So what is a group? A group is a space where you can track various processes or organizational tasks along with the relevant teammates. How do we create a group?
In order to open a new group, go to the groups' screen, the window that opens will show the groups you are a member of. Now click on 'Add New Group':
Important instructions and highlights:
In the first tab of the group settings, we will define a name for the group, describe it and attach a cover image from the photo gallery on the computer.
In addition, in this tab, we will define the default view of the group: Kanban, feed, table, calendar, scheduler and Gantt. Set the displayed views that are relevant for your needs. Only the ones that are marked will be shown to the group members, the unmarked will be hidden.
You can also define the group working time, this is useful if you work with the calendar or the scheduler views.
In the second tab, we will set the group permissions Privacy level
A workgroup has two basic permission options:
Open: All organization users can access the information in the group.
Closed: Only group members can access and view the items and information inside.
Permissions:
Default Permissions: Group admins can view and edit all items in the group. Other users can edit the details of items they've opened or have permission to edit.
Co-working: All users can view and edit all items in the group, including items they didn't create.
Classified Group (Closed Group only): There are two types of users:
Classified user: Sees only the items they are a member of.
Non-classified user: Sees all items in the group.
In a classified group, we determine the user's type after selecting them.
In the third tab, you’ll define the group members by selecting users from the organization’s employee list. You can also add teams directly.
In the default permissions and co-working cases, all team members will be regular users.
In the classified group, all team members will be unclassified users.
This is a great option because when a team member is added or removed, they will be automatically added or removed from the group. The members' permission level will be defined after adding him to the group. Learn more about this here.
In the next tab, you can choose the types of content (inputs) that you wish to include in the group according to the default or custom datatypes you created in the system. (Click here to read how to create a new datatype)
In the "Automations" tab, you can define whether you would like to receive an alert about items that have no activity for a specified period of time.
After creating a group, in the settings screen, you can change the data of the group, the default view, and the users who are in it.
Main actions that can be performed on the settings screen:
Editing group details - name, description, default view, displayed views, cover photo, group working time.
View the group's permission settings
Adding and removing users from the group
Manage the type of datatypes (forms) that are allowed to be published in the group.
5. Adjust the indicator for unused items in Automations. - I think it's unnecessary, we don't get a lot of value from this explanation.
6. Delete a group
Please note that deleting a workgroup will also delete all the items that are inside it, so this must be taken into account when we want to do this.
Leaving a group
You can leave a group at any time. Simply open the menu on the left side of the screen, click on the three dots at the top, and select "Exit Group." This will remove you from the group immediately.
To move an item to another group, click the three dots on the right side of the item, select the "Move" option, and choose the target group and status (column).