Creating and Adjusting Sections for your Team

Sections help you organize your teamwork - as every team is different, there are many ways to use them, depending on the size and structure of your team, the industry you're in and the volume of tasks your team performs every day. It's all up to your creativity and project management tactics.

Therefore, Sections may contain various projects your Team is working on, different aspects of your work routine or groups within your Team; you're free to think of any creative way to use them. Your primary Section is by default named after your Team and displayed in bold typeface above all other Sections.

Entering Sections through your User Profile

You can access any Section in 3 ways - enterign through your User Profile is one of them. To create or edit a Section just go to your User Profile settings (top right corner) and choose Sections:

PrivMX

After you open the Section settings, you'll be able to see all Sections within your Team Server. You'll also be able to manage settings of particular Sections - by activating Tools' notifications within each one.  You can also decide who can access a Section, manage it and create its Subsections:

PrivMX

As you can see above, this is where you can:

  • rename your sections;
  • enable active modules (Tools - not every Section requires Calendars or Files, so you can adjust them to your Team's needs);
  • allow other Team Members to access, manage and create Subsections of the particular Section;
  • decide how you want the section to disply in your vertical Section menu;
  • remove the whole Section;
  • add a new subsection.

Each Team Member can also create a private Section, where no other Team Members can enter. It may contain private Files, Tasks, Calendar, to-do lists and kanban boards. Each item can be shared with selected Team Members anytime by its creator.

Entering Sections through the initial app window

You can access any particular Section right after you log into your PrivMX Fusion workspace. The initial window allows you to enter your Team Server any way you want, including through a Section. Just select one from the list below the Tools icons:

PRivMX sections menu - entering through initial app window

After clicking a selected Section, PrivMX takes you straight into its feed, where you can see its inner Chat conversations, Files, and Tasks:

PRivMX section's feed

Entering Sections through the sidebar menu

After you enter your Team's workspace, Sections are always displayed in the sidebar menu on your left. Note that you can always access each Section's settings straight from the menu - simply by clicking the Settings/Gear icon next to its name in the sidebar Sections menu:

PrivMX Section settings

Subsections

By choosing "New Section", you create and name a brand new, Parent Section, that can be later developed into Subsections.  To create a Subsection in any existing Parent Section, just click "+Add Subsection" in a selected Section. 

PrivMX

Parent Sections and Subsections may be adjusted according to your (Team Keeper's) tactics.  Subsections are later displayed in your Section menu as follows: Parent section/Subsection (with Subsection always displaying in bold typeface).

You can decide whether you want the Section to be Managed (accessible only to the Team Members you select). This way you can arrange your team's workspace according to your privacy policy and hierarchy. Note that all the content of each Section is still encrypted and can be accessed only by your designated Team Members.

The "Active Modules" feature lets you select the tools you want to use within the Section. Some sections, like "Lunch" ( an essential one in terms of keeping the team spirit alive ;), may not only need chat or file sharing. It's all up to you.

As a Team Keeper, you're able to manage access policy of each Section and activate its modules (Tools) for all other Team Members. To learn more about how you can adjust the workspace for your team, see our tutorial about Team Server settings.

  • Team Member

How does PrivMX Pocket work?

A companion app for PrivMX Fusion. Keep selected Sections (Chats+Files) on your mobile, make and share text notes and photos and stay in touch with your Team - wherever you work.

  • Tools

TASKS - How to edit Tasks in PrivMX Fusion?

We have already discussed adding Tasks and organizing them, so please read our previous tutorials regarding Tasks first. When your Tasks are added and organized, the cooperation starts.

  • Tools

TASKS - How to organize Tasks in PrivMX Fusion?

This tutorial will show you how to manage Tasks, to make your workflow as effective as possible. If you haven’t read the tutorial about creating Tasks, we suggest doing it first.

  • Team Member

PrivMX Fusion user settings

This tutorial will show you how to adjust your personal settings. From changing your password and setting up two-factor authentication to choosing a profile picture.

  • Tools

FILES - How to organize Files in PrivMX Fusion?

This tutorial will show you how to work with Files in PrivMX Fusion, arrange them within thematic Sections, attach to Tasks and more.

  • Tools

FILES - How to import your files to PrivMX Fusion?

This tutorial will show you how to upload files to PrivMX Fusion.

  • Tools

FILES - How to create new Files in PrivMX Fusion?

See how to create new text notes, spreadsheets, mindmaps, and record audio and video in PrivMX Fusion.

  • Tools

TASKS - How to create a Task in PrivMX Fusion?

Learn how to add a new Task, adjust it, assign Team Members and add attachments in PrivMX Fusion.

  • Team Member

How do PrivMX Fusion Sections work?

Learn how our 2-dimensional architecture with deeply interconnected Tools and Sections works.

  • Team Keeper

Creating a new Team Server hosted by PrivMX

This short tutorial will take you step by step through the process of creating a new PrivMX Team Server located in a data center of your choice offered by our company.

  • Tools

CALENDAR - How does the PrivMX Fusion Calendar work?

Learn all about Calendar's options in PrivMX Fusion: creating and keeping track of deadlines and time schedules.

  • Tools

CHAT - How does PrivMX Fusion Chat work?

Get to know all the features behind PrivMX Fusion Chat channels: Sections' Chat, one-on-one Chat and ad hoc group conversations.

  • Team Keeper

Adding new Team Members to your Team Server

Adding and managing Team Members’ account is solely assigned to Team Keeper – the person of the biggest authority within a PrivMX Team Server. See how to add more members to your team.

  • Team Keeper

Creating and Adjusting Sections for your Team

Arrange your projects, ideas, resources and workflow in PrivMX Sections with this step-by-step tutorial.

  • Team Keeper

Team Server settings

This article takes you through the settings within your Team Server.

  • Team Member

Logging into your PrivMX Fusion account

Welcome to PrivMX Fusion - your new workspace that's safe and agile at the same time. To make your onboarding experience smooth, we prepared this step-by-step tutorial.

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