By grouping tasks, you can accomplish your company’s projects more efficiently.

To edit these groups, a user needs to be the company account’s administrator or have the Edit groups permission.

Selecting tasks for grouping

1. Go to the Tasks section in your company account.

2. Check the tasks you wish to add to a group.

3. At the bottom of the task table, click Group.

4. You can add the tasks to an existing group or create a new one.

You can create a task group first and add tasks later.

1. Go to Tasks.

2. Scroll down to the bottom of the page.

3. Click My groups.

4. Click Add new group

5. Name the group and click Create.

Renaming and deleting a task group

1. Go to Tasks.

2. Scroll to the bottom of the page.

3. Click My groups.

· Click the pencil icon to rename the group.

· Click the bin icon to delete the group.

· Click the minus icon to remove tasks from the group.

Moving tasks between groups

· Select the tasks you want to move.

· Click Move to group at the bottom of the task table.

· Check the groups and click Move.

Task group reports

If you want to receive monthly acceptance certificates for your task groups, please contact us via chat, or email [email protected].