You can create task groups to match your company’s projects.
To edit these groups, a user must be the company account administrator or have the Edit groups right.
Selecting tasks for grouping
Go to the Tasks section in your company account
Tick the tasks you wish to add to a group
3. At the bottom of the tasks table, click Group
4. The tasks can be added to an existing group or to a new one
Creating a new tasks group
Creating a new task group
You can create a task group first and add tasks later
Go to Tasks
Scroll down to the bottom of the company account
Click My groups
4. Click Add new group
5. Name the group and click Create
Renaming and deleting a task group
Go to Tasks
Scroll to the bottom of the company account
Click My groups
Use the pencil icon to rename the group
Use the basket icon to delete the group
Use the minus icon to exclude all tasks from the group
Choosing a group during task creation
Step 3 in the task creation process allows you to choose a task group in the Task group menu.
Moving tasks between groups
Choose the tasks you want to move
Click Move to group at the bottom of the tasks table
Choose the groups and click Move
Task group reports
If you want to receive monthly acceptance certificates for your tasks groups, please contact us via chat, or email [email protected].