Groups

Overview

Groups help organize team members into logical units like teams, departments, or skill sets. Use groups to simplify project assignments, reporting, and permission management.

Why Use Groups?

Groups provide several benefits:

• Organization - Logical structure for your team
• Bulk actions - Assign entire groups to projects
• Reporting - Generate group-level reports
• Permissions - Grant access by group
• Communication - Know who belongs to which team

Viewing Groups

To see your organization's groups:

1. Navigate to Team in the sidebar
2. Click the Groups tab
3. View all groups with member counts

Creating a Group

To create a new group:

1. On the Groups tab, click Create Group
2. Enter a name for the group
3. Add a description (optional)
4. Select members to add
5. Click Create Group

Common Group Types

Organizations typically create groups for:

Managing Group Members

Adding Members

1. Open the group details
2. Click Add Members
3. Select members from the list
4. Click Add

Removing Members

1. Open the group details
2. Find the member to remove
3. Click the remove button
4. Confirm the removal

Group Lead

Each group can have a designated lead:

• Leads receive notifications about their group
• Shown prominently in group listings
• Can approve timesheets for group members (if configured)

To set a group lead:

1. Open group settings
2. Select a member as Group Lead
3. Save changes

Editing Groups

To modify a group:

1. Click on the group to open details
2. Click Edit Group
3. Update name, description, or members
4. Click Save Changes

Deleting Groups

To delete a group:

1. Open group settings
2. Click Delete Group
3. Confirm the deletion

Groups & Projects

Assign entire groups to projects for faster setup:

1. Open project settings
2. Go to the Team tab
3. Click Add Group
4. Select the group to add
5. All group members are added to the project

Related Topics

• Team Members
• Utilization
• Creating Projects