How to add, delete, customize a group?

A group is a color-coded section on your board that contains your pulses (line items). When creating a board, you then need to create your groups. A group can be a week, a month, a specific step of a project, or whatever you want! This article covers all your can do with a group 🙌

How to add a group on a board?

To add a new group to your board, hover over the title of any existing group and you will see a arrow appearing on the left side. Click it and choose "add group of pulses".

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A new tab will appear at the top of your board as below right under the filter/board:

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Type the name of your group, press enter and you are done!

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How to delete a group?

To delete a group, hover over the title of any existing group and you will see a arrow appearing on the left side. Click it and choose "delete". Your deleted groups will appear in your recycle bin and will remain available for the next 30 days after the action. 

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How to duplicate a group of pulses? 

In case you need an exact copy of the group you already made, you can simply duplicate the group, instead of recreating it from the start. 

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How to edit a group's title?

To edit your group's title, simply click on the title of the group. You can also select the option "rename group" as below:

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How to change a group's color?

To change the color of your group, select the option "change group color" as below:

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From there you can choose amongst 9 different colors:

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How to sort my groups?

To order your groups within a board, simply click to the left of the group title to grab it and then drag and drop :) If you have many different groups in your board, you can collapse them for a better visibility. To collapse groups, click on the small dash icon located below the board/search filter.

 

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Once collapsed, click to the left of the group title to grab and drag/drop to change the order. Once your groups are sorted, you can click on the same little dash to expand them again. 

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If you have any questions about how to sort your groups, please feel free to reach out to our customer success team right here. We are available 24/7 and happy to assist :)