You can create groups for communicating as well as assigning and managing tasks. Below are the steps to create a group:
1. Click the hamburger icon in the left panel (corresponding to the 'Search Users/Groups' option) to create a group.
2. The 'Create Group' popup will appear on the right side of the screen as shown below:
3. Enter details as required.
The 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.
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 the 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 an 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 the status of all its tasks is completed or cancelled. Deactivated groups will remain accessible to 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 the 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.
Next Article: Communicate on a Group