Complex processes demand clarity. Puzzle’s Sections give you that clarity by transforming your canvas into a well-structured, easy-to-navigate system. Each section acts as a visual container for your workflows, helping teams understand how operations are organized, where responsibilities lie, and how systems connect.
Whether you’re scaling a growing operation or refining mature processes, Sections help you build a workspace that’s both functional and presentation-ready, designed for faster reviews, better decisions, and confident execution.
Key Benefits of Using Sections
🗂️ Break Down Complexity: Divide large workflows into focused sections for easier navigation, communication, and collaboration.
👀 Navigate with Clarity: Quickly move between processes and stay oriented in complex systems.
📈 Spot Optimization Opportunities: Use the visual layout to identify process gaps, bottlenecks, or overlaps at a glance.
✔ Access Key Insights from the Sidebar: Use the Section Sidebar icons to open detailed views of Tasks, Comments, and Process Costing—right when you need them.
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.
💡 Note: Newly created Sections always appear at the far right of your current tab, regardless of your cursor position. This ensures consistent placement and prevents overlap with existing processes.
✏️ 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: Select a section to reveal fast actions like duplicate or delete, streamlining edits.
🖥️ Toggle Section Name Overlay (Optional): Want a cleaner canvas while zoomed out? You can disable the overlay of section names for a more streamlined presentation view:
Go to ⚙️ Settings → Workflow Settings
Toggle off "Section Overlay When Zoomed Out"
This helps keep your canvas focused when reviewing or presenting complex workflows.
3️⃣ Enrich Your Sections with Notes & Videos
3️⃣ Enrich Your Sections with Notes & Videos
🗒️ 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 Video Walkthroughs: Add Loom videos in the Notes section to provide engaging video guides.
4️⃣ Use Sidebar Icons for Tasks, Comments & Cost Visibility
4️⃣ Use Sidebar Icons for Tasks, Comments & Cost Visibility
The Section Sidebar includes three powerful roll-up icons that help you manage execution, collaboration, and cost at the process level:
✅ Tasks
Click the Tasks icon to view all tasks from steps within the section—grouped by step and shown with checkboxes for completion. Perfect for quick progress checks and identifying incomplete work across the process.
💬 Comments
Use the Comments icon to scan all step-level conversations in one place.
Ideal for reviewing updates, surfacing questions, or staying aligned asynchronously.
💲 Process Costing
Click the $ icon to open the Process Costing Sidebar, showing a total cost of the entire section based on the steps it includes. At a glance, you can:
💰 View total workflow cost
⚙️ See the impact of process changes in real time
📊 Use cost insights to support optimization or stakeholder ROI conversations
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 Video 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.
📋 Use Sidebar Icons for Layered Insights: Click the icons in the Section Sidebar to:
View Tasks across all steps (organized by step and completion)
Review all Comments in one place
Open the Process Costing Sidebar for labor cost roll-up
⚠️ Avoid Section Overlaps: Maintain clear boundaries between Sections, as overlapping isn't currently supported and may cause workflow confusion.
Conclusion
A clear structure is the foundation of operational excellence. With Puzzle’s Sections, you can confidently organize your workflows, simplify collaboration, and bring order to even the most complex systems.
From planning and documentation to reviews and stakeholder alignment, Sections ensure your workspace always tells the right story—clean, connected, and easy to act on!