Support Assessments
How do I add section headers in my Assessments?

How do I add section headers in my Assessments?

Posted by Support Team on September 10, 2020 — Updated on June 17, 2025

Sometimes you may need a few extra sections to assess your client accurately. If that’s the case, we’ve got you covered. These three easy steps will show you how to add a section header to your assessment in no time!

1. Click “Assessments” tab in the left sidebar.

In the Account tab, click on the ā€œAssessmentsā€ option in the left sidebar.

Click 'Assessments' tab in the left sidebar.

2. Create a new assessment or select an existing one.

In the Assessments tab, select an existing assessment or create a new one, then click “Edit” in the Actions column.

Create a new assessment or select an existing one.

3. Click “Fields” tab.

When editing an assessment, click the “Fields” tab to add a section header.

Click 'Fields' tab.

4. Click “Section Header” in the drop-down list.

In the “Add New Field” drop-down list, select “Section Header”.

Click 'Section Header' in the drop-down list.

5. Enter a title for the section header.

Enter the title of your section header in the field. Once you’ve finished setting up your assessment, click “Save Assessment” to save it.

Enter a title for the section header.

Add section headers as needed using these three easy steps!

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