Create a Group

This article helps you understand how to create a new group for collaborating with your team.

Updated over a week ago

You can create groups for communicating as well as assigning and managing tasks. Below are the steps to create a group:

1. Click on hamburger icon in the left panel (corresponding to 'Search Users/Groups' option) to create a group.

2. The 'Create Group' popup will appear at the right side of screen as shown below:

3. Enter details as required.
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User creating the group becomes an administrator of that group by default, though can be removed later if required.
By default, the 'Active' switch button is turned on while creating a new group.
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Below is a description of the available fields:

Title

Description

Group Name

To enter a name for this group.

Members

To select members for this group from a list of contacts. Type in the initial characters of user's name to get auto-suggestions based on the same.

Mouse hover on the member name once added, allows you to make that member an admin or remove them as a user. A group can have multiple administrators.

In case the concerned member is already an admin, it allows you to remove them as admin or remove them as a user from the selected group.

Description

To enter a description for this group.

Active

Group administrators can turn the switch off and make the group inactive (can be switched back on later).

A group can only be deactivated once status of all its tasks are completed or cancelled.

Deactivated groups will remain accessible by all group members; however, new messages or tasks cannot be created within them (unless reactivated by group administrators).

Below is a description of the icons available at top right side of the popup:

Icon

Title

Purpose

Expand

To maximize the view.

Close

To close the view.

Click 'Save' once done to complete creating the group.



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