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Create Section & Task Templates

Task sections divide a project's task list into organized groups, by phase, task type, team, or whatever fits your workflow.

Written by Hubflo Team
Updated this week

To show sections to clients in the portal, go to Settings > Client Portal > Appearance and choose As a list grouped by sections or As a board grouped by sections.

Here's what the client experience looks like when sections are enabled as a board grouped by sections:

Create a section inside a project

  1. Open a project and go to the Tasks tab

  2. Click + New section

  3. Name the section, or select a saved section template

Create a section template

  1. Go to Settings > Data > Templates > Sections & Tasks

  2. Enter a section title

  3. Click + to add tasks under the section

Once added to a project, you can edit task due dates, assignees, tags, and other details without affecting the original template.

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