Groups provide a way to add large teams or many members to a project at once. For example, in the HR Organization you may have a number of people working in a Training team. If a new project has some training needs, the Training Group can be added to the project instead of the individual members.
To create a group double click on the workspace where you want to add the Group. .
There is a default group you can select which includes all members of your organization.
To add or edit Groups, navigate to Team> Groups tab and type the group name.
Once the group is created, double-click on the group name to update the group details
- Info tab - there is one setting here “Add to New Projects”. when this is selected the group will be added by Default to all new Projects. The group can be deselected in the New Project sheet.
- Members - add any workspace members who will be part of the group
- Roles - add any Roles from the workspace which will be part of the group
The Profile and Role you select for each member is the one that will apply in the project where this group is added.
More information on Roles functionality is available in the Roles tutorial video.
Once groups are configured for your Workspace, you can add them to new and existing projects
In the New Project sheet, any Group with “Add to New Projects” checked will be selected, but it can be deselected.
If the project is created without a sheet (i.e from a Task project selector where you can quick add a project), the group will be added by default.