> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/organization-setup/section-settings.md).

# Section Settings

Add, rename, and reorder the sections projects move through in your workspace.

Your team may not talk about "Quoted" and "In Progress". Sections are the stages a project sits in: the columns in My Workspace and the project's status everywhere else. In **Section Settings** you rename them to your own words, add stages of your own, and put them in order.

### Before you start

You'll need the **Organization Setup** permission, in the **Settings** permission group.

> **Warning:** Saving, adding, or deleting a section resets every user's workspace settings and saved workspace filters. Let your team know before you change sections.

### How to open Section Settings

1. In the main menu, go to **Settings** > **Organization Setup**.
2. Select the **Configuration** tab.
3. Select the **Section Settings** tab.

### How to add a section

1. Select **Add Section**.
2. Under "Give your new section a name", type the name.
3. Select **Add**.

You see "Section created successfully". The new section goes in just before the last two sections.

### How to rename or reorder sections

1. Select a section's name and type the new name.
2. Drag a section by its **Move Me** handle to move it up or down.
3. Select **Save**.

Renaming a section changes the status on every project in it. Each name must be unique.

OrderEazi starts with four system sections: Quoted, In Progress, Completed, and Cancelled. You can rename all four, but you can't delete them. Quoted, Completed, and Cancelled can't be moved either, and show "This is a System Action and cannot be re-ordered or deleted." In Progress can be moved.

**Example:** Your team talks about "Enquiries" rather than quotes. You rename Quoted to "Enquiries", add a section called "Awaiting Deposit", and drag it to just after In Progress. You select **Save**. Projects that were in Quoted now show "Enquiries" as their status, and your workspace has an "Awaiting Deposit" column.

### How to delete a section

1. Select **Delete** next to the section.
2. You're asked "Are you sure you want to delete this section?". Select **Confirm**.

You see "Section deleted successfully". A section can't be deleted while it has projects in it, or while a workflow step moves projects into it.

### How to go back to the default sections

> **Warning:** Resetting deletes every section you added. First move the projects out of them, and change any workflow steps that use them.

1. Select **Reset to Defaults**.
2. You're asked "Are you sure?". Select **Yes, reset it!**.

The four system sections go back to their original names and order. If one of your sections still has projects in it, or is used by a workflow step, the reset stops with the message for that section. Fix it, then reset again.

### When a change can't be saved

* **"Section name already exists." or "Section names must be unique.":** Give each section a different name.
* **"Section name cannot be empty.":** Type a name for the section.
* **"Cannot delete a Section which contains projects.":** Move its projects to another section first.
* **"This section is used by a workflow step and cannot be deleted.":** Change the workflow step to use another section first.

### Related pages

* [My Workspace](/central/order-management/my-workspace.md): where sections show as columns
* [Workflow Manager](/central/order-management/settings/workflow-manager.md): move projects between sections with workflow steps
* [Project options](/central/order-management/settings/organization-setup/system-settings/project-options.md): close old projects in the Quoted section