sidebars - Tips & Best Practices
Step-by-Step Guide
1️⃣ Adding A Section
1️⃣ Adding A Section
➕ Create a Section: Click the Section button on the toolbar to add a new section.
✏️ Name Your Section: Click the text bar labeled "Untitled" to enter a clear and descriptive title.
2️⃣ Managing Sections
2️⃣ Managing Sections
📐 Adjust Size: Click and drag the section’s corners to resize and better fit your workspace.
🔀 Move Section: Drag the section by its borders to reposition it within your workspace.
❌ Delete Section: Click the 🗑️ icon at the top or sidebar of the Section, or press the Backspace/Delete key to remove it.
⚡ Quick Action Menu: When you select a Section, a Quick Action Menu appears. This menu allows you to quickly duplicate or delete the selected step or section, saving you time and clicks.
3️⃣ Enrich Your Sections with Notes & Visuals
3️⃣ Enrich Your Sections with Notes & Visuals
🗒️ Add Notes: Use the Notes tab in the Section sidebar to provide details, reference key documents, or include essential instructions.
🤖 Automated Notes with AI: Puzzle’s AI-powered automation streamlines note-taking, capturing key details effortlessly. (Refer to our dedicated guide for more details.)
🎥 Embed Visual Walkthroughs: Add Loom videos in the Notes section to provide engaging visual guides.
💡Best Practices for Optimizing Sections💡
🗃️ Group Related Processes: Organize related workflows logically within the same Section for better clarity and easier management.
🔄 Regular Reviews & Updates: Regularly revisit and update Sections to reflect evolving processes, ensuring ongoing accuracy and efficiency.
🎥 Use Visual Walkthroughs: Embed Loom videos directly into Notes for clear, visual guidance, especially beneficial for complex processes.
🖇️ Provide Quick Access with Hyperlinks: Include relevant hyperlinks in the Notes section to streamline access to essential external documents and tools.
📋 Leverage the Section Sidebar: Once steps are added to a Section, use the Section Sidebar to view a quick summary at a glance. It conveniently displays all roles involved, tools utilized, and notes you've added, providing instant clarity on the entire workflow within that section.
⚠️ Avoid Section Overlaps: Maintain clear boundaries between Sections, as overlapping isn't currently supported and may cause workflow confusion.
Conclusion
Effectively utilizing Sections in Puzzle helps your team maintain clarity, collaborate effortlessly, and continuously optimize business processes. By strategically organizing workflows and leveraging customization tools like Quick Action Menus, automated notes, and visual walkthroughs, you'll simplify complex processes and improve organizational efficiency.
Start implementing these best practices today to transform how your team manages and interacts with workflows—turning complexity into productivity!