Groups

With groups, you can assign more than one team member to a task, or manage permissions based on groups. For example, you could create an IT Support group to receive all incoming requests for hardware or software assistance.

Assigning tasks to groups

Tasks can be assigned to groups in the same places that you would assign a task to a person. If a task is assigned to a group, all group members are assigned the task and if any member of the group completes the task it is marked complete for all members of the group.

How to create a new group

1. Open the menu in the top navigation bar, and select Team.
2. Select
3. Name the group and select 1 or more team members to include in the group
4. Select

How to edit a group

1. Open the menu in the top navigation bar, and select Team.
2. Select the Group tab, then select a group.
3. On the group page, select then select Edit Group
4. To deactivate the group, select Deactivate Group

💡   Tip: You can reactivate a deactivated group from the groups tab. To show all deactivated groups, select the Active Groups filter and change it to Archived Groups to show just deactivated groups.

Simplify permissions and user management with groups

It’s easiest to manage Individual permission settings using groups. Create groups for different teams or functions, then grant permissions to those groups rather than granting permissions to individuals. This is especially important as the team size or Workflow count increases.

For more details on managing group permissions, check Create and add users to groups.