---
title: "Add Section & Steps"
description: "Organize your SOP by adding sections that group related instructions. Within each section, you can create steps with specific titles and descriptive content to guide users through the procedure. **Steps to Organize SOP with Sections and Steps** 1. Click the…"
url: "https://pluto-men.com/help/add-section-steps/"
updated: "2025-09-17"
category: Plutomen WORKFLOW / Company Admin
---

# Add Section & Steps

Organize your SOP by adding sections that group related instructions. Within each section, you can create steps with specific titles and descriptive content to guide users through the procedure.

**Steps to Organize SOP with Sections and Steps**

1. Click the **“+” sign** in the SOP section.
2. Choose either:
   - **Add Section** – to group related steps
   - **Add Step** - to insert a new instruction

![Add Sec 01](https://pluto-men.com/wp-content/uploads/2025/09/Add-Sec-01-1024x576.jpg)

### **Step Details**

In the **Step Details** section, you define the content and format of each individual SOP step. Start by entering the **step title** and **instructional text** to describe the action or task. You can enhance the step using the **Insert** options, which allow you to include **images** or **videos** for better clarity and visual guidance. To collect user input or responses, choose an appropriate **Answer Type**. Available answer types include **Short Text**, **Long Text**, **Email**, **Website**, **Date & Time**, **Numbers**, **Dropdown**, **Multiple Choice**, and **Checkbox**. Selecting the right format ensures that each step is both informative and interactive, guiding users effectively through the SOP process.

**Steps to Configure Step Details in SOP**

1. Enter the **Step Title** to define the task.

![step tittle](https://pluto-men.com/wp-content/uploads/2025/09/step-tittle-1024x576.jpg)

2. Add **Instructional Text** describing the action clearly.

![formet text](https://pluto-men.com/wp-content/uploads/2025/09/formet-text-1024x576.jpg)

3. Use **Insert Options** to add **Images** or **Videos** for visual support.

![step detail insert](https://pluto-men.com/wp-content/uploads/2025/09/step-detail-insert-1024x576.jpg)

4. Select an appropriate **Answer Type** from the list:

- Short Text, Long Text, Email, Website,
- Date & Time, Numbers, Dropdown,
- Multiple Choice, Checkbox.

![step answer type](https://pluto-men.com/wp-content/uploads/2025/09/step-answer-type-1024x576.jpg)

5. Click **Save** to apply the step.

### **Step Editor Layout**

In the **SOP Step Editor**, the interface is divided into two main sections. On the **left side**, users can view and manage the overall structure of the SOP, including the **sections** and **steps** that have been created. Each step shows its title and can be reordered, duplicated, moved, or deleted using the corresponding icons. On the **right side**, users can define the **step content**, including a **Step Title** and **Text** instructions. Below the text area, users can **insert additional content**, such as **images** and **videos**, to support the instruction. This layout allows you to easily navigate between steps on the left while customizing the content for each step on the right.

**SOP Editor Layout**

1. **Left Panel** – View and manage SOP structure (Sections & Steps).
2. **+ Add Section / + Add Step** – Add new sections or steps.
3. **Right Panel** – Edit selected step: title, text, images, and videos.

### **Responsive Layout**

The SOP editor is fully responsive and works across **desktop, tablet, and mobile** devices. On a **desktop**, it shows a split view with steps on the left and editing tools on the right. On **tablet and mobile**, the layout adjusts for smaller screens—panels stack or toggle for easy navigation. This ensures smooth SOP creation and editing on any device.

![Section steps 2](https://pluto-men.com/wp-content/uploads/2025/09/Section-steps-2-1024x576.jpg)

### **Theme Settings**

The **Theme Settings** allow you to customize the visual appearance of each SOP. You can **upload a background image** by dragging and dropping a file or selecting one from your device. Additionally, you can set the **background color**, **main text color**, **button & progress bar color**, and **button text color** to match your brand or improve readability. These visual elements help create a consistent and user-friendly experience for SOP viewers.

**Theme Options**

1. **Background Image:** Upload a background image that appears behind the entire SOP content.
   - **Drag & Drop** or **Click to Upload** from your device.
2. **Background Color** Sets the background color for the SOP, either behind or instead of the background image.
3. **Main Text Color** Defines the color of the primary instructional text to ensure clear contrast and legibility.
4. **Button & Progress Bar Color** Customize the color of:
   - **Navigation buttons** (e.g., "Next", "Back")
   - **Progress bar** that shows completion status
5. **Button Text Color** Sets the color of the text inside buttons to ensure it stands out and is readable.

![color set](https://pluto-men.com/wp-content/uploads/2025/09/color-set-1024x576.jpg)

### **Preview**

The **Preview** feature lets you view the SOP as an end user would see it. This helps you check layout, content flow, and formatting before publishing.

![preview](https://pluto-men.com/wp-content/uploads/2025/09/preview-1024x576.jpg)

### **Publish SOP**

Once all sections and steps are completed and reviewed, use the **Publish** option to make the SOP live. Publishing makes the SOP visible and accessible to assigned users, marking it as the official version in use.

**How to Publish an SOP**

1. **Finish your SOP** – Add all sections, steps, and content.
2. **Review everything** – Check text, media, and theme settings.
3. **Click “Publish”** – Located at the top-right of the editor.
4. **SOP is live** – It's now visible to assigned users.

![publish](https://pluto-men.com/wp-content/uploads/2025/09/publish-1024x576.jpg)

### **Version History**

The **Version History** feature tracks all changes made to the SOP over time. Each version is saved automatically, allowing you to view, compare, or revert to a previous version if needed. This ensures accountability and helps maintain a clear record of updates.

**Restore SOP from Version History**

1. Click **“Version History”** in the SOP editor.
2. Select a previous version to preview.
3. Click **“Restore”** on the version you want.
4. Confirm the restore action.
5. Edit or **republish** if needed.

![version](https://pluto-men.com/wp-content/uploads/2025/09/version-1024x576.jpg)